Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Ronald B
Series 63, Series 65
Mcpherson, KS
Iron Horse Financial Services LLC
Ronald Bangle is a financial advisor at Iron Horse Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously as an insurance agent through his sole proprietorship. He is also affiliated with Gradient Advisors, LLC, where he has been an investment advisor representative since 2017. Iron Horse Financial Services primarily serves individual and high-net-worth clients by offering discretionary asset management through third-party model portfolios, financial planning, consulting, and insurance-related services. The firm utilizes co-advisor arrangements and outsourced platforms to implement portfolios and deliver client reporting.
Jaime M
Series 63, Series 65
Mcpherson, KS
Iron Horse Financial Services LLC
Jaime Malm is a financial advisor at Iron Horse Financial Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paladin Wealth, LLC and Gradient Financial Group, where he serves as Vice President of Marketing. Outside of advisory work, Malm is involved in fixed insurance sales through Iron Horse Retirement LLC. Iron Horse Financial Services primarily serves individual and high-net-worth clients, offering discretionary asset management using third-party model portfolios, financial planning, and insurance-related services. The firm emphasizes a co-advisor approach with outsourced platforms to implement portfolios and deliver client reporting.
Bradley M
Series 63, Series 65
Mcpherson, KS
Iron Horse Financial Services LLC
Bradley Malm is an advisor at Iron Horse Financial Services LLC with Series 63 and Series 65 credentials and over a decade of experience in financial services. He worked at Gradient Financial Group from 2015 to 2025 before joining Iron Horse Financial Services. Outside of advising, he has been involved with Iron Horse Properties LLC for over 20 years. Iron Horse Financial Services LLC primarily serves individual clients, including high-net-worth and non-HNW households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based, discretionary strategies in collaboration with Gradient Investments and the Orion Portfolio Solutions platform, providing financial plans on a fixed-fee basis and conducting quarterly account reviews.
Justin K
Series 65
Mcpherson, KS
SJHL Financial Group
Justin Kaufman is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding a Series 65 designation and three years of industry experience. He is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, employing customized strategic asset allocations primarily through low-cost mutual funds and ETFs, with a long-term investment approach.
Stacie W
Series 65
Mcpherson, KS
SJHL Financial Group
Stacie Wilson is a financial advisor with SJHL Financial Group and holds a Series 65 designation. She has two years of experience in the financial industry and has been with SJHL Financial Group since 2023. In addition to her advisory role, she is a partner at the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where she practices as a certified public accountant providing tax preparation, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, utilizing customized strategic asset allocations primarily with low-cost mutual funds and ETFs, and employs a long-term investment approach supported by fundamental analysis.
Richard S
Series 63, Series 65
Mcpherson, KS
SJHL Financial Group
Richard Sahatjian is a financial advisor at SJHL Financial Group with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Swindoll, Janzen, Hawk & Loyd and experience in industrial metal fabrication and aviation defense companies. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, offering discretionary investment management and project-based financial planning with a focus on customized asset allocations using low-cost mutual funds and ETFs.
Darren A
Series 65
Mcpherson, KS
SJHL Financial Group
Darren Anderson is a financial advisor at SJHL Financial Group with two years of industry experience. He holds a Series 65 credential and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he performs tax preparation, planning, business advisory services, and firm leadership. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million for about 344 client relationships, offering customized strategic asset allocations primarily through low-cost mutual funds and ETFs, with a focus on fundamental analysis and long-term investment strategies.
Adam G
PFS™
Mcpherson, KS
SJHL Financial Group
Adam Grilliot is a PFS™ credentialed advisor with SJHL Financial Group, bringing three years of industry experience. He is also a tax partner at Swindoll, Janzen, Hawk & Loyd, LLC, where he works full time. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, utilizing customized strategic asset allocations primarily implemented with low-cost mutual funds and ETFs, and employs a long-term, fundamental analysis approach.
Chet B
Series 65
Mcpherson, KS
SJHL Financial Group
Chet Buchman is a Series 65 licensed advisor with SJHL Financial Group, bringing six years of industry experience. He has worked at Wealth Management LLC and has been associated with SJHL Financial Services, LLC since 2012. Buchman is also a partner and practicing CPA at Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, planning, business advisory, audit, and attest services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, employing customized strategic asset allocations primarily with low-cost mutual funds and ETFs, along with discretionary investment management and project-based financial planning.
Matthew K
Series 65
Rio Rancho, NM
SJHL Financial Group
Matthew Kindley is a financial advisor at SJHL Financial Group in Rio Rancho, NM, holding a Series 65 credential. He has been with SJHL Financial Services, LLC since 2025 and has prior experience at several firms including Cornerstone University, Nagel CPA's, LLC, and Bohannan Houston, Inc. Outside of finance, his background includes roles at Lowe's Home Improvement and Turning Point Strength and Conditioning. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, using customized strategic asset allocations with an emphasis on low-cost mutual funds and ETFs, supported by sub-advisory services from Buckingham Strategic Partners, LLC.
John A
PFS™
Mcpherson, KS
SJHL Financial Group
John Albrecht is a financial advisor at SJHL Financial Group in Manhattan, KS, holding the PFS™ designation with six years of industry experience. He has been with SJHL Financial Group and its affiliated CPA firm, Swindoll, Janzen, Hawk & Loyd, LLC, since 2019. Outside of advisory work, he is a partner and CPA at Swindoll, Janzen, Hawk & Loyd, where he oversees tax compliance projects and tax planning. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, delivering customized investment management primarily through low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a long-term approach.
