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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.
Dustin B
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Dustin Bordelon is a financial advisor at First Command Advisory Services, holding Series 63 and Series 65 credentials. He has no prior experience in the financial industry but served in the United States Air Force from 2016 to 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers.
Jonathan L
CFP®, Series 66
Grapevine, TX
Independent Financial Group, LLC
Jonathan Lennox is a CFP®-credentialed financial advisor with 25 years of industry experience, currently practicing at Independent Financial Group, LLC in Grapevine, TX. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors, Inc., Riverstone Wealth Management, Inc., and Morgan Stanley DW Inc. He is an officer and 100% owner of Lennox Wealth Strategies and serves as a volunteer board member for Lakepoint HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers a range of portfolio management and financial planning solutions, utilizing both firm- and third-party models tailored to client risk profiles.
Rhonda W
Series 63, Series 65
Southlake, TX
Guardian Life
Rhonda Windsor is a financial advisor with Guardian Life in Southlake, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Primerica. Outside of advising, she is a commissioned Notary Public in Texas and participates in direct sales with Melaleuca, a wellness company. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and proprietary platforms. The firm provides tailored client solutions, including financial planning, consulting, and access to insurance and alternative investment products.
Terence G
Series 63, Series 65, Series 66
Fort Worth, TX
First Command Advisory Services
Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios overseen by a centralized Investment Management Team.
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.
Mahoghany J
Series 65
Dallas, TX
Cetera Planning Partners
Mahoghany Jordan is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 designation and previously worked at P3 Wealth Management, P3 Financial Group, Tower Loan, Ross Stores Inc, and the University of Mississippi. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach tailored to clients’ objectives and risk tolerance.
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 currently works at Focus Partners Wealth, LLC and previously held roles at Merriman Wealth Management and Hornor, Townsend & Kent. Outside of his advisory work, Bartlett is the owner and founder of Lawn Rentals, LLC, a local lawn equipment rental business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Lance S
Series 63, Series 65
Fort Worth, TX
Guardian Life
Lance Stamper is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2013. He also assists clients with United Healthcare Medicare options for those aged 65 and older. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
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.
Eder B
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.
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 63, Series 66
Ft Worth, TX
Eagle Strategies (NY Life)
Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) based in Ft Worth, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her current role, Mpinga worked with Crystal Clear Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and charitable organizations. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within a New York Life integrated affiliate structure.
Sarah H
Series 66
Fort Worth, TX
First Command Advisory Services
Sarah Hyde is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been affiliated with various entities under the First Command umbrella since 2022 and previously worked at Optavia LLC. Outside of her advisory role, she owns a rental property. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Michael I
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Ivey is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he worked in various positions including at Honda Manufacturing of America and Pacific Wholesale Mortgage. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.
Raul T
Series 66
Fort Worth, TX
First Command Advisory Services
Raul Torres is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served 30 years in the US Army. He has been affiliated with various entities within First Command since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team for portfolio management and emphasizing in-person financial coaching.
Sabrina S
Series 63, Series 65
Fort Worth, TX
PNC Wealth Management
Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.
Sarah W
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sarah Wells is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at First Command Financial Planning, Inc. since 2017 and previously spent time with Brian Petrando and Northwestern Mutual Investment Management. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.
Chenbing D
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Chenbing Dai is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining First Command in 2025, he worked at Charles Schwab for five years and operated a sole proprietorship for one year. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Rebecca C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Rebecca Cochran is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Services and its affiliates since 2007. She is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs composed of model portfolios and third-party managers selected by an internal investment team.
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