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Daniel S

Series 66

Overland Park, KS

Edward Jones

Daniel Schneider is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones from 2019 to 2026 and held positions at Lowe's and Luxottica earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brad R

Series 63, Series 65

Overland Park, KS

Edward Jones

Brad Richardson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2023, he worked at LPL Financial and V Wealth Advisors LLC from 2017 to 2023 and at Oracle Corporation from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-efficient investing and proxy voting.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Sheldon R

CFP®, Series 63, Series 66

Overland Park, KS

Edward Jones

Sheldon Rinkes is a CFP®-designated financial advisor with Edward Jones, based in Overland Park, KS, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advising, he is involved in agricultural ventures, including owning and managing a cattle ranch and a farm in Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is known for its extensive national network of advisors and branch offices, as well as its integrated offerings beyond traditional advisory services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Bradley Z

Series 63, Series 66

Overland Park, KS

Edward Jones

Bradley Zinn is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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