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

Brandon G

ChFC®, Series 66

Overland Park, KS

Edward Jones

Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all of which has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and proprietary funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Mark M

CFP®, Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Katherine B

CFP®, Series 66

Overland Park, KS

OSAIC

Katherine Badertscher is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc., with 3 and 13 years of experience at each firm respectively. Outside of her advisory role, she provides consulting focused on divorce transition through her work with Security Financial, Inc. and is involved with collaborative divorce organizations in the Kansas City area. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services along with financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, including third-party money managers and wrap programs.

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

Mark B

Series 63, Series 65

Leawood, KS

RBC Capital Markets

Mark Borcherding is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, with a five-year tenure at City National Bank prior to that. He serves on the board of the Kimball Education Foundation, a nonprofit that awards scholarships. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers tailored portfolio strategies based on each client’s risk profile.

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

Norman H

PFS™, Series 63, Series 66

Leawood, KS

Retirement Resources Inc.

Norman Harp is a financial advisor at Retirement Resources Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to Retirement Resources, he worked at B.B. Graham & Company and Moloney Securities Corp. In addition to his advisory role, Harp owns and operates a CPA practice providing tax preparation services. Retirement Resources Inc. primarily serves individual clients with portfolio management and retirement-focused financial planning. The firm manages $7.8 million in assets, maintains a personalized client relationship model, and combines fee-based advisory services with brokerage and insurance product offerings.

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”)