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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

18 advisors near 75783

Out of 400,000+ nationwide

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Robert K

Series 63, Series 65

Winnsboro, TX

Las Colinas Capital Management, LLC

Robert Kecseg is a financial advisor at Las Colinas Capital Management, LLC with 44 years of industry experience. He has been with Las Colinas Capital Management since 2007 and previously worked at First Research Financial for 25 years. He holds Series 63 and Series 65 designations. Las Colinas Capital Management provides investment management services to individuals, retirement accounts, qualified plans, trusts, and businesses. The firm manages value-oriented, bottom-up portfolios with an emphasis on individual security selection and hands-on research, including company visits and management interviews.

Active portfolio management
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Robert G

Series 65

Winnsboro, TX

First Advisors National, LLC

Robert Gomez is a Series 65-credentialed financial advisor at First Advisors National, LLC with 12 years of industry experience. He has held roles at AmFirst Financial, LLC, First American National Investment Advisors, LLC, Accelerated Business Strategies Trust, and Cornerstone Integrated Technologies, LP. Outside of his advisory work, he is involved in business consulting on a self-employed basis. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines tactical and strategic allocation with fundamental analysis and emphasizes manager selection and monitoring.

Passive / index investing
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John P

Series 63, Series 66

Alba, TX

Momentum Independent Network Inc.

John Pegues is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of advisory work, he owns an income tax service and is a member of the Knights of Columbus charitable organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and integrated services from affiliated entities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Johan W

Series 66

Winnsboro, TX

Edward Jones

Johan Wessels is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Bank, PNC Bank, and LifeWay Christian Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Mac H

CFP®, Series 63, Series 65

Holly Lake Ranch, TX

Raymond James & Associates

Mac Hargrove is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities for nine years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Darren S

Series 66

Winnsboro, TX

Edward Jones

Darren Swanner is a financial advisor with Edward Jones in Winnsboro, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Darren contributes to his local community by helping broadcast Winnsboro ISD sports events alongside his son. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason R

CFP®, Series 66

Mineola, TX

Edward Jones

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jurgen S

CFP®, Series 66

Mineola, TX

Edward Jones

Jurgen Simons is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2017 and previously worked at Hilltop Securities Inc. for 10 years. Outside of his advisory role, he has founded and serves as an elder, preacher, and teacher at Grace Upon Grace Church in Mineola, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Religious/faith focused
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Gregory M

Series 63, Series 66

Quitman, TX

Edward Jones

Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Troy T

Series 66

Mineola, TX

Edward Jones

Troy Turner is a financial advisor with Edward Jones in Mineola, Texas. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Military & Veterans
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William H

Series 63, Series 66

Winnsboro, TX

Edward Jones

William Harrison is a financial advisor with Edward Jones in Winnsboro, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns farmland leased for cattle and hay near his homestead. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian C

Series 63, Series 66

Quitman, TX

Cetera

Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Avantax and its related entities since 2007 and currently owns Coventry Financial Texas LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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James A

ChFC®, Series 63

Mineola, TX

Edward Jones

James Anderson is a ChFC® credentialed financial advisor with Edward Jones in Mineola, TX, where he has worked since 2000, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in raising beef cattle and selling hay on his ranch, and he serves on the Board of Directors of Beefmaster Breeders United, including committees for Advertising and Public Relations, Finance, and Audit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy C

Series 66

Mineola, TX

Edward Jones

Amy Castleberry is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in education with Mineola ISD and Winona ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Janette N

Series 63, Series 66

Yantis, TX

Wells Fargo Clearing

Janette Neal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 28 years before joining Wells Fargo in 2021. Outside of her advisory role, she receives royalties from mineral rights ownership in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Gerald R

Series 66

Mineola, TX

Edward Jones

Gerald Rose II is a financial advisor at Edward Jones in Mineola, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to Edward Jones, he worked in various roles across financial institutions and retail companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tony L

Series 66

Quitman, TX

Edward Jones

Tony Le Grow is a Series 66 licensed financial advisor with Edward Jones, based in Quitman, TX, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Merck and Co., Inc. for 20 years. He serves as Vice President of the Quitman Chamber of Commerce and is President of the Lindale Baseball Booster Club, where he coordinates fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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David W

Series 63, Series 65

Yantis, TX

LPL Financial

David Wilson is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 1993. Wilson is also the owner of David Wilson CPA Ltd., a CPA firm providing accounting, tax planning, and corporate financial consulting services, and he serves as a board member and treasurer for St. Andre House, an organization offering housing for mentally disabled adults. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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