Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Tammy B

Series 66

Wichita, KS

CWM, LLC

Tammy Breitenbach is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. She also serves as owner and president of Catalyst Partners, Inc., a strategic business consulting firm focused on marketing, operational efficiency, and business development for small and medium-sized businesses. Breitenbach has been with CWM, LLC since 2018 and has been involved with Catalyst Partners since 2008. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios complemented by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan and institutional services.

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

Stephen C

Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Stephen Cross Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Voya Financial Advisors in 2022, he worked at GWFS Equities, Inc. for seven years. Outside of finance, he is involved with Cross Valley K9, a dog breeding, training, and importing business, and serves as head softball coach at Trinity Academy. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both affiliated and unaffiliated investment products to deliver customized solutions primarily on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Gaylyn M

Series 65

Wichita, KS

Mariner

Gaylyn Mc Gregor is a financial advisor at Mariner with four years of industry experience and holds a Series 65 credential. Prior to joining Mariner Wealth Advisors in 2022, Gaylyn worked at Talbots and Equity Bank, and spent 17 years at Commerce Trust Company. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Tyler P

Series 63, Series 66

Wichita, KS

Eagle Strategies (NY Life)

Tyler Porter is a financial advisor with Eagle Strategies (NY Life) in Wichita, KS, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with Paulseen Financial Group since 2010 and has been affiliated with New York Life Insurance and Nylife Securities LLC since 2009. Outside of his advisory roles, Porter serves as a board member at Community National Bank and Trust. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional clients, and plan sponsors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Melissa H

Series 63, Series 66

Derby, KS

First Citizens Investor Services, Inc.

Melissa Hutson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at BancWest Investment Services, Inc., LPL Financial, and BMO Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, advisory, and brokerage services through a variety of platforms and strategies. The firm focuses on comprehensive client assessments and uses fundamental, quantitative, and technical analysis to allocate assets across multiple investment types.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
user avatar
firm logo

Jason M

CFA®

Wichita, KS

Hightower Advisors

Jason Mayers is a CFA® charterholder with four years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Ameritas Investment Partners and Cargill, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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

Shana C

Series 63, Series 66

Wichita, KS

&PARTNERS

Shana Curtis is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2025. Outside of her advisory role, Curtis is involved in several sales activities, including representing an online wine retailer, working as a beauty associate, and acting as a travel agent. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and portfolio management strategies, with services provided on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Thomas S

Series 63, Series 65

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Thomas Stark is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Securities America, National Planning Corporation, and as trustee of the Riley H Denton Revocable Trust. Stark also operates ONPOINT Financial for marketing purposes and serves as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisor transitions through a limited-partnership ownership structure.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
user avatar
firm logo

Milissa H

Series 63, Series 65

Wichita, KS

LPL Financial

Milissa Hengel is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Inc., Cuso Financial Services, LP, and Bancwest Investment Services, Inc. She is also involved with CUA Retirement and Investment, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Brian G

Series 66

Wichita, KS

LPL Financial

Brian Graber is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial and its predecessor since 1999. In addition to his advisory work, he is involved in fixed insurance sales including property and casualty, life, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jarrett R

Series 66

Wichita, KS

LPL Financial

Jarrett Raney is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Meritrust Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he is involved with Meritrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jarrod J

Series 66

Wichita, KS

OSAIC

Jarrod Janzing is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Janzing is involved in several private wealth management activities through his own and affiliated LLCs, and he serves as a director of WestUrban Baseball, a nonprofit youth baseball league. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and nonprofit investors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various 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

Julie S

Series 63, Series 65

Wichita, KS

Primerica Advisors

Julie Sharp is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. She has been associated with Primerica Advisors and Primerica Financial Services since 2021 and previously worked at Loe Financial Group. Outside of her advisory work, she owns and operates Play In the Rain, LLC, a massage therapy business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and offers a range of portfolio management options supported by third-party custody and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Nicholas E

Series 63, Series 65

Wichita, KS

LPL Financial

Nicholas Engle is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Before joining LPL Financial in 2025, he worked at OSAIC and Woodbury Financial Services, and he has prior experience with NYLife Securities and New York Life Insurance Company. Outside of finance, he serves on the Derby City Council, a role he has held since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutional clients. The firm supports advisors with various investment strategies and combines its advisory platform with a broad array of financial services and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Grant A

Series 63, Series 65

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, Ash worked at Goolsby's and held positions at Kansas State University and Neosho County Community College. He was also involved in a business named Ash's to Ashes. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and works with third-party asset managers and LPL-sponsored advisory platforms to tailor solutions based on clients’ risk tolerance and needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Ryan K

Series 66

Wichita, KS

J.P. Morgan Securities

Ryan Keiter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James/Central National Bank for three years. His background includes roles in banking and various other sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Benjamin F

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Benjamin French is a Series 66-licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Inc. since 2021 and serves on the board of Shepherd's Way Inc., a nonprofit organization based in Wichita, KS. His career also includes seven years at Heartspring Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

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

Katherine D

Series 66

Wichita, KS

Morgan Stanley

Katherine Dixon is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch and Intrust Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
firm logo

Erica N

Series 66

Wichita, KS

Edward Jones

Erica Nix is a financial advisor with Edward Jones in Wichita, Kansas, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in roofing and retail sectors and currently serves as a trustee for the Ann Houchin Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner Women Professionals Women's Finance
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”)