Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Frank S
Series 63
Overland Park, KS
S&A Financial Services, Inc.
Frank Shepard is a financial advisor at S&A Financial Services, Inc. in Overland Park, KS, with 48 years of industry experience. He has held a Series 63 designation and worked at Cambridge Investment Research, Inc. from 1998 to 2017. Outside of his advisory role, he is a partner in a non-investment related business property venture. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tailored investment strategies and maintains a high client-to-advisor ratio within its four-advisor team.
Gregory S
Series 63, Series 65
Overland Park, KS
S&A Financial Services, Inc.
Gregory Shepard is a financial advisor at S&A Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research Inc. prior to his current role. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis with discretionary portfolio management and emphasizes tailored recommendations based on each client's Investment Policy Statement.
Craig R
Series 63, Series 66
Overland Park, KS
S&A Financial Services, Inc.
Craig Richards is a financial advisor with S&A Financial Services, Inc. in Scott City, KS, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at S&A Financial Services since 2009 and previously at Cambridge Investment Research, Inc. from 2005 to 2017. Richards serves as a city councilman in Scott City, dedicating several hours monthly to this role. S&A Financial Services provides investment advisory and portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers tailored investment strategies and financial planning services with discretionary portfolio management and regular client reporting.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters