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Troy Y

Series 63, Series 66

Granbury, TX

Edward Jones

Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.

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

Series 66

Granbury, TX

LPL Financial

Jared Moore is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. His prior work experience includes roles at Freedom Games/indie.io and Curse LLC/FANDOM INC, as well as positions in trucking and education. Outside of finance, he has been associated with The Church of Jesus Christ of Latter-day Saints. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by machine-learning tools for operational and research purposes.

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

CFP®, ChFC®, Series 63

Granbury, TX

LPL Financial

Bradley Burnfield is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Burnfield is involved in managing a family farm and runs a business entity for tax and investment purposes. 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, including model portfolios and third-party asset management, supported by 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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Matthew M

Series 66

Stephenville, TX

Edward Jones

Matthew Miller is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in Stephenville, TX, Miller has spent his entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Business succession planning Military & Veterans
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Steven W

Series 63, Series 65

Stephenville, TX

Raymond James Financial

Steven Williams is a financial advisor with Raymond James Financial in Stephenville, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Williams has worked with Raymond James Financial Services, Inc. since 1995 and is also affiliated with SRW Capital Management LLC, a non-active entity established for operational and tax purposes. 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’s approach incorporates detailed risk profiling and modeling tools to support tailored, non-discretionary advice, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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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Nancy G

CFP®, Series 63, Series 66

Lipan, TX

Raymond James Financial

Nancy Gabany is a CFP® professional with 32 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, following a 28-year tenure at Comerica Securities. Outside of her advisory role, she co-owns an agricultural LLC focused on raising a small herd of cattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside specialized offerings in municipal advising and SIMPLE IRA employer services.

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

CFP®, Series 66

Stephenville, TX

Cambridge Investment Research Advisors

Caleb Allen is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Allen is involved in several business ventures, including ownership in a CPA services firm, a title insurance company, and serving on the board of Farmers & Merchants Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent professionals. The firm offers comprehensive financial planning and investment management with tailored strategies, proprietary and third-party model portfolios, and a range of custody and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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Lauren J

CFP®, Series 66

Stephenville, TX

Edward Jones

Lauren Jackson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She co-owns Jackson Cattle Company, a cattle ranching business based in Walnut Springs, Texas, which conducts online sales nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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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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Jennifer W

Series 63, Series 65

Stephenville, TX

Raymond James Financial

Jennifer Williams is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2014. In addition to her advisory role, she is an associate employee providing operational support at SRW Capital Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and is noted for its municipal advisory capabilities and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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 with LPL Financial in Granbury, TX, holding Series 63 and 65 credentials and 17 years of industry experience. She has worked with LPL Financial since 2017 and previously spent three years at Parkland Securities. Sumner also operates Cindy Cavener Sumner & Associates, Inc., a business entity for tax and investment purposes, and is involved in non-variable insurance activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform and extensive advisory network.

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

Series 63, Series 66

Stephenville, TX

Edward Jones

Stephen Fambrough is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Stephenville, TX

Edward Jones

Joseph Altebaumer Jr. is a financial advisor with Edward Jones in Stephenville, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Middle Trinity Groundwater Conservation District, which focuses on conserving water resources across a four-county area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

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

Series 63, Series 66

Lipan, TX

LPL Financial

Jackie Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2026, Jackie worked at Fidelity Investments and its affiliated entities for over 20 years. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

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

Series 66

Stephenville, TX

Edward Jones

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Wealth management Founder/Business Owner
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