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Ryan S
Series 66, Series 63
Olathe, KS
Empower Advisory Group
Ryan Schweiger is a financial advisor at Empower Advisory Group with 11 years of experience in the industry. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2015 prior to joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.
Jason H
Series 63, Series 65
Overland Park, KS
Principal Financial Services
Jason Heffner is a financial advisor with Principal Financial Services in Overland Park, KS, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Union Financial and Stephens / Heffner Financial Partners. He serves as a board member of the Baldwin Education Foundation, an organization supporting innovative public education initiatives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.
Elizabeth S
Series 66
Overland Park, KS
Principal Financial Services
Elizabeth Snodgrass is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She previously worked at Waddell & Reed Inc for 11 years and LPL Financial for one year prior to joining Principal Securities and Principal Life Insurance Company. She serves as a board member on the advisory board for Kansas State University, where she contributes to curriculum discussions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
Jerry P
Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Jerry Perfect is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Commonwealth and Wurzer & Associates since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive back-office, technology, and compliance resources.
Alexander S
Series 65, Series 63
Shawnee, KS
Empower Advisory Group
Alexander Steininger is a financial advisor with Empower Advisory Group in Shawnee, Kansas, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Empower Retirement since 2016 and with Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the plan lineups chosen by plan sponsors.
Mark M
Series 65
Olathe, KS
Integrity Alliance, LLC
Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.
John E
Series 65, Series 63
Olathe, KS
Integrity Alliance, LLC
John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.
Melissa M
Series 66
Overland Park, KS
Commonwealth Financial Network
Melissa Myers is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Mass Mutual Investors Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, Myers owns Second Opinion Consulting, LLC, a business consulting firm based in Smithville, MO. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.
John O
Series 63, Series 66
Overland Park, KS
VOYA Financial Advisors, Inc.
John O'Brien is a financial advisor at VOYA Financial Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with VOYA and its affiliated entities since 2014. Outside of his advisory role, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through a variety of program structures with a primary focus on non-discretionary client relationships.
Michael O
CFA®
Overland Park, KS
Commonwealth Financial Network
Michael Orndorff is a CFA® charterholder with seven years of industry experience, currently associated with Commonwealth Financial Network. He previously worked at American Century Investments for 24 years. Orndorff is also co-owner of Cyclus Capital Management, LLC, a private entity facilitating securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Erin O
Series 66, Series 63
Shawnee, KS
Empower Advisory Group
Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Empower Retirement and Waddell & Reed Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, delivering integrated solutions connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.
Emily H
CFP®, Series 66
Lawrence, KS
Sanctuary Advisors, LLC
Emily Hill is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her career includes over a decade at Morgan Stanley in various capacities before joining Sanctuary Advisors in 2020. She is a board member of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, participating in the oversight of significant pension and endowment funds. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent advisers who manage portfolios using a variety of analytical approaches and platforms, operating as fiduciaries under written advisory agreements.
Adam H
Series 63, Series 65
Olathe, KS
Commonwealth Financial Network
Adam Hutsell is a financial advisor with Commonwealth Financial Network in Olathe, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His work history includes positions at COUNTRY FINANCIAL since 2009 and at both Commonwealth Financial Network and Infinitas since 2022. He is also involved in fixed insurance sales, dedicating a small portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.
Bryce W
Series 66
Overland Park, KS
Principal Financial Services
Bryce Wallace is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He previously worked with Dennis Henks and Jovie Boston before joining Principal Life Insurance Co and Principal Securities Inc. Wallace is based in Overland Park, KS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.
Matthew A
Series 66
Shawnee, KS
First Command Advisory Services
Matthew Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 credential and five years of industry experience. He has been associated with First Command in various roles since 2020. Anderson is also the President and CEO of Matt Anderson Financial Consulting LLC and a member of Pony Express Advisors LLC, business ventures related to financial advising and firm administration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers.
Richard L
Series 63, Series 65
Overland Park, KS
SPC
Richard Liess is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Sigma Planning Corporation since 2011 and Sigma Financial Corporation since 2010. Outside of his advisory work, he provides tax preparation assistance and serves as a consultant for small business accounting and tax services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering solutions through discretionary and nondiscretionary arrangements tailored to client needs.
Charles O
Series 66
Lenexa, KS
Integrity Alliance, LLC
Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Lion Street Financial, Cetera Advisor Networks LLC, and Renaissance Financial. Outside of finance, he has experience with Joe's Kansas City and Stehney Quarterhorses, LLC. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm features a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platforms and investment approaches.
David T
Series 63, Series 65
Olathe, KS
Transamerica Retirement Advisors, LLC
David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.
Marion J
Series 66
Olathe, KS
Principal Financial Services
Marion Johnson is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2000. He also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
Aidan L
Series 65, Series 63
Overland Park, KS
VOYA Financial Advisors, Inc.
Aidan Lynch is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Bullwinkles Bar and You Move Me, and he recently began with Simmons Wealth Management Group as an Investment Advisor Representative. Voya Financial Advisors serves a diverse client base including individuals, institutional investors, retirement plan sponsors, and high-net-worth clients. The firm offers a range of services such as financial planning and portfolio management through various program structures, often providing non-discretionary recommendations that require client approval before execution.
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437 advisors near
66018
within the area shown on the map
Out of 400,000+ nationwide