Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

41 advisors near
67110

Out of 400,000+ nationwide

user avatar

Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
user avatar

Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
user avatar

Gary M

Series 63

Mulvane, KS

Gary M. Martinez

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, Kansas. He holds a Series 63 designation and has 33 years of industry experience, practicing under his own firm since 1992. Previously, his services included insurance and tax offerings, which he has since discontinued. Gary M. Martinez primarily serves individual clients, as well as trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on fundamental research and long-term holdings, with periodic reviews and client assets held at third-party custodians.

General retirement planning
user avatar
firm logo

Peter T

CFP®, Series 66

Derby, KS

Tomassi Financial Planning, LLC

Peter Tomassi is a CFP® professional with 20 years of experience and serves as the sole advisor at Tomassi Financial Planning, LLC in Wichita, KS. He has been an adjunct professor of finance at Liberty University since 2013. Tomassi holds the Series 66 designation and has worked at his own firm since 2013. Tomassi Financial Planning advises individuals, including high-net-worth clients, as well as banks and charitable organizations. The firm provides fee-based financial planning, discretionary portfolio management, and educational seminars, employing a client-specific Investment Policy Statement and a range of analytical methods and trading techniques.

Income planning College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies
user avatar
firm logo

Michael E

Series 66

Douglass, KS

Madison Avenue Securities, LLC

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones for three years. He also served 19 years in the Kansas Army National Guard. Outside of his advisory role, Erwin is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high‑net‑worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm employs multiple portfolio management approaches and offers both discretionary and non-discretionary options, serving approximately 14,000 clients through 91 advisors.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Yezmin T

Series 65

Derby, KS

Plancorp, LLC

Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Entravision Communications. Outside of her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, and financial planning services. The firm follows a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and provides both discretionary and non-discretionary management.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

William P

Series 66, Series 63

Derby, KS

Empower Advisory Group

William Peterson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at GWFS Equities, Ivy Distributors, Waddell & Reed, Sedgwick County, and educational service organizations in Kansas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Rodney G

Series 63, Series 65

Derby, KS

First Citizens Investor Services, Inc.

Rodney Gates is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, Bancwest Investment Services, Invest Financial Corporation, and UBS Financial Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate across various investment vehicles.

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

Stephen C

ChFC®, Series 63, Series 65

Derby, KS

VOYA Financial Advisors, Inc.

Stephen Cross Sr. is a financial advisor with VOYA Financial Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in marketing fixed indexed annuities through an independent insurance agency. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a broad range of financial planning and portfolio management services, with a focus on recommendation-based, non-discretionary strategies delivered through multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar
firm logo

Michael C

Series 66

Derby, KS

Ameritas Advisory Services, LLC

Michael Canfield is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, and LPL Financial LLC. Outside of advising, he is involved with Cornerstone Financial Partners, Ltd as an insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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. and Cross Financial Services, Inc., holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including 12 years at Voya and over a decade managing his own financial services businesses. Outside of financial advising, he is an ordained minister and serves on the Kansas Christian Education Board, which organizes educational and youth activities for churches in the Kansas State Association of Free Will Baptists. He is also president of a licensed fireworks display company. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures and typically provides non-discretionary recommendations requiring client approval before transactions.

Retirement income strategy General retirement planning Business ownership considerations 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., holding a Series 66 designation and 19 years of industry experience. He previously worked at Gwfs Equities, Inc. for seven years and has been involved with Cross Valley K9, a dog breeding, training, and importing business, since 2009. He also serves as head softball coach at Trinity Academy. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures with an emphasis on non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations 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
firm logo

Daniel N

CFP®, Series 66

Derby, KS

Edward Jones

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Scott K

Series 63, Series 66

Derby, KS

Edward Jones

Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.

