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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. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in marketing fixed indexed annuities through an independent insurance agency. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a broad range of financial planning and portfolio management services, with a focus on recommendation-based, non-discretionary strategies delivered through multiple program structures.
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 14 years of industry experience. Her career includes roles at Dome Holdings, Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory services, she operates a crop insurance data entry business as a sole proprietor. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.
Rachel B
Series 66
Wichita, KS
Hightower Advisors
Rachel Bruce is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at firms including 6 Meridian and Private Client Services. Rachel is based in Wichita, Kansas. 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, utilizing affiliated and third-party managers across various investment vehicles.
Margaret D
CFP®, Series 63, Series 65
Wichita, KS
Hightower Advisors
Margaret Dechant is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes five years each at Private Client Services and 6 Meridian LLC before joining Hightower 6M Holding in 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct customized portfolios.
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.
Daniel W
Series 63, Series 66
Wichita, KS
Osaic Advisory Services, LLC
Daniel Warnke is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Summit Brokerage Services, and Warnke Financial Services, which he has operated since 2006. Osaic Advisory Services is a registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to tailor portfolios to client needs.
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.
Jarrod J
CFP®, Series 66
Wichita, KS
Osaic Advisory Services, LLC
Jarrod Jansen is a CFP® professional with four years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Securities America, Inc., Heritage Private Wealth Management, LLC, and Ranson Financial Group, LLC. Outside of his advisory work, he holds an unpaid notary position. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing a combination of proprietary and third-party platforms and managers.
Cody S
Series 63, Series 66
Wichita, KS
Principal Financial Services
Cody Schweninger is a financial advisor with Principal Financial Services in Wichita, KS, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Principal Financial Services since 2011 and has prior experience with Union Financial, Inc. Since 2025, he has engaged in selling sports cards on eBay with his daughter. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Jay R
Series 66, Series 63
Wichita, KS
Bankers Life Advisory Services, Inc.
Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 66 licenses and having five years of industry experience. He has held various roles within Bankers Life entities since 2018 and previously worked at Symmetry Financial Group. Outside of advising, he owns and operates two LLCs, including one involved in real estate rental investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk profiles.
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 worked at Hightower Securities, Hightower Advisors, and related entities since 2016. 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 both affiliated and third-party managers, incorporating proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Clark M
Series 66
Wichita, KS
CWM, LLC
Clark Mcdonald is a financial advisor with CWM, LLC based in Wichita, KS, holding a Series 66 designation and ten years of industry experience. His work history includes roles at Cetera Advisor Network, Driven Wealth Strategies, and Waddell & Reed, Inc. Outside of his advisory duties, he volunteers with the Alzheimer’s Association Central and Western Kansas. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.
Ryan H
CFP®, Series 66
Wichita, KS
Kestra Advisory
Ryan Hoover is a CFP® with two years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. Before his current role, he worked at Koch Industries Inc. for seven years and spent a year with Kansas State Athletics. Outside of his advisory work, he owns Limestone Capital, LLC, a business focused on payroll and taxes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.
Robert H
Series 63, Series 65
Wichita, KS
Independent Financial Partners
Robert Hiss is a financial advisor with Independent Financial Partners in Wichita, KS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with Independent Financial Partners since 2012 and spent seven years at LPL Financial. Outside of his advisory work, he owns and operates Tumbleweed Aviation LLC, an aviation business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.
Gavin C
Series 66
Wichita, KS
First Command Advisory Services
Gavin Crowe is a financial advisor with First Command Advisory Services in Wichita, KS, holding a Series 66 credential and two years of industry experience. His background includes service in the United States Air Force and roles across multiple First Command entities. He is also a shareholder of Prairie Fire Advisors, Inc., a non-investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Sarah H
CFP®, Series 66
Wichita, KS
Hightower Advisors
Sarah Hampton is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Hightower Advisors, where she has worked since 2021. Her previous roles include positions at Private Client Services and 6 Meridian LLC from 2016 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.
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Finding advisors...
627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide