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1,008 advisors near
76063
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Frederick M
Series 63
Fort Worth, TX
Commonwealth Financial Network
Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.
Kyle D
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios and third-party managers.
Bradley B
Series 63, Series 65
Ft. Worth, TX
Sanctuary Advisors, LLC
Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Merrill from 1988 to 2021 and Bank of America from 2011 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, he is a founder of B&B Ventures, Inc., a company providing merger and acquisition services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, financial planning, and retirement plan consulting, utilizing multiple analytical approaches and acting as a fiduciary under written agreements.
Eric S
ChFC®, Series 63, Series 65
Alvarado, TX
First Command Advisory Services
Eric Schuster is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked at First Command and its affiliated entities since 2002. Schuster is also the owner and president of Schuhouse Financial Services, Inc., where he manages his independent contractor status with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Ronald H
Series 63, Series 65
Arlington, TX
Empower Advisory Group
Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Edward S
CFP®, ChFC®, Series 65, Series 63
Arlington, TX
Empower Advisory Group
Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Empower Advisory Group and has previously worked at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.
Ryan R
Series 66
Fort Worth, TX
First Command Advisory Services
Ryan Risko is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.
Aden G
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Aden Graves Muth is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has been with First Command and its related entities since 2026. Prior to joining the financial industry, his work experience includes positions at Federal Express Corporation, Costco Wholesale, and the University of Colorado at Colorado Springs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managed through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.
Don C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Don Crane is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles within First Command entities since 2015 and concurrent employment in plumbing and customer service at Home Depot. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.
Brett M
Series 65
Fort Worth, TX
Cerity partners LLC
Brett Mcbroom is a financial advisor with Cerity Partners LLC in Fort Worth, TX. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles in parking management, banking, and motorsports, as well as several periods of full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach combines proprietary quantitative screens with third-party managers and individual securities, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.
Dustin B
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Dustin Bordelon is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has military experience serving in the United States Air Force from 2016 to 2026. Dustin began his advisory career with First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.
Terence G
Series 63, Series 65, Series 66
Fort Worth, TX
First Command Advisory Services
Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios overseen by a centralized Investment Management Team.
Lance S
Series 63, Series 65
Fort Worth, TX
Guardian Life
Lance Stamper is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also assists clients aged 65 and older with Medicare-related matters through United Healthcare. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management.
Eder B
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.
William R
CFP®, ChFC®, Series 63
Fort Worth, TX
Beacon Pointe Advisors, LLC
William Rosenthal is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is involved in managing real estate investments and insurance services through several private business ventures. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes third-party independent managers selected through a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.
Jason D
Series 66
Fort Worth, TX
First Command Advisory Services
Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command family of firms since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.
Sarah H
Series 66
Fort Worth, TX
First Command Advisory Services
Sarah Hyde is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been affiliated with various entities under the First Command umbrella since 2022 and previously worked at Optavia LLC. Outside of her advisory role, she owns a rental property. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Michael I
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Ivey is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he worked in various positions including at Honda Manufacturing of America and Pacific Wholesale Mortgage. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.
Raul T
Series 66
Fort Worth, TX
First Command Advisory Services
Raul Torres is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served 30 years in the US Army. He has been affiliated with various entities within First Command since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team for portfolio management and emphasizing in-person financial coaching.
Sabrina S
Series 63, Series 65
Fort Worth, TX
PNC Wealth Management
Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.
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1,008 advisors near
76063
within the area shown on the map
Out of 400,000+ nationwide