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

Marjorie N

Series 65

Overland Park, KS

LPL Financial

Marjorie Neech is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Stepp & Rothwell, Inc. for six years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Brett W

CFP®, Series 66

Overland Park, KS

LPL Financial

Brett Wacha is a CFP® and Series 66-registered financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent six years at Edward Jones. Before transitioning to financial services, he worked over a decade at Clickfarm Interactive Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by in-house and third-party research and a variety of portfolio management options.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Adam H

Series 63, Series 66

Overland Park, KS

LPL Financial

Adam Hawley is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Waddell & Reed Inc. and involvement with the Urban League of Kansas City. He is also a co-founder of LIFT KC, a community-focused organization in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Kimberly H

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Kimberly Hayes is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Her previous roles include positions at Waddell & Reed, Inc. and the CFP Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Valerie E

CFP®, Series 63, Series 66

Overland Park, KS

LPL Financial

Valerie Escobar is a CFP® professional with 14 years of industry experience, currently with LPL Financial since 2024. She previously worked at Mariner Wealth Advisors for 10 years and has additional experience with Adams Hall and First Point Financial. Outside of advising, she owns Lawn Chicks LLC, a small business in Village, KS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Stephen M

Series 66

Overland Park, KS

LPL Financial

Stephen Minshull is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2018, he worked with Waddell & Reed, various insurance carriers, and several advisory firms. Outside of his advisory role, he was involved with the Kansas City Metro Bicycle Club from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Christopher R

Series 66

Overland Park, KS

LPL Financial

Christopher Robb is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cutter & Company, Inc. for 13 years before joining LPL Financial and Prospera Financial Services, Inc. in 2025. Outside of his advisory role, he is associated with ROBB KOELLIKER L.L.C., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and multiple investment strategies.

College savings (529s, UTMA, etc.)
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")