Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Randall S
Series 66
Lees Summit, MO
Infinity Financial Services Advisory
Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.
Jason S
Series 65, Series 63
Leawood, KS
FAS Wealth Partners, Inc.
Jason Salinardi is a financial advisor with FAS Wealth Partners, Inc. in Leawood, KS, holding Series 65 and Series 63 licenses and four years of industry experience. He is also the sole owner of JMS Legal, LLC, where he provides attorney services. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC for four years. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and uses a variety of investment vehicles, while maintaining multiple corporate affiliations and referral relationships.
Stephen B
Series 63, Series 66
Overland Park, KS
Cooper McManus
Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.
Morgan D
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Morgan De Shazer is a financial advisor at CreativeOne Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining CreativeOne Wealth in 2019, De Shazer worked at Walmart and Pittsburg State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.
David P
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Charisa D
Series 63, Series 65
Overland Park, KS
American Century Investments Private Client Group, Inc.
Charisa Dodd is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Stratford Commons Memory Care Community, Avila University, Johnson County Community College, and De Soto High School. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, primarily investing in affiliated mutual funds and ETFs.
Adam L
Series 65, Series 63
Leawood, KS
49 Financial
Adam Lenartowicz is a financial advisor at 49 Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 49 Financial, he worked at Kansas State University, Burns & McDonnell, Kanakuk Kamps, and Scheels. He is also an insurance agent associated with the Financial Independence Group. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term, diversified asset allocation strategy based on Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.
Jacob C
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.
M Arty P
Series 65
Overland Park, KS
Creativeone Wealth, LLC
M Arty Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has been affiliated with CreativeOne since 2016 and Change Path LLC since 2017. Pfannenstiel provides support for clients’ insurance needs on a limited basis, including life insurance and annuities, without active solicitation. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, individual equities, and options.
Forrest C
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.
Brian A
Series 63, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Brian Abbott is a financial advisor at Creativeone Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creativeone Wealth since 2025. Prior to that, he was associated with Cambridge Investment Research Advisors, Inc. for 15 years and is also involved in Medicare sales and mortgage loan origination. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.
Victor S
Series 66
Overland Park, KS
Convergence Financial
Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.
Jason H
CFP®, CFA®, Series 65, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Jason Harrison is a CFP®, CFA® with 12 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. since 2021. His prior experience includes roles at UMB Financial Services and American Century Advisory Services, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans through fee-based advisory services that include portfolio management and financial planning. The firm’s investment process emphasizes customized asset allocation with discretionary trading authority, utilizing a range of investment vehicles and maintaining multiple corporate affiliations and service offerings to support its clients.
James M
Series 63, Series 65
Overland Park, KS
Axxcess Wealth Management, LLC
James Milazzo Jr. is a financial advisor at Axxcess Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, Milazzo is involved in insurance sales, including accident and health, life, and variable annuities. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and acts as a TAMP and sub-advisor through its Axxcess Customized Portfolio Platform.
Darius R
Series 66, Series 63
Overland Park, KS
Arvest Wealth management
Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in several capacities from 2021 to 2025. Outside of finance, he has worked part-time as a weekend server at Nicklaus Golf Club in Overland Park. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach combines fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and customized strategies to align with clients’ objectives and risk tolerances.
Kathryn H
Series 63, Series 65
Overland Park, KS
IAMS Wealth Management, LLC
Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.
Johnathan H
Series 66
Lee's Summit, MO
The Wealth Consulting Group
Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.
Jordan R
CFP®, ChFC®, Series 66
Lenexa, KS
Copper Financial
Jordan Rehagen is a CFP®, ChFC®, and Series 66-licensed financial advisor at Copper Financial with three years of industry experience. His prior work includes roles at Comparion Insurance Agency, Liberty Mutual Insurance Company, and Assurity Life Insurance Company. Copper Financial serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party referrals, and a model-based wrap program. The firm works with individual and institutional clients, acting as fiduciaries and conducting due diligence on portfolio managers.
Mark R
Series 66
Overland Park, KS
CreativeOne Securities, LLC
Mark Rubin is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with CreativeOne Securities, LLC since 2021, following roles at ChangePath, Inc., Waddell & Reed, Inc., Cetera Financial Group, Cetera Wealth Services, LLC, and VSR Financial Services, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.
Caleb P
Series 63, Series 65
Lenexa, KS
Copper Financial
Caleb Padgett is a financial advisor at Copper Financial with four years of industry experience. His prior roles include positions at Commerce Bank and Commerce Brokerage Services Inc. Outside of his advisory work, he also works as a food delivery driver for Doordash. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm accepts both individual and institutional clients and operates with a fiduciary advisory model supported by dual registration as a broker-dealer and SEC-registered investment adviser.
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.
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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide