Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

56 advisors near
76049

Out of 400,000+ nationwide

firm logo

Kevin R

Series 63, Series 66

Fort Worth, TX

Edward Jones

Kevin Rainosek is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Finance Committee for the Bear Creek Masters Association in Murrieta, CA, overseeing financial budgets and plans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and 15,100 branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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
user avatar
firm logo

Barry R

Series 66

Godley, TX

OSAIC

Barry Rose is a financial advisor with Osaic Wealth, Inc. in Godley, Texas, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. Outside of his advisory work, he is a partner in two family-owned LLCs that hold inherited property and mineral rights. Osaic Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage diversified portfolios.

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

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
user avatar
firm logo

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
user avatar
firm logo

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)
user avatar
firm logo

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.)
firm logo

Rex M

Series 66

Fort Worth, TX

Edward Jones

Rex Mason is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Daffan Cooling and Heating, Lowe's Home Improvement, and Beau Rivage Hotel Casino. Mason is also the owner of Gadot Investments, LLC, a residential rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Inherited wealth Founder/Business Owner Values-based investing Religious/faith focused
user avatar
firm logo

Garrett G

CFP®, Series 63, Series 66

Granbury, TX

Edward Jones

Garrett Grove is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of his advisory work, he has participated as a rideshare driver for Uber Technologies. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment options, 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
user avatar
firm logo

Alannah C

Series 66

Weatherford, TX

Wells Fargo Clearing

Alannah Chartier is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
firm logo

Wayne P

Series 63, Series 66

Granbury, TX

Edward Jones

Wayne Pratt is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Edward Jones since 1992. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.

Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
firm logo

John K

Series 66

Fort Worth, TX

Edward Jones

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Walter N

Series 63, Series 65

Granbury, TX

Raymond James & Associates

Walter Newmann Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1998. Outside of his advisory work, he is an author focusing on spiritual and societal topics through books and articles. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jennifer S

Series 66, Series 63

Granbury, TX

Edward Jones

Jennifer Shannon is a financial advisor at Edward Jones in Granbury, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She has been with Edward Jones since 2016 and previously worked in education at Keller ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")