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66109
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Christopher H
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC since 2015. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Jayedon M
Series 66
Mission Woods, KS
Hightower Advisors
Jayedon Manswell is a financial advisor at Hightower Advisors with a Series 66 designation and experience in the industry since 2023. Prior to joining Hightower in 2026, he worked at Assured Trust Company for three years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored to different client needs.
Marie M
Series 66
Mission Woods, KS
Hightower Advisors
Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Dustin B
Series 66
Basehor, KS
OSAIC Institutions, INC.
Dustin Barker is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc., First State Bank & Trust, Cetera, and Prairie Capital Management. In addition to his advisory work, Barker has a role at First State Bank & Trust involving business development, product development, investment research and analysis, trust account administration, and operational oversight. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.
Kevin S
Series 63, Series 65
Parkville, MO
Empower Advisory Group
Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2014. 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 retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.
Vincent D
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.
Alfred S
Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Alfred Simmons is a financial advisor at Moneta Group Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.
Grant E
CFP®, Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Grant Edmunds is a CFP® with 12 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Legacy Investment Partners LLC from 2013 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led team model supported by a centralized Investment Department and offers diversified, multi-asset investment strategies alongside specialized services such as planning for professional and developing athletes.
Isaac M
Series 63, Series 65
Leavenworth, KS
Money Concepts Capital Corp
Isaac Mc Cabe is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also involved as a team coach educating loan officers on insurance product sales within a mutual savings association. Additionally, he serves as Vice-President of a subsidiary insurance agency, managing operations and overseeing sales and personnel. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by a network of several hundred advisors and multiple portfolio options.
Conner H
CFA®, Series 63
Mission Woods, KS
Hightower Advisors
Conner Hanlon is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2022. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, and BOKF, NA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers across mutual funds, ETFs, alternative investments, and custom indexing.
Pablo B
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
Pablo Berrio is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. He has been with Empower Financial Services since 2021, including his current role at Empower Advisory Group since 2026. Prior to his financial services career, he held positions at ANGI Homeservices, LaborMax Staffing, and Lead Bank. 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 retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Tarren B
Series 66
Mission Woods, KS
Hightower Advisors
Tarren Bingham is a Series 66-licensed financial advisor with Hightower Advisors, bringing three years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. Outside of his advisory work, he serves as director of a special needs ministry at his church, managing volunteers and coordinating support for families. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager investment approach, offering access to affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.
Michael K
Series 66
Mission Woods, KS
Hightower Advisors
Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and portfolio construction strategies.
Alexander S
Series 63, Series 65
Shawnee, KS
Empower Advisory Group
Alexander Steininger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and ten years of industry experience. He has been with Empower Retirement since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.
James L
Series 66
Leavenworth, KS
First Command Advisory Services
James Lourentzos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with First Command since 2023 and previously served as an advisor for Susan J. Jennaway - First Command Advisor #3266 for 16 years. Lourentzos is also involved in business partnerships related to his advisory practice through entities such as JJ Lourentzos LLC and Pony Express Advisors LLC. 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 several wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.
Nicole B
Series 66
Kansas City, MO
D.A. Davidson & Co.
Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Gregory R
CFP®, Series 63, Series 65
Kansas City, MO
GWN Securities Inc.
Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.
Jonathan P
Series 66
Kansas City, MO
Principal Financial Services
Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.
Domenic R
Series 63, Series 65
Kansas City, MO
GWN Securities Inc.
Domenic Rizzi is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at GWN Securities since 2010 and Connecticut General Life Insurance Company since 1986. Rizzi serves on the advisory board of Catholic Radio and is a board member of Daughters of May, Mother of Israel's Hope, where he provides guidance on budgeting. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers with model-based allocations and is noted for its use of market-timing and momentum-based strategies in legacy programs.
Lucas A
CFP®, Series 66
Overland Park, KS
Guardian Life
Lucas Austin is a financial advisor with Guardian Life and holds the CFP® and Series 66 designations. He has 21 years of industry experience, including long-term roles at New York Life Insurance Company and Park Avenue Securities. He is also involved in his own business, Austin Wealth Strategies, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various integrated lending options.
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772 advisors near
66109
within the area shown on the map
Out of 400,000+ nationwide