Top charitable giving & philanthropy financial advisors in Lawrence, KS

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.

Steven Hanna is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc., where he manages practice operations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to tailor recommendations.

Douglas Stephens is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Fifteen:22 Financial Partners since 2013 as a partner and registered representative. Outside of his advisory role, he manages a family-owned real estate holding company. LPL Financial serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm supports both discretionary and non-discretionary management and provides model portfolios, research, and technology-enhanced investment solutions.

Kathryn Olds is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services.

Ryan Gausman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services and Aflac. In addition to his advisory role, Gausman is involved in financial advisory services with Brush Creek Partners and holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.