Top wealth management 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.