Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

268 advisors near
66603

Out of 400,000+ nationwide

user avatar
firm logo

Nickalas B

Series 66

Topeka, KS

LPL Financial

Nickalas Butler is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. His prior experience includes working at Lakeshore Financial, LLC, and operating Butler Fishing LLC. Outside of his advisory role, he is involved with Smith Baseball Academy and owns Midwest Lawns LLC, a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolio options.

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

Stacy P

Series 66

Topeka, KS

STIFEL

Stacy Polzar is a financial advisor at Stifel with 23 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and portfolio guidance intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

General retirement planning Income planning
user avatar
firm logo

Sara B

Series 66

Topeka, KS

Thrivent Investment Management

Sara Blair is a Series 66-licensed financial advisor with Thrivent Investment Management in Topeka, KS, and has four years of industry experience. She has been with Thrivent since 2021. Prior to her financial advisory career, she worked at Oldcastle Infrastructures from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Darin L

Series 63, Series 65

Meriden, KS

OSAIC

Darin Lawhorn is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 17 years. Outside of advising, he teaches social studies and business classes at Jefferson West High School in Meriden, Kansas, and operates a traditional life and health insurance business. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Matthew W

Series 66

Topeka, KS

Edward Jones

Matthew Wurtz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 strategies, access to 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

Michelle Y

Series 63, Series 65

Topeka, KS

Primerica Advisors

Michelle Ybarra is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at Primerica Financial Services and Casey's General, as well as service with the Kansas Army National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a network of nearly 3,700 financial advisors nationwide. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Cameron B

Series 66

Topeka, KS

Ameriprise

Cameron Betz is a financial advisor at Ameriprise in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Woodland Park Apartments, Doordash, and Jimmy Johns. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research and modeling to deliver non-discretionary recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Jason N

Series 63, Series 65

Topeka, KS

STIFEL

Jason Newell is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2007. Outside of his advisory role, he serves as a board member of the Ranchland Trust of Kansas, an organization focused on preserving Kansas ranching heritage, and is involved in local agricultural and hunting activities. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and model allocations based on proprietary methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Joseph R

CFP®, ChFC®, Series 63, Series 66

Topeka, KS

Cetera

Joseph Reid is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Cetera in Topeka, KS. His prior experience includes roles at Edward Jones and Avantax, as well as managing seasonal operations at Gary Starr’s Berries Fall Festival. He is also a member of the resource development committee for the United Way of Kaw Valley. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

Garrett S

Series 66

Topeka, KS

OSAIC

Garrett Smith is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at AE Financial Services and AE Wealth Management. Outside of financial services, he has worked for Uber since 2019. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Michael S

Series 66

Topeka, KS

Raymond James Financial

Michael Starr is a Series 66-licensed financial advisor with Raymond James Financial, bringing four years of industry experience. He previously worked at Edward Jones for five years and has owned a shooting solutions business since 2017. Prior to his finance career, he served eight years with the Kansas Highway Patrol. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor recommendations and supports a network of advisors with specialized programs, including municipal advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Military & Veterans Founder/Business Owner
user avatar
firm logo

Rusty U

Series 66

Topeka, KS

Edelman Financial Engines

Rusty Ullery Sr. is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he is involved in several agricultural and automotive businesses, including a family farm partnership and a role as a crop insurance adjuster. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar
firm logo

Nathen H

Series 66

Topeka, KS

Edward Jones

Nathen Hill is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Hill works as a color commentator assisting in broadcast coverage of track meets for Spectrum Sports in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and affiliated financial services, managing about $1.01 trillion in assets under management.

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

Scott S

Series 63, Series 65

Topeka, KS

Primerica Advisors

Scott Smith is a financial advisor with Primerica Advisors in Topeka, KS. He holds Series 63 and Series 65 licenses and began his advisory career in 2025 after 24 years at LKQ Corporation. Smith is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment programs.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bruce A

Series 63, Series 65

Topeka, KS

Primerica Advisors

Bruce Andruss is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which utilizes model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of investment models and trading execution.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Anne T

Series 66

Topeka, KS

Wells Fargo Clearing

Anne Thomas is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Topeka, KS. She has two years of industry experience, including her current role since 2022 and thirteen years prior at USD 330 Mission Valley. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans. The firm offers services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Retired Founder/Business Owner
user avatar
firm logo

Peter L

Series 63, Series 66

Topeka, KS

LPL Financial

Peter Letch is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research Advisors, First Asset Financial Inc., Chief Advisors Corp., and Union Central Life Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, research, and various investment management tools.

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

Corey A

Series 66

Topeka, KS

Edward Jones

Corey Alfonsi is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and maintaining an extensive nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
user avatar
firm logo

Mark Y

ChFC®, PFS™, Series 66

Topeka, KS

LPL Financial

Mark Young is a financial advisor with LPL Financial, holding the ChFC®, PFS™, and Series 66 credentials, and has 38 years of industry experience. He previously worked at OSAIC for 18 years and has been associated with McMorin Inc. since 2005. Outside of advisory roles, he operates a tax preparation and accounting service as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative strategies.

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

Gregory F

Series 63

Topeka, KS

LPL Financial

Gregory Fagan is a financial advisor with LPL Financial in Topeka, KS, holding a Series 63 designation and 36 years of industry experience. He has worked with LPL Financial since 2005. Outside of advising, he owns and operates self-serve car wash facilities and is involved in farming. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from various sources.

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")