Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

199 advisors near
66025

Out of 400,000+ nationwide

user avatar
firm logo

Christopher W

Series 65, Series 63

Lawrence, KS

LPL Financial

Christopher Walton is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at OSAIC, Thrivent Financial, and Thrivent Investment Management Inc. Walton also works with Cordell & Associates, supporting advisors and growing his financial planning practice, and he writes fixed insurance policies as appropriate for clients. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

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

Donald M

Series 63, Series 65

Olathe, KS

LPL Enterprise

Donald Mathews Jr. is a financial advisor with LPL Enterprise in Olathe, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked with American Century Investment Services Inc. and its Private Client Group from 2012 to 2021. Outside of his advisory role, he is employed at Bass Pro Shops in Olathe. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Samantha T

Series 66

Olathe, KS

Thrivent Investment Management

Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.

Business ownership considerations
user avatar
firm logo

Johnson H

Series 66

Lawrence, KS

Edward Jones

Johnson Hawkinson is a financial advisor at Edward Jones in Lawrence, Kansas, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Douglas H

Series 66

Lawrence, KS

LPL Financial

Douglas Hodge is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Central Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

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

Bryan R

Series 66

Lawrence, KS

Cambridge Investment Research Advisors

Bryan Ramsay is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple platform arrangements and proprietary as well as third-party model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Jason H

Series 63, Series 66

Shawnee, KS

Edward Jones

Jason Haney is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Woodsonia Investments, LLC, a commercial real estate business in Omaha, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates with a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Todd W

ChFC®, Series 63, Series 66

Lawrence, KS

Edward Jones

Todd Walker is a financial advisor at Edward Jones in Lawrence, Kansas, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including over two decades with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Wealth management Retired Founder/Business Owner Executive
firm logo

Gilbert M

Series 66

Lawrence, KS

Edward Jones

Gilbert Montano Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Real estate investing Attorney
user avatar
firm logo

Jonathan M

Series 65

Olathe, KS

Cetera

Jonathan Mounce is a financial advisor with Cetera, holding a Series 65 designation and beginning his advisory career in 2025. He has experience in accounting and tax services through his role at HUXE, LLC dba Strive Accounting & Tax Solutions and serves as comptroller for KidsTLC, a nonprofit providing behavioral health counseling and therapy services for youth and families affected by Autism Spectrum Disorders. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform with a broad network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Markus B

Series 63, Series 66

Olathe, KS

Thrivent Investment Management

Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.

Business ownership considerations
user avatar
firm logo

Annette M

Series 66

Olathe, KS

Morgan Stanley

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
user avatar
firm logo

Noah W

Series 63, Series 65

Lawrence, KS

Ameriprise

Noah Wilson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at American Century Investment Services and Prime Capitol Investment Advisors. Outside of finance, he is the owner of AI Drive KC LLC, a transportation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Amanda R

Series 66

Lawrence, KS

Ameriprise

Amanda Robb is a Series 66-registered financial advisor with Ameriprise in Fort Collins, Colorado, with nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is employed by SRS Enterprise Inc, where she works as a financial advisor and client concierge. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Gregory P

Series 66

Lawrence, KS

Raymond James Financial

Gregory Pavlyak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 66 designation and 17 years of industry experience. He has worked with firms including David M. King Associates and Schenewerk Capital LLC, and has a background in both financial advising and business ownership through Easterday Enterprises LLC. Pavlyak also served in the U.S. Navy Reserve and has a long-term affiliation with JetBlue Airways. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Ryan G

Series 66

Lawrence, KS

Cetera

Ryan Gausman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services and Aflac. In addition to his advisory role, Gausman is involved in financial advisory services with Brush Creek Partners and holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Nathan H

Series 66

Shawnee, KS

Edward Jones

Nathan Haney is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Dogwood Wealth Management and Financial Partners Group. Haney was involved with Delta Upsilon at Kansas State and worked at Powercat Financial and Colbert Hills Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Charles C

CFP®, Series 63

Lawrence, KS

Ameriprise

Charles Cary is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Lawrence, KS. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Cary and Associates, an S Corporation that manages business administrative functions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Patrick M

Series 66

Shawnee, KS

Edward Jones

Patrick Moltane is a financial advisor at Edward Jones in Shawnee, Kansas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at JA-DEL, Inc. and Legacy Partners, Inc., and has been involved with several other organizations including Bunker Film Productions LLC and Irish Classical Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated trust and securities-based lending services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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")