Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jackson P
Series 65, Series 63
Richardson, TX
Lemnis Capital
Jackson Parrish is a financial advisor with Lemnis Capital in Richardson, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Innovation Partners LLC, Equitable Advisors, and National Utilisource. Outside of his advisory work, he has worked as a delivery driver for Uber Eats and DoorDash. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, employing model portfolios and customized asset allocation, and features a structured subscription membership emphasizing ongoing education and decision support.
Karen R
Series 65, Series 63
Richardson, TX
Lemnis Capital
Karen Rosson is a financial advisor at Lemnis Capital with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, employing both discretionary and non-discretionary portfolio management through model portfolios and customized asset allocation. The firm utilizes third-party platforms and strategists to offer specialized strategies, with a subscription-based financial planning membership that includes ongoing education and decision support.
Bernardo V
Series 66
Richardson, TX
Lemnis Capital
Bernardo Velasco Linares is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Lemnis Capital, he worked at Innovation Partners LLC and Equitable Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, supported by third-party platforms and strategists.
Kira L
Series 63, Series 65
Richardson, TX
Lemnis Capital
Kira La Sage is a financial advisor at Lemnis Capital with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lemnis Capital, she worked at Equitable Advisors and is also employed as a painter at La Sage Contracting Services. Additionally, she has worked as a food delivery driver for Uber Eats. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management utilizing model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.
Ryan T
ChFC®, Series 66
Richardson, TX
Lemnis Capital
Ryan Taylor is a ChFC® and Series 66-licensed advisor at Lemnis Capital with three years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Equitable Advisors. Outside of his financial career, Taylor coaches group fitness classes at CrossFit Gallant. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.
Justin E
Series 66
Richardson, TX
Lemnis Capital
Justin Elovitz is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 license with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and SCH Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, utilizing both discretionary and non-discretionary portfolio management along with subscription-based financial planning memberships. The firm employs third-party platforms and strategists to deliver specialized investment strategies and offers structured subscription memberships with education and decision support.
Ryan W
CFP®, Series 66
Richardson, TX
Lemnis Capital
Ryan Wood is a CFP® with 15 years of industry experience. He is currently with Lemnis Capital and Innovation Partners LLC, having previously worked at Equitable Advisors and Axa Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, along with subscription-based financial planning memberships and retirement plan consulting.
Benjamin C
Series 66
Richardson, TX
Lemnis Capital
Benjamin Campbell is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Lemnis Capital, he worked at Equitable Advisors and Innovation Partners LLC. Outside of financial advising, his background includes roles in various industries such as printing and delivery services. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized asset allocations, supported by third-party platforms and strategists.
Mikayla B
Series 66
Richardson, TX
Lemnis Capital
Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, using model portfolios and customized asset allocation, and provides subscription-based financial planning memberships along with retirement plan consulting and participant education.
Colter P
Series 66
Richardson, TX
Lemnis Capital
Colter Pohlman is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His background includes roles at Innovation Partners LLC and AG Texas Farm Credit Services, as well as entrepreneurship with Pohlman Cattle Company. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses model portfolios and customized asset allocation, offering both discretionary and non-discretionary management along with subscription-based financial planning memberships.
Matthew B
Series 66
Richardson, TX
Lemnis Capital
Matthew Bouton is a financial advisor at Lemnis Capital with a Series 66 designation and one year of industry experience. His career background includes roles at Innovation Partners LLC, Texas A&M University, and Estes Express Lines. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm uses model portfolios and customized asset allocations, relies on third-party platforms and strategists, and offers a subscription-based financial planning membership that includes ongoing education and decision support.
Bradyn M
Series 66
Richardson, TX
Lemnis Capital
Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters