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Judy B

Series 66

Fort Worth, TX

Raymond James Financial

Judy Benyshek is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. Benyshek also operates Judy Benyshek LLC, a support company used for business operations and tax reporting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer-sponsored retirement plans.

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

Series 66

Burleson, TX

LPL Financial

Holly Harsh is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. She has held roles at LPL Financial since 2022 and is also involved with Aspen Custom Homes, LLC. Additionally, Harsh serves on the board of a homeowners' association in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management access and institutional platforms, supported by technology tools for operational and research purposes.

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

Series 66

Mansfield, TX

Edward Jones

Dominik Kokor is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Vandergriff Honda and Prime Trading LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services 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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Nathan C

Series 63, Series 65

Fort Worth, TX

Merrill

Nathan Carpenter is a financial advisor at Merrill with Series 63 and Series 65 credentials and 54 years of industry experience. His career includes long-term roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Merrill, spanning over five decades. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies created by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Dennis V

Ft Worth, TX

OSAIC

Dennis Venn is a financial advisor with OSAIC in Ft Worth, TX, holding 43 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of his advisory role, Venn is active as a drummer and also works as a life settlement broker and insurance agent specializing in fixed life, health, accident, and disability insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios with various securities, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicholas B

Series 63, Series 65

Mansfield, TX

LPL Financial

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, Apex Clearing Corporation, and First United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

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

Series 63, Series 66

Fort Worth, TX

Raymond James Financial

Anna Malone is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Southside Bank. Her work includes a role as an associate at Southside Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools for non-discretionary planning and supports its clients through advisory programs and institutional consulting.

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

Series 63, Series 66

Arlington, TX

Raymond James Financial

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

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

Series 63, Series 66

Fort Worth, TX

Cetera

Marcos Andujar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Securities America Advisors and Arbor Point Advisors. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

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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Ryan M

Series 66

Fort Worth, TX

Merrill

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Tax-loss harvesting Active portfolio management Wealth management
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Brandon R

Series 66

Fort Worth, TX

Merrill

Brandon Ritchie is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brandon works to help clients develop personalized wealth management plans aligned with their financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America. Brandon holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the Oklahoma State University System. Outside of his professional role, he enjoys cooking, fishing, football, and golfing. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies.

Wealth management Retirement income strategy General retirement planning General tax planning
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Cheryl L

Series 63, Series 65

Mansfield, TX

Primerica Advisors

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Douglas M

CFP®, Series 63, Series 65

Arlington, TX

LPL Financial

Douglas Mccown is a CFP® with 35 years of experience in financial advising. He is currently with LPL Financial and has previously worked with SagePoint Financial, Inc. and OSAIC. He maintains his own CPA and tax preparation practices. 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, and institutional platforms, supported by 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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Gatlan T

Series 63, Series 66

Midlothian, TX

Edward Jones

Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Cary D

Series 66

Grand Prairie, TX

Edward Jones

Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. 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 large nationwide network of advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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David P

Series 66

Mansfield, TX

Edward Jones

David Plumberg Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for nine years before joining Edward Jones. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Melanie O

Series 66

Burleson, TX

LPL Financial

Melanie Obura is a financial advisor at LPL Financial with five years of industry experience. She previously worked at Wells Fargo Advisors and Edward Jones, accumulating over a decade in the field. Obura holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network and offers a range of solutions including financial planning, model portfolios, and institutional platforms.

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

Series 65, Series 63

Midlothian, TX

Cetera

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience and holds Series 65 and Series 63 licenses. Her prior roles include positions at T. Rowe Price Investment Services, Fis, and Avantax Investment Services. Outside of her advisory work, she has been involved with Amazon Flex since 2024. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to affiliated and third-party managers and servicing over 800,000 clients.

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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Michael B

Series 63, Series 65

Fort Worth, TX

Ameriprise

Michael Brunn is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in thoroughbred racing as the manager of Sagacity Racing Stables, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ricky E

Series 66

Burleson, TX

Edward Jones

Ricky Estes II is a financial advisor with Edward Jones in Burleson, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles outside finance, including positions at Crestmont Baptist Church and Smoothie King. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Planning for children with special needs Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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