Lees Summit, MO Office

Jacob Quint is a financial advisor with LPL Financial in Lees Summit, Missouri, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Waddell & Reed and Wells Fargo Clearing Services. Outside of advisory work, he manages a family farm in Mercer County, Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services and integrates various strategic, tactical, and alternative investment approaches supported by research and technology.

Jaimie Morrison is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2022, Morrison worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Morrison operates a DBA for their LPL business under Carmack Capital 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

Thomas Bales is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 34 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for approximately 30 years. In addition to his advisory work, he operates a part-time tax practice and is involved in a tax preparation and accounting business in Lee’s Summit, MO. 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 portfolios, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Derrick Evans is a financial advisor at LPL Financial with a Series 66 designation and nine years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management.

Peter R. Carmack is a CFA® charterholder with 33 years of industry experience, currently affiliated with LPL Financial. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves on the board of Keen Technologies, a non-investment-related company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of investment tools and services.

Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and his own agency. Outside of advisory work, he owns and operates Dykes Farms, a farming business involved in forestry and poultry sales. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad non-advisory financial services platform.