Christopher S
Series 65
Mcpherson, KS
SJHL Financial Group
Christopher Strathman is a financial advisor at SJHL Financial Group with a Series 65 designation and over 30 years of experience, including a long tenure at McPherson USD 418. He previously worked at Loyd Group, LLC and is currently affiliated with Swindoll, Janzen, Hawk & Loyd. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client assets on a discretionary basis in partnership with sub-advisor Focus Partners Advisor Solutions, typically using diversified, low-cost mutual funds and ETFs with a fundamental, long-term investment approach.
Roger N
PFS™
Rio Rancho, NM
SJHL Financial Group
Roger Nagel is a Personal Financial Specialist (PFS™) with seven years of experience in the financial industry. He is currently with SJHL Financial Group and has a background that includes roles at Swindoll, Janzen, Hawk & Loyd, LLP and Archer Investment Corporation, as well as seventeen years at Nagel CPAs, LLC. Outside of his advisory work, Nagel serves as Managing Director and Sole Member of Hidden Arbor, a farming business. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, offering customized strategic asset allocation primarily through low-cost mutual funds and ETFs, with sub-advisory support from Buckingham Strategic Partners, LLC.
Timothy K
CFP®, Series 66
Mcpherson, KS
SJHL Financial Group
Timothy Kliewer is a CFP® professional with 15 years of industry experience, currently serving at SJHL Financial Group since 2015. He previously worked at Wealth Management LLC from 2015 to 2018. Kliewer is involved in his community through finance committee roles with the McPherson Community Foundation and Countryside Covenant Church, and serves on the board of the McPherson Family YMCA. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, offering customized investment management primarily using low-cost mutual funds and ETFs, alongside financial planning and retirement consulting services.
Jaymie R
Series 65
Mcpherson, KS
SJHL Financial Group
Jaymie Rothrock is a financial advisor at SJHL Financial Group with two years of industry experience. She holds a Series 65 designation and is also a partner at the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where she provides tax preparation, planning, business advisory, audit, and firm management services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, employing customized strategic asset allocations primarily using low-cost mutual funds and ETFs, with a focus on fundamental analysis and long-term investment strategies.
Trenton R
Series 66
Mcpherson, KS
Edward Jones
Trenton Ruxlow is a financial advisor with Edward Jones in McPherson, KS, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pfizer for two years. Outside of his advisory role, he is a member of an LLC he created to purchase property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.
Derek B
CFP®, Series 66
Mcpherson, KS
Edward Jones
Derek Burgan is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Home Communications, Inc. for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Aaron M
CFP®, Series 66
Mcpherson, KS
Edward Jones
Aaron Mayfield is a financial advisor with Edward Jones in McPherson, Kansas. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.
Logan S
Series 63, Series 66
Mcpherson, KS
Cetera
Logan Schrag is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Peoples Financial, and Central Care, PA. Outside of his advisory role, he is a 50% owner of Bluebell Avenue LLC, a home design business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.
Michael C
Series 66
Mcpherson, KS
Ameriprise
Michael Cullinane II is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 14 years of industry experience. He previously worked at Cetera and Citizens Financial Bank. Outside of his advisory role, Cullinane serves as a finance committee member for The Cedars and as treasurer for Jackson Township of McPherson County. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Angelina L
Series 66
Mcpherson, KS
Edward Jones
Angelina Lintecum is a financial advisor with Edward Jones in McPherson, KS, holding a Series 66 credential and two years of industry experience. She has a background in education, having coached cheerleading at USD 423 Moundridge High School for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.
Aaron B
Series 66
Mcpherson, KS
Cetera
Aaron Bachura is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial, Peoples Bank & Trust, and Farmway Credit Union. Outside of advising, he is the owner of Bachura Farm, which involves farmland and crop share operations. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.
Bradley S
Series 63, Series 66
Mcpherson, KS
Edward Jones
Bradley Seibel is a financial advisor with Edward Jones in McPherson, Kansas, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and manages a commercial rental property in McPherson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large nationwide network of advisors and branch offices.
Rhianna R
Series 66
Mcpherson, KS
Ameriprise
Rhianna Reed is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience beginning in 2024. She has a background that includes multiple roles at McPherson College and Ameriprise Financial. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.
Cassidy E
Series 66
Mcpherson, KS
Edward Jones
Cassidy Enns is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Enns worked at Stifel and Citizens State Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Hayden F
Series 63, Series 66
Mcpherson, KS
Cetera
Hayden Foster is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Peoples Bank and Trust. Outside of his advisory role, he owns and operates an automotive detailing business, Revive Detail LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities.
Sonia H
Series 66
Mcpherson, KS
Ameriprise
Sonia Hicks is a financial advisor with Ameriprise in Windom, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she co-owns Rise Tax Strategies, LLC, a tax preparation business, and serves on the board of the Wichita Animal Action League. She is also involved with the USD 444 Finance Pathway Advisory Board, which focuses on financial literacy education for high school students. Ameriprise provides a retirement-income planning service aimed at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Marc S
Series 66
Mcpherson, KS
LPL Financial
Marc Seller is a financial advisor with LPL Financial in McPherson, KS, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc and involvement with Kiwanis International. Outside of advising, he has engaged in tax preparation and accounting through Be Tax, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through a large network of investment adviser representatives.
Glen S
Series 63, Series 65
Mc Pherson, KS
Ameriprise
Glen Snell is a financial advisor with Ameriprise in McPherson, Kansas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Snell serves on the Countryside Covenant Leadership Board and the Harvey and McPherson County Judicial Appointment Committee. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds, offering comprehensive recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Kristin S
Series 63
Mcpherson, KS
Edward Jones
Kristin Schmidt is a financial advisor with Edward Jones in McPherson, Kansas. She has 32 years of industry experience and has been with Edward Jones since 1996. Outside of her advisory role, she operates a travel agency, Ask Your Travel Agent, where she serves as a travel consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide