Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Nacogdoches, TX 75965
SageGuard Financial Group, LLC
Team
Mariah Box is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Her prior work history includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, Cypress Environmental Services, Castilaw Environmental Services, the U.S. Forest Service, and Timber Pro Forest Service. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management and comprehensive financial planning using a suite of model portfolios and sleeves tailored to varying risk profiles, managing about $755.7 million for roughly 2,469 clients with a 14-advisor team.
Based on SageGuard Financial Group, LLC
Fixed financial planning fees ranging from $200 to $2,000, payable 1/3 upfront and remainder upon plan presentation.
$0 - $250,000: 1.80% annually total client fee $250,001 - $750,000: 1.60% annually total client fee $750,001 - $1,000,000: 1.40% annually total client fee $1,000,001+: 1.20% annually total client fee
Advisory representatives may accept commissions for sale of securities and insurance products; commissions are not the primary source of income and advisory fees are not reduced to offset commissions.
$100 per hour billed in six-minute increments, minimum two hours payable upfront for financial planning services.
Account minimum: $15,000
Nacogdoches, TX
303 Creekbend Blvd., Ste B
Nacogdoches TX 75965
Advisors at this office
1
Texas
< 1 year of industry experience
SageGuard Financial Group, LLC
2026 - Present • 1 year
Nacogdoches, TX
Pineywoods Financial Services
2024 - Present • 2 years
Nacogdoches, TX
Lovelady Directional Drilling
2019 - 2024 • 5 years
Huntington, TX
Cypress Environmental Services
2019 - Present • 7 years
Huntington, TX
Castilaw Environmental Services
2017 - 2019 • 2 years
Nacogdoches, TX
U.S. Forest Service
2016 - 2017 • 1 year
Zavalla, TX
Timber Pro Forest Service
2016 - 2016 • 1 year
Nacogdoches, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Nacogdoches, TX
Uptick Partners, LLC
Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.
Series 63, Series 66
Nacogdoches, TX
Parkway Wealth Management Group, LLC
Holly Pace is a financial advisor at Parkway Wealth Management Group, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services and Smith & Partners Financial Services LLC. Holly is also licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm offers portfolio management and comprehensive financial planning with a personalized investment approach that includes diversified portfolios and a range of strategies from conservative to aggressive.
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
Kyle Hogan is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Uptick Partners, LLC and previously held roles at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory work, Kyle serves as Vice President of the Urban Core KC Chapter of Business Network International. Uptick Partners provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analysis methods and offers services including investment management, financial and tax planning, retirement plan consulting, and business exit consulting.
Series 63, Series 66
Nacogdoches, TX
Parkway Wealth Management Group, LLC
Ricky Brown is a financial advisor with Parkway Wealth Management Group, LLC in Nacogdoches, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at Raymond James Financial and its affiliates from 2007 to 2025 before joining Parkway Wealth Management Group. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach across a broad range of asset classes and typically manages client accounts on a discretionary basis.
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.
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