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

Thomas K

Series 63, Series 65

Wichita, KS

Hightower Advisors

Thomas Kirk III is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Citigroup Global Markets. Kirk is a co-trustee of family trusts established for the benefit of his relatives. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, incorporating various investment vehicles and proprietary research.

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

Calvin P

Series 66

Wichita, KS

Hightower Advisors

Calvin Pearson is a financial advisor with Hightower Advisors, holding a Series 66 license and six years of industry experience. He has previously worked at Raymond James Financial Services and Aristata Financial. He serves as Vice President and board member of the First Tee of Greater Wichita, a youth development organization. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of advisor practices.

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

Ryan M

CFP®, Series 63, Series 65

Wichita, KS

Mariner

Ryan Maddex is a CFP® professional with five years of industry experience, currently serving clients at Mariner since 2026. His prior roles include positions at Global Retirement Partners, LPL Financial, and Korol Financial Group. Outside of financial advising, Maddex has worked in university recreation and the restaurant industry. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses customized, discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax and family office services uncommon at its enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Markus P

Series 63, Series 65

Wichita, KS

Hightower Advisors

Markus Phox is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Private Client Services, 6 Meridian LLC, and MarketAxess. He was also employed at Princeton University for four years. Hightower Advisors provides investment advisory and planning services to 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 using both affiliated and third-party managers, with a broad range of investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

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

Jocelyn C

Series 66

Wichita, KS

Hightower Advisors

Jocelyn Childs is a Series 66 licensed financial advisor at Hightower Advisors with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years and was involved with Champion Courier LLC for two years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

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

Jonathan C

Series 63, Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Jonathan Cross is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Voya since 2014 and also operates Cross Financial Services, Inc. outside of his role at Voya. Outside of finance, Cross is an ordained minister and serves on the Kansas Christian Education Board, where he is involved in planning and organizing church educational activities and youth events. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategists through model portfolios and technology-driven tools, offering primarily non-discretionary account management alongside limited discretionary services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Joshua M

Series 65

Wichita, KS

Hightower Advisors

Joshua Manahan is a financial advisor at Hightower Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Korol Financial Group (now Intellicents Financial) and Northwestern Mutual, as well as positions connected to Emporia State University and various community organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes multi-manager solutions and proprietary research, offering a range of investment options and specialized portfolio management techniques.

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

Matthew T

CFP®, Series 66

Wichita, KS

&PARTNERS

Matthew Thiessen is a CFP® professional with 22 years of experience in the financial advisory industry. He is currently with &PARTNERS, having joined the firm in 2025 after previously working at Wells Fargo Advisors, Cambridge Investment Research Advisors, and LPL Financial. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through its dual registration as a registered investment adviser and broker-dealer. The firm employs fundamental, technical, and quantitative analysis, combining proprietary and third-party strategies with ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Justin H

Series 63, Series 65

Wichita, KS

Transamerica Retirement Advisors, LLC

Justin Hancock is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including LPL Financial LLC, Intrust Financial Services, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice and investment education, utilizing portfolio construction and oversight from Morningstar Investment Management.

General retirement planning Retirement income strategy Income planning
user avatar
firm logo

Andrew K

Series 66

Wichita, KS

Oppenheimer

Andrew Koontz is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of advising, he is co-owner of a family real estate LLC involved in property maintenance and development. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, emphasizing both strategic and tactical asset allocation.

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

Amanda M

Series 66

Wichita, KS

Hightower Advisors

Amanda Maier is a financial advisor at Hightower Advisors with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. Maier has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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

Nicholas B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Nicholas Bell is a financial advisor with First Command Advisory Services in Wichita, KS. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. His prior experience includes roles at Vector Marketing and the University of Kansas. 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 multiple wrap-fee asset management programs managed 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

Tammy B

Series 66

Wichita, KS

CWM, LLC

Tammy Breitenbach is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. She also serves as owner and president of Catalyst Partners, Inc., a strategic business consulting firm focused on marketing, operational efficiency, and business development for small and medium-sized businesses. Breitenbach has been with CWM, LLC since 2018 and has been involved with Catalyst Partners since 2008. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios complemented by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan and institutional services.

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

Stephen C

Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Stephen Cross Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Voya Financial Advisors in 2022, he worked at GWFS Equities, Inc. for seven years. Outside of finance, he is involved with Cross Valley K9, a dog breeding, training, and importing business, and serves as head softball coach at Trinity Academy. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both affiliated and unaffiliated investment products to deliver customized solutions primarily on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar
firm logo

Gaylyn M

Series 65

Wichita, KS

Mariner

Gaylyn Mc Gregor is a financial advisor at Mariner with four years of industry experience and holds a Series 65 credential. Prior to joining Mariner Wealth Advisors in 2022, Gaylyn worked at Talbots and Equity Bank, and spent 17 years at Commerce Trust Company. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Melissa H

Series 63, Series 66

Derby, KS

First Citizens Investor Services, Inc.

Melissa Hutson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at BancWest Investment Services, Inc., LPL Financial, and BMO Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, advisory, and brokerage services through a variety of platforms and strategies. The firm focuses on comprehensive client assessments and uses fundamental, quantitative, and technical analysis to allocate assets across multiple investment types.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
user avatar
firm logo

Jason M

CFA®

Wichita, KS

Hightower Advisors

Jason Mayers is a CFA® charterholder with four years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Ameritas Investment Partners and Cargill, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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

Shana C

Series 63, Series 66

Wichita, KS

&PARTNERS

Shana Curtis is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2025. Outside of her advisory role, Curtis is involved in several sales activities, including representing an online wine retailer, working as a beauty associate, and acting as a travel agent. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and portfolio management strategies, with services provided on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

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

Thomas S

Series 63, Series 65

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Thomas Stark is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Securities America, National Planning Corporation, and as trustee of the Riley H Denton Revocable Trust. Stark also operates ONPOINT Financial for marketing purposes and serves as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisor transitions through a limited-partnership ownership structure.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)