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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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Brian W

Series 66

Ennis, TX

Edward Jones

Brian Wartsbaugh is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Boom Boom INC and BWF ENT Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of approximately 23,701 financial advisors.

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

CFP®, Series 66

Ennis, TX

Edward Jones

Melanie Mitchell is a CFP® professional at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Hadley Law, PLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

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

Series 66

Midlothian, TX

Edward Jones

Daniel Francis is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 12 years with Midlothian ISD, where he also serves as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets across a large network of advisors and offices.

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

Series 63, Series 66

Waxahachie, TX

Edward Jones

Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Jeffrey I

Series 63, Series 66

Ennis, TX

Edward Jones

Jeffrey Irish is a financial advisor with Edward Jones in Ennis, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. 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 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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Paul B

Series 63, Series 66

Waxahachie, TX

Edward Jones

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
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Casey H

CFP®, Series 63

Midlothian, TX

OSAIC

Casey Harding is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding is a board member of Paws of Reflection, a nonprofit organization providing equine and animal-assisted counseling. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to construct diversified portfolios.

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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Angeline J

Series 63, Series 66

Ennis, TX

Edward Jones

Angeline Juenemann is a financial advisor at Edward Jones with 40 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as President of the Board for the Ennis Public Theatre and is a board member at Ennis Regional Medical Center. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of financial advisors.

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

Series 63, Series 66

Midlothian, TX

Edward Jones

Jeremy Thompson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and Mass Mutual Investors Services. Thompson is based in Midlothian, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Wealth management Business ownership considerations Founder/Business Owner Technology Professional
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Jeffery B

Series 63, Series 66

Waxahachie, TX

Edward Jones

Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets 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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Russell C

Series 66

Waxahachie, TX

Edward Jones

Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than 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, and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Wess W

Series 66

Waxahachie, TX

Edward Jones

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Military & Veterans Public Service Employee Religious/faith focused
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John R

CFP®, Series 63, Series 65

Waxahachie, TX

LPL Financial

John Reagan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Western International Securities, Wells Fargo Clearing Services, and Citigroup Global Markets. Reagan also operates Reagan Wealth Management as a side business. 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, utilizing various model portfolios and customized strategies supported by advanced research 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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Mason D

Series 66

Red Oak, TX

Edward Jones

Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Karen M

Series 63, Series 66

Ovilla, TX

Edward Jones

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jaime H

CFP®, ChFC®, Series 63, Series 66

Waxahachie, TX

Edward Jones

Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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