Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Riley L
Series 66
Overland Park, KS
Cetera
Riley Landuyt is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp since 2018, alongside his current role at Cetera. Outside of advising, Landuyt is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of advisors and over $256 billion in assets under management.
Shawn P
Series 66
Blue Springs, MO
Thrivent Investment Management
Shawn Perkins is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has been with Thrivent and its related firms since 2022. Perkins previously served in the Kansas Army National Guard from 2000 to 2022. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without handling implementation. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning with managed accounts, while maintaining separate services.
Christopher W
Series 63, Series 65
Kansas City, MO
LPL Financial
Christopher Williams is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLife Securities LLC, and OWLFI RIA LLC. Outside of his advisory work, Williams is involved as a business owner and operates a wine bar and kitchen in Kansas City. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.
Brian P
Series 63, Series 65
Leawood, KS
Raymond James & Associates
Brian Palmeter is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, with services spanning retail, institutional, and municipal markets.
Eric S
Series 66, Series 65
Kansas City, MO
Merrill
Eric Savio is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and four years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years before joining Merrill in 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.
Sarah D
Series 66
Grain Valley, MO
Cambridge Investment Research Advisors
Sarah Day is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has previously worked at several firms including Waddell and Reed LPL Financial and Commerce Trust Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies delivered through a network of independent Financial Professionals, with access to both proprietary and third-party investment models.
James M
CFP®, Series 63
Kansas City, MO
LPL Financial
James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has a 50% ownership stake in Emerald Legacy Advisors, LLC, an investment-related business based in Kansas City, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
Kimberly P
Series 66
Leawood, KS
Wells Fargo Advisors
Kimberly Pieper is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. She is involved with two investment-related business ventures based in Leawood and Overland, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, offering tailored recommendations through Wells Fargo’s research and planning tools.
Chadwick T
Series 66
Overland Park, KS
Cetera
Chadwick Thomas is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and Cetera Advisors LLC since 2022, as well as at Prosperity Advisors, LLC, where he serves as a financial professional. His prior work includes roles at Copaken Brooks and Lawrence Country Club. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.
Dallas W
Series 66
Kansas City, MO
Morgan Stanley
Dallas Warner is a financial advisor at Morgan Stanley in Kansas City, MO, holding a Series 66 designation. He has worked at Morgan Stanley since 2021, following prior roles at Tailored Management and Doterra, as well as experience at Utah Valley University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.
Kenneth L
Series 66
Lees Summit, MO
Edward Jones
Kenneth Lineberry is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles within education and healthcare sectors. Outside of finance, he has written marching band drill and music as an independent contractor for about 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jeffrey W
Series 66
Independence, MO
Cetera
Jeffrey Walters is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2008 and also serves as CFO of Blue Ridge Bank, where he is involved in financial reporting and investment decisions. Walters is a board member and treasurer for Saint Peters United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a wide range of program options and serves over 800,000 clients through more than 10,000 advisors.
Seth G
CFP®, Series 63, Series 66
Overland Park, KS
Fidelity
Seth Gartland is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. Seth specializes in wealth planning and building financial plans tailored to meet clients' unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional role, Seth's personal interests include camping, family activities, hiking, outdoor adventures, scuba diving, and enjoying food-related experiences.
David S
Series 63, Series 66
Riverside, MO
Ameriprise
David Sims is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, Sims serves on the boards of St. Mark's United Methodist Church and the Johnson County Library, and is a member of the Shawnee Mission School District Finance and Facilities Committee. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Robert P
Series 66
Kansas City, MO
LPL Financial
Robert Phillips is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Commerce Brokerage, Commerce Bank, and UPS. Phillips is based in Kansas City, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors.
Suzann D
Series 66
Leawood, KS
Wells Fargo Advisors
Suzann Dorjath is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill, GCG Financial Group, Triad Advisors, Wells Fargo Clearing, Merrill Lynch PBIG, and Mesirow Financial. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.
Amy P
Series 66
Leawood, KS
Edward Jones
Amy Patton is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously operated a family farm business and was self-employed for several years. Outside of her advisory role, she is involved in agricultural ventures, including land leasing and pasture rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.
Austin W
Series 66
Liberty, MO
Cetera
Austin White is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has been affiliated with Cetera and its related entities since 2021 and previously worked at Amply Media. Outside of his advisory role, he is an operations team associate at Spencer Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a range of portfolio management and consulting services through a large network of advisors, utilizing multiple program platforms and third-party managers.
Nora B
Series 66
Overland Park, KS
Cetera
Nora Borrowman is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Renaissance Financial, Bank of Springfield, and Hy-Vee, Inc. She has also been involved with the University of Kansas in multiple capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and assets exceeding $256 billion.
Max D
Series 66
Overland Park, KS
Equitable Advisors
Max Detwiler is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, with prior roles at Axa Advisors, Foresters Financial, and Kansas State University. Outside of his advisory work, he also works as a delivery driver for DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.
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 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")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide