Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

85 advisors near
66006

Out of 400,000+ nationwide

user avatar
firm logo

Kristen S

Series 66

Lawrence, KS

STIFEL

Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

General retirement planning Income planning
user avatar
firm logo

Ehren F

Series 66

Lawrence, KS

LPL Financial

Ehren Feldmeyer is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2016. 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. The firm provides financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
firm logo

John G

CFP®, Series 66

Lawrence, KS

Edward Jones

John Gascon is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012, working from Lawrence, Kansas. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Engineering Professional Real Estate Professional
user avatar
firm logo

Thomas L

Series 63, Series 66

Lawrence, KS

STIFEL

Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.

General retirement planning Income planning
user avatar
firm logo

Matthew N

Series 63, Series 66

Lawrence, KS

STIFEL

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Zachary S

CFP®, Series 66

Eudora, KS

LPL Financial

Zachary Stover is a financial advisor at LPL Financial with 18 years of industry experience and holds the CFP® and Series 66 designations. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in tax preparation and accounting services through DM Bruce Owner Solutions and serves as a notary in the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Joseph R

Series 63, Series 66

Ottawa, KS

LPL Financial

Joseph Randall is a financial advisor at LPL Financial with 20 years of industry experience. His prior work includes roles at Merrill and Bank of America. Outside of his advisory work, he is involved as a personal care assistant and operates a travel agency business. LPL Financial serves individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Landon A

Series 66

Ottawa, KS

LPL Financial

Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Globe Life Liberty National Division and has outside employment as a DoorDash driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

College savings (529s, UTMA, etc.)
firm logo

Jennifer H

Series 66

Baldwin City, KS

Edward Jones

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Government Employee
user avatar
firm logo

Roger S

Series 63

Lawrence, KS

Raymond James Financial

Roger Schenewerk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lawrence, Kansas, holding a Series 63 designation and over 32 years of industry experience. He previously worked at David M. King & Associates, Ltd., where he served for nine years. Outside of his advisory role, Schenewerk is involved in several business activities including serving as CEO of David M. King Associates and Schenewerk Capital LLC, and he is president of the Oread West Office Park Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Robert F

Series 66

Lawrence, KS

Raymond James Financial

Robert Florence is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Capitol Federal. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Patricia L

Series 66

Lawrence, KS

Ameriprise

Patricia Larue is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in a design-related business, assisting with design and material selection for residential remodeling projects. Ameriprise serves clients primarily through its retirement-income planning service for individuals nearing or in retirement, offering tailored recommendations based on comprehensive analysis and modeling. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.

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

Casey L

Series 66

Ottawa, KS

Edward Jones

Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner
user avatar
firm logo

Teresa K

Series 63, Series 65

Lawrence, KS

Raymond James Financial

Teresa Kinney Bishop is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked with several firms, including Schenewerk Capital and David M. King Associates, and has been with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor structure.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jennifer S

Series 66

Lawrence, KS

STIFEL

Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Christopher W

Series 65, Series 63

Lawrence, KS

LPL Financial

Christopher Walton is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at OSAIC, Thrivent Financial, and Thrivent Investment Management Inc. Walton also works with Cordell & Associates, supporting advisors and growing his financial planning practice, and he writes fixed insurance policies as appropriate for clients. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Johnson H

Series 66

Lawrence, KS

Edward Jones

Johnson Hawkinson is a financial advisor at Edward Jones in Lawrence, Kansas, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

Douglas H

Series 66

Lawrence, KS

LPL Financial

Douglas Hodge is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Central Bank. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Bryan R

Series 66

Lawrence, KS

Cambridge Investment Research Advisors

Bryan Ramsay is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple platform arrangements and proprietary as well as third-party model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Gilbert M

Series 66

Lawrence, KS

Edward Jones

Gilbert Montano Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Real estate investing Attorney
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")