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
Kathryn O
Series 63, Series 66
Lawrence, KS
Sanctuary Advisors, LLC
Kathryn Olds is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services.
Barry B
Series 63, Series 66
Lawrence, KS
VOYA Financial Advisors, Inc.
Barry Benkelman is a financial advisor with VOYA Financial Advisors, Inc. in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based advice over discretionary management.
Steven B
Series 66
Olathe, KS
Empower Advisory Group
Steven Brown is a financial advisor with Empower Advisory Group in Olathe, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Great-West Financial from 2019 to the present and at Edward Jones from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within platforms tied to Empower’s recordkeeping and administrative systems.
Jacquelyn L
Series 66
Lawrence, KS
Private Advisor Group, LLC
Jacquelyn Leon is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at the US Department of Treasury and has experience in the gig economy with Uber. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.
Gary R
Series 63
Olathe, KS
Ameritas Advisory Services, LLC
Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He worked at Waddell & Reed, Inc. for 20 years before joining Ameritas in 2022, with a brief tenure at LPL Financial in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.
Bettie Z
Series 65, Series 63
Lawrence, KS
Integrated Wealth Concepts LLC
Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.
Luke H
Series 65, Series 63
Wellsville, KS
Eagle Strategies (NY Life)
Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Brian M
Series 63, Series 66
Olathe, KS
Focus Partners Wealth, LLC
Brian Mayfield is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes eight years at American Century Investment Services Inc. and two years with The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating both proprietary and third-party investment options.
Anna R
Series 65
Lawrence, KS
Allworth financial, L.P.
Anna Richardson is a financial advisor at Allworth Financial, L.P. in Lawrence, KS, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at Affinity Financial Advisors and Farmers Insurance. 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 management using a range of strategies and utilizes third-party sub-advisers, technology for held-away account management, and maintains affiliated broker-dealer and tax/accounting practices.
Karey C
Series 63, Series 65
Lawrence, KS
Allworth financial, L.P.
Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. Karey holds Series 63 and Series 65 licenses and has worked at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. 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 portfolios using various model strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning.
Michael D
Series 66, Series 63
Olathe, KS
Empower Advisory Group
Michael Di Santo is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history at Empower Financial Services, SmartAsset, Angi, and DST Enterprise Services. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Lori S
Series 63, Series 65
Olathe, KS
Empower Advisory Group
Lori Schumann is a financial advisor with Empower Advisory Group in Olathe, Kansas. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Since 2015, she has been advising at Assets Group LLC. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups designated by plan sponsors.
Laura W
CFP®, ChFC®, Series 65, Series 63
Lawrence, KS
Integrated Wealth Concepts LLC
Laura Warta is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. She previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services. Warta is a board member of Girls on the Run of the Flint Hills and the Daniel Keating Foundation. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.
Gregory D
Series 63
Shawnee, KS
Kestra Advisory
Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.
Steven H
Series 66
Lawrence, KS
Ameriprise
Steven Hanna is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc., where he manages practice operations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to tailor recommendations.
Kevin M
CFP®, Series 63, Series 66
Shawnee, KS
Edward Jones
Kevin Makalous is a financial advisor with Edward Jones in Shawnee, KS, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 18 years with Edward Jones. Outside of his advisory role, he and his wife formed an LLC to own the building that will house his Edward Jones branch office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
Tristen S
Series 66
Lawrence, KS
Ameriprise
Tristen Shackelford is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he held various roles including positions at Logie's On Mass, the University of Kansas, and Soccer Master. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.
Peter C
Series 66
Gardner, KS
Edward Jones
Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Ryan S
Series 66
Lawrence, KS
Fidelity
Ryan Samuelson is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing, State Street Bank, and Boston Financial Data Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.
Douglas S
Series 66
Lawrence, KS
LPL Financial
Douglas Stephens is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Fifteen:22 Financial Partners since 2013 as a partner and registered representative. Outside of his advisory role, he manages a family-owned real estate holding company. LPL Financial serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm supports both discretionary and non-discretionary management and provides model portfolios, research, and technology-enhanced investment solutions.
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