Top general retirement planning financial advisors in Pittsburg, KS

Wesley Hamblin is a CFP®-certified financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014 and also has ongoing involvement with Jakes Fireworks and Wee Can Too. Outside of his advisory work, he is associated with Wee Can Too Organic Art Supply Company in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Randall Sauer is a financial advisor at Concurrent Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Wells Fargo Advisors and Raymond James Financial Services. Outside of his advisory role, he serves as Vice President and Treasurer of Pam Sauer Ministries, a charitable organization. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates affiliated sub-advisory arrangements alongside third-party operational tools.

Joseph Paulie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Royal Alliance, National Planning Corporation, American General Securities Incorporated, and Heartland Financial Advisors Group. Outside his advisory work, he is the owner of Tropical Joe's LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, with advice delivered through a large network of investment adviser representatives.

George Barberich is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, National Planning Corporation, and New England Securities. Barberich also serves as a notary public and acts as an insurance agent providing life insurance and annuity quotes. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Shane Peak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes five years at A. G. Edwards & Sons, Inc. Since 2016, he has been with Wells Fargo Clearing. He serves as a finance committee member at Our Lady of Lourdes Catholic Church, where he participates in budgeting and financial advising. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.