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Drew S

Series 66

Weatherford, TX

Advisory Services Network

Drew Springer Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and five years of industry experience. He previously served in the Texas House of Representatives from 2013 to 2021 and in the Texas Senate beginning in 2021. Outside of advisory work, he is involved in government affairs consulting through his firm Springer Strategies, LLC, and also works in business development for McVean Trading & Investment, Inc., which manages agriculture commodity futures. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of 208 independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies and account management options tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Lynn G

Series 63, Series 65, Series 66

Aledo, TX

Western Wealth Management LLC

Lynn Gill is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. Her prior experience includes roles with LPL Financial and Wells Fargo entities from 2013 to 2021. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, utilizing firm-designed model portfolios alongside multiple LPL-sponsored programs and third-party managers.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Cindy T

Series 63, Series 66

Weatherford, TX

Prospera Financial Services, inc.

Cindy Tamborello is a financial advisor at Prospera Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Wells Fargo Clearing Services, and several insurance agencies. Outside of her advisory role, she co-owns a rental property business with her husband. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Mark K

Series 63, Series 65

Weatherford, TX

Creative Planning

Mark Keyser is a financial advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2016 and holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Richard S

Series 63, Series 65

Aledo, TX

Ameritas Advisory Services, LLC

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Outside of finance, he is involved in music performance, recording, and teaching, volunteering for charitable organizations through his performances, and he also operates a construction and remodeling business. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach that integrates in-house and third-party managers, offering both discretionary and non-discretionary programs including model portfolios and advisory solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Michael B

Series 63, Series 66

Weatherford, TX

Commonwealth Financial Network

Michael Barron is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Premier Business Consultants, Raymond James Financial, and his own firm, Barron Wealth Strategies. Barron is also the owner of Texas Financial Divorce Solutions, LLC, a firm specializing in divorce planning. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew L

Series 66

Weatherford, TX

Commonwealth Financial Network

Andrew Lane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Barron Wealth Strategies. Lane is also involved in divorce planning through Texas Financial Divorce Solutions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Steven Z

Series 63, Series 65, Series 66

Hudson Oaks, TX

PNC Wealth Management

Steven Zarkivach is a financial advisor with PNC Wealth Management in Weatherford, TX, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank between 2013 and 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation. The firm employs algorithm-driven risk assessment and relies on third-party strategists for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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Harry G

Series 66

Aledo, TX

Kestra Advisory

Harry Goolsby Jr. is a Senior Financial Advisor at Kestra Advisory with 19 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021 before joining Kestra in 2021. His credentials include the Series 66 designation. Outside of his advisory role, he is a member of The Paluxy Ponderosa, where he participates in general maintenance and manages a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Eric V

Series 66

Weatherford, TX

Transamerica Retirement Advisors, LLC

Eric Vowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, LPL Financial, and Thrivent Financial. Outside of his advisory work, he has also worked as a Doordash driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that utilize proprietary Morningstar Investment Management software for portfolio construction and ongoing oversight. The firm operates at scale with over 212,000 clients and focuses primarily on retirement-related asset allocation and contribution guidance.

General retirement planning Retirement income strategy Income planning
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Teresa P

Series 63, Series 65

Willow Park, TX

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Teresa Palmer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has held roles at multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and has been associated with United Planners since 2018. In addition to her financial career, she serves as the Mayor of Willow Park, Texas. United Planners Financial Services is a national wealth-management enterprise with over 359 advisors and approximately $12.77 billion in assets under management. The firm serves a broad client base including individual investors, retirement plans, corporations, trusts, and estates, offering advisory and brokerage services delivered primarily through independent investment adviser representatives.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Jeffrey I

Series 66

Weatherford, TX

Schwab Wealth Advisory

Jeffrey Isom is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory since 2018 and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various asset classes, with final trading decisions made by clients.

Passive / index investing Private / alternative investments
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Nicole B

Series 66

Weatherford, TX

GWN Securities Inc.

Nicole Becker is a financial advisor with GWN Securities Inc. in Weatherford, TX, holding a Series 66 designation and 16 years of industry experience. She has been with GWN Securities since 2013. In addition to her advisory role, she is licensed to sell life insurance, annuities, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Matt A

CFP®, Series 63, Series 66

Willow Park, TX

Farther

Matt Addington is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Farther and previously worked at Constitution Wealth and Worthpointe. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, using a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, executed through proprietary model portfolios and algorithmic rebalancing, employing a range of assets including ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Seth M

Series 65, Series 63

Weatherford, TX

Eagle Strategies (NY Life)

Seth Mc Carty is a financial advisor with Eagle Strategies (NY Life) based in Weatherford, Texas. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NYLIFE Securities LLC and Wes Young & Associates. Outside of advisory work, he is an investor with Money Metals Exchanges focused on self-directed IRAs. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through a variety of program types and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brendon W

Series 63, Series 66

Azle, TX

Hightower Advisors

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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John L

Series 63, Series 66

Weatherford, TX

Commonwealth Financial Network

John Leithner is a financial advisor with Commonwealth Financial Network in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kms Financial Services, Inc. from 2008 to 2020 and has owned Leithner Financial Group, LLC since 2020, which facilitates securities, advisory, and insurance business. Leithner also conducts fixed insurance sales as part of his activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling advisors to offer customized portfolio solutions and third-party asset manager access.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rhonda F

CFP®, ChFC®, Series 66

Azie, TX

GWN Securities Inc.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Christina B

Series 66

Weatherford, TX

Commonwealth Financial Network

Christina Beninati is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Commonwealth Financial Network and previously worked at Barron Wealth Strategies and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jarrod N

Series 66

Willow Park, TX

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at KMS Financial Services, Inc. and WFG Advisors, LP. In addition to his advisory work, he is involved in non-variable insurance sales. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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