Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc., holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services, among others. Outside of financial advising, she is a licensed CPA engaged in accounting and tax preparation and serves on the board of directors for Canton Little Dribblers. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management tailored to investor profiles. The firm employs a range of strategies using equities, fixed income, options, and specialty ETFs, and offers both discretionary and non-discretionary management.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at San Blas Securities, LLC, New York Life Insurance Co, and other financial and insurance firms. Outside of his advisory role, Fowler serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce; he is also involved with a nonprofit supporting local educators. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, providing portfolio management, consulting, and oversight of third-party managers.

Misty Childs is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with Berthel Fisher & Company Financial Services, Inc. since 2002 and joined BFC Planning in 2020. Outside of her advisory role, she serves as vice president of a local business networking group and is involved in wellness product sales as a brand partner. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisers. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and sub-advisors to tailor investment strategies across multiple asset classes.

Scott Childs is a financial advisor at BFC PLANNING, Inc. with a Series 65 credential and three years of industry experience. He has been with BFC PLANNING since 2022 and has also worked at Berthel Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory role, Childs is involved with Smart Alternatives LLC, a tax planning firm. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, offering financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm provides various investment platforms and management programs, emphasizing strategies built with stocks, bonds, mutual funds, and ETFs while excluding advice on futures, hedge funds, and digital assets.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Brad Cain is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Cetera Wealth Services, Cetera Investment Services LLC, and Citizens National Bank. Outside of advisory work, he is a co-owner of Leslie Cain Realty, LLC, a residential and commercial real estate business, and a partner in 4Lions LLC, which focuses on purchasing and rehabbing properties for resale. 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 a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed and model portfolio solutions.

Jesse Carranza is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at USAA Investment Management Co, Quasar Distributors, LLC, and Smith Asset Management Group LP. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Martina Stanley is a financial advisor at Edward Jones in Lindale, TX, holding a Series 66 designation with three years of industry experience. She previously worked at Southside Bank for 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Allison Dean is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience in various school districts and a nonprofit organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

William Helvey is a financial advisor at Edward Jones in Canton, TX, holding a Series 66 designation with 11 years of industry experience. Before joining Edward Jones in 2019, he worked for Direct RehabMed for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Tina Sivertsen is a financial advisor with Primerica Advisors in Lindale, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2001. Outside of advisory work, she serves as a director of Storm, Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Richard Rogers is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. and Questar Asset Management. Outside of his advisory role, Rogers is an ordained Baptist minister who engages in preaching and teaching biblical principles. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

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.

Gary Camp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked with Avantax Advisory Services and Avantax Investment Services, and he owns and operates Camp Tax & Wealth, LLC, a tax consulting and financial services firm. Camp also serves as a school board member for the Lindale Independent School District. 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 a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional framework.

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.

Brian Sivertsen is a financial advisor with Primerica Advisors in Lindale, TX, holding the Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of his advisory role, he serves as a director of Storm Inc., dedicating significant time to this outside business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

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.

Thomas Healey is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms, including TD Ameritrade and Vasso & Associates, a branch of Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Donald Brandon is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Beyond his advisory role, Brandon is a board member of the Lindale Education Foundation, where he coordinates fundraising activities for local students. 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 supports a large network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cassie Perry is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and American National Bank of Texas. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marion Walters is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Walters has been with Edward Jones since 2001. Outside of advisory work, Walters is a partner and investor in Lee, Lang, and Walters Commercial Real Estate and a minority owner in Winona Hemp and Lone Star Cattle Company LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

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.

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.

Austin Thompson is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at TD Ameritrade and has a diverse background including roles at Sunrun and Marcos Pizza. Outside of finance, Thompson promotes products as a commission-based TikTok shop creator. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated structure, scale, and multi-asset investment strategies supported by in-house research.

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.

Cloise Hendley is a financial advisor at LPL Financial with 12 years of industry experience. Prior to joining LPL Financial in 2024, Hendley worked for Edward Jones from 2013 to 2024. Outside of advising, Hendley is involved in managing a farm. 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 range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.