Millennial advisors 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 your first big financial decisions, like buying a home or starting a family, and need guidance that fits your unique Millennial lifestyle. A common pitfall is working with advisors who don't understand the financial challenges and opportunities specific to your generation.

  • Life stage awareness. Look for advisors who consider your current priorities, such as student loans or career growth, rather than generic advice.
  • Tech-savvy communication. Millennials often prefer digital tools and transparent online access; ask how they keep you connected and informed.
  • Long-term growth focus. Confirm they balance short-term needs with strategies that build wealth over decades, not just quick wins.
  • Debt and savings balance. Ensure they help you manage student debt alongside building emergency funds and retirement savings.

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

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Kristin M

Series 66

Mt Pleasant, SC

Primerica Advisors

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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April E

Series 63, Series 66

Leawood, KS

RBC Capital Markets

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

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 Retirement income strategy General retirement planning Wealth management 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 18 years of industry experience. He previously worked at Edward Jones for seven years and is the owner of Grant Capital, LLC, a private entity involved in securities, advisory, and insurance business. Grant also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

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 with TFB Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Ameritas entities for over 20 years and is involved in several related businesses, including serving as CEO of Tax Favored Benefits, a firm specializing in retirement plan administration. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

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

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)

Gerardo G

CFP®

Vista, CA

Confianza Wealth Management

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Hispanic/Latino/Latinx HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)

Jamieson H

CFP®

Fall City, WA

Millennial Wealth

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Young Professionals Gen Y/Millennials (Born 1980-1995)

Andrew M

CFP®, CFA®

Haddonfield, NJ

Wrought Financial Planning

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Self-Employed Gen Y/Millennials (Born 1980-1995)

Rajiv E

Series 66

San Mateo, CA

Merrill

Rajiv Eluthesen is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2010 after graduating from the University of California at Berkeley, he has been dedicated to helping clients design financial strategies tailored to their diverse wealth management goals. His client-focused approach emphasizes balancing the enjoyment of current lifestyles with the pursuit of long-term financial objectives, including retirement planning, education funding, management of stock options and RSUs, and socially responsible investing. Rajiv holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and is recognized on Forbes’ lists of “America’s Top Next-Generation Wealth Advisors” and “Best-in-State Next-Generation Wealth Advisors.” He collaborates closely with clients from various life stages, providing guidance on topics such as family wealth management, legacy planning, tax minimization, and retirement income. Growing up in the Bay Area, Rajiv was inspired by his immigrant parents' achievements to pursue a career in wealth management that supports others in realizing their financial goals. Outside of his professional role, Rajiv leads an active lifestyle as an avid cyclist and member of Peninsula Velo. He enjoys traveling, biking, skiing, camping, hiking, cooking, reading, and spending time with his family. His broad interests and curiosity complement his commitment to client service and personalized financial advising.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) ESG / Sustainable investing Technology Professional Biotech Professional Gen Y/Millennials (Born 1980-1995) Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) Mid-Career Professionals
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