Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Austin D
Series 66
Wichita, KS
Integrity Alliance, LLC
Austin David is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Securities America Advisors, and Lionstreet Advisors. Austin also operated as an insurance agent for a decade. 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 continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Justin N
CFP®, Series 66
Wichita, KS
Beacon Pointe Advisors, LLC
Justin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes roles at Essential Wealth Management, Principal Life Insurance Company, and LPL Financial, among others. Outside of financial advising, he owns and operates a quick lube business in Wichita, KS. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individual and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and offers proprietary private funds alongside broad institutional and retail client services.
Lisa S
CFP®, Series 63, Series 65
Wichita, KS
&PARTNERS
Lisa Schmiedbauer is a CFP® professional with 40 years of experience in the financial industry. She currently works at &PARTNERS and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she is involved in ranching operations with her spouse. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.
Mark R
CFP®, Series 63
Andover, KS
Ameritas Advisory Services, LLC
Mark Ricklefs is a CFP® professional with 38 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has held multiple roles within the Ameritas family of companies since 2008 and provides expert witness services related to life insurance errors and omissions and property and casualty claims. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities, while leveraging third-party technology and maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.
Robert B
Series 63, Series 65
Wichita, KS
Hornor, Townsend & Kent, LLC
Robert Bissen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked with firms including Penn Mutual Life Insurance, New York Life Insurance Company, and Nylife Securities. Bissen is also involved in insurance brokerage through agencies such as 1847Financial, Francis Legacy Builders, and Eck Agency Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets as of December 2025.
Leo W
Series 66
Wichita, KS
VOYA Financial Advisors, Inc.
Leo Wetta is a financial advisor with Voya Financial Advisors, Inc. in Wichita, KS, holding a Series 66 credential and 10 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individual, institutional, and corporate clients. The firm offers services including financial planning, portfolio management, and retirement advisory, utilizing both affiliated and unaffiliated investment products and a combination of discretionary and non-discretionary management approaches.
Brandon G
Series 66
Wichita, KS
First Command Advisory Services
Brandon Giefer is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has worked exclusively with First Command entities since 2017, with a brief employment gap from 2017 to 2019. Outside of advising, he is involved as a shareholder in Prairie Fire Advisors, Inc. and has ownership ties to Tank Connection Affiliate Group, a financial business transitioning through an employee stock ownership plan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Gregory C
Series 63, Series 66
Wichita, KS
Oppenheimer
Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.
David P
Series 63, Series 65
Wichita, KS
Hightower Advisors
David Pike is a financial advisor with Hightower Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at New York Life and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment products and strategies.
Elizabeth M
Series 63, Series 65
Wichita, KS
Kestra Advisory
Elizabeth Moeller is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016 and has a long tenure dating back to 1998 at Royal Alliance Associates, Inc. Moeller is also involved with several other investment-related activities including owning Moeller Financial Services LLC, which assists clients with insurance needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors.
Stephen C
ChFC®, Series 63, Series 65
Derby, KS
VOYA Financial Advisors, Inc.
Stephen Cross Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 12 years at VOYA Financial Advisors and eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is involved as an independent insurance agent and leads multiple financial services entities in Derby, Kansas. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of representatives, utilizing a blend of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary account management.
Joshua B
Series 65
Wichita, KS
Hightower Advisors
Joshua Buffolino is a Series 65-licensed financial advisor with eight years of industry experience, currently with Hightower Advisors since 2021. His prior roles include positions at 6 Meridian and 1888 Management LLC. Outside of advisory work, he oversees a rental property in Scottsdale, Arizona. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s investment approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio strategies.
Olivia P
CFP®, Series 66
Wichita, KS
Hightower Advisors
Olivia Pauly is a CFP®-credentialed financial advisor with four years of industry experience, currently with Hightower Advisors. She previously worked at Cambridge Investment Research Advisors and has additional involvement as a board member of the Financial Planning Association in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services including access to alternative investments and custom indexing strategies.
Micoli B
Series 66
Wichita, KS
CWM, LLC
Micoli Bates is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at firms such as Waddell & Reed and Driven Wealth Strategies. Outside of advisory activities, she operates a crop insurance business as a sole proprietor. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee and a range of third-party resources.
Rachel B
Series 66
Wichita, KS
Hightower Advisors
Rachel Bruce is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Hightower Advisors in Wichita, KS and has prior experience at firms including Hightower 6 M Holding, Private Client Services, and 6 Meridian. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.
Margaret D
CFP®, Series 63, Series 65
Wichita, KS
Hightower Advisors
Margaret Dechant is a CFP®-certified financial advisor with 24 years of industry experience, currently with Hightower Advisors. Her career includes roles at Morgan Stanley, Citigroup Global Markets, Private Client Services, and 6 Meridian LLC. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety of investment vehicles to tailor portfolio management and financial planning solutions.
Jake E
Series 65
Wichita, KS
Integrated Wealth Concepts LLC
Jake Ellis is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Keating Financial Advisory Services and Prime Capital Investment Advisors. Ellis is also an officer and captain in the Arkansas Army National Guard. 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, and family office services, combining enterprise scale with a range of model and wrap fee options.
Jerime W
Series 66
Wichita, KS
Tlg Advisors, Inc.
Jerime Wyant is a financial advisor with TLG Advisors, Inc. in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has been associated with The Leaders Group Inc since 2016. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services that include portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans.
Jay R
Series 63, Series 66
Wichita, KS
Bankers Life Advisory Services, Inc.
Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Symmetry Financial Group. Outside of advisory work, he owns an LLC involved in real estate rental investments in Wichita, KS. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, retirement plan consulting, and tailored asset allocation strategies combining fundamental, technical, and cyclical analysis.
Stephanie M
Series 63, Series 65
Wichita, KS
Hightower Advisors
Stephanie Murphy is a financial advisor at Hightower Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Her career includes roles at multiple Hightower entities since 2021. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research.
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 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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide