Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
user avatar
firm logo

Nicholas S

Series 65, Series 66

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has worked at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. In addition to advisory work, he is licensed as a life and health insurance agent and is involved in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and businesses. The firm manages a small client base using both fundamental and technical analysis and delivers managed accounts through the Altruist platform.

Options & derivatives strategies Real estate investing
user avatar
firm logo

Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor with Generations Wealth Design in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked with Cambridge Investment Research Advisors and National Planning Corporation. Outside of advising, he is involved in operating Showcase Loft and Lounge, a business he has been part of for over 40 years. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement-account advice, and access to third-party model portfolios, focusing on long-term strategies while allowing tactical adjustments.

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Ryan Shumaker is the owner and managing member of Retirement Portfolios, LLC in Lawrence, Kansas, with 17 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group, TCM Securities, and co-owns Next Generation Investing, LLC. Outside of advisory services, he owns a tax preparation business and a farming operation. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 client accounts, offering discretionary portfolio management, standalone financial plans, and educational workshops. Their investment approach combines fundamental, technical, charting, cyclical, and quantitative analysis, implementing a range of strategies including long-term, short-term, and trading.

Charitable giving & philanthropy General estate planning guidance Income planning
user avatar
firm logo

Cale Y

Series 65, Series 66

Topeka, KS

Blazing Star Financial

Cale Yost is a financial advisor at Blazing Star Financial with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Blazing Star Financial and its predecessor firms since 2023 and serves as Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services. Yost also serves as Inspector General Superintendent with the Kansas Air National Guard, where he has been employed since 2004. Blazing Star Financial is a state-registered advisory firm managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, focusing on passive portfolio construction guided by Modern Portfolio Theory, with options for values-based investing and fixed-annuity recommendations when appropriate.

Annuities Cash flow / budgeting Tax strategies for small businesses
user avatar
firm logo

Faron B

Series 63, Series 65

Topeka, KS

T & M Financial Inc.

Faron Barr is a financial advisor with T & M Financial Inc. in Topeka, KS, holding Series 63 and Series 65 designations and with 22 years of industry experience. He has been with T & M Financial since 2003. Outside of his advisory work, Barr serves as a board member and has been president of the Topeka South Rotary, a nonprofit professional organization. T & M Financial provides financial planning, consulting, and asset-allocation recommendations to individuals, families, high-net-worth clients, and business entities. The firm emphasizes planning and referrals over discretionary asset management, using detailed client information and research tools to recommend long-term investment strategies implemented through client-chosen custodians.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Joel K

Series 66

Topeka, KS

Next Generation Investing, LLC

Joel Kasten is an investment advisor representative at Retirement Portfolios, LLC with three years of industry experience. He has previously worked with Bankers Life and Casualty and has consulting roles related to life, health, and annuity insurance products. Kasten also serves as a trustee for a family trust. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 accounts, using a combination of fundamental, technical, cyclical, and quantitative analysis to implement various investment strategies, including market-timing and inverse funds.

Charitable giving & philanthropy General estate planning guidance Income planning
user avatar
firm logo

Roger S

Series 63, Series 65

Topeka, KS

Next Generation Investing, LLC

Roger Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at several firms, including Osaic Wealth, INC., World Equity Group, and TCM Securities. Outside of his advisory role, he serves as president of a nonprofit homeowners association and provides financial coaching through the SmartVestor Pro program. Next Generation Investing provides financial planning and discretionary portfolio management services to individuals, small businesses, charities, private foundations, and institutional clients. The firm combines fundamental, technical, cyclical, and quantitative analysis in its investment approach and licenses investment models to other registered investment advisers.

Charitable giving & philanthropy General estate planning guidance Income planning
user avatar
firm logo

Robert S

CFP®, Series 63

Silver Lake, KS

Cobler Capital Management, LLC

Robert Schwarz is a financial advisor with Cobler Capital Management, LLC, holding the CFP® and Series 63 designations and bringing 49 years of industry experience. His career includes multiple roles at Cobler Capital Management and Schwarz Investment Partners, among others. He serves on the board of directors for New Century Bank. Cobler Capital Management provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis to guide investment decisions, managing a broad range of securities and maintaining a high client-to-advisor ratio.

Wealth management
user avatar
firm logo

Ryan R

Series 65

Topeka, KS

Denali Financial Group, LLC

Ryan Rinehart is a financial advisor with Denali Financial Group, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Carlson Financial, Thrivent Investment Management, and Boomer Consulting. In addition to his advisory work, he owns Denali Insurance Group, where he provides guidance on life insurance products as part of clients’ overall financial plans. Denali Financial Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm’s services are tailored to client goals and may include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Annuities
user avatar
firm logo

Chase L

Series 65

Topeka, KS

Midwest Wealth Management Inc

Chase Leach is a financial advisor at Midwest Wealth Management Inc. in Topeka, KS, holding a Series 65 designation with 15 years of industry experience. He previously worked at Gradient Advisors, LLC for eight years and has been involved with Midwest Tax & Financial since 2007, where he is also an owner. Midwest Wealth Management Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm utilizes managed solutions and third-party managers, tailoring recommendations based on client objectives, risk tolerance, and time horizon.

