Overwhelmed by options?
Answer a few questions to see advisors matched to you.
25 advisors near
67460
within the area shown on the map
Out of 400,000+ nationwide
Jaime M
Series 63, Series 65
McPherson, KS
Iron Horse Financial Services LLC
Jaime Malm is a financial advisor at Iron Horse Financial Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paladin Wealth, LLC and Gradient Financial Group, where he serves as Vice President of Marketing. Outside of advisory work, Malm is involved in fixed insurance sales through Iron Horse Retirement LLC. Iron Horse Financial Services primarily serves individual and high-net-worth clients, offering discretionary asset management using third-party model portfolios, financial planning, and insurance-related services. The firm emphasizes a co-advisor approach with outsourced platforms to implement portfolios and deliver client reporting.
Sarah J
Series 63, Series 65
McPherson, KS
Iron Horse Financial Services LLC
Sarah Johnson is a financial advisor at Iron Horse Financial Services LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Simmons & Simmons, Inc., AdamsBrown LLC, and Avantax Advisory Services. Iron Horse Financial Services LLC serves primarily individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based portfolio strategies managed through a co-advisor arrangement with Gradient Investments and the Orion Portfolio Solutions platform.
Emma M
Series 65
McPherson, KS
Iron Horse Financial Services LLC
Emma Malm is a financial advisor at Iron Horse Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining Iron Horse Financial Services in 2026, she was associated with Iron Horse Retirement starting in 2023 and was a full-time student from 2010 to 2023. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non‑HNW households, offering discretionary asset management, financial planning, and consulting. The firm employs model-based discretionary strategies through co-advisory relationships and delivers financial plans on a fixed-fee schedule.
Bradley M
Series 65, Series 63
McPherson, KS
Iron Horse Financial Services LLC
Bradley Malm is a financial advisor at Iron Horse Financial Services LLC with Series 65 and Series 63 licenses. He has 10 years of prior experience at Gradient Financial Group and has been with Iron Horse Financial Services since 2023. Malm also has a long-standing involvement with Iron Horse Properties LLC. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management and financial planning through a co-advisor relationship with Gradient Investments and the Orion Portfolio Solutions platform.
Justin K
Series 65
McPherson, KS
SJHL Financial Group
Justin Kaufman is a financial advisor with SJHL Financial Group and holds a Series 65 designation. He has three years of industry experience and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios utilizing low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and an affiliated CPA practice.
Stacie W
Series 65
McPherson, KS
SJHL Financial Group
Stacie Wilson is a Series 65-licensed financial advisor at SJHL Financial Group with two years of industry experience. She is also a partner at Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where she provides tax preparation, planning, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, goal-based investment approach using low-cost, diversified mutual funds and ETFs, supported by fundamental analysis and portfolio monitoring.
Matthew D
Series 65
McPherson, KS
SJHL Financial Group
Matthew Deutsch is a Series 65-licensed financial advisor with SJHL Financial Group in McPherson, Kansas. He has over 21 years of experience, having worked at BT & Co., P.A. from 2004 to 2025 before joining SJHL Financial Services and Swindoll, Janzen, Hawk & Loyd, LLC in 2026. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm pursues a long-term investment strategy using low-cost, diversified mutual funds and ETFs and utilizes fundamental analysis while delegating certain portfolio management functions to a sub-advisor.
Darren A
Series 65
McPherson, KS
SJHL Financial Group
Darren Anderson is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding a Series 65 designation and three years of industry experience. He is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he works as a practicing CPA involved in tax preparation, business advisory services, and firm leadership. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm develops customized, goal-based portfolios using a long-term investment strategy primarily implemented through low-cost, diversified mutual funds and ETFs, with certain portfolio management and execution functions delegated to a sub-advisor.
Adam G
PFS™
McPherson, KS
SJHL Financial Group
Adam Grilliot is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding the PFS™ designation and four years of industry experience. He is also a tax partner at Swindoll, Janzen, Hawk & Loyd, LLC. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios using a long-term investment strategy with low-cost, diversified mutual funds and ETFs, supported by outsourced sub-advisory and custodial arrangements.
Chet B
Series 65
McPherson, KS
SJHL Financial Group
Chet Buchman is a financial advisor at SJHL Financial Group with seven years of industry experience. He holds a Series 65 designation and has worked previously at Wealth Management LLC. Buchman is also a partner in Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where he provides tax preparation, planning, business advisory, and audit services. SJHL Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, and small businesses, offering investment advisory and financial planning services. The firm uses a goal-based, long-term investment approach focused on low-cost, diversified mutual funds and ETFs, and provides discretionary portfolio management along with retirement plan consulting.
