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

Bradley S

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Bradley Seib is a financial advisor with MassMutual Investors Services in Overland Park, KS, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 18 years at MetLife Securities. Seib is a board member and committee chair for the No Stone Unturned Foundation, a therapy center for children with disabilities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis tools to support annual financial planning engagements and offers a range of investment 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

John M

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

John McClain is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has held prior roles at OSAIC, Securities America Advisors, and Voya Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, 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
user avatar
firm logo

Lenny L

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Lenny Lippert is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Wells Fargo Bank, AT&T, Bank of the West, Traders Insurance, and Wells Fargo & Co. Outside of his advisory work, Lippert serves as chairman and president of the Friends of Recovery Association board of directors, where he provides organizational guidance and participates in community relations activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment approaches with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Tanner C

Series 66

Overland Park, KS

Cetera

Tanner Coble is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of his advisory role, Coble serves as the Audit & Finance Chairman on the Kansas City Area Development Council advisory board and coaches youth boys basketball in Olathe, Kansas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supporting a large network of advisors and managing over $256 billion in assets.

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

Jeffrey K

Series 63, Series 65

Overland Park, KS

Thrivent Investment Management

Jeffrey Kroenlein is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across a broad range of topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
user avatar
firm logo

Joel M

CFP®, Series 66

Overland Park, KS

Cetera

Joel Morrison is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Comprehensive Retirement Solutions and various ventures such as Prosperity Advisors, LLC and Archer Financial Consulting, LLC. Outside of advising, he is involved with a tax and accounting referral business and owns a tax shelter LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

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

Katherine B

ChFC®, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

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

David M

Series 65

Overland Park, KS

Edelman Financial Engines

David Meinzenbach is a Series 65 licensed financial advisor at Edelman Financial Engines with 16 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously employed by The Mutual Fund Store, LLC and TMFS Advisors, LLC from 2008 to 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term strategies.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar
firm logo

Jesus H

Series 66

Lenexa, KS

LPL Financial

Jesus Hernandez is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Hernandez is based in Lenexa, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of over 22,800 advisors.

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

Randy L

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Randy Long is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and has been associated with Primerica Financial Services since 2012. Additionally, Long has been involved in Phase III Marketing for over three decades. His activities include sales of investment-related products and referral services related to home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery investment strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
firm logo

Canyon M

Series 66

Overland Park, KS

Edward Jones

Canyon Miller is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Raridon & Associates for three years. Canyon holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Dara R

Series 66

Overland Park, KS

Edward Jones

Dara Robb is a financial advisor with Edward Jones in Overland Park, Kansas, holding a Series 66 designation and over eight years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Robb is a partner in a handyman services business and also works as a health and fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Thomas W

Series 66

Overland Park, KS

Cetera

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His work history includes roles at Cetera, Securian Financial, OneDigital, and the University of Missouri - Columbia. He is also involved with Renaissance Financial in a registered staff capacity, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to 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
firm logo

Matthew W

Series 66

Lenexa, KS

Edward Jones

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Entertainment Industry Religious/faith focused Values-based investing
firm logo

Brian H

CFP®, Series 66

Lenexa, KS

Edward Jones

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. from 2012 to 2017. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
user avatar
firm logo

Brandon W

Series 66

Overland Park, KS

LPL Financial

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Commerce Bank, Bank of America, Merrill, and Arvest Wealth Management. He is also involved with Raintree Community Church in a non-investment capacity. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive investment strategies and operational tools.

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

Jeffrey S

Series 63, Series 66

Overland Park, KS

Equitable Advisors

Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Jeffrey N

Series 63, Series 65

Overland Park, KS

LPL Financial

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and having 45 years of industry experience. His prior firms include Oppenheimer and Personal Financial Group. Outside of his advisory work, he has experience as a sitcom writer. 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 asset management solutions through a large network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

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

Kota G

Series 66

Overland Park, KS

Equitable Advisors

Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Kiersten W

Series 66

Overland Park, KS

Cetera

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience. She is currently associated with Cetera and Rally Wealth and Benefits, having previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she also provides notary public services and works as a cashier at a local donut shop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program options to meet client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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”)