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Byron C

Series 63, Series 66

Granbury, TX

Edward Jones

Byron Cox is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he assists his spouse with managing a family property LLC on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and supports its services 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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Chad C

Series 66

Granbury, TX

Edward Jones

Chad Carroll is a financial advisor at Edward Jones in Granbury, TX, holding a Series 66 license and with 18 years of industry experience. He has been with Edward Jones since 2008. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Audrey D

CFP®, Series 66

Granbury, TX

Edward Jones

Audrey Dake is a CFP® professional with 10 years of industry experience and has been with Edward Jones since 2016. She holds a Series 66 license and is based in Granbury, TX. Outside of her advisory role, she is co-manager of a real estate ventures company involved with an owner-occupied building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides a broad network of advisors and branch offices across the United States.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Dane E

Series 66

Granbury, TX

Ameriprise

Dane Everett is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, and Merrill. Outside of his advisory role, he is co-owner of B-E The Right Club LLC, a real estate business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with specific asset criteria, combining research and modeling with tailored recommendations delivered by a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Virg T

Series 66

Granbury, TX

LPL Financial

Virg Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services and has experience in the healthcare sector. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Andrea K

Series 66

Cleburne, TX

Edward Jones

Andrea Kelly is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves as a co-trustee for a trust in Houston, TX, where she helps validate the need of funds for beneficiary care and support. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

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

Series 66

Granbury, TX

Edward Jones

Aaron Hecker is a Series 66-registered financial advisor with Edward Jones in Granbury, TX, where he has worked since 2011. He has 14 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Cleburne, TX

Edward Jones

Leah Parent is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Timothy R

Series 63, Series 66

Glen Rose, TX

Ameriprise

Timothy Riley is a financial advisor with Ameriprise in Glen Rose, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services, Avantax Insurance Services, H&R Block, and Real Estate Solutions. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jared M

Series 66

Granbury, TX

LPL Financial

Jared Moore is a financial advisor with LPL Financial based in Granbury, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he has experience in the gaming and technology sectors, including positions at Freedom Games and FANDOM Inc., as well as roles in education and trucking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Bradley B

CFP®, ChFC®, Series 63

Granbury, TX

LPL Financial

Bradley Burnfield is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory work, he is involved in managing a family farm and a business entity unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Christopher P

Series 66

Granbury, TX

Edward Jones

Christopher Prater is a financial advisor at Edward Jones in Granbury, TX, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in nursing and rehabilitation facilities from 2016 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over one trillion dollars in assets under management, supported by a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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

Series 63, Series 66

Cleburne, TX

Edward Jones

James Logan is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 1993. Logan serves as a board member of the Johnson County Family Crisis Center, providing oversight and counsel to the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Cleburne, TX

Edward Jones

Lane Harrington is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Micro Technologies and held various positions in the agriculture and food sectors, including roles at Preferred Beef Group, Munson Cattle Company, Tyson Fresh Meats, Rowdy Reeds, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Liquidity event planning Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive
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Jill S

Series 66

Granbury, TX

Edward Jones

Jill Shaw is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Granbury, TX

Raymond James Financial

Justin Maroney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, he serves as CEO of Maroney Family Wealth Services, a family-owned business providing financial advice focused on retirement, tax, estate, education, and protection planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools and risk profiling to align with client goals.

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

Series 66

Cleburne, TX

Edward Jones

Alyssa Dotson is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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Judy G

Series 63, Series 65

Granbury, TX

RBC Capital Markets

Judy Galbraith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with City National Bank since 2022 and has been with RBC Capital Markets Corporation since 2008. Outside of finance, she has ownership interests in several sign and graphics companies and operates a commercial property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John H

Series 66

Cleburne, TX

Edward Jones

John Hardin is a financial advisor with Edward Jones in Cleburne, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is associated with energy partnerships based in Irving, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and other investment services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cindy C

Series 63, Series 65

Granbury, TX

LPL Financial

Cindy Cavener Sumner is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Parkland Securities and her own firm, Cindy Cavener Sumner & Associates, Inc. She also manages Cavener Wealth Management, a business affiliated with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including high-net-worth individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and investment management strategies supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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