Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Joanne M

Series 66

Kansas City, MO

Cetera

Joanne Mcknight is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. Her prior work includes roles at LPL Financial, Waddell & Reed, UBS Financial Services, and Citigroup Global Markets. She is based in Kansas City, MO. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Sean H

CFP®, Series 63

Kansas City, MO

Raymond James Financial

Sean Harman is a financial advisor with Raymond James Financial in Kansas City, MO, holding the CFP® and Series 63 designations and bringing 25 years of industry experience. His prior work includes seven years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2017. He maintains active business entities related to his prior practice names but devotes minimal time to them. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

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

Aaron H

Series 66

Liberty, MO

LPL Financial

Aaron Hill is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2025, he held various roles in education and retail, including positions at the University of Nebraska–Lincoln and DoorDash. Hill is also involved with Hill & Mitchell Group LLC, a business affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

John J

Series 66

Lenexa, KS

Edward Jones

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Divorce financial planning Business ownership considerations Founder/Business Owner LGBTQIA
user avatar
firm logo

Sarah M

Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Sarah Mayerle is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Lockton Companies and Textron Aviation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing tailored strategies via multiple custody platforms and a combination of proprietary and third-party model solutions.

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

Adeline K

Series 66

Kansas City, MO

OSAIC

Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.

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

Christopher W

Series 63, Series 65

Mission Woods, KS

Wells Fargo Clearing

Christopher Walker is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
user avatar
firm logo

Melissa J

Series 63, Series 65

Kansas City, MO

LPL Financial

Melissa Jacobs is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Merrill for one year. Outside of her advisory role, she works part-time as a guest services representative for the Kansas City Chiefs Football Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and various advisory platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Stephanie G

CFP®, Series 66

Liberty, MO

Cetera

Stephanie Green is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She serves as president and co-owner of Spencer Financial Services, Inc., and is involved in multiple financial service roles, including as a financial professional at firms such as Purpose Planning and Mont Wealth. Green holds a leadership position as president-elect and board member of the Liberty Hospital Foundation and is a board member of the Earnest Shepherd Memorial Youth Center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Joseph G

Series 66

Shawnee, KS

Mass Mutual Investors Services

Joseph Glavinich is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including previous roles at Waddell & Reed, Alpaca Securities LLC, and AlpacaDB, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Ethan H

Series 66

Liberty, MO

Raymond James Financial

Ethan Holloway is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked concurrently at Holloway Harman & Associates since 2018, serving as an employee there. Prior to that, he was employed at Harding University from 2014 to 2018. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

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

James M

Series 66

Kansas City, MO

Edward Jones

James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. 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, operating under a fiduciary standard and supported by 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

Jeffrey H

CFP®, Series 63

Kansas City, MO

Raymond James Financial

Jeffrey Holloway is a CFP®-designated financial advisor with 29 years of industry experience, currently with Raymond James Financial in Kansas City, MO. His work history includes positions at Wells Fargo Advisors Financial Network LLC and multiple roles within Raymond James since 2017. Outside of his advisor role, Holloway is involved in owner and managerial positions at Holloway Harman & Associates and Holloway & Harman Capital Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Ryan S

ChFC®, Series 63, Series 66

Kansas City, MO

Edward Jones

Ryan Springer is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Springer has been with Edward Jones since 1998. Outside of his advisory role, he serves as an advisory board member for The National Golf Club of Kansas City. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Jason J

Series 63, Series 66

Kansas City, MO

Raymond James Financial

Jason Januska is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and New York Life. Outside of his advisory work, he owns Tall Oak Designs, a custom woodworking business specializing in kitchen products and other wood creations. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, corporations, pension plans, and institutional clients with financial planning and investment consulting. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Lindsey S

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Lindsey Stewart is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

General estate planning guidance
user avatar
firm logo

Thomas R

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Thomas Riordan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market research.

General estate planning guidance
user avatar
firm logo

Lindsey B

Series 63, Series 65

Independence, MO

Cetera

Lindsey Burnside is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera, she worked at Woodbury Financial Services, Spring Venture Group, and Cerner Corporation. Burnside is also the owner of Burnside & Associates (S-Corp), where she handles banking, taxes, and S-Corp planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Benjamin P

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Benjamin Panos is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent four years at Citigroup Global Markets. Outside of his advisory role, he is a partner in an agricultural business called Steel Bridge Cattle Company LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar
firm logo

Kelsey C

Series 66

Leawood, KS

LPL Financial

Kelsey Cope is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She worked at Waddell & Reed, Inc for nine years before joining LPL Financial, where she has been since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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”)