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Kenneth W
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Kenneth Walton is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Walton also conducts business under the DBA name Reflection Financial Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models and third-party managers, focusing on personalized client assessments and offering both proprietary and third-party investment solutions.
Geoffrey G
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Geoffrey Gembala is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-author of a book and involved with Appreciate The World, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee structure rather than fixed fees.
Jack F
Series 63, Series 65
Leawood, KS
Ameriprise
Jack Fitori is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials. He has been with Ameriprise since 2024 and has prior experience working at Ace Pallet and Home Depot. Jack was also a full-time student for several years before beginning his advisory career. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, using research and algorithmic tools to provide recommendations on income sources, asset allocation, and Social Security claiming strategies.
Nathan S
Series 63, Series 65
Overland Park, KS
Thrivent Investment Management
Nathan Smith is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 24 years. Outside of his advisory role, he serves as Treasurer for the Papua New Guinea Mission Society, managing the organization’s financial records. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or discretionary trading authority. The firm integrates planning with managed accounts through its WealthPlan option while maintaining separate services.
Joseph P
Series 65, Series 63
Overland Park, KS
Cetera
Joseph Pelle is a financial advisor with Cetera in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at several firms including Prosperity Advisors, LLC, where he is Vice President and a board member, and Prosperity Network of Advisors, where he serves as Senior Vice President. Pelle also participates in related business activities including ownership positions and a referral role to a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and integrates third-party managers and proprietary model portfolios.
Thomas B
CFP®, Series 63
Lee's Summit, MO
LPL Financial
Thomas Bales is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for a combined 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved with Bales & Associates Inc., a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and investment strategies supported by research and technology.
Richard G
Series 63, Series 65
Leawood, KS
UBS Financial Services
Richard Gibbs is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. He serves as trustee for a personal family trust, handling bill payments and estate settlement matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management, financial planning, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.
Kevin M
ChFC®, Series 66
Blue Springs, MO
Edward Jones
Kevin Mc Clelland is a financial advisor with Edward Jones in Blue Springs, MO. He holds the ChFC® designation and the Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
Bradley W
Series 66
Lees Summit, MO
Edward Jones
Bradley Williams is a financial advisor at Edward Jones with Series 66 credentials and four years of experience at the firm. Prior to joining Edward Jones, he worked at Beumer Corporation for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices across the country.
Jack S
Series 66
Overland Park, KS
Equitable Advisors
Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.
Brett B
CFP®, Series 66
Lee's Summit, MO
OSAIC
Brett Brennan is a CFP® professional with 15 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, National Planning Corporation, and Mike Martin Financial Group. Outside of financial advising, he owns a real estate brokerage and operates a tax preparation service, as well as an online shipping business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.
Joseph H
Series 63, Series 66
Lees Summit, MO
Edward Jones
Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
Luke E
Series 66
Prairie Village, KS
LPL Financial
Luke Eide is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird & Co. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.
Kristina S
Series 63, Series 65
Overland Park, KS
Cetera
Kristina Strickland is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Commonwealth Financial Network and Trinity Planning Group. Outside of finance, she serves as the children's director at Faith Vineyard Church and owns a horseback riding lesson and training facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, including proprietary and third-party model portfolios, discretionary and non-discretionary management, and a broad range of investment solutions.
Scott R
CFP®, Series 63, Series 66
Overland Park, KS
Ameriprise
Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.
Joel A
Series 66
Overland Park, KS
Cetera
Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.
Lauri G
Series 63, Series 66
Leawood, KS
Wells Fargo Advisors
Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.
Robert V
Series 63, Series 65, Series 66
Westwood, KS
Cetera
Robert Van Cleave is a financial advisor with Cetera who holds the Series 63, 65, and 66 credentials and has 12 years of industry experience. He has worked with several firms, including Avantax Investment Services and Keller Williams Realty Partners, and currently serves as president of Van Cleave Wealth Management Chartered, providing tax preparation, payroll, and other accounting services. In addition to his advisory work, he is a police officer for the City of Basehor and is involved in charitable activities as trustee of the Bob Van Cleave Charitable Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.
Ryan K
Series 66
Independence, MO
Edward Jones
Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.
Benjamin S
Series 66
Kansas City, MO
Merrill
Benjamin Sweatt is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and professionals to help them make informed financial decisions aligned with their personal goals and values. His areas of expertise include executive and equity compensation services, legacy planning, liquidity management, personal retirement planning, small business strategies, and tax minimization. Through a personalized planning process, Benjamin assists clients in navigating financial questions related to wealth accumulation, retirement, investment management, and concentrated stock positions. He provides ongoing guidance to help clients adjust their strategies as their circumstances evolve. Benjamin holds a Bachelor's Degree from the University of Kansas and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his approach, he emphasizes building trust and understanding each client's unique motivations to offer tailored financial advice.
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2,475 advisors near
64082
within the area shown on the map
Out of 400,000+ nationwide