Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Christopher J

Series 63, Series 66

Lancaster, TX

Cetera

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jennifer W

Series 66

Lancaster, TX

Edward Jones

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

Robin W

Series 63, Series 65

Arlington, TX

Cetera

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Vernon F

CFP®, Series 66

Cedar Hill, TX

Edward Jones

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive
firm logo

Wess W

Series 66

Waxahachie, TX

Edward Jones

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Military & Veterans Public Service Employee Religious/faith focused
user avatar
firm logo

Mohammed A

CFP®, Series 66

Arlington, TX

Edward Jones

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, 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
user avatar
firm logo

John R

CFP®, Series 63, Series 65

Waxahachie, TX

LPL Financial

John Reagan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Western International Securities, Wells Fargo Clearing Services, and Citigroup Global Markets. Reagan also operates Reagan Wealth Management as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various model portfolios and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Dominique H

CFP®, Series 66

DeSoto, TX

Cambridge Investment Research Advisors

Dominique Henderson Sr. is a CFP® professional with 17 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include leadership positions at DJ Henderson Consulting LLC and DJH Capital Management, as well as experience at McGowan Group Asset Management, Wells Fargo Advisors, and Sunset Financial Services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension, and charitable organizations. The firm offers multiple platform options and proprietary investment strategies through a large network of financial professionals.

Annuities Retirement plans for business owners (SEP, solo 401k)
firm logo

Joshua S

Series 66

Arlington, TX

Edward Jones

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

General retirement planning Wealth management Doctor or Medical Professional
firm logo

Mason D

Series 66

Red Oak, TX

Edward Jones

Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
firm logo

Karen M

Series 63, Series 66

Ovilla, TX

Edward Jones

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Jaime H

CFP®, ChFC®, Series 63, Series 66

Waxahachie, TX

Edward Jones

Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
firm logo

Brian C

Series 66

Arlington, TX

Edward Jones

Brian Corneil is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The Bank of New York Mellon from 2006 to 2018. 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, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Joseph S

Series 63, Series 65

Waxahachie, TX

LPL Enterprise

Joseph Seoane Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of his advisory role, he volunteers at First Baptist Church in Waxahachie, Texas, teaching Sunday School and greeting attendees. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutions, using predominantly model-driven portfolio strategies and offering access to third-party asset managers and financial planning services.

Tax-loss harvesting
firm logo

Kirk H

Series 66

Arlington, TX

Edward Jones

Kirk Holifield is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a worship leader at North Park Baptist Church, leading music during Sunday services. 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, operating under a fiduciary standard.

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

Christopher I

CFP®, Series 66

Mansfield, TX

Edward Jones

Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

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

Atish S

Series 63, Series 65

Arlington, TX

Raymond James & Associates

Atish Shrestha is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Robinhood Markets, Fidelity Investments, and positions in higher education at The University of Texas at Arlington and Texas Tech University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Luis R

Series 63, Series 66

Balch Springs, TX

J.P. Morgan Securities

Luis Ramos is a financial advisor with J.P. Morgan Securities, holding the Series 63 and Series 66 designations and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Founder/Business Owner
user avatar
firm logo

Caira W

CFP®, Series 66

Dallas, TX

OSAIC

Caira White is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth. Her prior roles include positions at Farther Finance Advisors, ELS Vision Wealth Management, and Lincoln Financial Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies within a multi-advisor platform.

Annuities Private / alternative investments
user avatar
firm logo

Sarah F

Series 63, Series 65

Arlington, TX

LPL Financial

Sarah Fogle is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2007. She is also affiliated with Texas Trust Credit Union, where she has been involved since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)