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

Cassidy C

Series 66

Wichita, KS

OSAIC

Cassidy Cheray is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and joined OSAIC in 2018 after six years at Jhfn Sii. Outside of her advisory work, she is involved in music education, teaching at Holy Cross Lutheran School and Friends University, and operates Cheray Music Services LLC. Cheray also serves on the boards of Wichita State University Music Associates and Bike Walk Wichita. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage investment portfolios across a wide range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kyle M

Series 63, Series 65

Wichita, KS

OSAIC

Kyle Mauck is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at American Century Investment Services, Independent Financial Partners, and IFP Securities. He serves as an instructor for the "Retirement Planning Today" seminar through FMT Solutions and Financial Educators Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and a range of investment products, supported by multiple advisory platforms and third-party partnerships.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Carson C

Series 66

Wichita, KS

OSAIC

Carson Collinsworth is a financial advisor at OSAIC based in Wichita, KS. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at DoorDash, Hatchett Devlin Automotive Group, Vantage Pointe Financial Group, and teaching positions at Wichita State University and Butler Community College. OSAIC serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of financial services utilizing various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Gabriel M

Series 66

Wichita, KS

OSAIC

Gabriel Markley is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, previously spending three years at Sii. Outside of his advisory role, Markley serves on the finance committee of a local church. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and solutions to construct and manage portfolios across a wide range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Peter A

Series 66

Wichita, KS

OSAIC

Peter Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Royal Alliance and has operated a lawn maintenance business since 2014. Anderson also serves as an assistant track and field coach, focusing on shot put and discus, in Newton, Kansas. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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 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")