Lee's Summit, MO NE Douglas St Office

William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. His prior roles include work with Waddell & Reed, Inc. for nearly four decades and involvement with various business entities such as A Thyme for Everything and Stick This In Your Ear LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

Austin Buck is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Waddell & Reed, Inc., Jesse Snow, and the Truman State University Health Center. He is also involved with LifeGoals Strategies Group, an investment-related business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior career includes long tenure at Waddell & Reed Inc and leadership roles at Mid-Missouri Group, LLC, Celtic Wolf LLC, and Stick This In Your Ear LLC. He is also involved as a non-variable insurance agent with Associates of Clifton Park, Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and a broad suite of financial products.

John Cuddy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School in Lees Summit, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Rodewald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Ram & Associates LLC, Waddell & Reed, Inc., and Arvest Wealth Management. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, combining a broad network of investment adviser representatives with extensive non-advisory financial activities.

Jesse Snow is a financial advisor with LPL Financial in Lees Summit, MO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., and operating his own firms, Jesse Snow, LLC and Mid-Missouri Group LLC. He has also been involved with the Divorce Care Center and insurance-related activities during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Wood is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His prior roles include work with Waddell & Reed Inc. and involvement with multiple community organizations such as the Cass County Historical Society and the Harrisonville Chamber of Commerce. Wood has also managed a consulting business and participated in local foundations and initiatives related to health and heritage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation techniques.

Cameron Pumphrey is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial since 2021, having previously worked at Mid-Missouri Group LLC and Waddell & Reed Inc. Outside of his advisory role, he is a general partner of Mid-Missouri Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options including model portfolios, third-party asset management, and institutional platforms.

Rodney Loesch is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He previously operated Loesch & Associates Inc. for 18 years and worked with Waddell & Reed, Inc. for 24 years. Outside of financial advising, he has been involved in professional photography through Loesch Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a variety of portfolio management programs and utilizes both proprietary research and third-party strategies supported by advanced operational tools.

Gregory Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. for 21 years and Grekar, LLC. Outside of his advisory work, he has involvement with the Greg & Karen Miller Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.