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Karen M

Series 66, Series 63

Victoria, TX

SPC

Karen Meacham is a financial advisor with SPC in Victoria, TX, holding Series 66 and Series 63 designations and 13 years of industry experience. She has worked at Sigma Financial Corporation since 2020 and held prior roles at Raymond James Financial Services Advisors Inc. and Prosperity Bank. Outside of her advisory work, she serves as an independent contractor reviewing large commercial loan documents for community banks. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Justin J

Series 66

Victoria, TX

LPL Financial

Justin Jaks is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He worked at Thrivent Investment Management from 2006 to 2016 before joining LPL Financial in 2016. Outside of his advisory role, he is involved in a Medicare insurance business through Jaks Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across various 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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John W

Series 63, Series 66

Victoria, TX

LPL Financial

John Wofford III is a financial advisor with LPL Financial in Victoria, TX, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cambridge Investment Research Advisors and James R. Henry, CLU, CHFC. Wofford is also involved with James R. Henry, CLU & Company, which provides fixed life, long-term care, and disability income insurance. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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

Series 66

Victoria, TX

Edward Jones

Stephen Koch is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones both from 2015 to 2019 and again since 2023. His background includes roles at Redwood Software and ADP. 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, 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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Kenneth F

Series 66

Victoria, TX

Edward Jones

Kenneth French is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Angelica P

Series 66

Victoria, TX

Edward Jones

Angelica Prescod is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with 19 years of industry experience, all with Edward Jones since 2007. Outside of her advisory role, she is involved in behavioral health services, online gaming marketing, life coaching and public speaking, and serves on educational advisory boards at Grand Canyon University and York College. She also engages in pro bono public speaking. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs, with over $1 trillion in assets under management and a large national network of advisors and branches. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liquidity event planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Wealth management Founder/Business Owner Executive Intergenerational Families
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James H

ChFC®, Series 63

Victoria, TX

LPL Financial

James Henry is a ChFC®-designated financial advisor with LPL Financial, based in Victoria, TX, and has 44 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cambridge Investment Research Advisors and James R. Henry CLU & Co., his own firm since 1974. Outside of his advisory work, he is involved in a fiduciary capacity with a revocable living trust. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

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

Series 66

Victoria, TX

Edward Jones

Jacobie Tisdale is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the U.S. Navy and held positions at Marathon Petroleum and DEEPWATCH. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Military & Veterans
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Michael W

Series 66

Victoria, TX

Cetera

Michael Wenske is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 credential and has previously worked at Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Services, and 1st Global Capital Corp. In addition to his advisory role, he is a managing partner and CPA at Bumgardner, Morrison & Co, LLP, a tax, accounting, and consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with a range of discretionary and non-discretionary program options.

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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Syndal M

Series 66

Victoria, TX

Edward Jones

Syndal Morris is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, Syndal worked in corporate roles at Academy Sports & Outdoors and briefly operated a fitness-related business. Outside of advising, Syndal is involved with the Alzheimer's Association as a member and teaches group fitness classes at the YMCA in Victoria, TX. 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, supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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

Series 66

Victoria, TX

Edward Jones

Rhonda Meek is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, and has 15 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is a nominal partner in a family farming and ranching business. 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 options supported by a large nationwide network of advisors and branch offices.

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

Series 66

Victoria, TX

Edward Jones

James Baker is a financial advisor with Edward Jones in Victoria, TX, holding a Series 66 license and having 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is involved in cattle sales in Inez, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Business ownership considerations Founder/Business Owner
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Aaron R

Series 66

Victoria, TX

Wells Fargo Advisors

Aaron Ralston is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his financial advisory role, he owns two barbecue-focused websites that provide recipes and cooking instructions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and tailors recommendations using proprietary research and planning tools, with clients choosing how to implement them.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua Z

CFP®, Series 65, Series 66

Victoria, TX

Raymond James & Associates

Joshua Zeller is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the owner of Rio Verde Capital LLC, which holds an override royalty interest without operational responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mykael S

Series 66

Victoria, TX

Edward Jones

Mykael Salazar is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Formosa Plastics Corp. for nine years and held positions at INFINITY/Wood Group and Bugmobiles Pest & Termite. 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 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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Brandyn S

Series 66

Victoria, TX

LPL Financial

Brandyn Seals is a financial advisor with LPL Financial in Victoria, Texas, holding a Series 66 designation. He has been with LPL Financial and South Star Wealth Management since 2023. His prior experience includes roles at Yearwood Enterprises, Texas A&M University Kingsville, Seals Electric, and St. Joseph High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a large network of investment adviser representatives.

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

Series 66

Victoria, TX

Edward Jones

Ashley French is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Speedy Stop Food Stores/CL Thomas LLC from 2015 to 2018. French holds the Series 66 designation. 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 broad range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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David M

Series 63, Series 65, Series 66

Victoria, TX

LPL Financial

David Mc Elroy is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and over 23 years of industry experience. His prior roles include positions at Principal Securities Inc., The Leaders Group Inc., Wealthvest, Anico Financial Services, and American National Insurance Company. Outside of his advisory work, he is the owner of DL MAC Investments, LLC, a business entity established for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a combination of proprietary research, third-party subadvisors, and customized strategies.

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

Series 66

Victoria, TX

Cetera

Christopher Janecek is a financial advisor at Cetera with 16 years of industry experience and holds the Series 66 designation. His prior work includes roles at Avantax Advisory Services and 1st Global Advisors. He is also a partner at Paul B. Holm & Co., PLLC, a CPA and accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to utilize model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

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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Steve O

Series 63

Victoria, TX

LPL Financial

Steve Orr is a financial advisor with LPL Financial, holding a Series 63 designation and over 39 years of experience in the industry. His prior roles include positions at Grove Point Investments, H. Beck, Inc., and ownership of Orr Financial Group. Outside of advisory work, he is the owner of Press On Publications, a non-investment-related business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies 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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