Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

firm logo

Michael V

CFP®, ChFC®, Series 66

Olathe, KS

Edward Jones

Michael Vogt is a CFP® and ChFC® with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Divorce financial planning Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar
firm logo

Thomas H

Series 66

Overland Park, KS

Wells Fargo Clearing

Thomas Hughes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and Morgan Stanley. Outside of his advisory role, he is also active as a Dasher for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Retired Founder/Business Owner
user avatar
firm logo

Kaddie B

Series 66

Overland Park, KS

Edward Jones

Kaddie Bybee is a financial advisor at Edward Jones with a Series 66 designation and experience beginning in 2024. Prior to her current role, she held positions in the healthcare and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services 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

Deborah D

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Deborah Doss is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James since 2020 and previously spent 11 years with UBS Financial Services Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Arthur D

Series 63, Series 65

Olathe, KS

LPL Financial

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Central Trust Bank, INVEST Financial Corp., Copper Financial, CUSO Financial Services, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional services.

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

Gary J

Series 66

Overland Park, KS

Wells Fargo Clearing

Gary Jankowitz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
user avatar
firm logo

Merry M

Series 66

Overland Park, KS

Edward Jones

Merry Mingle is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory role, she manages Northern Nights, LLC, a commercial property in Michigan that includes plans for both Airbnb rentals and office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive advisor network and additional affiliated capabilities.

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

Brent N

Series 66

Leawood, KS

Ameriprise

Brent Neihart is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Ameriprise since 2017 and a year at Wells Fargo Clearing. He also serves on the Board of Directors of GN Bankshares. 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 clients with written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jeanette H

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Jeanette Harriman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank from 2004 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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

Penny M

Series 63, Series 65

Leawood, KS

RBC Capital Markets

Penny Mckinney is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Zachary F

Series 66

Overland Park, KS

Wells Fargo Clearing

Zachary Felz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked in real estate services, the healthcare industry, education, and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support diversified investment strategies.

Retired Founder/Business Owner
user avatar
firm logo

Kraig E

Series 66

Leawood, KS

RBC Capital Markets

Kraig Emmendorfer is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2021, following a brief tenure at RBC Wealth Management in 2020. Before entering finance, he was employed at Cosentino's Price Chopper and attended the University of Missouri. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Simona A

Series 66, Series 63

Overland Park, KS

Wells Fargo Clearing

Simona Anschutz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2013 and 2016, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment approaches and offers both brokerage and advisory solutions across a broad platform.

Retired Founder/Business Owner
user avatar
firm logo

Vestana A

CFP®, Series 63, Series 65

Leawood, KS

Ameriprise

Vestana Ahlen is a CFP® with over 40 years of experience in financial advising, currently with Ameriprise Financial Service, LLC since 2005. She has held multiple roles within Ameriprise, including 11 years at Ameriprise Financial Services, Inc. Ahlen is involved in community and nonprofit activities, serving as past president and treasurer on the board of the Cottonwood Foundation, where she also participates in the finance and audit committees. Additionally, she is a member of T-Square LC, a family-owned farming business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies, supported by an internal team using proprietary research and data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brian Z

Series 63, Series 65

Leawood, KS

RBC Capital Markets

Brian Zimmerman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he manages the business affairs of the Zimmerman Family Farm in Kansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment needs.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Edward C

Series 63, Series 65, Series 66

Leawood, KS

Raymond James & Associates

Edward Carroll is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Waddell & Reed, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he is a passive owner and partner in a volleyball gym in Kansas City. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Eric V

Series 63, Series 65

Leawood, KS

Ameriprise

Eric Vospette is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise in various capacities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

David F

CFP®, Series 66

Olathe, KS

Edward Jones

David Fletcher is a CFP® and Series 66-licensed financial advisor with Edward Jones in Olathe, KS, where he has worked since 2019. He has seven years of industry experience, including prior roles at OptumRx and as a pharmacist at the University of Kansas School of Pharmacy. Fletcher contributes to pharmacy student training on an as-needed basis and serves on the finance committee of Grace United Methodist Church in Olathe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors across 15,000 branch offices and manages more than $1 trillion in assets under management.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

William H

Series 63, Series 65

Leawood, KS

Ameriprise

William Houston is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 45 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Merrill, UBS Financial Services, and Citigroup Global Markets. 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 focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Cynthia H

Series 63, Series 65

Overland Park, KS

OSAIC

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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”)