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Sara K

Series 63, Series 66

Lansing, KS

Edward Jones

Sara Kobe is a financial advisor with Edward Jones in Lansing, Kansas, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including multiple tenures at Edward Jones and a prior role with the City of Iowa Falls. Outside of her advisory work, she serves as Vice Chair of Grow Leavenworth County, a network supporting entrepreneurs, and holds board and committee positions with the Kansas City Kansas Community College Foundation, focusing on scholarship fundraising and oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

General estate planning guidance Wealth management Passive / index investing Government Employee Women Professionals
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John D

Series 65, Series 63

Overland Park, KS

Fidelity

John Davis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that support their individual goals. He emphasizes understanding clients' priorities to create meaningful and effective strategies. John's career in financial services includes roles as Vice President and Branch Leader at Fidelity Investments from 2023 to 2026, Vice President and Market Leader at Charles Schwab from 2022 to 2023, and Vice President and Branch Manager at TD Ameritrade from 2017 to 2022. His experience spans leadership and client-focused financial consulting. Outside of his professional work, John has interests in art, beach activities, golf, outdoor adventures, skiing, and traveling.

Wealth management Consultant Financial Professional
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Patrick M

Series 66

Shawnee, KS

Edward Jones

Patrick Moltane is a financial advisor with Edward Jones in Shawnee, KS, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at JA-DEL, Inc., Legacy Partners, Inc., and involvement in various production and educational organizations. Outside of finance, he has experience in the arts and wellness sectors, including positions with the Irish Classical Theatre Company and Celtic Roots Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

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

Series 66

Lenexa, KS

J.P. Morgan Securities

Maya Dahab is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Ronald P

Series 63, Series 65

Overland Park, KS

Mercury Capital Management, Inc.

Ronald Papa is a financial advisor at Mercury Capital Management, Inc. with 27 years of industry experience. He has been with Mercury Capital Management since 1998 and holds the Series 63 and Series 65 designations. Mercury Capital Management, Inc. is a small investment advisory firm serving individual clients with approximately $15.7 million in assets under management. The firm focuses on non-high-net-worth individuals and provides ongoing portfolio management and investment advisory services through a two-advisor team.

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