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Scott B
Series 63, Series 65
Overland Park, KS
Cetera
Scott Babcock is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 2013 and is also the owner of Rpb Wealth Management, Inc. Outside of his advisory roles, Babcock serves as co-chair of Beyond Celiac, a nonprofit fundraiser, and is a board member for a homeowners association, where he represents residents on maintenance and facility issues. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.
Mason C
Series 66
Overland Park, KS
LPL Financial
Mason Clark is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior roles include teaching positions at The University of Kansas, De Soto High School, and Lexington Trails Middle School. Outside of advising, he is involved in a family oil business as an assistant. 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. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and various investment strategies.
Blake W
Series 63, Series 66
Overland Park, KS
Fidelity
Blake Webb is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at New York Life Insurance Company and American Century Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse range of investors including registered investment companies and an IRS-qualified Charitable Gift Fund.
David M
CFP®, Series 66
Overland Park, KS
Cetera
David Martin is a CFP® with 15 years of industry experience and is currently with Cetera. His background includes roles at several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of finance, he is actively involved in theater, working as a performer, director, and writer with multiple theatrical companies and productions in the Kansas City area. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment solutions, including model portfolios, third-party managers, and bespoke strategies across various program structures and authorities.
Charles D
Series 63, Series 65
Overland Park, KS
OSAIC
Charles Dierks II is a financial advisor at OSAIC with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is also involved in the marketing and sales of various insurance products and owns a legal entity created for payroll administration. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of financial services and utilizes multiple advisory platforms and advanced asset-allocation tools to manage portfolios across various asset classes.
Andrew S
Series 66
Overland Park, KS
Thrivent Investment Management
Andrew Switzer is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial since 2014. Outside of his advisory role, Switzer contributes as a freelance meteorologist for WIBW-TV, assisting during severe weather events and providing related media content. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various topics without providing discretionary portfolio management or institutional advisory services.
Daron W
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Daron Wohlgemuth is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and previously worked at Dex One from 2011 to 2017. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.
Frank P
Series 63, Series 65
Overland Park, KS
Cetera
Frank Palma is a financial advisor with Cetera based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining Cetera, Palma has held various roles across education and retail sectors, including positions at Kansas State University and Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary approaches.
Robert J
Series 65, Series 63
Overland Park, KS
Primerica Advisors
Robert Jarred is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at Primerica Advisors since 2020, PFS Investments Inc., Kemper Health, and Country Financial, among others. He has also been involved with Marketplace Chaplains for 15 years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based strategies and offering discretionary portfolio management supported by third-party asset managers.
Alexandra A
Series 66
Lenexa, KS
Edward Jones
Alexandra Acock is a Series 66-licensed financial advisor with Edward Jones, based in Lenexa, KS, with one year of industry experience. She has been with Edward Jones since 2015 in various roles before her current position. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across different wealth segments, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 advisors.
Christina L
Series 66
Overland Park, KS
Wells Fargo Clearing
Christina Livecchi is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, The Woody Financial Group, and Bard Davol. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Noel R
Series 63, Series 66
Overland Park, KS
Cambridge Investment Research Advisors
Noel Roach is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, he owns a tax services business providing accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple custody platforms.
Nathan H
Series 66
Shawnee, KS
Edward Jones
Nathan Haney is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Dogwood Wealth Management and Financial Partners Group. Haney was involved with Delta Upsilon at Kansas State and worked at Powercat Financial and Colbert Hills Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Toby T
Series 63, Series 66
Overland Park, KS
Edward Jones
Toby Theel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with GWFS Equities, Ivy Distributors, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.
Matthew D
Series 66
Overland Park, KS
Mass Mutual Investors Services
Matthew Dieker is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2021. Prior to joining Mass Mutual, Dieker worked in education at the University of Kansas and Anderson County High School. In addition to his advisory role, he is registered as an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance outside of MassMutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements that typically recommend investment categories and strategies without discretionary authority.
Jared S
Series 66
Leawood, KS
Raymond James & Associates
Jared Stricklin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Amber S
Series 66
Overland Park, KS
Cetera
Amber Stoll is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Bank of America, Merrill, Edward Jones, and KeyBank Real Estate Capital. Outside of financial advising, she owned an online clothing business for several years. Cetera Investment Advisers LLC is an SEC-registered 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 a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.
Leigh F
Series 66
Overland Park, KS
Wells Fargo Advisors
Leigh Frith is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash‑flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special‑needs planning.
Sara K
Series 63, Series 66
Lansing, KS
Edward Jones
Sara Kobe is a financial advisor with Edward Jones in Lansing, Kansas, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including multiple tenures at Edward Jones and a prior role with the City of Iowa Falls. Outside of her advisory work, she serves as Vice Chair of Grow Leavenworth County, a network supporting entrepreneurs, and holds board and committee positions with the Kansas City Kansas Community College Foundation, focusing on scholarship fundraising and oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.
Wyatt H
Series 66
Overland Park, KS
Cetera
Wyatt Hoffman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Outside of his advisory role, he has been involved with Renaissance Financial as a financial advisor providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to various program platforms and third-party money managers.
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1,957 advisors near
66012
within the area shown on the map
Out of 400,000+ nationwide