Overwhelmed by options?
Answer a few questions to see advisors matched to you.
199 advisors near
66025
within the area shown on the map
Out of 400,000+ nationwide
Anthony H
Series 63, Series 65
Lawrence, KS
Integrated Wealth Concepts LLC
Anthony Hayden is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Raymond James Financial and Keating Financial Advisory Services among other firms. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing customized portfolios with a long-term approach and overseeing third-party asset managers.
Gregory H
Series 63, Series 65
Lawrence, KS
Integrated Wealth Concepts LLC
Gregory Hill is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Keating Financial Advisory Services. Hill is also president of Pisces Wealth, Inc., a financial planning firm he owns. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.
Peter K
CFP®, Series 63, Series 65
Lawrence, KS
Allworth financial, L.P.
Peter Knutson is a CFP® with 32 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.
Justin M
Series 66, Series 63
Olathe, KS
Empower Advisory Group
Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Waddell & Reed, Inc. and Kansas State Recreational Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and optional managed account solutions through a model integrated with Empower’s recordkeeping and administrative platforms.
Eric S
Series 65, Series 63
Lawrence, KS
Allworth financial, L.P.
Eric Soetaert is a financial advisor with Allworth Financial, L.P. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at AW Securities, Affinity Financial Advisors, Onyx Meetings & Events, and Marten Transportation. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts.
Jason D
Series 66
Olathe, KS
Commonwealth Financial Network
Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.
Damien B
Series 65, Series 63
Lawrence, KS
Empower Advisory Group
Damien Baranski is a financial advisor with Empower Advisory Group in Lawrence, KS, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Advised Assets Group, LLC since 2015 and Great-West Financial Retirement Plan Service since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.
Kyle R
Series 65
Lawrence, KS
AE Wealth Management, LLC
Kyle Rutschmann is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2025 and concurrently at Miller Retirement Group since 2024. Outside of his advisory role, he is involved in insurance sales and servicing insurance policies through Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
James M
CFP®, Series 66
Lawrence, KS
Allworth financial, L.P.
James Moore is a CFP® professional with 16 years of experience in the financial industry, currently serving at Allworth Financial, L.P. in Lawrence, Kansas. His prior roles include positions at Cetera Advisors Networks LLC and Mcdaniel Knutson Financial Partners. Outside of advisory work, he is a partner in Rain Delay, LLC, a real estate investment group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options overlays, and is notable for its private investment vehicle ownership and specialized divisions such as its Airline group.
Colin D
Series 66, Series 63, Series 65
Olathe, KS
Empower Advisory Group
Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations with Empower’s recordkeeping and administrative platforms.
Ryan S
Series 66, Series 63
Olathe, KS
Empower Advisory Group
Ryan Schweiger is a financial advisor at Empower Advisory Group with 11 years of experience in the industry. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2015 prior to joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.
Zachary B
Series 66
Lawrence, KS
Allworth financial, L.P.
Zachary Brenner is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 66 designation and has worked at AW Securities, Allworth Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he has been involved with Fellowship Bible Church and Grace Church over the past decade. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches such as core-satellite, pure-index allocations, and specialized ETFs, and distinguishes itself through its ownership structure and specialized industry divisions.
Mark M
Series 65
Olathe, KS
Integrity Alliance, LLC
Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.
John E
Series 65, Series 63
Olathe, KS
Integrity Alliance, LLC
John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.
Emily H
CFP®, Series 66
Lawrence, KS
Sanctuary Advisors, LLC
Emily Hill is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her career includes over a decade at Morgan Stanley in various capacities before joining Sanctuary Advisors in 2020. She is a board member of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, participating in the oversight of significant pension and endowment funds. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent advisers who manage portfolios using a variety of analytical approaches and platforms, operating as fiduciaries under written advisory agreements.
Adam H
Series 63, Series 65
Olathe, KS
Commonwealth Financial Network
Adam Hutsell is a financial advisor with Commonwealth Financial Network in Olathe, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His work history includes positions at COUNTRY FINANCIAL since 2009 and at both Commonwealth Financial Network and Infinitas since 2022. He is also involved in fixed insurance sales, dedicating a small portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.
Cali V
Series 65, Series 63
Lawrence, KS
Allworth financial, L.P.
Cali Visentin is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She previously worked at Affinity Financial Advisors and has a background that includes roles outside the financial sector. In addition to her advisory work, she operates a training and coaching business. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts.
David T
Series 63, Series 65
Olathe, KS
Transamerica Retirement Advisors, LLC
David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.
Marion J
Series 66
Olathe, KS
Principal Financial Services
Marion Johnson is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2000. He also serves as a Bank/Trust Officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
Eric G
Series 65
Lawrence, KS
AE Wealth Management, LLC
Eric Glenn is a financial advisor with AE Wealth Management, LLC in Lawrence, KS. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining AE Wealth Management, he was involved in insurance sales and services through his role at Little Ninja Associate LLC and other related firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion in assets and serves over 127,000 clients through a platform that emphasizes standardized model portfolios and discretionary asset management.
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 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")
Finding advisors...
199 advisors near
66025
within the area shown on the map
Out of 400,000+ nationwide