Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

627 advisors near
67206

Out of 400,000+ nationwide

user avatar
firm logo

Zachary M

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Zachary Mc Gill is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge and Corenorth Capital Planning. Outside of his advisory role, he is involved as an independent insurance agent and participates in sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a wide range of clients, 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 Financial Professionals, utilizing various portfolio management strategies and platforms tailored to client objectives.

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

Matthew J

Series 66

Valley Center, KS

Edward Jones

Matthew Jansen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previous work experience in customer service roles, including positions at Chick-Fil-A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Founder/Business Owner Intergenerational Families
user avatar
firm logo

Brent B

Series 63, Series 65

Wichita, KS

LPL Financial

Brent Barker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with LPL Financial since 2011 and has a longstanding history with Intrust Bank N.A. and Uvest Financial Services Group, Inc. He spends a significant portion of his time involved with Intrust Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

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

Jacob S

Series 66

Wichita, KS

Merrill

Jacob Siggins is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has held multiple roles at Butler Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

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

Karen B

Series 63, Series 66

Wichita, KS

OSAIC

Karen Beal is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. for a combined 13 years. Outside of her advisory role, she is involved in farming activities at Beal Farms. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a diverse network of financial advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers across various investment vehicles.

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

Robert R

Series 63, Series 66

Wichita, KS

Cetera

Robert Raymos is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with VOYA Financial Advisors and his own firm, RJR Financial Services, where he is president and owner. Outside of his advisory role, he provides tax preparation services through RJR Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 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

Karen C

Series 66

Wichita, KS

LPL Financial

Karen Conover is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Wells Fargo Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supplemented by research and technology-driven investment strategies.

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

Nathan C

Series 66

Wichita, KS

LPL Financial

Nathan Channell is a financial advisor at LPL Financial in Wichita, KS, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles at Intrust Bank and Dillons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

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

Lance G

Series 66

Wichita, KS

LPL Financial

Lance Graber is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Christina C

Series 63, Series 65

Wichita, KS

LPL Financial

Christina Cobb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and Naifa Wichita, along with operating Cobb Resources, Inc. from 2007 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs, retirement plan consulting, and brokerage services through its extensive network of investment adviser representatives.

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

Jacob F

Series 65, Series 63

Derby, KS

J.P. Morgan Securities

Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and AT&T. He also has involvement with the American Grappling Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Robert H

Series 66

Wichita, KS

OSAIC

Robert Hubbard Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Ohio National Insurance Company. Hubbard serves as a board member for both Life Church of the Plains and White Eagle Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

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

Peter G

Series 63, Series 65

Wichita, KS

Primerica Advisors

Peter Glogowski is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2017 and has also been involved in various other business activities including driving for DoorDash and Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies from unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Cary M

Series 63, Series 65

Wichita, KS

Morgan Stanley

Cary Morris is a financial advisor with Morgan Stanley in Wichita, Kansas, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Morris is involved in local recreational and hospitality ventures, serving as president of USTA Kansas and managing a restaurant and bar business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment services without providing individual security recommendations as part of standalone planning.

General estate planning guidance
user avatar
firm logo

Brian D

CFP®, Series 66

Wichita, KS

Robert Baird & Co.

Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

John C

Series 66

Derby, KS

Edward Jones

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 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 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

Jeremy H

Series 65, Series 66

Wichita, KS

Morgan Stanley

Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
user avatar
firm logo

Justin H

CFP®, Series 63

Wichita, KS

OSAIC

Justin Harrold is a CFP® with 20 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Harrold is involved in fixed insurance product sales and tax preparation through his ownership of JTH, Inc., and serves as treasurer and shareholder of Impact Financial Partners, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm utilizes proprietary asset-allocation tools and a range of investment products, supporting both discretionary and non-discretionary account management.

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

Andrew B

Series 66

Wichita, KS

LPL Financial

Andrew Beversdorf is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with LPL Financial in Wichita, KS, since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and technology-driven solutions.

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

Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. 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 through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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")