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76096
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Richard M
Series 65
Fort Worth, TX
Money Concepts Capital Corp
Richard Maples is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding a Series 65 license and 11 years of industry experience. Prior to his current role, he worked at Vann Equity Management LLC and Per Stirling Capital Management, LLC. Outside of advising, he is the owner and managing member of A. Maples, LLC, practices law through Maples Law Firm as an attorney, and manages Rocking Morning Ranch, Ltd., which operates a ranch for agricultural and recreational purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, supported by various technology platforms, and operates alongside affiliated broker-dealer and insurance entities.
David D
Series 63, Series 65
Fort Worth, TX
Luther King Capital Management Corporation
David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.
Kiante M
Series 66, Series 63
Desoto, TX
Empower Advisory Group
Kiante Mc Fail is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. He is based in Desoto, TX. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.
Tyler B
CFP®, ChFC®, Series 63, Series 65
Fort Worth, TX
Focus Partners Wealth, LLC
Tyler Bartlett is a CFP® and ChFC® with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Merriman Wealth Management and Hornor, Townsend & Kent. Outside of financial advising, he is the owner and founder of Lawn Rentals, LLC, a business renting out lawn equipment in the Fort Worth area. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax support, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach with customized portfolios and offers both discretionary and non-discretionary account management.
Joan M
Series 65
Fort Worth, TX
Luther King Capital Management Corporation
Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.
Mark J
Series 63, Series 65
Fort Worth, TX
Luther King Capital Management Corporation
Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in assets with a team of around 73 investment and other professionals.
Anna M
Series 66, Series 63
Ft Worth, TX
Eagle Strategies (NY Life)
Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) in Ft Worth, TX, holding Series 66 and Series 63 licenses and bringing two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and serving both individual and institutional clients.
Ashton S
Series 66
Euless, TX
Steward Partners Investment Advisory, LLC
Ashton Sutton is a financial advisor with Steward Partners Investment Advisory, LLC and holds the Series 66 designation. He has one year of industry experience and has worked at several entities, including Steward Partners Global Advisory, The Fox Alliance, CVS Health, Diverse Marketing, and Apple. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.
Andrew P
Series 66
Irving, TX
Goldman Sachs Wealth Services
Andrew Pugliese is a financial advisor at Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 designation. He joined Goldman Sachs & Co. LLC in 2026 after working at Ballston Spa National Bank and has a background that includes several years of full-time education and retail experience. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, with integrated access to the broader Goldman Sachs ecosystem and specialized advisory programs.
Madhura S
Series 66
Irving, TX
Goldman Sachs Wealth Services
Madhura Shringare is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, she worked at Morgan Stanley and has held various roles in academic institutions including Brandeis University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.
Eleanor R
Series 66
Colleyville, TX
Farther
Eleanor Ray is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent 16 years at WPWealth. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic portfolios, with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.
Allen H
Series 63, Series 66
Fort Worth, TX
Eagle Strategies (NY Life)
Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.
Christian V
Series 66, Series 63
Fort Worth, TX
Schwab Wealth Advisory
Christian Villa is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked in retail sales and as a food delivery driver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.
Ramon A
Series 66, Series 63
Fort Worth, TX
Money Concepts Capital Corp
Ramon Aguirre is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. His career includes roles at Maia Wealth, Jim Poe & Associates, and Charles Schwab, among others. Aguirre also owns and manages DTN Wealth LLC and DTN Income Strategies LLC, which are personal business ventures outside of his securities activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation investment strategies and operates as an enterprise adviser managing approximately $4.07 billion in client assets through a broad network of advisors.
Thomas K
CFP®, Series 63
Fort Worth, TX
Cerity partners LLC
Thomas Karsten is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2019. His prior roles include positions at BD4RIA, Inc., Triad Advisors Inc., Karsten Advisors, Karsten Financial Services LP, and Avantax Advisory Services. Outside of his advisory duties, he is involved in managing family-related real estate investment entities. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.
Joan A
Series 66
Arlington, TX
Kestra Advisory
Joan Alexandre is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services, 1st Global Advisors, and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving large institutional investors.
Scott N
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Scott Neuendorf is a CFA® charterholder with 18 years of industry experience. He has worked at Luther King Capital Management Corporation since 2013 and spent five years at Hester Capital Management, L.L.C. prior to that. Neuendorf is based in Fort Worth, TX. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, government entities, and private investment partnerships. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages mutual funds, separately managed accounts, and private investment vehicles.
Wesley S
Series 63, Series 65
Hurst, TX
Wealth Enhancement Advisory Services, LLC
Wesley Sorensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance Co, and Householder Group Estate & Retirement Specialists. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement plan consulting.
Matt M
CFP®, Series 63, Series 65
Fort Worth, TX
Sanctuary Advisors, LLC
Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.
Brian M
Series 63, Series 66, Series 65
Colleyville, TX
Mercer Global Advisors Inc.
Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. His prior roles include positions at Steward Wealth Management, TD Ameritrade Institutional, WWK Wealth Advisors, LPL Financial, and Fidelity. He holds Series 63, 65, and 66 designations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm utilizes a globally diversified, risk-appropriate investment approach emphasizing low-cost ETFs, index funds, and multi-factor strategies, complemented by educational content and integrated service lines.
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2,059 advisors near
76096
within the area shown on the map
Out of 400,000+ nationwide