Large-firm financial advisors in Hays, KS

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

When you're managing agricultural land or a family business in Hays, KS, you need an advisor who understands the complexities of succession planning and rural financial challenges. Without this expertise, you risk overlooking key tax and legal issues that can affect your family's legacy.

  • Firm resources. Large firms often provide access to specialized teams and tools that can handle complex estate and business transitions.
  • Succession planning depth. Confirm how they approach passing assets and management to the next generation, especially for farms or family businesses.
  • Local market knowledge. Advisors familiar with Hays and surrounding rural areas can better navigate regional economic factors impacting your assets.
  • Coordination with professionals. Ask how they work with your attorneys and accountants to align financial, legal, and tax strategies.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Timothy S

ChFC®, Series 63

Hays, KS

Launch Wealth

Timothy Schumacher is a financial advisor at Launch Wealth with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Penn Mutual and Hornor, Townsend & Kent. Launch Wealth serves individual investors and employer plan sponsors by providing integrated wealth management that combines portfolio management and financial planning. The firm employs a fee-only model and focuses on asset allocation using both passive and active strategies, with specialized retirement plan consulting and discretionary account management tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Andrea D

Series 63, Series 65

Hays, KS

Primerica Advisors

Andrea Dinkel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Primerica Financial Services since 2003 and has been associated with PFS Investments Inc. since 2005. Outside of advisory services, she is an owner-member of Dinkle Oil, LLC, a non-investment business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dan M

Series 63, Series 65

Hays, KS

Nwf Advisory Services Inc

Dan Meckenstock is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, and Independent Financial Group. Outside of advising, he is an author and publisher through Meckenstock Publishing and owns a hospitality business, Kozy Kottage, where he manages rental property operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture platform that incorporates both strategic long-term and short-term tactical strategies.

Wealth management Active portfolio management
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Joseph H

Series 66, Series 63, Series 65

Hays, KS

Empower Advisory Group

Joseph Hillebrand is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. He has worked at GWFS Equities Inc. since 2014. Outside of his advisory role, he serves as a pitching coach for the USD 489 School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Derek G

CFP®, Series 63

Hays, KS

LPL Financial

Derek Gerstner is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. His prior experience includes roles at Cadaret, Grant & Co., Inc., Heritage Insurance Agency, and Avantax Investment Services, Inc. He is also involved in tax preparation and accounting through Simons Tax & Financial, where he has been active since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by a range of research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Jeffrey P

Series 66

Dacula, GA

Merrill

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)

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