Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

firm logo

Colin A

Series 66

Overland Park, KS

Edward Jones

Colin Arnold is a Series 66 credentialed financial advisor at Edward Jones with experience spanning various roles since 2008, including positions at Shamrock Trading Corporation and Missouri State University. He has been with Edward Jones since 2019, with a break before rejoining the firm in 2025. Outside of finance, he worked for Arnold Brothers Lawn Service for nearly a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
firm logo

Brandon G

ChFC®, Series 66

Overland Park, KS

Edward Jones

Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all of which has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and proprietary funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Maya D

Series 66

Lenexa, KS

J.P. Morgan Securities

Maya Dahab is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Mark M

CFP®, Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar
firm logo

Seth F

Series 66

Overland Park, KS

Cetera

Seth Faulkner is a financial advisor with Cetera, holding a Series 66 designation and based in Overland Park, KS. He has been with Cetera and its affiliate Cetera Wealth Services, LLC, since 2025. Outside of advising, he has entrepreneurial experience with MOSports Authentics & Apparel from 2020 to 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a wide range of investment strategies 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

Katherine B

CFP®, Series 66

Overland Park, KS

OSAIC

Katherine Badertscher is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc., with 3 and 13 years of experience at each firm respectively. Outside of her advisory role, she provides consulting focused on divorce transition through her work with Security Financial, Inc. and is involved with collaborative divorce organizations in the Kansas City area. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services along with financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, including third-party money managers and wrap programs.

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

Loren O

ChFC®, Series 63, Series 65

Overland Park, KS

Retirement Resources Inc.

Loren Olson is a financial advisor at Retirement Resources Inc. in Overland Park, KS, with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with Retirement Resources Inc. since 1998 and also worked at B. B. Graham & Co from 2016 to the present. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients, focusing on portfolio management and retirement planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model with regular client communications.

user avatar

Ronald P

Series 63, Series 65

Overland Park, KS

Mercury Capital Management, Inc.

Ronald Papa is a financial advisor at Mercury Capital Management, Inc. with 27 years of industry experience. He has been with Mercury Capital Management since 1998 and holds the Series 63 and Series 65 designations. Mercury Capital Management, Inc. is a small investment advisory firm serving individual clients with approximately $15.7 million in assets under management. The firm focuses on non-high-net-worth individuals and provides ongoing portfolio management and investment advisory services through a two-advisor team.

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”)