Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

607 advisors near
67212

Out of 400,000+ nationwide

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 65, Series 63

Wichita, KS

LPL Financial

Nicholas Engle is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work includes roles at NYLife Securities, Woodbury Financial Services, and Keene Insight Financial Strategies. Outside of finance, he has been involved in local government as a member of the Derby City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory strategies supported by research and technology tools.

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 65, Series 63

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors in Wichita, KS, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Goolsby's and teaching positions at Kansas State University and Neosho County Community College. From 2018 to 2021, he operated a business called Ash's to Ashes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.

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
firm logo

Brandon H

CFP®, Series 66

Wichita, KS

Morgan Stanley

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting
user avatar
firm logo

Cooper H

Series 63, Series 65

Wichita, KS

Mass Mutual Investors Services

Cooper Hanning is a financial advisor with Mass Mutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company beginning in 2013. Outside of his advisory work, Hanning is involved with Proud Flag Productions, an entertainment and event-hosting business, and serves as a board member for Simply Hygiene, a nonprofit organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative financial planning engagements and various programmatic investment solutions.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Logan W

Series 65, Series 63

Wichita, KS

LPL Financial

Logan Wiebe is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Intrust Bank and Chisholm Trail State Bank. He is also a notary public in Valley Center, Kansas. 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 advanced research tools and a broad 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

Christopher H

Series 66

Wichita, KS

Raymond James Financial

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Daniel N

CFP®, Series 66

Derby, KS

Edward Jones

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan D

Series 66

Wichita, KS

OSAIC

Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.

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

Scott K

Series 63, Series 66

Derby, KS

Edward Jones

Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.

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

Jeffrey S

Series 66

Derby, KS

LPL Financial

Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2012 and with Linsco/Private Ledger since 2002. 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 and brokerage services including financial planning, model portfolios, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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

Grant G

Series 65, Series 63

Wichita, KS

Raymond James Financial

Grant Goering is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at RCB Bank for ten years. In addition to his advisory role, he provides investment research and portfolio allocation support for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a range of specialized advisory programs and partnerships.

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

Aaron A

Series 63, Series 66

Wichita, KS

Morgan Stanley

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
user avatar
firm logo

Alan C

Series 66

Wichita, KS

LPL Financial

Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at A. G. Edwards & Sons, Inc. Corliss also serves as a financial advisor at Intrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning, while maintaining oversight of more than $819 billion in discretionary assets.

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

Robert M

Series 63, Series 65

Wichita, KS

Merrill

Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

George C

Series 63, Series 65

Wichita, KS

LPL Financial

George Chandler is a financial advisor with LPL Financial based in Wichita, KS. He holds the Series 63 and Series 65 designations and has three years of industry experience. Chandler has worked with LPL Financial since 2013 and concurrently at INTRUST Bank since 2014. 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 portfolios, third-party asset management access, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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 Terms of Service and 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")