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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy
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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.

Retired Founder/Business Owner
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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.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

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

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

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

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

Charitable giving & philanthropy Active portfolio management
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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.

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

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

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

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

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

Founder/Business Owner
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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.

Annuities Private / alternative investments
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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.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive Widow/Widower Women Professionals Women's Finance
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