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Benjamin S
CFP®, Series 66
Overland Park, KS
Prime Capital Financial
Benjamin Sight is a CFP® with seven years of industry experience, currently with Prime Capital Financial. His prior roles include positions at The ETF Store, Inc., Securian Financial Services, Minnesota Life Insurance Company, Renaissance Financial, RTS Financial, and AREA Real Estate Advisors. He is also involved in the sale and service of fixed-insurance products through an affiliated entity. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office offerings, and utilizes a variety of investment strategies and platforms.
Kristi D
Series 65, Series 63
Leawood, KS
Creative Planning
Kristi Dolan is a financial advisor at Creative Planning with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies from 2017 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective use of private market investments and sub-advisor portfolios.
Samantha W
Series 66
Mission Woods, KS
Hightower Advisors
Samantha Waters is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2016 before joining Hightower Advisors in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a range of affiliated and third-party managers.
Jennifer G
Series 66
Overland Park, KS
Prime Capital Financial
Jennifer Guerrero is a financial advisor at Prime Capital Financial with 19 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Guerrero is based in Overland Park, KS. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and family office solutions.
Whitney R
Series 66
Overland Park, KS
Mariner
Whitney Reagan is a Series 66-licensed financial advisor with Mariner, based in Overland Park, KS, and has 14 years of industry experience. She has worked with Mariner Wealth Advisors since 2015 and previously with Msec, LLC. Outside of her advisory role, she serves on the board and finance committee of The Children's Place Charitable Foundation and is chairman of the board for the Bicknell Legacy Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and administrative family office services.
Todd E
CFP®, ChFC®, Series 63
Overland Park, KS
Creative Planning
Todd Ericson is a CFP® and ChFC® with 13 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following a seven-year tenure at Stepp & Rothwell, Inc. Ericson serves as a board member of the Financial Planning Association of Greater Kansas City. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Ryan D
CFP®, Series 65
Overland Park, KS
Creative Planning
Ryan Dryer is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds a Series 65 license and is based in Overland Park, KS. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.
Matthew M
Series 65
Overland Park, KS
Creative Planning
Matthew Miller is a financial advisor with Creative Planning holding a Series 65 credential and has been in the industry since 2023. His prior experience includes roles at Commerce Trust, Kansas State University Foundation, and Academy Sports + Outdoors. He also has a background in education and recreation in the Blue Valley School District and Blue Valley Recreation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure while maintaining fiduciary responsibilities for retirement accounts.
Kevin C
Series 63, Series 65
Leawood, KS
Cetera Planning Partners
Kevin Conard is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with The Retirement Planning Group, Inc. since 2004 and was previously with Blooom, Inc. from 2013 to 2018. Outside of his advisory role, Conard is a partner in a real estate investment business, GRISWOLD LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and uses a diversified investment approach tailored to client objectives and risk tolerance.
Joshua H
CFP®, Series 63, Series 65
Kansas City, MO
Integrated Wealth Concepts LLC
Joshua Hill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Assurity Life Insurance Co., Keating Financial Advisory Services, Inc., and Raymond James Financial Services. 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 combination of internally managed and third-party strategies with a long-term investment approach.
Bill D
Series 63, Series 66
Overland Park, KS
CWM, LLC
Bill Day is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at Cetera and Integrated Wealth Advisory Services Inc. He is also a co-owner of Growing Days, LLC, a business involved in interior design and home remodeling shows managed by his spouse. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and utilizes a discretionary model portfolio approach overseen by an in-house Investment Committee.
Duayne M
Series 63, Series 65
Shawnee, KS
Independent Financial Group, LLC
Duayne Madl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Main Street Advisors, LLC and has maintained a self-employed marketing entity, The MADL Company, since 1982. Madl is also involved as an insurance agent offering various types of insurance products through The MADL Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to develop client strategies, emphasizing strategic asset allocation, multi-manager portfolios, and ongoing due diligence across various risk profiles.
Eric M
CFP®, Series 65
Overland Park, KS
Creative Planning
Eric Medlock is a CFP® and holds a Series 65 license with over three years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he held roles at HNTB, Kirk's Fly Shop, the University of Kansas, and Pembroke Hill School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and customized portfolio management.
Jeffrey D
Series 65, Series 63
Overland Park, KS
TIAA-CREF
Jeffrey Daniels is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Advised Assets Group, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services separating point-in-time planning from ongoing management and acts as adviser to the TIAA Donor Advised Fund.
Dalton E
CFP®, Series 66
Overland Park, KS
Creative Planning
Dalton Engle is a CFP® professional with three years of industry experience, currently serving at Creative Planning. His prior roles include positions at Independent Financial Group, Urban Holdings, and The Vanguard Group. Engle has also worked as a peer mentor and was involved with K-State Athletics during his earlier career. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Robert M
CFP®, Series 63
Overland Park, KS
Creative Planning
Robert Mccarthy is a CFP® and holds a Series 63 license, with 17 years of experience in financial advisory. He has been with Creative Planning in Overland Park, KS since 2009. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process focused on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.
Justin R
Series 66
Overland Park, KS
Mariner
Justin Richardson is a financial advisor at Mariner with nine years of industry experience. He holds a Series 66 designation and has worked at Mariner since 2018. Prior to that, he was associated with Renaissance Financial Corporation, Securian Financial Services Inc., and Minnesota Life. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides integrated tax, accounting, and family office services alongside traditional portfolio management.
Joshua N
Series 66
Overland Park, KS
Creative Planning
Joshua Noland is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LYFT, UBER, and Tamko Building Products. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.
John W
Series 63, Series 65
Lenexa, KS
Bankers Life Advisory Services, Inc.
John Williams is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in education with Camdenton R3 Schools and currently serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents specializing in life, long-term care, and health insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.
Hunter C
Series 63, Series 65
Mission Woods, KS
Hightower Advisors
Hunter Cole is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Hightower Advisors, he worked at American Century Investment Services and has entrepreneurial experience through In The Zone Pro Shop LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, supported by proprietary research and various investment strategies.
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3,203 advisors near
66202
within the area shown on the map
Out of 400,000+ nationwide