Top financial advisors working with established professionals in Kansas

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 be navigating complex career milestones or managing wealth that’s grown alongside your professional success. Without an advisor who understands the unique financial rhythms of established professionals, you risk missing opportunities to align your financial plan with your evolving career and lifestyle.

  • Career phase insight. Look for advisors who recognize how your financial needs shift as you move from growth to preservation stages.
  • Business and land planning. Especially in rural Kansas, ask how they handle agricultural land and family business succession, which can be critical to your legacy.
  • Fee structure clarity. Many here offer flat-fee arrangements, so confirm how that impacts the services you receive.
  • Firm size impact. Consider how working with advisors from larger firms might influence the resources and support available to you.

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

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April E

Series 63, Series 66

Leawood, KS

RBC Capital Markets

April Emeola is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2017, having previously been with UBS Financial Services from 2012 to 2017. Outside of her advisory role, she is employed in retail sales at Bath and Body Works. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)

Justin S

CFP®, ChFC®, Series 66

Prairie Village, KS

Edward Jones

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Norman G

Series 65, Series 66

Overland Park, KS

Commonwealth Financial Network

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David W

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

David Wentz is a financial advisor at TFB Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas and Carillon Investments, among others. Outside of his advisory work, he is licensed as an independent insurance agent and is involved in the administration of qualified retirement plans. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and employs a diversified investment approach tailored to clients’ risk tolerance and time horizon.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Phillip R

CFP®, Series 63, Series 65

Lawrence, KS

Rademacher Financial, Inc.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
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Sally H

Series 63, Series 65

New York, NY

Seasons of Advice Wealth Management

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

General estate planning guidance Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Values-based investing
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Jace H

CFP®, Series 63, Series 66

Rockwall, TX

Rockwall Wealth Management

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Jeffrey M

CFP®, ChFC®, Series 66

Greenville, DE

Investment Management & Planning LLC

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

General retirement planning Business succession planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Charles P

CFP®, Series 63, Series 65

San Rafael, CA

WealthSpire Advisors

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Daniel E

CFP®

Philadelphia, PA

Wescott Financial Advisory Group LLC

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Wealth management Tax-loss harvesting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals Retired
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