Independent, medicare planning financial advisors in Kansas City, MO

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Andrew Flattery is a CFP® professional with 16 years of experience in financial advising. He is the founder of Flattery Wealth Management LLC in North Kansas City, MO. His prior career includes roles at Simple Wealth Planning LLC, Cambridge Investment Research Advisors, BMO Harris Financial Advisors, and RBC Capital Markets. Outside of advising, he is a board member of a Catholic young adult ministry and has appeared on the "Catholic Money Mastermind" podcast. Flattery Wealth Management serves primarily individual and high-net-worth clients, providing financial planning and discretionary investment portfolio management. The firm follows a value-oriented, buy-and-hold investment approach with client-specific policies and periodic rebalancing, using a mix of individual stocks, ETFs, mutual funds, and customized separately managed accounts.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

Charles Pritchett is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans that address clients' unique ambitions, including education funding, retirement lifestyle planning, and long-term family goals. His approach emphasizes simplicity and transparency in investment management to help clients navigate the complexities of wealth planning. Mr. Pritchett holds both a Bachelor's and a Master's degree from Salisbury University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, gardening, and spending time with his family.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Jeffrey Meenes is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is the sole advisor at Meenes Wealth Partners in Shrewsbury, MA, and has worked at Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning services primarily to pre-retiree and retiree households. The firm follows an evidence-based investment approach emphasizing global diversification, cost efficiency, and tax-aware portfolio management, operating on a non-discretionary basis with a small, hands-on client base.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.