Filters

Direct booking

firm logo

Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

12 advisors near 76067

Out of 400,000+ nationwide

user avatar

Gelasia S

CFP®, Series 66

Graford, TX

Steed Investments, LLC

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

General retirement planning General estate planning guidance
user avatar
firm logo

Michael B

CFP®, Series 63, Series 65

Mineral Wells, TX

Western Reserve Wealth Management LLC

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Annuities
user avatar
firm logo

Joshua S

Series 65

Millsap, TX

Fortress Financial Solutions, LLC

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 designation and has been in the industry since 2023. Prior to joining Fortress, he worked at Federal Employee Benefit Advisors and Tucson Valley Investments. Outside of his advisory role, he is involved with Federal Employee Benefits Advisors, offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of charting, fundamental, and technical analysis through an in-house Investment Committee to construct model portfolios, offering both discretionary and non-discretionary services.

Income planning Retirement income strategy Social Security optimization Charitable giving & philanthropy Retired
user avatar
firm logo

Jodie B

Series 63, Series 65

Millsap, TX

LPL Financial

Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. Barnes is also involved in non-variable insurance sales through several related entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through its large network of investment adviser representatives.

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

Kelsey C

Series 66

Mineral Wells, TX

Edward Jones

Kelsey Cates is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelsey worked at Calvary Chapel Ruidoso and Big Bear Home Inspections, Ltd Co., and has a background that includes roles in both business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
user avatar
firm logo

James W

Series 63, Series 65, Series 66

Mineral Wells, TX

Edward Jones

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Walker serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch where he manages cattle and a hunting lease. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

John B

Series 63, Series 65

Mineral Wells, TX

LPL Financial

John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at ICA Group Wealth Management and Investment Centers of America. Outside of financial advising, he operates John Berry Ranch, where he cares for and sells cattle. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities.

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

Chuck B

Series 66

Brock, TX

LPL Financial

Chuck Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a CPA practice focused on tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

Laura W

CFP®, Series 66

Mineral Wells, TX

LPL Financial

Laura Watson is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management and Investment Centers of America. Watson serves as a council member for the City of Mineral Wells, Texas. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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

Sarah H

Series 66

Mineral Wells, TX

Edward Jones

Sarah Hahs is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at Edward Jones since 2021 and previously spent 16 years at TD Ameritrade Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional Hispanic/Latino/Latinx
user avatar
firm logo

John W

Series 63, Series 66

Mineral Wells, TX

Edward Jones

John Wheat is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he owns and manages commercial investment property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies 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
user avatar
firm logo

Kevin P

Series 63, Series 65

Mineral Wells, TX

LPL Financial

Kevin Prestesater is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with LPL Financial since 2000. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

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.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.