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Zahin M
Series 66
Overland Park, KS
Equitable Advisors
Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at BRAC Bank Limited and teaching positions at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Kevin M
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Kevin McMahon is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company and Northwestern Mutual. He also engages in the sale and service of non-proprietary insurance products through Crump/PPN. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers and sponsored advisory programs.
Troy R
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Troy Rust is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is actively involved in community and nonprofit boards, including serving as president of the Hardin MO 150 Inc. board and holding trustee responsibilities for family trusts and a farm he operates. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match them with suitable advisory programs, utilizing both proprietary and third-party asset management solutions.
Evan Y
Series 66
Overland Park, KS
Equitable Advisors
Evan Yost is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked at the Federal Highway Administration and the University of Nebraska Lincoln. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and asset managers.
Ryan E
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Ryan Ellis is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. He serves as a successor co-trustee to his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized advice through a variety of third-party and firm-offered advisory programs and offers a broad range of investment options including mutual funds, ETFs, and select alternative investments.
Patrick M
Series 66
Overland Park, KS
Equitable Advisors
Patrick Mc Anulty is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Principal Securities, Inc., working on the private staff for Jeff Schoenekase, and nearly a decade with Charlie Hustle USA LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs to implement tailored investment solutions.
Drew C
Series 66
Overland Park, KS
Equitable Advisors
Drew Charbonneau is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Johnny's Tavern and LightDoc Ai, and he studied at the University of Kansas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Justin O
Series 66
Overland Park, KS
Equitable Advisors
Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Principal Financial Services, Valic Financial Advisors, and Wells Fargo Clearing. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.
Connor H
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as vice president and board member of NAIFA Kansas City Wichita Chapter. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs, utilizing a range of advisory models and third-party asset managers to deliver investment solutions.
Jason G
Series 63, Series 66
Overland Park, KS
Equitable Advisors
Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc. from 2014 to 2023 before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside its own strategies.
Jeffrey S
Series 63, Series 66
Overland Park, KS
Equitable Advisors
Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.
Kota G
Series 66
Overland Park, KS
Equitable Advisors
Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.
Charles M
Series 66
Overland Park, KS
Equitable Advisors
Charles Mc Glinn is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, such as at Sunlighten and McGlinn Bros Landscaping, as well as involvement with Benedictine College and local country clubs. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Jack S
Series 66
Overland Park, KS
Equitable Advisors
Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.
Kolby H
Series 66
Overland Park, KS
Equitable Advisors
Kolby Harris is a Series 66-registered financial advisor with Equitable Advisors, based in Overland Park, KS, and has four years of industry experience. Prior to joining Equitable Advisors, he held positions in educational institutions and athletic organizations. Outside of his advisory role, he works as a play-by-play broadcaster with Harris Media Services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.
Connor P
Series 66
Overland Park, KS
Equitable Advisors
Connor Plattner is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Prime Capital and work outside finance at Milburn Country Club and Kansas State University. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.
Andy C
Series 66
Overland Park, KS
Equitable Advisors
Andy Croucher is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Croucher Title, LLC and held positions at Kansas State University and Ottawa High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers its services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.
Anna F
Series 66
Overland Park, KS
Equitable Advisors
Anna Foreman is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience, including prior roles at Five Key Capital Management and several other companies outside the financial sector. Equitable Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and fiduciary services for qualified plans.
Wesley P
Series 66
Overland Park, KS
Equitable Advisors
Wesley Pendleton is a financial advisor with Equitable Advisors in Overland Park, KS. He holds the Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in various positions including at Loren Cook Company and Fastenal Company. Equitable Advisors serves individuals across wealth ranges, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.
Frances M
Series 66
Overland Park, KS
Equitable Advisors
Frances Moley is a Series 66-licensed financial advisor with Equitable Advisors in Overland Park, KS, bringing 24 years of industry experience. She has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she holds power of attorney responsibilities for a family member. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various firm-offered and third-party programs. The firm emphasizes risk assessment and personalized program matching, utilizing a range of investment vehicles and ERISA fiduciary services.
Ashley W
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Ashley Wilson is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Archibald Leavitt Insurance Agency and Brigham Young University-Idaho. Equitable Advisors serves individual, institutional, and retirement plan clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing a variety of investment vehicles and third-party program sponsors.
Miranda S
Series 66
Overland Park, KS
Equitable Advisors
Miranda Serna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education at The University of Tampa, Keiser University, and Jersey College, as well as positions with the Tampa Bay Buccaneers and the South Tampa Center for the Arts. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes third-party asset managers and proprietary advisory programs, emphasizing personalized risk assessment and model matching without sponsoring its own wrap fee program.
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