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Tiara H
Series 66
Kansas City, MO
OSAIC
Tiara Harris is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 credential and has previously worked at Sagepoint Financial, INC and TR International LLC. Outside of advising, Harris engages in online resale of clothing and products and creates content and affiliate marketing through her LLC, TR International. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
Paul N
Series 66, Series 63
Kansas City, MO
LPL Financial
Paul Newland is a financial advisor with LPL Financial in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he occasionally performs as a professional musician. 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, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
Stephanie R
Series 66
Liberty, MO
Edward Jones
Stephanie Ramirez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for nine years at North Kansas City Hospital and its Acute Rehab Unit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.
Jason B
Series 66
Kansas City, MO
Fidelity
Jason Buzzard is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pacific Life Insurance Company. Outside of his advisory work, he is pursuing self-publication of his own books. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.
Todd B
Series 63, Series 66
Kansas City, MO
LPL Financial
Todd Barr is a financial advisor with LPL Financial in Kansas City, MO, holding the Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, Barr occasionally provides legal services, representing clients for traffic violations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.
Richard K
Series 63, Series 66
Kansas City, KS
LPL Financial
Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Joshua S
Series 63, Series 66
Liberty, MO
Thrivent Investment Management
Joshua Svoboda is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, his background includes roles at Home Depot, Truman State University, Meierottos Jewelers, Hy-Vee, and North Kansas City Schools District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining the separation of these services.
Mark H
CFP®, PFS™, Series 63
Gladstone, MO
Cambridge Investment Research Advisors
Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.
Ryne K
Series 66
Parkville, MO
Edward Jones
Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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 strategies, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.
Celeste F
Series 63, Series 66
Kansas City, MO
J.P. Morgan Securities
Celeste Foster is a financial advisor with J.P. Morgan Securities in Olathe, Kansas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.
Abigail C
Series 66
Gladstone, MO
Ameriprise
Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Jason H
Series 66
Parkville, MO
Thrivent Investment Management
Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.
Douglas G
Series 63, Series 65
North Kansas City, MO
Primerica Advisors
Douglas Gentry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trade execution handled by BNY Mellon Advisors and Pershing.
Jennifer M
CFP®, Series 66
Kansas City, MO
LPL Financial
Jennifer Malone is a CFP® professional with 18 years of experience in financial services. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Malone previously worked at Waddell & Reed Inc. and has experience with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and diversified investment strategies.
Donald A
Series 63, Series 65
Kansas City, MO
Cetera
Donald Allenbrand is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 37 years of industry experience. His prior roles include over 20 years with First Allied Advisory Services and Wealth Enhancement Group, where he is also a certified public accountant and owner of an office equipment leasing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
Nedra M
CFP®, Series 66
Liberty, MO
LPL Financial
Nedra Mitchell is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Waddell & Reed, Inc. and operates Hill & Mitchell Group LLC. In addition to her advisory work, she is engaged in photography through a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to support various investment strategies.
Randi O
Series 66
Kansas City, MO
Cetera
Randi Overby is a financial advisor with Cetera in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Equity Financial Services and Edward Jones, accumulating a total of seven years in the financial services industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.
Andrew E
Series 63, Series 66
Kansas City, MO
LPL Financial
Andrew Eades is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2005 and serves as an advisory board member for the School of Business at Grantham University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.
Baldasaro P
Series 63, Series 66
Kansas City, MO
Cambridge Investment Research Advisors
Baldasaro Palmentere is a financial advisor with Cambridge Investment Research Advisors in Kansas City, MO, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he owns River Market Hydro, a garden supply store. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals, utilizing various portfolio management strategies and platforms.
Bradley S
Series 66, Series 63
Liberty, MO
Edward Jones
Bradley Schmidt is a financial advisor with Edward Jones in Liberty, MO, holding Series 66 and Series 63 designations and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.
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