John A
PFS™
McPherson, KS
SJHL Financial Group
John Albrecht is a PFS™ credentialed advisor with SJHL Financial Group, where he has worked for seven years. He has a total of six years of industry experience. In addition to his advisory role, he is a partner and CPA at Swindoll, Janzen, Hawk & Loyd, LLC, where he oversees tax compliance projects and prepares tax projections. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term investment strategy using low-cost, diversified mutual funds and ETFs, and operates as a multi-advisor team with sub-advisory and custodial arrangements.
Christopher S
Series 65
McPherson, KS
SJHL Financial Group
Christopher Strathman is a financial advisor with SJHL Financial Group in McPherson, KS. He holds a Series 65 credential and has one year of industry experience. Prior to joining SJHL Financial Group, he worked at Loyd Group, LLC and has been employed with McPherson USD 418 since 1995. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term investment strategy focused on low-cost, diversified mutual funds and ETFs, with portfolio management supported by a sub-advisor and coordinated tax and accounting services through an affiliated CPA practice.
Timothy K
CFP®, Series 66
McPherson, KS
SJHL Financial Group
Timothy Kliewer is a CFP® professional with 16 years of industry experience. He has been with SJHL Financial Group since 2015, following prior roles at Wealth Management LLC, Cetera, and Invest Financial Corporation. Kliewer serves on the finance committee of the McPherson Community Foundation and is a board member of the McPherson Family YMCA. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm develops customized, goal-based portfolios primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach supported by fundamental analysis.
Jaymie R
Series 65
McPherson, KS
SJHL Financial Group
Jaymie Rothrock is a Series 65-licensed advisor with SJHL Financial Group, bringing two years of industry experience. She is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, where she practices tax preparation, business advisory, audit, and firm management services. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm offers goal-based portfolio management using primarily low-cost, diversified mutual funds and ETFs, with sub-advisory support and fiduciary oversight on retirement accounts.
Trenton R
Series 66
McPherson, KS
Edward Jones
Trenton Ruxlow is a financial advisor with Edward Jones in McPherson, KS, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pfizer for two years. Outside of his advisory work, he is a member of an LLC formed to purchase property. 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 solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch footprint.
Derek B
CFP®, Series 66
McPherson, KS
Edward Jones
Derek Burgan is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Home Communications, Inc. for two years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Aaron M
CFP®, Series 66
McPherson, KS
Edward Jones
Aaron Mayfield is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2016. He holds the Series 66 designation and is based in McPherson, Kansas. Outside of his advisory role, he owns rental property in Newkirk, Oklahoma. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branches.
Logan S
Series 63, Series 66
McPherson, KS
Cetera
Logan Schrag is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with firms including LPL Financial and Peoples Financial. Outside of his advisory role, he is a 50% owner of Bluebell Avenue LLC, a home design business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions, offering diverse portfolio management and financial planning services through a large network of independent advisors.
Heidi T
Series 66
McPherson, KS
Edward Jones
Heidi Tilley is a financial advisor with Edward Jones in McPherson, Kansas. She holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, she worked in the salon industry at several establishments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
Angelina L
Series 66
McPherson, KS
Edward Jones
Angelina Lintecum is a financial advisor with Edward Jones in McPherson, KS, holding a Series 66 credential and two years of industry experience. She has a background in education, having coached cheerleading at USD 423 Moundridge High School for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Aaron B
Series 66
McPherson, KS
Cetera
Aaron Bachura is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience at LPL Financial, Peoples Bank & Trust, and Farmway Credit Union. Outside of advising, he owns and operates Bachura Farm, involved in farmland and crop sharing. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.
Cassidy W
Series 66
McPherson, KS
Edward Jones
Cassidy Williams is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Cassidy worked at Stifel, Citizens State Bank, and held roles in education at Bethany College and Hutchinson Community College. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of financial advisors and branch offices.
Hayden F
Series 63, Series 66
McPherson, KS
Cetera
Hayden Foster is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Cetera, he has held roles at LPL Financial and Peoples Bank and Trust. Outside of his advisory work, he owns and operates an automotive detailing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.
Glen S
Series 63, Series 65
McPherson, KS
Ameriprise
Glen Snell is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Snell serves on the Countryside Covenant Leadership Board and the Harvey and McPherson County Judicial Appointment Committee. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored recommendations.
Kristin S
Series 63
McPherson, KS
Edward Jones
Kristin Schmidt is a financial advisor with Edward Jones in McPherson, Kansas. She has 32 years of industry experience and has been with Edward Jones since 1996. Outside of her advisory role, she operates a travel agency, Ask Your Travel Agent, where she serves as a travel consultant. 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, supported by a large nationwide network of advisors and branch offices.
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.
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”)
Finding advisors...
25 advisors near
67460
within the area shown on the map
Out of 400,000+ nationwide