10851 Mastin Street, Suite 950
Overland Park, KS 66210-1669
ph: 913.451.1505
fax: 913.323.3250
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Omaha, NE

Kyle J. Charles

Financial Planner

Kyle started his career by serving 4 years in United States Air Force before transitioning to Lincoln Financial Advisors. He is a Kansas City native and was stationed in Aviano, Italy for 28 months before finishing his military career in Arizona. Kyle obtained his Bachelor’s Degree at The University of Arizona, where he double majored in Business Administration and Business Economics. He has a passion for educating and guiding individuals toward their financial success and retirement goals.

His primary focus is assisting individuals, families and business owners in creating a retirement accumulation strategy and a comprehensive, tax-efficient, retirement distribution strategy. The five major disciplines of his practice are: Wealth Accumulation, Retirement Income Distribution, Investment Planning Strategies, Estate Planning, and Insurance analysis.

He holds FINRA Series 7, Series 66 registration, and Life & Health Insurance License in: Nebraska, Iowa, Colorado, Kansas, Missouri, and Arizona.

Kyle’s mission is to provide unparalleled service to the client before himself with integrity and excellence in all he does.


Sean Marcelino

Financial Planner

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Sean Marcelino serves as a Financial Planner, working directly with clients to develop cohesive financial planning strategies to help meet their unique needs. Since he began his career in 1996 Sean has had a goal to serve clients in a manner that he would want to be served.

Prior to joining First Westroads Investment Centre, Sean worked as an investment consultant for a major national financial services company. During his 18 years in the financial services business Sean has specialized in working with employer sponsored retirement plans and business owners.

Sean and his wife Deanna have two sons and two daughters. Sean and Deanna serve in the children’s ministry at their church and teach Sunday school.

Sean attended the University of Nebraska Lincoln where he graduated with a degree in Business Administration with a major in Finance.

First Westroads Investment Centre is not an affliate of Lincoln Financial Advisors Corp.


Lawrence W. Sanfilippo

Financial Planner

Lawrence started his career with AXA Advisors, LLC, in 2010 before coming to Lincoln Financial Advisors. He helps individuals, families, and business owners develop appropriate financial strategies based on their goals and objectives. His clients value his ability to quantify their specific goals into a financial plan that involves evaluating their current situation and educating them on the most strategic actions they can take toward staying on track for their financial future.

His goal is to plan using an educational approach, and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services.

After graduating from Arizona State University, where he earned a Bachelor’s degree in Business Administration at the W.P. Carey School of Business, he decided to take his passion for building meaningful and long-lasting relationships and became a financial professional. In his years of experience as a financial professional, he has helped hundreds of people plan for their retirement and provided guidance to put them on the path toward realizing their future financial goals.

Lawrence is a southern California native, but settled in the state of Arizona with his wife, Aubrey to start a family. Lawrence and his family, including four children, recently moved to Omaha, Nebraska to be the successor of a well-established financial practice with Lincoln Financial Advisors.

His business focus includes retirement income distribution planning, tax favored account strategies, corporate benefits and managing financial risks.


Gary Stanek

Financial Planner

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Tony Wolpa

Financial Planner

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