Overwhelmed by options?
Answer a few questions to see advisors matched to you.
120 advisors near
78155
within the area shown on the map
Out of 400,000+ nationwide
Radi Z
Series 66
New Braunfels, TX
Edward Jones
Radi Zapryanov is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Michael L
Series 65, Series 63
New Braunfels, TX
LPL Financial
Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Investment Centers of America, Inc. from 2013 to 2017 before joining LPL Financial, where he has been since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.
Rebecca C
Series 66
New Braunfels, TX
Edward Jones
Rebecca Brown is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2017 and previously was involved with The Sipp on South Lamar and The Daily Mississippian. Brown serves as Treasurer for The New Braunfels Jaycees, managing the organization’s budget and philanthropic efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions, managing over $1 trillion in assets with a large network of advisors and branches nationwide.
David F
Series 66
New Braunfels, TX
LPL Financial
David Ferguson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, 4Life Wealth Advisors, and work outside the financial industry at Rebels Bar and Draft, as well as positions during his time at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing research and model portfolios to support discretionary and non-discretionary management strategies.
Michael S
Series 66
New Braunfels, TX
Edward Jones
Michael Schepp is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Inc., TaskUs, and Desert De Oro, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Michael M
Series 63
New Braunfels, TX
LPL Financial
Michael Mullins Sr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has held principal roles at Mullins & Timmermann, P.C. and Mullins & Associates PC. In addition to his advisory work, he operates a CPA practice offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.
Kenneth M
Series 66
Seguin, TX
Edward Jones
Kenneth Martin is a Series 66-credentialed financial advisor with Edward Jones, based in Seguin, TX. He has 19 years of industry experience and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Michael N
Series 66
New Braunfels, TX
LPL Financial
Michael Nash is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.
Roger S
CFP®, Series 63, Series 66
New Braunfels, TX
LPL Financial
Roger Simmons is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in New Braunfels, TX, and also performs as a French horn player with the Corpus Christi Symphony, Austin Lyric Opera, and occasionally with the Austin Symphony. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.
Rebecca M
Series 66
New Braunfels, TX
Edward Jones
Rebecca Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and previously worked in several other fields, including automotive and retail. Outside of her advisory role, Muehl is the owner and Executive Director of The Village: Autism Alliance, a nonprofit organization in New Braunfels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and a large national network of advisors and branch offices. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies alongside tax-efficient services.
Christopher S
Series 66
New Braunfels, TX
Raymond James Financial
Christopher Sanger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Morgan Stanley and its affiliated private bank. Outside of advisory work, he serves as a board member of the First Protestant Church of New Braunfels and is involved in agricultural ventures through his ownership of farm operations and related business entities. 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, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports advisory programs, with notable expertise in municipal and public finance.
Gavin B
Series 66
New Braunfels, TX
LPL Financial
Gavin Baker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at 4Life Wealth Advisors and Cetera Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.
Heather M
CFP®, Series 66
New Braunfels, TX
Cambridge Investment Research Advisors
Heather Mazoch is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Raymond James & Associates for 10 years before joining Cambridge in 2018. In addition to her advisory role, she serves as a notary public in Texas. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies with both proprietary and third-party model solutions.
Erick L
Series 66
New Braunfels, TX
Charles Schwab
Erick Loyola is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Victory Capital Management, USAA Investment Management, and Edward Jones. Loyola is also involved in managing several rental properties in New Braunfels, Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and centralized operational infrastructure.
Ned C
Series 66
Seguin, TX
Edward Jones
Ned Cox IV is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at HEB Co. for four years before joining Edward Jones in 2019. Outside of his advisory role, Ned is the owner of IV Legacies LLC, where he plays music regularly and manages band scheduling for Northrock Church in Schertz, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.
Georgia M
Series 66
New Braunfels, TX
Edward Jones
Georgia Malmsten is a financial advisor with Edward Jones in New Braunfels, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 advisors.
Holly H
Series 63, Series 65
New Braunfels, TX
LPL Financial
Holly Hagle is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, and retirement consulting, supporting both discretionary and non-discretionary management through a variety of model portfolios and research resources.
Clayton B
Series 66
New Braunfels, TX
Merrill
Clayton Buchanan is a financial advisor with Merrill in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and is currently affiliated with Bank of America, N.A. since 2024. Prior to his advisory roles, he worked at Dallas Baptist University from 2013 to 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Mark F
Series 65, Series 63
New Braunsfels, TX
Ameriprise
Mark Freeland is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Ameriprise since 2018, including a prior role at Investment Professionals Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual reviews focused on income sources and tax-aware withdrawal strategies.
Abigail H
Series 66
New Braunfels, TX
Fidelity
Abigail Hawkins is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to help clients develop comprehensive financial plans. She focuses on empowering clients to pursue their financial goals with confidence and clarity. She has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Transition Service Specialist. Prior to her current positions, she worked as a Financial Advisor and Financial Advisor Intern at North Star Resource Group in 2021. Outside of her professional responsibilities, Abigail enjoys cooking and baking, participating in family activities, attending social events with friends, and engaging with movies and music.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
120 advisors near
78155
within the area shown on the map
Out of 400,000+ nationwide