Cash flow / budgeting
user avatar
firm logo

Cole F

CFP®, Series 63, Series 65

Topeka, KS

Generations Wealth Design

Cole Foster is a CFP® with eight years of industry experience, currently serving as an advisor at Generations Wealth Design. He previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. Foster serves on the alumni board for Kansas State University's College of Health and Human Services and is a member of the finance committee at Hope Community Church. Generations Wealth Design provides wealth management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and retirement-account advice, managing approximately $52.3 million in assets across about 147 clients.

Concentrated stock management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Cory M

Series 65

Topeka, KS

ProActive Capital Management, Inc.

Cory Mc Pherson is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with ProActive Capital Management, Inc., where he has worked since 2018, following prior roles at Legacy Financial Strategies, LLC, AE Wealth Management LLC, and Advisors Excel. Outside of his advisory work, he is a co-owner of 1813 Properties, LLC, a company involved in residential real estate management. ProActive Capital Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing discretionary asset management and written financial planning. The firm offers tailored portfolios that incorporate various analytical approaches and provides specialized services for qualified retirement plans, including acting as a 3(21) advisor or 3(38) investment manager for ERISA plans.

General estate planning guidance Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
user avatar
firm logo

Kevin T

CFP®, Series 63

Topeka, KS

ProActive Capital Management, Inc.

Kevin Tucker is a CFP® with 46 years of industry experience, currently serving at ProActive Capital Management, Inc. since 2021. He has held roles at Cambridge Investment Research advisors Inc. and Tucker Financial Services, with over three decades of experience spanning these firms. Tucker is also a board member of multiple nonprofit Catholic foundations in Kansas. ProActive Capital Management serves individual investors, trusts, estates, charitable organizations, and retirement plans with discretionary asset management and financial planning. The firm offers tailored portfolios based on client objectives and risk tolerance, and provides specialized advisory services for qualified retirement plans, including acting as a 3(21) advisor or 3(38) investment manager.

General estate planning guidance Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
user avatar
firm logo

Mark J

Series 65

Silver Lake, KS

Cobler Capital Management, LLC

Mark Johnson is a financial advisor with Cobler Capital Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cobler Capital, he worked at Schwarz Investment Partners and Bob Schwarz Financial. Outside of finance, he serves as a high school girls basketball coach and track jumps coach for Unified School District #372. Cobler Capital Management provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and corporations, managing approximately $184.9 million in assets across over 700 client accounts. The firm’s investment approach emphasizes fundamental analysis with a diversified mix of securities tailored to client objectives and risk tolerance, maintaining generally low turnover and conducting account reviews at least annually.

Wealth management
user avatar
firm logo

Jeffrey S

Series 66

Topeka, KS

Cornerstone Advisors

Jeffrey Sorensen is a financial advisor at Cornerstone Advisors in Topeka, KS, with 14 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Advisors since 2011, with prior experience at Cambridge Investment Research. Outside of his advisory role, Sorensen serves on the boards of local nonprofit organizations, including Midland Care Connection/Meals on Wheels and the Family Service & Guidance Center. Cornerstone Advisors manages approximately $245 million across more than 450 client relationships, offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, charities, trusts, and estates. The firm employs a long-term, asset allocation strategy based on Modern Portfolio Theory and utilizes diversified portfolios including mutual funds, ETFs, and alternative investments for qualified clients.

Private / alternative investments Real estate investing Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Mark B

Series 66

Topeka, KS

Cornerstone Advisors

Mark Bucholtz is a financial advisor at Cornerstone Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Advisors since 2014, following five years at Cambridge Investment Research. Outside of his advisory work, he teaches a class on basic budgeting and finance at Cair Paravel Latin School. Cornerstone Advisors manages approximately $244.7 million across 452 client relationships, providing portfolio management, financial planning, and consulting services for individuals, high-net-worth clients, corporations, charitable organizations, trusts, and estates. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, using diversified portfolios of mutual funds, ETFs, and alternative investments, and offers both discretionary and non-discretionary account management.

Private / alternative investments Real estate investing Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Richard M

Series 63, Series 65

Topeka, KS

T & M Financial Inc.

Richard Miller is a financial advisor at T & M Financial Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with T & M Financial since 1998. Miller also has a long-standing background in insurance sales, working as an agent since 1972. T & M Financial provides financial planning, consulting, and asset-allocation recommendations to individuals, families, high-net-worth clients, and businesses. The firm emphasizes planning and referrals over discretionary asset management and uses a long-term, buy-and-hold investment approach.

College savings (529s, UTMA, etc.)
Warmer team member

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.

Find your advisor
Discover

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")