Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Lars R
Series 66
North Kansas City, MO
Independent Financial Group, LLC
Lars Ragan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he works as a bartender at Applebee’s. Independent Financial Group is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors with a variety of brokerage, portfolio management, financial planning, and retirement services.
Daniel M
Series 65
Overland Park, KS
Creative Planning
Daniel Mumma is a financial advisor with Creative Planning, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Creative Planning, he held positions at Geico and Walmart. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.
Brett K
CFA®
Overland Park, KS
Mariner
Brett Kunshek is a CFA® charterholder with nine years of industry experience. He has been with Mariner Wealth Advisors since 2018 and previously worked at 440 Investment Group. Outside of financial advising, Kunshek serves as a director and board member for a trucking company based in Overland Park, KS. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it provides integrated tax, accounting, and financial wellness offerings uncommon for a firm of its size.
Janet F
Series 66
Overland Park, KS
Empower Advisory Group
Janet Fitzgerald is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds the Series 66 designation and has a work history that includes Empower Financial and Security Distributors, Inc., as well as self-employment since 1991. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.
Brian N
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Brian Nowak is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Eric K
CFA®, Series 66
Overland Park, KS
Prime Capital Financial
Eric Krause is a CFA® charterholder with 18 years of industry experience. He is currently with Prime Capital Financial and has previous experience at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Krause serves as a board member of the Fayetteville Area Community Foundation, where he assists in general oversight and scholarship activities. 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 a combination of core/satellite, thematic, and tactical investment strategies.
Michael W
Series 65
Overland Park, KS
Creative Planning
Michael Wickley is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. His prior roles include positions at Lockton, Ferrellgas, and World Fuel Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors.
Rebecca H
Series 66
Overland Park, KS
Creative Planning
Rebecca Havens is a financial advisor at Creative Planning with 18 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Change Path, Client One Securities, and Securities America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement services.
Kristopher O
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Kristopher Osborn is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at GWFS Equities, Inc. since 2014 and multiple positions at J.P. Morgan entities dating back to 2003. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and serves a large participant base relative to its advisor headcount.
Garrett H
Series 65
Overland Park, KS
Mariner
Garrett Howard is a financial advisor at Mariner with one year of industry experience. He holds the Series 65 designation and previously worked at the Federal Reserve Bank of Kansas City and Capitol Federal Savings Bank. Mariner serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to various third-party managers. The firm offers customized discretionary portfolios supported by both in-house research and external platforms, along with integrated tax and accounting services and administrative family office capabilities.
John M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Drew V
Series 66
Mission Woods, KS
Hightower Advisors
Drew Van Scyoc is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2023. Prior to this, he was involved with Prairie Highlands Golf Club and Shadow Glen Golf Club. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Antwaine B
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to 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, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.
Sheri B
Series 63, Series 65
Overland Park, KS
Voya financial Advisors, Inc.
Sheri Birdsell is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously at Prestwood Financial Group. Birdsell is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios, manager-driven strategies, and both discretionary and non-discretionary investment programs, supported by a broad affiliate network and an active broker-dealer distribution model.
Margaret F
CFP®, Series 65
Overland Park, KS
Creative Planning
Margaret Fitzgerald is a CFP® and Series 65-licensed financial advisor with Creative Planning, where she has worked since 2021. She has four years of industry experience, including prior roles at Waddell & Reed and G.L. Huyett. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while supporting retirement plans with sub-advisory and managed account services.
Nolan K
CFP®, Series 65
Overland Park, KS
Mariner
Nolan Keim is a CFP® with seven years of experience at Mariner Wealth Advisors. He serves as a board member of the Financial Planning Association of Greater Kansas City and co-leads committee meetings focused on increasing financial awareness in the community. Keim is also a member of the finance council at Ascend Church in Olathe, KS. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative family office services.
Dane B
CFP®, Series 66, Series 63
Leawood, KS
Oppenheimer
Dane Broadie is a CFP® with 14 years of experience in the financial industry. He is currently with Oppenheimer and has previously worked at Rhino Financial, Perspectives Financial, Allstate Insurance, and LPL Financial. Broadie holds Series 66 and Series 63 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to client and program needs, managing approximately $36.7 billion in assets as of the end of 2025.
Kristen S
Series 63, Series 65
Overland Park, KS
Creative Planning
Kristen Shope is a financial advisor at Creative Planning with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Creative Planning since 2010. The firm provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio options and affiliated legal, trust, and retirement plan services.
Trent E
CFP®, Series 65
Overland Park, KS
Creative Planning
Trent Evans is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. Prior to joining Creative Planning in 2022, he worked at Ernst & Young, LLP from 2019 to 2022. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.
Sean S
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Sean Spencer is a financial advisor at Prime Capital Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at PKS Investments, Access Capital LLC, and TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. 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, using a variety of investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.
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