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 63, Series 66
Experience Industry experience
18 years
Location
Boyd, TX
Fidelity
Institution
Stephanie Giger is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has held various roles within Fidelity since 2012. Outside of her advisory work, she is also a registered massage therapist operating independently. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.
Based on Fidelity
Boyd, TX
Boyd TX
Advisors at this office
1
Illinois · Texas
18 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity BROKERAGE SERVICES LLC
2020 - Present • 6 years
Wetlake, TX
Fidelity Investments Institutional Services Company, Inc
2012 - 2020 • 8 years
Westlake, 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 66
Fort Worth, TX
Impact Wealth Group
Ryan Mc Lin is a CFP® and holds a Series 66 license with six years of industry experience. He is currently the sole advisor at Impact Wealth Group and has prior experience with Ameriprise Financial Services, Clearfork Wealth Management, and Lincoln Financial Advisors. Mc Lin serves as an unpaid board member for HopeKids, a nonprofit focused on fundraising and event coordination. Impact Wealth Group provides portfolio management and financial planning services to individual clients and facilitates employer-sponsored retirement plans through a third-party manager. The firm employs a combination of fundamental, technical, quantitative, and charting analysis with a long-term trading approach tailored to client goals and risk tolerance.
CFP®, Series 63, Series 65
Justin, TX
Main Street Financial Advisors
Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.
Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.
Series 66
Fort Worth, TX
RHM Capital Management, Inc.
Robert Mehciz is a financial advisor with RHM Capital Management, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at MBR Capital Management, Inc. since 2010. RHM Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and certain business entities. The firm uses multiple methods of analysis and a range of investment strategies, offering individualized advice, financial planning, and discretionary management through ETFs, mutual funds, stocks, and bonds.
Series 63, Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.
CFP®, Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach, constructing diversified portfolios using a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.
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