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Paul G

Series 66

Dallas, TX

Equitable Advisors

Paul Giacomazzi is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and entering his first year in the industry. His prior roles include positions with Clergy Planning Group and work as an independent contractor. Outside of finance, he has experience with the Wolfpack Baseball Club and Kenosha Kingfish organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brandon H

Series 63, Series 65

Mansfield, TX

Cetera

Brandon Hamil is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at firms such as Girard Securities, Summit Brokerage Services, First Allied Securities, and RBC Capital Markets. He is based in Mansfield, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of 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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Benjamin G

CFP®, Series 63, Series 66

Dallas, TX

LPL Financial

Benjamin Garrett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Nationwide Investment Services Corporation and several other financial firms. Outside of finance, he owns Garrett Brothers Firewood, a firewood sales business based in Dallas. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced 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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Jared F

CFP®, Series 63

Midlothian, TX

Cetera

Jared Ford is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes roles at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of advisory services, he owns a sole proprietorship under the name Ford Innovative Wealth Strategies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

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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Garrett G

Series 65

Dallas, TX

Edelman Financial Engines

Garrett Galberach is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at Gartner and Paycor, as well as involvement with several entrepreneurial ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options across diversified portfolios with a long-term orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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John Michael A

Series 63, Series 65

Dallas, TX

LPL Financial

John Michael Albarado is a financial advisor with LPL Financial in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives and extensive operational resources.

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

Series 63, Series 66

Arlington, TX

Thrivent Investment Management

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Business ownership considerations
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Andrew G

Series 66

Arlington, TX

Edward Jones

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

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

Series 66

Dallas, TX

LPL Financial

Roland Cuellar Jr. is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co, alongside managing his own firm, Cuellar and Associates LLC, since 2016. Outside of his advisory work, he is involved in several business ventures including Diogenes Holdings LLC. 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, employing various investment strategies supported by advisor tools and research.

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

Series 66, Series 63

Dallas, TX

Merrill

Carolyn Davila is a financial advisor with Merrill in Dallas, TX, holding Series 66 and Series 63 credentials and bringing 22 years of industry experience. Her prior roles include positions at Edward Jones, LPL Financial, UBS Financial Services, Morgan Stanley, and an earlier tenure at Merrill. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Larry R

Series 63, Series 65

Desoto, TX

J.P. Morgan Securities

Larry Robinson is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been affiliated with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process blends quantitative screening and qualitative research with a forward-looking approach to capital markets, serving clients who retain final decision-making authority.

Founder/Business Owner
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Robert C

Series 63, Series 66

Ovilla, TX

Edward Jones

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Jorge D

Series 63, Series 66

Duncanville, TX

Wells Fargo Clearing

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Tax-loss harvesting Founder/Business Owner
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Thomas H

PFS™, Series 63

Midlothian, TX

Cetera

Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies 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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Paige P

CFP®, Series 63

Arlington, TX

Cetera

Paige Phillips is a CFP® professional with six years of industry experience, currently working at Cetera. She has previous experience with Quest Capital Management and supports lead advisors at Coble Cravens Investments and Insurance. Outside of financial advising, she owns and manages Arlington Storks & More, a sign rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse 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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Jonah S

Series 66

Midlothian, TX

Edward Jones

Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Inheritance planning Founder/Business Owner
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Eugene L

Series 63, Series 66

Mansfield, TX

Fidelity

Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

Charitable giving & philanthropy Active portfolio management
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Jonathan S

Series 63, Series 66

Dallas, TX

LPL Financial

Jonathan Stearns is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009, following a two-year tenure at Edward Jones. Outside of his advisory work, he is involved with First American Insurance Underwriters as a non-variable insurance agent. 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 financial planning and portfolio management services, utilizing a broad network of investment adviser representatives who implement various investment strategies across discretionary and non-discretionary accounts.

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

CFP®, Series 66

Grand Prairie, TX

Edward Jones

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Executive Intergenerational Families
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Kim C

Series 63, Series 66

Arlington, TX

LPL Financial

Kim Campbell is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Clearing and Edward Jones. Campbell is also an insurance agent with Brightstar Insurance Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and 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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