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

Jeffrey S

Series 66

Derby, KS

LPL Financial

Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2012 and with Linsco/Private Ledger since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Rebekah B

Series 66

Derby, KS

Ameriprise

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

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

Jacob F

Series 65, Series 63

Derby, KS

J.P. Morgan Securities

Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and AT&T. He also has involvement with the American Grappling Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

John C

Series 66

Derby, KS

Edward Jones

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. 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 through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
user avatar
firm logo

Miguel G

Series 65, Series 63

Wichita, KS

LPL Financial

Miguel Gonzalez Jr. is an advisor with LPL Financial based in Wichita, KS. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2025. Prior to joining LPL, he has worked in various roles across the retail and automotive industries, including positions at Meritrust Credit Union, Subaru of America, and Carvana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Jon L

CFP®, Series 66

Mulvane, KS

Edward Jones

Jon Lewis is a CFP® professional with 17 years of experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mulvane, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
firm logo

Kelly F

Series 63, Series 66

Derby, KS

Edward Jones

Kelly Farber is a financial advisor with Edward Jones in Derby, Kansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Farber operates a remodeling business and has been involved in real estate investment and leasing through Pinstripe Properties LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
firm logo

Brandon F

Series 66

Mulvane, KS

Edward Jones

Brandon Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Wurth Service Supply from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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

Stephanie B

Series 66

Mulvane, KS

Edward Jones

Stephanie Barger is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones Investments, as well as roles with USD 394 Rose Hill Schools and Wheat State Retreat Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Nancy D

Series 66

Derby, KS

Edward Jones

Nancy Drosselmeyer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional
firm logo

Erin D

Series 66

Derby, KS

Edward Jones

Erin Drosselmeyer is a financial advisor at Edward Jones with one year of industry experience. Prior to rejoining Edward Jones, Erin worked at American Electric Power and held positions at Inceed and SBM Management Services. Erin holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Inheritance planning Retired Founder/Business Owner Executive
user avatar
firm logo

Clancy S

Series 65, Series 63

Derby, KS

Edward Jones

Clancy Sadiq is a financial advisor at Edward Jones in Derby, KS, holding Series 63 and Series 65 licenses. He has one year of experience with Edward Jones and previously worked in the optical care industry, including five years at Jury Eye Care LLC and four years at Visionworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

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

Timothy H

Series 66

Mulvane, KS

Edward Jones

Timothy Hottovy is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at PromptCare, ARJ Infusion, and Swanson Tool Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Inheritance planning Professional Athlete
firm logo

Jonathan G

Series 66

Derby, KS

Edward Jones

Jonathan Gilmour is a financial advisor at Edward Jones in Derby, KS, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked for Evergy for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Oil & Gas
firm logo

Ariel L

CFP®, Series 66

Derby, KS

Edward Jones

Ariel Lee is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked for 18 years since 2008. She is based in Derby, KS. Outside of her advisory role, Lee serves as an assistant middle school basketball coach at Trinity Academy in Wichita, KS. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Doctor or Medical Professional Values-based investing Religious/faith focused
user avatar
firm logo

Shelly B

Series 66

Haysville, KS

Edward Jones

Shelly Belcher is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Sherwood, Harper, Dakan, Unruh & Pratt from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Juan G

Series 66

Wichita, KS

LPL Financial

Juan Gonzalez Robles is a Series 66-licensed financial advisor at LPL Financial with experience at firms including R.W. Baird and Meritrust Credit Union. He has held roles in both advisory and related capacities since 2018. Outside of advisory work, he is commissioned as a notary in Wichita, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Philip G

CFP®, Series 66

Rose Hill, KS

Edward Jones

Philip Garrison is a CFP® professional with seven years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at RCH Enterprises, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Austin L

ChFC®, Series 66

Derby, KS

Edward Jones

Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Ciara W

Series 63, Series 65

Haysville, KS

LPL Financial

Ciara Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Intrust Bank for several years before joining LPL Financial. Additionally, she serves as a notary public in Wichita, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Mark R

Series 63, Series 66

Haysville, KS

Edward Jones

Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retirement withdrawal strategies Retired Founder/Business Owner Executive
user avatar
firm logo

Will S

Series 66

Derby, KS

Edward Jones

Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

Ashley S

Series 66

Derby, KS

Edward Jones

Ashley Shields is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Planning for children with special needs Retired Founder/Business Owner Executive
firm logo

Stacy T

Series 66

Derby, KS

Edward Jones

Stacy Trapp is a Series 66-credentialed financial advisor with Edward Jones, based in Derby, KS, and has three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Ashlee C

Series 66

Wichita, KS

LPL Financial

Ashlee Childress is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Meritrust Credit Union and CUSO Financial Services, LP. Childress is involved in community education through speaking engagements and workshops with the Women's Network and the Boys & Girls Club of South Central Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and incorporates various portfolio management strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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”)