Top financial advisors working with doctors and medical professionals in Lenexa, KS

Charles O'Neill is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial, Cetera Advisor Networks, and Lion Street Financial. Outside of financial advising, he was involved with Joe's Kansas City and Stehney Quarterhorses, LLC for eight years. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and access to third-party manager platforms.

Michael Westerfield is a financial advisor with TLG Advisors, Inc. based in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MetLife Securities, Inc., MassMutual Life Insurance Company, MML Investors Services, LLC, and The Leaders Group, Inc. He also serves as a Regional Vice President at The Insurance Partners, focusing on insurance solutions. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, and it provides both sub-advised accounts and a direct-to-consumer digital investment program.

Sydney Pemberton is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, Bank of America, Merrill Lynch, and other financial firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, serving over 127,000 clients with an emphasis on standardized model and platform services.

Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2024. Prior to this, he worked at Modern Wealth Management, LLC and Barber Financial Group. Dogwood Wealth Management is an SEC-registered advisory firm managing approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, offering diversified portfolios primarily consisting of ETFs and mutual funds alongside financial planning and retirement plan advisory services.

John Johnson is a Series 66 licensed financial advisor with three years of industry experience, currently working at Edward Jones in Lenexa, KS. Prior to joining Edward Jones, he held positions in the USD 453 and USD 512 school districts from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.