Large-firm financial advisors in McPherson, KS

Aaron Mayfield is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2016. He holds the Series 66 designation and is based in McPherson, Kansas. Outside of his advisory role, he owns rental property in Newkirk, Oklahoma. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branches.

Logan Schrag is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with firms including LPL Financial and Peoples Financial. Outside of his advisory role, he is a 50% owner of Bluebell Avenue LLC, a home design business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions, offering diverse portfolio management and financial planning services through a large network of independent advisors.

Glen Snell is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Snell serves on the Countryside Covenant Leadership Board and the Harvey and McPherson County Judicial Appointment Committee. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored recommendations.

Bradley Malm is a financial advisor at Iron Horse Financial Services LLC with Series 65 and Series 63 licenses. He has 10 years of prior experience at Gradient Financial Group and has been with Iron Horse Financial Services since 2023. Malm also has a long-standing involvement with Iron Horse Properties LLC. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management and financial planning through a co-advisor relationship with Gradient Investments and the Orion Portfolio Solutions platform.

Jaymie Rothrock is a Series 65-credentialed advisor with SJHL Financial Group, bringing two years of industry experience. She is also a partner at Swindoll, Janzen, Hawk & Loyd, LLC, a CPA firm where she practices tax preparation, planning, business advisory, audit, and firm leadership. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, fundamental analysis approach primarily through a sub-advisor relationship using low-cost mutual funds and ETFs.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.