Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Christopher W

Series 63, Series 65

Kansas City, MO

LPL Financial

Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, he is involved in the hospitality industry as part of the Tannin Wine Bar and Kitchen. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Daniel C

Series 66

Kansas City, MO

LPL Financial

Daniel Contreras is a financial advisor with LPL Financial based in Kansas City, MO, holding a Series 66 designation and totaling 25 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Ivy Distributors, and Waddell & Reed. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment options including model portfolio programs and third-party asset management, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Lindsey F

Series 66

Kansas City, MO

LPL Financial

Lindsey Freese is a financial advisor with LPL Financial holding a Series 66 designation and 16 years of industry experience. She previously worked at Waddell & Reed, Inc. for 11 years before joining LPL Financial in 2021. Lindsey is based in Kansas City, 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 a wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Amanda F

Series 63, Series 65

Kansas City, MO

LPL Financial

Amanda Florea is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. prior to joining LPL Financial in 2018. 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, portfolio management through model and third-party strategies, and institutional platforms, supported by extensive operational tools and services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Steven M

Series 63, Series 66

Kansas City, MO

LPL Financial

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Foresters Financial for eight years before joining LPL Financial in 2019. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeffrey G

CFP®, Series 63

Kansas City, MO

LPL Financial

Jeffrey Gaeth is a financial advisor with LPL Financial based in Kansas City, MO. He holds the CFP® and Series 63 designations and has 32 years of industry experience. Before joining LPL Financial in 2018, he worked at Securities America Advisors, Inc. and Securities America, Inc. He also operates a tax preparation business and works as a referee outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Melissa J

Series 63, Series 65

Kansas City, MO

LPL Financial

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Merrill for one year. Outside of her advisory role, she works part-time as a guest services representative for the Kansas City Chiefs Football Club. 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 financial planning and investment management solutions supported by a large network of advisors and various advisory platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Keith A

Series 66

Kansas City, MO

LPL Financial

Keith Allen is a financial advisor with LPL Financial based in Kansas City, MO. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked in pharmaceutical sales at Alkermes and Sunovion Pharmaceuticals. 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jennifer M

CFP®, Series 66

Kansas City, MO

LPL Financial

Jennifer Malone is a CFP® professional with 19 years of experience in the financial services industry. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Additionally, she has worked with various insurance carriers and served with Soroptimist of Liberty. 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 other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)