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

Clark G

CFP®, Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Clark Gay is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He is currently with Visionary Wealth Advisors, LLC and has worked there since 2020. Prior to that, he spent 15 years at Financial Engines Advisor Center, LLC, continuing with Financial Engines Advisors L.L.C. since 2016. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Giacomo M

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he spent 18 years with Financial Engines Advisor Center and 10 years with Financial Engines Advisors L.L.C. Outside of his advisory role, Mannino serves as president of Joj Investments, a rental property business. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Christopher B

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and was previously with Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, LLC for a combined 28 years. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar
firm logo

Christopher F

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Christopher Ferguson is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Visionary Wealth Advisors since 2020 and previously spent 22 years with Financial Engines Advisors L.L.C. and its affiliate. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm uses model-based investment strategies and offers discretionary management with continuous portfolio monitoring, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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”)