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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 16 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Edward Jones, Wells Fargo Clearing Services, and UBS Financial Services. Outside of her advisory role, she co-owns a rental property business with her husband. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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 licenses and bringing 24 years of industry experience. He has worked with Ameritas in various capacities since 2013 and has additional experience with Wealth Solutions LLC. Outside of finance, he has been involved in horse breeding and training for over two decades and is also active in music performance, recording, and teaching, including volunteering for charitable organizations through music. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing both proprietary and third-party model portfolios and multiple program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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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 credentials and bringing 39 years of industry experience. She has worked with multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and currently serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a mix of custodians and third-party managers, with most assets under management held in non-discretionary accounts.

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 with Schwab Wealth Advisory, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., First Command Advisory Services, Creative Planning, Securities America Advisors, Inc., and TD Ameritrade. He is based in Weatherford, Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and referred clients by Charles Schwab & Co., providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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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 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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Brendon W

Series 63, Series 66

Azle, TX

Hightower Advisors

Brendon Winkler is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, TD Ameritrade, and Doctors without Quarters. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

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 and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at UBS Financial Services and Merrill. He is also involved in managing a personal brand under Palmer Nunn Wealth Management and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, from individual investors to institutional accounts. The firm features a limited-partnership ownership structure with over 350 advisors and primarily manages assets on a non-discretionary basis.

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