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Andrew M
Series 66
Overland Park, KS
Edward Jones
Andrew Mc Laughlin is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ALDI Inc. for six years. 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 strategies supported by a large network of financial advisors and branch offices nationwide.
Schuyler G
Series 66
Overland Park, KS
Ameriprise
Schuyler Gregory is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation. He has been in the industry since 2023, with prior experience including roles at Falletti Financial and teaching at Pittsburg State University. His background also includes involvement with Pittsburg State University’s Men’s Basketball program and work in retail management. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans through a centralized consulting team.
Bryan B
Series 66
Overland Park, KS
LPL Enterprise
Bryan Buczek is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at Duratek Polymer Coatings and Patriot Coatings, as well as service on the Shelby County Board of Education. He is also involved with StrageiX Insights LLC in a non-investment-related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation primarily through third-party portfolio strategists and offers additional services such as financial planning, insurance products, and trust custody services.
Jon I
Series 63, Series 65, Series 66
Overland Park, KS
Mass Mutual Investors Services
Jon Ingalls is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding Series 63, 65, and 66 credentials and 16 years of industry experience. He has been with Mass Mutual affiliates since 2016 and previously worked at Lawing Financial Inc from 2012 to 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars through structured, annual planning engagements using firm-approved analytical tools.
Melissa Z
Series 63, Series 66
Overland Park, KS
Thrivent Investment Management
Melissa Zitter is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2021. Prior to her advisory career, she spent nine years as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Darrin W
Series 63, Series 65
Overland Park, KS
Edelman Financial Engines
Darrin Wolff is a financial advisor with Edelman Financial Engines in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2022, following 13 years at Aspen Wealth Management, Inc., and three years with Edward Jones. Wolff serves as a board member of the Fathers Club, a community volunteer organization. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s approach includes diversified model portfolios, planner-led wealth management, and online tools, serving a large client base with both discretionary and non-discretionary investment solutions.
Hannah C
Series 66
Overland Park, KS
Edward Jones
Hannah Cowan is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. She worked at Central National Bank for six years before joining Edward Jones in 2017. Outside of her advisory role, she manages income from a family farm in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm oversees approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.
Kimberly T
Series 63, Series 66
Springhill, KS
LPL Enterprise
Kimberly Thompson is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. She has 39 years of industry experience, including long tenures with Prudential Insurance Company of America and Pruco Securities. Outside of her advisory role, she volunteers with the Spring Hill Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Pamela Z
CFP®, Series 66
Overland Park, KS
Cetera
Pamela Zschoche is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC, Bank of Blue Valley, Invest Financial Corp, MSI Financial Services, and Waddell & Reed. She is the owner of Zschoche Financial Planning and also serves as owner, president, and treasurer of Zschoche Farms, Inc., where she manages financial records. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes proprietary and third-party model portfolios, automated allocations, and bespoke strategies.
Kenneth M
Series 63, Series 65
Overland Park, KS
Wells Fargo Clearing
Kenneth Marker is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Marker serves as a board member of the Pleasant Valley Farms Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Sean T
CFP®, Series 63, Series 65
Overland Park, KS
Cetera
Sean Tucker is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Cetera and previously worked at firms including Valic Financial Advisors and Voya Financial Advisors. Outside of his advisory role, he is involved in operating a rental property business through Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program options and custodial relationships.
Keaton G
Series 66
Overland Park, KS
Fidelity
Keaton George is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Strategic Partners Financial Group and Mitchell Capital Management. Outside of his advisory work, he has experience with DoorDash, Inc. and held academic and community roles related to Kansas State University and Baldwin City Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.
Clyde W
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.
Caleb B
Series 63, Series 66
Overland Park, KS
Edward Jones
Caleb Banegas is a financial advisor at Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and DoorDash. He has also been affiliated with the University of Colorado Denver for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Kelly K
Series 66
Overland Park, KS
Edward Jones
Kelly Krebs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kelly held roles at JE Dunn Construction Company and Country Club Bank and studied at Benedictine College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, managing approximately $1.01 trillion in assets across a nationwide network of financial advisors.
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.
Kristi Y
Series 66
Overland Park, KS
Edward Jones
Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
William E
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Cetera
William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.
Eric V
Series 66
Overland Park, KS
Edward Jones
Eric Vochatzer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Shamrock Trading Company for nine 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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.
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