Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Sonny K

Series 66

Springfield, MO

First Command Advisory Services

Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Ryan B

Series 66

Springfield, MO

Mercer Global Advisors Inc.

Ryan Bly is a financial advisor with Mercer Global Advisors Inc. in Springfield, MO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Cetera, Emprise Bank, LPL Financial, U.S. Bancorp Investments, and Commerce Bank. Ryan also maintains insurance licenses in accident and health, life, variable life, and annuities in Missouri. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Robert P

Series 63, Series 65

Springfield, MO

Valic Financial Advisors

Robert Purvis is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Valic Financial Advisors since 1988 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing clients with tailored asset-allocation strategies.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Ashton G

Series 63, Series 66

Springfield, MO

Hornor, Townsend & Kent, LLC

Ashton Glaser is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company, among other firms. Outside of financial advising, he co-owns a handyman services business with family members. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform offering both advisory and broker-dealer services, managing billions in assets with a range of account options and third-party asset management relationships.

Business succession planning Wealth management
user avatar
firm logo

Terry C

CFP®, Series 63, Series 65

Springfield, MO

Prime Capital Financial

Terry Conner is a CFP® with 24 years of experience in financial advisory services, currently with Prime Capital Financial. His prior experience includes roles at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory work, Conner serves as Vice President of the Community Foundation of Rogersville, a nonprofit organization focused on local charitable activities. Prime Capital Financial is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, corporations, and retirement plans. The firm provides comprehensive services such as asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing a range of investment strategies and platforms.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

James N

Series 66

Springfield, MO

Hornor, Townsend & Kent, LLC

James Norman is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 credential and has previously worked at firms including Wells Fargo Advisors and HP Financial Group. Outside of his advisory role, Norman serves as a board member of the Ozarks Film Foundry, which focuses on promoting economic development in southwest Missouri through the local film industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of 2025.

Business succession planning Wealth management
user avatar
firm logo

Adam K

Series 66, Series 63

Springfield, MO

Bankers Life Advisory Services, Inc.

Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Northwestern Mutual and O'Reilly Auto Parts. In addition to his advisory work, he serves as a Specialist in the Missouri National Guard and manages a business selling sports trading cards and memorabilia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to construct tailored portfolios aligned with client goals and risk tolerances.

Wealth management Retired
user avatar
firm logo

Brian T

Series 66

Ozark, MO

Empower Advisory Group

Brian Tree is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Empower Advisory Group and has previously worked at firms including Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Pierce R

Series 65, Series 63

Springfield, MO

Hornor, Townsend & Kent, LLC

Pierce Randolph is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Penn Mutual Life Insurance Company and Northwestern Mutual. Outside of his advisory work, Randolph owns Outdoor Life Productions, a bass fishing tournament series and media company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs a network of advisers utilizing third-party asset manager relationships to provide discretionary and non-discretionary account management.

Business succession planning Wealth management
user avatar
firm logo

Kaz W

CFP®, Series 66

Springfield, MO

Mercer Global Advisors Inc.

Kaz Woodward is a CFP® and holds a Series 66 license with six years of industry experience. Woodward has worked at Mercer Global Advisors Inc. since 2022 and previously held roles at Heim, Young & Associates, Inc., Federated Insurance, and New York Life. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Darren G

Series 63, Series 66

Springfield, MO

Eagle Strategies (NY Life)

Darren Godfrey is a financial advisor with Eagle Strategies (New York Life) based in Springfield, MO, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His career includes roles at Eagle Strategies since 2021, APEX Financial Strategies, LLC for 10 years, and ongoing affiliations with Nylife Securities Inc. and New York Life Insurance. Outside of advisory work, he has a long-term involvement with Herschend Family Entertainment. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Collin G

CFP®, Series 63, Series 65

Springfield, MO

Prime Capital Financial

Collin Gimlin is a CFP® professional with five years of experience, currently serving as a financial advisor at Prime Capital Financial. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and OakStar Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration solutions.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Christian C

Series 65

Springfield, MO

Prime Capital Financial

Christian Conner is a financial advisor at Prime Capital Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at Financial Engines Advisors L.L.C. and The Mutual Fund Store. Conner also provides financial advice through referrals from Ramsey Solutions for investors seeking guidance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing both discretionary and non-discretionary strategies alongside third-party manager selection.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Bethany L

Series 66

Springfield, MO

Empower Advisory Group

Bethany Li is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at RTS Financial and Penney, Murray & Associates - Ameriprise Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Eric P

CFP®, Series 63, Series 65

Springfield, MO

Commonwealth Financial Network

Eric Peterson is a CFP® professional with 41 years of industry experience, currently serving at Commonwealth Financial Network and operating Peterson Wealth Advisors. He has led his own entity, Eric K. Peterson, LLC, since 2001. Peterson is based in Springfield, MO. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Jeffrey R

CFP®, Series 63, Series 66

Springfield, MO

Sanctuary Advisors, LLC

Jeffrey Robinson is a CFP® professional with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2022. He previously worked at Ameriprise Financial Services, Inc. for eight years and is a partner at Robinson & Co. LLP, an accounting firm providing tax and accounting services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 investment adviser representatives. The firm employs various analytical approaches and delivers advice via discretionary or non-discretionary management, supporting customized investment strategies on multiple account platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar
firm logo

John B

Series 63, Series 65

Springfield, MO

Principal Financial Services

John Brinkmann is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 29 years of industry experience. He has held positions at Principal Financial Services since 2016 and has been involved in insurance and financial services through Brinkmann Insurance and Financial since 2008. Brinkmann also serves as a director assisting in organizing a fundraising golf tournament for Missouri State University basketball. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and 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.

Retired Founder/Business Owner
user avatar
firm logo

Andrea B

Series 63, Series 65

Springfield, MO

Farther

Andrea Batey is a financial advisor at Farther with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SignalPoint Asset Management for 12 years before joining Farther Finance Advisors in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Blake P

Series 65

Springfield, MO

Mercer Global Advisors Inc.

Blake Parker is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Heim, Young & Associates and O'Reilly Auto Parts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory investment approach, using diversified portfolios with low-cost ETFs, index funds, and other vehicles, complemented by client education and specialized advisory offerings.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar
firm logo

Michele K

Series 65

Clever, MO

Wealth Enhancement Advisory Services, LLC

Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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")