Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

370 advisors near
67010

Out of 400,000+ nationwide

user avatar
firm logo

Tyler S

CFP®, Series 66

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Tyler Schultz is a CFP® with 16 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He previously worked at Global Retirement Partners, LLC and LPL Financial, LLC for 10 years. His prior activities include operating Korol Financial Group, LLC, a registered investment advisory business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services. The firm’s investment approach is led by a CFA Chief Investment Officer and focuses on long-term, buy-and-hold strategies with periodic rebalancing and the use of mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
user avatar
firm logo

Jason C

CFP®, Series 63, Series 65

Andover, KS

Savvy

Jason Craine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2024. He previously worked at Mariner Wealth Advisors for nine years and at Msec, LLC for five years. Outside of his advisory role, he serves on the boards of the Financial Planning Association of Kansas, the YMCA in Andover, KS, and Exploration Place, Inc., a science center in Wichita, KS. He is also the owner of Cedar+Sevens Divorce Planning, LLC, providing divorce financial counseling. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Craig K

CFP®, ChFC®, Series 63, Series 65

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Craig Korol is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Wichita, KS, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Global Retirement Partners, LLC, LPL Financial, LLC, and Mutual Securities, Inc. He has operated CK Consulting, Inc. and Korol Financial Group, LLC, which provides advisory services under an LPL business entity. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and offers a range of advisory services including ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

Founder/Business Owner Retired
user avatar
firm logo

Mike S

Series 63

El Dorado, KS

IHT Wealth Management LLC

Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Michael E

Series 66

Douglass, KS

Madison Avenue Securities, LLC

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones for three years and served 19 years with the Kansas Army National Guard. He is a member of the Board of Directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, also offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion across various portfolio management approaches and utilizes multiple custodial platforms and third-party manager relationships.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

James S

Series 66

El Dorado, KS

IHT Wealth Management LLC

James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Chandler K

Series 66

El Dorado, KS

IHT Wealth Management LLC

Chandler Kirkhart is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial, LLC since 2021 and has prior experience at Seward County Community College. Kirkhart serves as a board member of the Butler Community College Foundation. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm provides discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms, utilizing a combination of fundamental value screening, quantitative optimization, and tax-related strategies.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Andrew T

CFP®, Series 66

El Dorado, KS

IHT Wealth Management LLC

Andrew Tipton is a CFP® with five years of industry experience, currently serving at IHT Wealth Management LLC. He has held roles at LPL Financial, Wichita State University, and the University of Kansas - Robinson Center. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Jon H

Series 63, Series 66

Wichita, KS

Empower Advisory Group

Jon Horning is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at GWFS Equities, AXA Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he maintains an insurance license and receives renewal commissions as a general agent for Insurance Partners of Kansas, though he does not solicit or service insurance business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain individual clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and employs proprietary and third-party methodologies in its financial planning approach.

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

Gary M

Series 63, Series 65

Wichita, KS

Eagle Strategies (NY Life)

Gary Myers is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with Eagle Strategies since 2006 and operates Myers Financial Navigation, a business focused on brokering non-registered insurance products and selling New York Life services. Myers is also a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various advisory programs and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Brice L

CFP®, Series 66

Wichita, KS

Private Advisor Group, LLC

Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
user avatar
firm logo

Michael C

Series 66

Andover, KS

Empower Advisory Group

Michael Crabtree is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and has prior work history with First Command Insurance Services and Delaware Resource Group, as well as service in the United States Air Force. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

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

Jeffrey Y

Series 63, Series 65

Wichita, KS

Integrity Alliance, LLC

Jeffrey Yoder is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at several firms including Kestra Advisory and Lion Street Financial, and has operated Yoder Financial Group since 2004, focusing on fixed insurance business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with a variety of investment approaches available through platforms like Envestnet and AssetMark.

Annuities ESG / Sustainable investing
user avatar
firm logo

Amber H

Series 65

Wichita, KS

Hightower Advisors

Amber Helms is a Series 65-licensed financial advisor with seven years of industry experience, currently with Hightower Advisors since 2022. Her prior experience includes roles at Hightower 6 M Holding, 6 Meridian, Visit Overland Park, and Peoples Inc., spanning over a decade of diverse professional engagements. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles using a multi-manager model with both affiliated and third-party managers.

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

Kenneth S

Series 63, Series 65

Wichita, KS

&PARTNERS

Kenneth Schmiedbauer is a financial advisor with &Partners in Wichita, KS, holding Series 63 and Series 65 licenses and 43 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. Outside of his advisory role, he is a ranch owner. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan services using a mix of fundamental, technical, and quantitative strategies, with account management by both internal advisors and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Aeramy P

Series 63, Series 66

Wichita, KS

Eagle Strategies (NY Life)

Aeramy Porter is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding the Series 63 and Series 66 licenses. She has 25 years of industry experience and has been affiliated with New York Life and related entities since 2000. She is also involved with Paulseen Financial Group and serves as an officer in NYLARC Holding Company, a life insurance reinsurance company connected to New York Life. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers various program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Mark S

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Mark Smith is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, where he has worked since 2025. He has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a field director managing a team of agents focused on insurance planning for retirees, including Medicare and long-term care products. Before entering the financial industry, he held positions in the restaurant sector. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Wealth management Retired
user avatar
firm logo

Max S

Series 65

Wichita, KS

AE Wealth Management, LLC

Max Snodgrass is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He has been with AE Wealth Management since 2019 and has concurrently maintained a role at Preferred Financial since 2014, where he is involved in insurance sales. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Kaitlin H

Series 65

Wichita, KS

CWM, LLC

Kaitlin Hershey is a financial advisor at CWM, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Driven Wealth Strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Andrew M

CFA®, Series 63, Series 66

Wichita, KS

Hightower Advisors

Andrew Mies is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Morgan Stanley and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm 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
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")