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Seth M

Series 63, Series 65

Weatherford, TX

Eagle Strategies (NY Life)

Seth Mc Carty is a financial advisor with Eagle Strategies (NY Life) based in Weatherford, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, Mr. Mc Carty worked with NYLIFE Securities LLC and Wes Young & Associates, and he has experience in both academic and entrepreneurial roles. He is also involved as an investor with Money Metals Exchanges focusing on self-directed IRAs. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across a variety of program types, including fee-based advice and retirement plan consulting, with a significant portion of assets managed 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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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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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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Jodie B

Series 63, Series 65

Millsap, TX

LPL Financial

Jodie Barnes is a financial advisor with LPL Financial in Millsap, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She worked for Investment Centers of America, Inc. from 1997 to 2017 before joining LPL Financial in 2017. 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 and model portfolio programs, supported by advanced operational tools and a broad platform of non-advisory financial services.

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

Series 63, Series 66

Weatherford, TX

J.P. Morgan Securities

Crystal Polovina is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services and Regions Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Mary M

Series 63, Series 66

Weatherford, TX

Edward Jones

Mary Mc Dow is a financial advisor at Edward Jones with Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at First Financial Bank and Raymond James Financial Services, each for about one year. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a widespread network of financial advisors and branch offices.

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

CFP®, ChFC®, Series 66

Weatherford, TX

Edward Jones

Donna Alberts is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 strategies, separately managed accounts, and affiliated mutual funds.

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dan W

Series 63, Series 65, Series 66

Weatherford, TX

LPL Financial

Dan Wakin is a financial advisor with LPL Financial based in Weatherford, TX, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His prior roles include positions at Income Advisors, LLC, R & D Assets, LLC, Dan Wakin Allstate, and Broyhill Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Mineral Wells, TX

Edward Jones

Kelsey Cates is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Cates worked in home inspections and held roles at Calvary Chapel Ruidoso and local churches. 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.

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
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Brian P

Series 63, Series 65

Weatherford, TX

Wells Fargo Clearing

Brian Payne is a financial advisor with Wells Fargo Clearing in Weatherford, TX, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His career includes prior service at Ameriprise Financial Services and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Donald S

ChFC®, Series 63

Weatherford, TX

Edward Jones

Donald Schneider is a financial advisor at Edward Jones with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2008. Outside of advising, he has been involved in a weekend furniture retail business and also worked as a limousine driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

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

Series 63, Series 65, Series 66

Mineral Wells, TX

Edward Jones

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 licenses. He has 39 years of industry experience, including 26 years at Edward Jones. Outside of his advisory role, he serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch in Mineral Wells. 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, managed accounts, and affiliated mutual funds. The firm supports over four million clients through a large nationwide network of advisors and branch offices.

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

Series 66

Weatherford, TX

Edward Jones

Shannon Clemons is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Clemons worked at All Care Professional Home Health and was self-employed for 18 years. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chandler S

Series 66

Mineral Wells, TX

Edward Jones

Chandler Stults is a financial advisor at Edward Jones in Mineral Wells, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Panda Express and ROW Chemical Weed Control, and spent over a decade at Weatherford Christian School. He also attended the University of Arkansas from 2021 to 2025. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Timothy H

Series 66

Weatherford, TX

LPL Financial

Timothy Hutton is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at HomeTown Media and is also the owner of Purely Pristine, a separate business venture. He has experience in both financial services and small business ownership. 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 broad range of financial planning and investment management solutions delivered through a large network of advisors and 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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Stephen H

Series 63, Series 66

Weatherford, TX

LPL Financial

Stephen Hutton is a financial advisor with LPL Financial in Weatherford, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Transamerica Financial Advisors. Outside of advisory work, he operates a cleaning business, Purely Pristine. 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 financial planning and portfolio management services, utilizing research-driven model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Weatherford, TX

Edward Jones

William Strait is a Series 66 licensed financial advisor with Edward Jones, where he has worked for 10 years. He also serves as owner and coach for the Silverado Stampede, a select baseball organization in Millsap, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 66

Weatherford, TX

Edward Jones

Jay Cawthon is a financial advisor with Edward Jones in Weatherford, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
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John B

Series 63, Series 65

Mineral Wells, TX

LPL Financial

John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at ICA Group Wealth Management, Investment Centers of America, Edward Jones, and Curian Capital. Outside of his advisory work, he is involved in the agricultural business through the John Berry Ranch, which cares for and sells cattle. 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 supports a wide range of investment strategies and utilizes machine-learning and other tools for operational and research support.

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

Series 63

Weatherford, TX

Ameriprise

Philip Lapp IV is a financial advisor with Ameriprise in Weatherford, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through PRP Holdings, LLC, which owns the building housing his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

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