Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,506 advisors near
64012

Out of 400,000+ nationwide

user avatar
firm logo

Kelly V

Series 63, Series 65

Lee's Summit, MO

Edelman Financial Engines

Kelly Van Deusen is a financial advisor at Edelman Financial Engines with 23 years of industry experience. She has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc from 2004 to 2016. Outside of her advisory work, she serves as Vice-President and a board member of the Lake Winnibago Saddle Club, an equine activities private club. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

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

Paul T

Series 63, Series 65

Overland Park, KS

Fidelity

Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Wealth management Active portfolio management Financial Professional
user avatar
firm logo

Cameron S

Series 63, Series 66

Overland Park, KS

Fidelity

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for multiple registered investment companies and develops model portfolios for intermediary platforms.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Breland B

CFP®, Series 66

Leawood, KS

LPL Financial

Breland Burns is a financial advisor with LPL Financial in Leawood, KS, holding CFP® and Series 66 credentials and seven years of industry experience. His prior work includes positions at Talent Unlimited and Waddell & Reed, Inc. He is involved with BB Business Ventures, LLC, a non-investment-related business entity. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs and planning services with both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Carra S

Series 63, Series 65

Leawood, KS

Morgan Stanley

Carra Sprague is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and 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 investment modeling techniques.

General estate planning guidance
user avatar
firm logo

Bryan B

Series 66

Overland Park, KS

LPL Enterprise

Bryan Buczek is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in the coatings industry and served on the Shelby County Board of Education. He is also associated with StrageiX Insights, LLC, a business entity used for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

James F

Series 63, Series 65

Leawood, KS

Merrill

James Fitzgerald is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for Angel Flight Central, a nonprofit organization that provides volunteer long-distance air transportation for individuals in crisis. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America affiliates and a comprehensive capital-markets platform.

Tax-loss harvesting Active portfolio management Wealth management Financial Professional
user avatar
firm logo

Bailey W

Series 66

Leawood, KS

Charles Schwab

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Matthew S

CFP®, Series 66

Leawood, KS

Wells Fargo Advisors

Matthew Sayers is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory work, he is the sole owner of SAYERS, INC. and serves as co-trustee of a private wealth management 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jon I

Series 63, Series 66, Series 65

Overland Park, KS

Mass Mutual Investors Services

Jon Ingalls is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co/Integrated Wealth Strategies since 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves 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

Lloyd N

Series 63, Series 65

Overland Park, KS

OSAIC

Lloyd Neubauer Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 23 years at Signator Investors, Inc. Neubauer also operates a sole proprietorship focused on the sales and marketing of fixed and non-variable annuities. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

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

Marklouis B

CFP®, Series 66

Leawood, KS

Edward Jones

Marklouis Barone is a CFP® and Series 66 credentialed advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He is involved with Heartland Church of Christ in Kansas City, where he assists with teaching and speaking. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

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

Marjorie N

Series 65

Overland Park, KS

LPL Financial

Marjorie Neech is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Stepp & Rothwell, Inc. for six years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

David T

Series 66

Leawood, KS

Wells Fargo Advisors

David Turner is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services and Jackson Hewitt. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose if and how to implement those recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Melissa Z

Series 63, Series 66

Overland Park, KS

Thrivent Investment Management

Melissa Zitter is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2021. Prior to her advisory career, she spent nine years as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Darrin W

Series 63, Series 65

Overland Park, KS

Edelman Financial Engines

Darrin Wolff is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022 and Aspen Wealth Management, Inc. since 2009. Outside of his advisory role, he serves as a board member for Fathers Club, a community volunteer organization. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

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

Hannah C

Series 66

Overland Park, KS

Edward Jones

Hannah Cowan is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. She worked at Central National Bank for six years before joining Edward Jones in 2017. Outside of her advisory role, she manages income from a family farm in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm oversees approximately $1.01 trillion in assets under management and operates 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

Justin M

Series 66

Leawood, KS

Morgan Stanley

Justin Moore is a financial advisor with Morgan Stanley in Leawood, Kansas, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing rental properties in Harrisonville, Missouri. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar
firm logo

Kimberly T

Series 63, Series 66

Springhill, KS

LPL Enterprise

Kimberly Thompson is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Thompson volunteers with the Spring Hill Chamber of Commerce and owns an insurance agency specializing in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

John C

Series 66

Lees Summit, MO

LPL Financial

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

College savings (529s, UTMA, etc.)
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")