Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

410 advisors near
66083

Out of 400,000+ nationwide

user avatar
firm logo

Cameron P

Series 66

Leawood, KS

Charles Schwab

Cameron Probst is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Park Hill School District. Outside of advising, he coaches a weekly fitness class and serves as president of Gomers LLC, an advertising business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services within an integrated operational framework.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Samantha T

Series 66

Olathe, KS

Thrivent Investment Management

Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.

Business ownership considerations
user avatar
firm logo

Allison G

Series 66

Olathe, KS

Edward Jones

Allison Grandon is a financial advisor at Edward Jones in Olathe, KS, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked with several organizations including the Head for the Cure Foundation and MidAmerica Nazarene University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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

Charles R

Series 63, Series 66

Overland Park, KS

LPL Enterprise

Charles Reinhard is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
firm logo

Chad B

CFP®, Series 63, Series 66

Overland Park, KS

Edward Jones

Chad Barrick is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Jacob P

Series 66

Overland Park, KS

Cetera

Jacob Propeck is a financial advisor with Cetera and holds the Series 66 designation. He has three years of industry experience, including roles at Cetera Investment Advisers, Cetera Wealth Services, UBS Financial Services, and prior positions outside the financial sector. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program options and supervisory structures.

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

Melissa H

Series 66

Leawood, KS

Charles Schwab

Melissa Hamilton is a financial advisor with Charles Schwab in Leawood, KS, holding a Series 66 designation and two years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as involvement in early education and community service organizations such as Holy Trinity Early Education Center and Giving the Basics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and maintains a large-scale, integrated structure to support its extensive client base.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Gregory C

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Gregory Cornelius is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial. He previously worked at Personal Financial Group for eight years and has been with Linsco Private Ledger since 2002. Cornelius is also involved in outside sales of non-variable insurance and operates an investment-related advisory firm under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining a broad advisory platform with extensive non-advisory financial services.

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

Andrew M

Series 63, Series 65

Olathe, KS

LPL Financial

Andrew Massieon is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors and National Planning Corporation. He also operates Ameritime, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, 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

Aniruddha R

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Aniruddha Rao is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years and has been associated with Kansas State University since 2014. Rao is also involved in health insurance and Medicare brokerage through Rao Financial Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and various institutions. The firm typically uses model-driven investment implementation with discretionary authority granted to selected portfolio managers and offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
user avatar
firm logo

Wallace C

Series 66

Overland Park, KS

Wells Fargo Clearing

Wallace Caudill is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Shaw Industries from 2016 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
user avatar
firm logo

Michael T

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Michael Tonga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and Bank of the West. Outside of his advisory role, he is involved in photography and music production through Tonga Productions LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
user avatar
firm logo

Jonathan M

Series 65

Olathe, KS

Cetera

Jonathan Mounce is a financial advisor at Cetera with a Series 65 designation and one year of industry experience. He has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and various accounting and nonprofit roles. Outside of advisory work, he serves as comptroller for KidsTLC, a nonprofit providing behavioral health counseling and therapy services for youth, and is a member of Huxe, LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers.

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

Emily M

CFP®, Series 66

Paola, KS

Edward Jones

Emily Menefee is a CFP® professional with 13 years of experience and has been with Edward Jones since 2013. In addition to her advisory work, she owns Menefee Farms, where she is involved in artificially inseminating pigs, and she volunteers as a scorekeeper for home basketball games at USD #368 high school on an as-needed basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Markus B

Series 63, Series 66

Olathe, KS

Thrivent Investment Management

Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.

Business ownership considerations
user avatar
firm logo

Christopher W

Series 66

Overland Park, KS

LPL Enterprise

Christopher Whitehead is a financial advisor with LPL Enterprise in Overland Park, KS, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Accenture, and Lodging Hospitality Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance products.

Tax-loss harvesting
user avatar
firm logo

Matthew G

Series 63, Series 66

Overland Park, KS

Wells Fargo Clearing

Matthew Gelsheimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at BANK of AMERICA, N.A., Merrill, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Annette M

Series 66

Olathe, KS

Morgan Stanley

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
user avatar
firm logo

Thomas W

CFP®, Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Thomas Wheeler is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 1997 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

William K

Series 66

Olathe, KS

Cambridge Investment Research Advisors

William Kenton is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience with Symphonic Financial Advisors and Kenton Financial Services, Inc. He is also the president of Small Business Solutions, a tax services firm based in Olathe, Kansas. 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 advisory services through a network of independent professionals, providing a range of investment options including proprietary and third-party model strategies.

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