Overwhelmed by options?
Answer a few questions to see advisors matched to you.
303 advisors near
76201
within the area shown on the map
Out of 400,000+ nationwide
Clyde W
Series 63
Denton, TX
Raymond James Financial
Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.
Christian P
Series 66
Flower Mound, TX
Merrill
Christian Palmer is a Financial Advisor with Merrill Lynch Wealth Management based in Dallas, Texas. He started his career in financial advising in 2020 as a retirement planning advisor with Fidelity before joining Merrill Lynch in 2022. Christian works collaboratively with a team of specialists across Merrill Lynch and Bank of America, offering clients a single point of contact to manage various aspects of their financial lives. He earned a bachelor's degree in Kinesiology Pre-Physical Therapy from Abilene Christian University and holds a Master of Business Administration in Business Management from the University of North Texas. Christian holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes areas such as retirement planning, legacy planning, college education planning, wealth management strategies, liquidity management, tax minimization, and philanthropic planning. Christian lives in North Dallas and is involved in his community through participation in the ACU Alumni Association, UNT Alumni Association, and UNT Mean Green Mentors. He volunteers with Meals on Wheels and the Salvation Army. Outside of work, he enjoys exploring new restaurants, fitness activities, and spending time with family.
Jeannette D
CFP®, Series 63, Series 65
Denton, TX
Wells Fargo Clearing
Jeannette Dobbyn is a CFP®-designated financial advisor with 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Sean G
Series 66
Highland Village, TX
Edward Jones
Sean Gingrich is a financial advisor with Edward Jones in Highland Village, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is listed as an owner of Ronnie Bills Pineapple Farm LLC, although the business is not active. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Michael W
CFP®, Series 63, Series 65
Denton, TX
Cambridge Investment Research Advisors
Michael Woods is a CFP® professional with 26 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Stocker Woods Financial, Inc. and Mutual Service Corporation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third‑party advisers, and proprietary model strategies.
Jarett A
Series 66
Justin, TX
Edward Jones
Jarett Adair is a financial advisor with Edward Jones in Justin, Texas, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2013 to 2020. Outside of his advisory work, he serves as a board member representing District 7 for CoServ in Corinth, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Bradley H
CFP®, Series 66
Corinth, TX
Edward Jones
Bradley Hinson is a CFP® professional with 12 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He is also a trustee of Think Twice Ministries in Corinth, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across various segments, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.
Clayton H
Series 66
Flower Mound, TX
Edward Jones
Clayton Hurlbut is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at UPS. 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 large network of financial advisors and branch offices nationwide.
Duane H
Series 63, Series 66
Lewisville, TX
Fidelity
Duane Hederich is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various entities within Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and also acts as a commodity pool operator registered with the CFTC.
Brett B
Series 66
Denton, TX
LPL Financial
Brett Blair is a financial advisor at LPL Financial in Denton, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at SPC and Sigma Financial Corporation. Blair is involved in managing Blair Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools across a large network of advisors.
Jan V
Series 63
Lewisville, TX
LPL Financial
Jan Valecka is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Morgan Stanley DW Inc. for 17 years. Valecka serves as an industry arbitrator for the NASD Board of Arbitrators in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.
Philip C
Series 63, Series 66
Little Elm, TX
Raymond James Financial
Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. His career includes prior roles at Hornor, Townsend, and Kent, Inc., Northwestern Mutual Investment Management, and other firms. He also serves as a Compliance Officer for Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Dedrick A
ChFC®, Series 63
Little Elm, TX
LPL Financial
Dedrick Adell is a financial advisor with LPL Financial, holding the ChFC® designation and over 16 years of industry experience. His prior career includes roles with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, New York Life, and Prudential. He is also a member of the Board of Trustees at the Friendship Baptist Church of The Colony, where he participates in ministry and church business affairs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.
Paul F
CFP®, Series 66
Highland Village, TX
Edward Jones
Paul Foutch is a CFP® and holds a Series 66 designation with Edward Jones. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Based in Highland Village, TX, he serves clients through the firm’s wealth management platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
John F
Series 63, Series 66
Pilot Point, TX
Edward Jones
John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.
Joseph J
Series 66
Argyle, TX
Edward Jones
Joseph Jones is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 is known for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.
Kyle P
CFP®, Series 63, Series 65
Denton, TX
J.P. Morgan Securities
Kyle Parkin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services LLC. 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. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.
Igor M
Series 63, Series 65
Lewisville, TX
OSAIC
Igor Maskov is a financial advisor at OSAIC with 32 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors, Inc. for 24 years. Additionally, Maskov is involved in fixed insurance sales and health and group benefits brokerage. OSAIC Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers multiple investment and lending programs.
David G
CFP®, Series 63, Series 65
Corinth, TX
Edward Jones
David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kristin C
Series 66
Denton, TX
Edward Jones
Kristin Correro is a financial advisor at Edward Jones, holding a Series 66 designation with over nine years of experience. Her prior experience includes working at Faith Lutheran Church from 2014 to 2018. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
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 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”)
Finding advisors...
303 advisors near
76201
within the area shown on the map
Out of 400,000+ nationwide