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Jaron B

Series 63, Series 65

Granbury, TX

LPL Financial

Jaron Barrington is a financial advisor with LPL Financial in Granbury, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2022, he spent sixteen years affiliated with Walnut Ridge Baptist Church and took a year for extended travel. Outside of his advisory role, Barrington serves as a part-time music director and worship leader at First Baptist Church Granbury and also works as a singer and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, combining discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Glenda W

Series 66

Granbury, TX

Edward Jones

Glenda Williams is a financial advisor with Edward Jones in Granbury, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her work history includes roles at JPMorgan Chase and Knieper Real Estate, as well as involvement in a martial arts program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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

Series 66

Granbury, TX

Thrivent Investment Management

Tri Hoang is a financial advisor at Thrivent Investment Management based in Granbury, TX. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to his current role, he worked at Verizon and has experience in various service and fitness industry positions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients. The firm provides written recommendations across multiple planning areas and allows clients to combine planning with managed accounts through its WealthPlan option.

Business ownership considerations
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Mariah G

Series 66

Granbury, TX

J.P. Morgan Securities

Mariah Griffith is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has prior work experience with Equitable Advisors and Orexo US. Outside of her advisory role, she teaches Reiki classes related to holistic healing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary model.

Wealth management Executive Founder/Business Owner
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Brian P

Series 63, Series 65

Weatherford, TX

Wells Fargo Clearing

Brian Payne is a financial advisor with Wells Fargo Clearing in Weatherford, TX, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His career includes prior service at Ameriprise Financial Services and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Bonnie R

Series 66, Series 65

Godley, TX

Cetera

Bonnie Robinson is a financial advisor at Cetera with 27 years of industry experience and holds Series 65 and Series 66 licenses. She has worked at multiple firms, including Avantax and Rasco & Rasco, and owns a tax preparation and accounting business. Additionally, she is involved in skin product consulting and sales as a Rodan and Fields consultant. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and customizable investment strategies.

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

Series 66

Granbury, TX

J.P. Morgan Securities

Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2019, as well as operating the Dustin Paterson Insurance Agency and involvement with Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a range of product types including security-based swaps and futures.

Wealth management Executive Founder/Business Owner
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Billy C

Series 66

Cresson, TX

LPL Financial

Billy Cox is a financial advisor with LPL Financial in Cresson, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Taylor M

CFP®, Series 66

Granbury, TX

Edward Jones

Taylor Mobly is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014, working in Granbury, TX. Outside of his advisory role, he serves as Vice President of Mobly Management LLC, a property management LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Anthony M

CFP®, Series 63, Series 66

Granbury, TX

Edward Jones

Anthony Mobly is a financial advisor with Edward Jones in Granbury, TX, holding CFP®, Series 63, and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he serves as a high school sports official in Granbury. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network, offering discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 66

Granbury, TX

Ameriprise

Michael McGowan is a financial advisor with Ameriprise in Granbury, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves as president of SEMJR, Inc., a corporate entity through which he receives compensation as an independent contractor. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted advice, primarily for assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Byron C

Series 63, Series 66

Granbury, TX

Edward Jones

Byron Cox is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he assists his spouse with managing a family property LLC on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and supports its services through 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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Chad C

Series 66

Granbury, TX

Edward Jones

Chad Carroll is a financial advisor at Edward Jones in Granbury, TX, holding a Series 66 license and with 18 years of industry experience. He has been with Edward Jones since 2008. 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 large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Audrey D

CFP®, Series 66

Granbury, TX

Edward Jones

Audrey Dake is a CFP® professional with 10 years of industry experience and has been with Edward Jones since 2016. She holds a Series 66 license and is based in Granbury, TX. Outside of her advisory role, she is co-manager of a real estate ventures company involved with an owner-occupied building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides a broad network of advisors and branch offices across the United States.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Dane E

Series 66

Granbury, TX

Ameriprise

Dane Everett is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, and Merrill. Outside of his advisory role, he is co-owner of B-E The Right Club LLC, a real estate business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with specific asset criteria, combining research and modeling with tailored recommendations delivered by a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Virg T

Series 66

Granbury, TX

LPL Financial

Virg Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services and has experience in the healthcare sector. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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James H

Series 66, Series 63

Weatherford, TX

Wells Fargo Clearing

James Harris is a financial advisor with Wells Fargo Clearing and holds Series 66 and Series 63 registrations. He has 24 years of industry experience, having worked previously at Purshe Kaplan Sterling Investments and Southwestern Advisory Group. Harris also serves on the finance committee of First Baptist Church in Abilene, Texas. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Aaron H

Series 66

Granbury, TX

Edward Jones

Aaron Hecker is a Series 66-registered financial advisor with Edward Jones in Granbury, TX, where he has worked since 2011. He has 14 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Granbury, TX

Edward Jones

Carrie Bellamy is a Series 66 licensed financial advisor with Edward Jones in Granbury, TX, with 16 years of industry experience. She 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Military & Veterans Newlywed/Engaged
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Blake I

Series 66

Fort Worth, TX

Edward Jones

Blake Inorio is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Exact Sciences, Axon Enterprise, DriveTime, Arizona State University, and The Hub Grill and Bar. 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
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