Seasoned 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.

You might seek a seasoned financial advisor in Hays, KS when managing complex family business transitions or agricultural land succession. Without deep experience, advisors can overlook the unique challenges of rural wealth and legacy planning.

  • Agricultural land expertise. Confirm their familiarity with local land valuation, tax implications, and transfer strategies specific to farming properties.
  • Family business succession. Ask how they navigate ownership transitions to preserve family harmony and business continuity.
  • Long-term relationship focus. Seasoned advisors often build multi-decade partnerships, adapting plans as your family and assets evolve.
  • Local market knowledge. Understanding Hays-area economic factors can influence investment and estate decisions tailored to your community.

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 licenses and bringing 26 years of industry experience. His prior firms include Main Street Advisors and Independent Financial Group, each for over a decade. Outside of advising, he is an author and publisher through Meckenstock Publishing and operates a small hospitality business, Kozy Kottage, in Hays, Kansas. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to construct and manage diversified portfolios across various managed account formats.

Wealth management Active portfolio management
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Joseph H

Series 63, Series 65, Series 66

Hays, KS

Empower Advisory Group

Joseph Hillebrand is a financial advisor with Empower Advisory Group based in Hays, KS, holding Series 63, Series 65, and Series 66 designations. He has 19 years of industry experience, including roles at GWFS Equities, Old Mutual Capital, Securities America Advisors, and Main Street Advisors. Outside of his advisory work, 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 certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administration platforms, emphasizing long-term portfolio returns and annual rebalancing.

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 affiliated with LPL Financial. His career includes previous roles at Cadaret, Grant & Co., Inc. and Avantax Investment Services, Inc., as well as long-term involvement with Simons Tax & Financial. He also provides tax preparation and accounting services through Simons Tax & Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and utilizes advisor-facing technology tools, while also operating various financial and credit services alongside its advisory platform.

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

Series 63, Series 65

Houston, TX

LPL Financial

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. 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 portfolio management solutions, integrating proprietary research and third-party strategies.

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

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Active portfolio management

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