Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

772 advisors near
66109

Out of 400,000+ nationwide

user avatar
firm logo

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

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

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.

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

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.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
user avatar
firm logo

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.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

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.

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

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

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

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.

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

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

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

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar
firm logo

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

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.

Retired Founder/Business Owner
user avatar
firm logo

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

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.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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”)