Filters

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

32 advisors near 67110

Out of 400,000+ nationwide

user avatar

Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
user avatar

Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
user avatar

Gary M

Series 63

Mulvane, KS

Gary M. Martinez

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, KS. He holds a Series 63 designation and has 33 years of industry experience, having operated his firm since 1992. The firm primarily serves individual clients and also advises trusts, estates, pension and profit-sharing plans, and corporate accounts. It manages approximately $26.2 million across 88 client relationships, providing discretionary portfolio management and financial planning services that include retirement, education funding, estate, risk-management, and tax planning. The investment approach relies on fundamental research and typically involves individual securities, ETFs, and mutual funds, with a preference for long-term holdings alongside occasional shorter-term trading strategies.

Life insurance needs analysis Long-term care insurance Annuities General retirement planning
user avatar
firm logo

Michael E

Series 66

Derby, KS

Madison Avenue Securities, LLC

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones from 2017 to 2020 and served in the Kansas Army National Guard for 19 years. He is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Yezmin T

Series 65

Derby, KS

Plancorp, LLC

Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors and Entravision Communications. In addition to her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management and comprehensive financial planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.

Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

William P

Series 63, Series 66

Derby, KS

Empower Advisory Group

William Peterson is a financial advisor at Empower Advisory Group in Derby, KS, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior roles include positions at GWFS Equities, Inc., Ivy Distributors, Inc., and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, with a large client base supported by a substantial advisor team.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael C

Series 66

Derby, KS

Ameritas Advisory Services, LLC

Michael Canfield is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 11 years of industry experience. He has worked at several firms including LPL Financial, Credit Union of America, and Cornerstone Financial Partners, Ltd, where he is also involved as an insurance agent specializing in disability and health products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
firm logo

Daniel N

CFP®, Series 66

Derby, KS

Edward Jones

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Scott K

Series 63, Series 66

Derby, KS

Edward Jones

Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jeffrey S

Series 66

Derby, KS

LPL Financial

Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Linsco/Private Ledger starting in 2002. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Rodney G

Series 63, Series 65

Derby, KS

LPL Financial

Rodney Gates is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Bank of the West and BancWest Investment Services, Inc. since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Rebekah B

Series 66

Derby, KS

Ameriprise

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jacob F

Series 63, Series 65

Derby, KS

J.P. Morgan Securities

Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he was involved with the American Grappling Federation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

John C

Series 66

Derby, KS

Edward Jones

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
firm logo

Jon L

CFP®, Series 66

Mulvane, KS

Edward Jones

Jon Lewis is a CFP® professional with 17 years of experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mulvane, KS. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
firm logo

Kelly F

Series 63, Series 66

Derby, KS

Edward Jones

Kelly Farber is a financial advisor with Edward Jones in Derby, Kansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Farber operates a remodeling business and has been involved in real estate investment and leasing through Pinstripe Properties LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Business ownership considerations Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Military & Veterans Founder/Business Owner
firm logo

Brandon F

Series 66

Mulvane, KS

Edward Jones

Brandon Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Wurth Service Supply from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Stephanie B

Series 66

Mulvane, KS

Edward Jones

Stephanie Barger is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones Investments, as well as roles with USD 394 Rose Hill Schools and Wheat State Retreat Center. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Nancy D

Series 66

Derby, KS

Edward Jones

Nancy Drosselmeyer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Erin D

Series 66

Derby, KS

Edward Jones

Erin Drosselmeyer is a financial advisor at Edward Jones with one year of industry experience. Prior to rejoining Edward Jones, Erin worked at American Electric Power and held positions at Inceed and SBM Management Services. Erin holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Inheritance planning Retired Founder/Business Owner Executive
firm logo

Timothy H

Series 66

Mulvane, KS

Edward Jones

Timothy Hottovy is a financial advisor at Edward Jones in Mulvane, KS, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working in roles outside the financial industry, including positions at PromptCare and ARJ Infusion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Inheritance planning Professional Athlete
user avatar
firm logo

Vaughn N

Series 63

Derby, KS

LPL Financial

Vaughn Nun is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997. Nun also operates under the DBA Truepoint Financial. LPL Financial provides advisory and brokerage services to a diverse client base, offering a variety of investment solutions through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Ariel L

CFP®, Series 66

Derby, KS

Edward Jones

Ariel Lee is a CFP®-designated financial advisor with Edward Jones in Derby, KS, where she has worked since 2008, accumulating 17 years of industry experience. In addition to her advisory role, she serves as an assistant middle school basketball coach at Trinity Academy in Wichita. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory solutions, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Doctor or Medical Professional Religious/faith focused Values-based investing
user avatar
firm logo

Philip G

CFP®, Series 66

Rose Hill, KS

Edward Jones

Philip Garrison is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was with RCH Enterprises, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Austin L

ChFC®, Series 66

Derby, KS

Edward Jones

Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ciara W

Series 63, Series 65

Haysville, KS

LPL Financial

Ciara Wickham is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. She has experience in the financial industry dating back to 2014, primarily with Intrust Bank before joining LPL Financial in 2025. Ciara is also a commissioned notary public in Wichita, Kansas. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Mark R

Series 63, Series 66

Haysville, KS

Edward Jones

Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Will S

Series 66

Derby, KS

Edward Jones

Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Ashley S

Series 66

Derby, KS

Edward Jones

Ashley Shields is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Stacy T

Series 66

Derby, KS

Edward Jones

Stacy Trapp is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Melissa H

Series 63, Series 66

Derby, KS

LPL Financial

Melissa Hutson is a financial advisor with LPL Financial in El Dorado, KS, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Bancwest Investment Services, Inc. since 2006 and has been with LPL Financial and BMO Bank since 2023. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.