Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

117 advisors near
79762

Out of 400,000+ nationwide

user avatar
firm logo

Mickey H

CFP®, Series 66

Odessa, TX

Edward Jones

Mickey Heflin is a CFP® with seven years of experience, currently advising at Edward Jones in Odessa, TX. His prior work includes roles at United Supermarkets and Texas Tech University. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across a wide range of needs. The firm offers various managed account strategies, affiliated mutual funds, and operates under a fiduciary standard.

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

Alondra R

Series 66

Midland, TX

LPL Financial

Alondra Robles is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Steward Partners, Merrill, JPMorgan Securities, Barclays Capital, and Lehman Brothers. She operates out of Midland, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse advisory and brokerage services through a large network of representatives, offering customizable investment strategies and institutional platforms.

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

Sydney C

Series 66

Midland, TX

UBS Financial Services

Sydney Comstock is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following four years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Terry H

Series 63

Odessa, TX

Cetera

Terry Hoak is a financial advisor with Cetera who holds a Series 63 designation and has 32 years of industry experience. He is president of Hoak & Thorp, CPA's, PC and owner of Permian Basin Wealthcare Advisors, LLC. Outside of his advisory work, he serves as treasurer of the Lonesome Ranch Property Owners Association and owns a ranch in Odessa, Texas. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

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

Thomas M

Series 63, Series 65

Midland, TX

Mass Mutual Investors Services

Thomas Maples is a financial advisor with MassMutual Investors Services in Midland, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with MML Investors Services, Inc. since 1997 and with Massachusetts Mutual Life Insurance Company since 1996. Outside of his advisory role, he serves as a trustee for a family trust and provides business valuation and entity structure advisory services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Clayton O

Series 66

Midland, TX

LPL Financial

Clayton Ortloff is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a business owner of BIRD DOG LLC and COHBJ LLC in Texas. 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, third-party asset management, 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
user avatar
firm logo

Thomas H

CFP®, Series 63, Series 65

Midland, TX

Edward Jones

Thomas Hill is a CFP® professional with 29 years of industry experience. He has been with Edward Jones since 2001, serving clients from Midland, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts.

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

Finley H

Series 66

Odessa, TX

Edward Jones

Finley Higgins is a financial advisor at Edward Jones in Odessa, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Finley worked in the hospitality sector at several establishments including Wall Street Bar and Grill and Las Brisas Southwest Steakhouse. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Inheritance planning Founder/Business Owner
user avatar
firm logo

Yvonne R

Series 65, Series 63

Midland, TX

Cambridge Investment Research Advisors

Yvonne Reyes is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses, and has 16 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2014 and currently operates Envision Wealth Management, LLC, where she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals and utilizes multiple platform arrangements and both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Mickey R

Series 63

Midland, TX

Mass Mutual Investors Services

Mickey Ray is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he is involved in small business activities including ownership and management roles in an oil field equipment rental company and a commercial property rental business, as well as providing financial direction to family business ventures. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and analytical tools to deliver written planning recommendations in annual collaborative engagements, with optional implementation of those recommendations through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Andrea W

Series 66

Midland, TX

UBS Financial Services

Andrea Webb is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Cortney S

Series 66

Odessa, TX

Edward Jones

Cortney Smith is a financial advisor at Edward Jones in Odessa, TX, holding a Series 66 designation. Smith began their career at Edward Jones in 2025 and has prior experience working in the education sector with Midland Independent School District and Ector County Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

James J

Series 63, Series 66

Midland, TX

UBS Financial Services

James Jones is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a platform that includes proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Keri V

CFP®, Series 66

Midland, TX

Cetera

Keri Vaught is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Cetera. Her prior roles include positions at Raymond James Financial Services and Avantax, among others. She serves as a board member for High Sky Children's Ranch, a nonprofit organization supporting foster children. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and more than $256 billion in assets under management.

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

Abigail S

Series 66

Odessa, TX

Edward Jones

Abigail Swinney is a Series 66-licensed financial advisor with Edward Jones in Odessa, TX, where she has worked since 2015. She has two years of industry experience. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

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

Abel N

Series 66

Odessa, TX

Edward Jones

Abel Navarrete III is a financial advisor at Edward Jones in Odessa, TX. He holds a Series 66 designation and has recently entered the industry, accumulating one year of experience. His prior roles include positions at Corient, Gregory & Associates, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management 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
firm logo

Francisco E

Series 66, Series 63

Midland, TX

Edward Jones

Francisco Escalera is a financial advisor with Edward Jones in Midland, TX, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has worked at several firms including Bank of America, Merrill Lynch, BB&T, and Wells Fargo prior to joining Edward Jones. Outside of his advisory role, he serves as CFO of Little Ladders Christian Center, a religious school. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Todd C

Series 66

Midland, TX

Raymond James Financial

Todd Cox is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at AXA Advisors for five years before joining Raymond James in 2019. Outside of his advisory role, Cox is involved as a partner in RT Crude LP and serves as a financial representative for Permian Wealth Management. 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, institutions, and charitable organizations. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public finance through its unique affiliations and targeted advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Joe M

Series 63

Odessa, TX

Wells Fargo Advisors

Joe Moya is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for various investment-related entities and is involved in managing a leasing S corporation for commercial real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to deliver customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Norman R

Series 66, Series 63

Midland, TX

Raymond James Financial

Norman Ratliff is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes nine years at Van Pearcy Financial Services LP and over two decades at Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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")