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Lynn B

Series 63, Series 66

Burleson, TX

Edward Jones

Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Brianna W

Series 66

Burleson, TX

Edward Jones

Brianna Wilson is a financial advisor at Edward Jones with four years of industry experience. Prior to her current role, she served six years with the Arlington Police Department and seven years in the United States Navy Reserve. Outside of finance, she hosts a podcast focused on missing persons cases in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.

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

Series 66

Burleson, TX

Edward Jones

Devin Fitzgibbon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and service management roles in Burleson, TX, including positions at Family Volkswagen, Family Toyota, and Burleson Honda. Outside of advising, he serves as a service director at a Toyota dealership. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jeffrey R

Series 63, Series 65

Burelson, TX

Cetera

Jeffrey Rasco is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cetera since 2025 and also operates several business ventures including a tax preparation and accounting firm, as well as serving on the board of directors for a local nonprofit that supports charitable causes. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy 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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Thomas H

Series 63, Series 65, Series 66

Burleson, TX

Cambridge Investment Research Advisors

Thomas Hubbell is a financial advisor with Cambridge Investment Research Advisors in Burleson, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory Services, Advisor Resource Council, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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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Chapman K

Series 66

Burleson, TX

Cetera

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alyssa D

Series 66

Cleburne, TX

Edward Jones

Alyssa Dotson is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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Delbert B

CFP®, Series 63

Crowley, TX

Edward Jones

Delbert Babitzke is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 licensure and is based in Crowley, TX. Outside of his advisory role, he has interests in oil and gas royalties through activities with Chaparral Energy LLC and Kaiser Francis. 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. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Burleson, TX

LPL Financial

Daniel Woodard is a financial advisor with LPL Financial based in Burleson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and EECU Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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John H

Series 66

Cleburne, TX

Edward Jones

John Hardin is a financial advisor with Edward Jones in Cleburne, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is associated with energy partnerships based in Irving, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and other investment services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired 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 at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Parkland Securities and her own firm, Cindy Cavener Sumner & Associates, Inc. She also manages Cavener Wealth Management, a business affiliated with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including high-net-worth individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and investment management strategies supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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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Matthew D

Series 66

Cleburne, TX

Edward Jones

Matthew Dollins is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 credential with 14 years of industry experience. He has been with Edward Jones since 2011. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Brandy M

Series 63, Series 66

Crowley, TX

J.P. Morgan Securities

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she operates a content creation business on TikTok and YouTube, where she shares videos of her animals and DIY projects. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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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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Mark S

Series 66

Burleson, TX

LPL Financial

Mark Simmons is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial since 2024. Outside of his advisory role, Simmons serves as a Worship Minister at the Burleson Church of Christ, where he has been involved since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Randel R

Series 66

Joshua, TX

Edward Jones

Randel Rix is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at D.R. Horton for six years and GM Financial for three years. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large national network of advisors and branch offices.

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