Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

199 advisors near
66025

Out of 400,000+ nationwide

user avatar
firm logo

Thomas L

Series 63, Series 66

Lawrence, KS

STIFEL

Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.

General retirement planning Income planning
firm logo

Justin C

Series 66

Olathe, KS

Edward Jones

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

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

Matthew N

Series 63, Series 66

Lawrence, KS

STIFEL

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Chad H

Series 66

Olathe, KS

LPL Financial

Chad Hartman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services for 20 years and has held operational roles, including Chief Operating Officer at LTA II Manufacturing. Outside of advising, he oversees operating activities for a truck accessory manufacturing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various portfolio management options.

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

Hal B

Series 63, Series 66

Olathe, KS

Cetera

Hal Brettmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Cetera and its related entities since 2021, following a five-year tenure at Voya Financial Advisors. Brettmann is also president of H & S Financial Group Inc., where he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary account options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Amy C

Series 66

De Soto, KS

Fidelity

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
firm logo

Eric A

Series 66

Olathe, KS

Edward Jones

Eric Alpers is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of the Prairie and Swiss Re. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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

Zachary S

CFP®, Series 66

Eudora, KS

LPL Financial

Zachary Stover is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. Outside of financial advising, he is involved in tax preparation and accounting services through his business, DM Bruce Owner Solutions. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and employs various portfolio management strategies.

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

Robin N

CFP®, Series 63

Bonner Springs, KS

LPL Financial

Robin Neal is a CFP® with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 1998. Based in Bonner Springs, KS, Neal also serves as a notary public for the state of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Judy C

Series 63

Bonner Springs, KS

LPL Financial

Judy Cox is a financial advisor with LPL Financial in Bonner Springs, KS, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1987. Outside of her advisory role, she is a notary and maintains a business entity for her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Jennifer H

Series 66

Baldwin City, KS

Edward Jones

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Government Employee
user avatar
firm logo

Roger S

Series 63

Lawrence, KS

Raymond James Financial

Roger Schenewerk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lawrence, Kansas, holding a Series 63 designation and over 32 years of industry experience. He previously worked at David M. King & Associates, Ltd., where he served for nine years. Outside of his advisory role, Schenewerk is involved in several business activities including serving as CEO of David M. King Associates and Schenewerk Capital LLC, and he is president of the Oread West Office Park Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Matthew F

Series 63, Series 66

De Soto, KS

Fisher Investments

Matthew Faubion is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2008 to 2022. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that integrates quantitative and qualitative research with tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Robert F

Series 66

Lawrence, KS

Raymond James Financial

Robert Florence is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Capitol Federal. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Alvin D

Series 66

Lawrence, KS

Edward Jones

Alvin Daniels is a Series 66 licensed financial advisor at Edward Jones in Lawrence, Kansas, with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at TouchNet Information Systems, Inc and Electronic Funds Source. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Patricia L

Series 66

Lawrence, KS

Ameriprise

Patricia Larue is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in a design-related business, assisting with design and material selection for residential remodeling projects. Ameriprise serves clients primarily through its retirement-income planning service for individuals nearing or in retirement, offering tailored recommendations based on comprehensive analysis and modeling. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Daniel A

Series 66

Olathe, KS

Edward Jones

Daniel Asikainen is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and emphasizes a fiduciary standard in its advisory services.

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

Teresa K

Series 63, Series 65

Lawrence, KS

Raymond James Financial

Teresa Kinney Bishop is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked with several firms, including Schenewerk Capital and David M. King Associates, and has been with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor structure.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jennifer S

Series 66

Lawrence, KS

STIFEL

Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Walter J

Series 63, Series 65

Lawrence, KS

LPL Financial

Walter Jamison is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation, spanning over 19 years prior to his current firm. Outside of his advisory work, Jamison is involved with several business activities including operating a table finishing and selling business and managing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio management technologies.

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")