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164 advisors near
76657
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Out of 400,000+ nationwide
Cameron B
Series 66
Waco, TX
Edward Jones
Cameron Barnes is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with less than one year of industry experience. Before joining Edward Jones in 2026, he worked at Fastenal Company for four years and held brief roles at Asset Living, Auntie Pasta, and Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.
Matthew D
CFP®, Series 63, Series 65
Waco, TX
Edward Jones
Matthew Dollar is a CFP® with 24 years of industry experience, currently serving clients at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and is based in Waco, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.
Charles V
Series 66
Waco, TX
Edward Jones
Charles Virnau is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Baylor Scott & White Health for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and maintaining a large nationwide network of financial advisors and branch offices.
Angela C
Series 66
Waco, TX
Wells Fargo Clearing
Angela Corley is a financial advisor with Wells Fargo Clearing in Waco, TX. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked as a homemaker and was employed at St. Louis Catholic School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Shauna B
Series 63
Waco, TX
Raymond James Financial
Shauna Bartula is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 28 years of industry experience. She has served as a Vice President and financial advisor at Extraco Wealth and Trust since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, employing analytical tools to tailor recommendations to client goals.
Wesley R
Series 66
Waco, TX
Edward Jones
Wesley Rolan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019, following roles at James Hardie Building Products and Maersk Drilling USA. Rolan serves as Vice President of the Falls County Emergency Services District 1, where he is responsible for arranging emergency medical services in Falls County, Texas. 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 options, supported by a large nationwide network of financial advisors and branch offices.
Shelly H
Series 63, Series 65, Series 66
Waco, TX
STIFEL
Shelly Hall is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked previously at UBS Financial Services. Outside of her advisory role, she serves as Chairman of the Board and President of Fuzzy Friends Rescue, an animal rescue and adoption organization in Waco, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
William D
Series 63, Series 65
Waco, TX
Raymond James Financial
William Dietz Jr. is a financial advisor with Raymond James Financial in Waco, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009 and currently serves as a director on the board of Fidelity Bank of Texas. He is also a trustee of the McLennan County Republican Party Endowment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and modeling tools, and it maintains a unique affiliation with a municipal advisor to support public finance work.
Joshua S
CFP®, Series 63, Series 66
Woodway, TX
Edward Jones
Joshua Satterfield is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in commercial real estate through ownership and executive positions in family-held property management entities in Texas. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 advisors and 15,000 branch offices.
Stephen H
Series 63, Series 65
Waco, TX
LPL Financial
Stephen Holze is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at PRUCO Securities, LLC from 2003 to 2006. Outside of his advisory role, he is co-owner of a commercial real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including comprehensive financial planning and access to various investment strategies and institutional platforms.
Randy S
Series 63
Waco, TX
Wells Fargo Clearing
Randy Sage is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many other large institutional advisers.
Bryan B
Series 66
Waco, TX
Edward Jones
Bryan Bronstad is a financial advisor at Edward Jones in Waco, Texas, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Clifton ISD from 2002 to 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Randall P
Series 66
Waco, TX
Edward Jones
Randall Pilcher II is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Security State Bank, Citizens State Bank, and the City of Stephenville. He is involved with the First Baptist Church in Clifton, TX, performing light building maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Jeffrey N
Series 66
Woodway, TX
LPL Financial
Jeffrey Nunes is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Waddell & Reed, Inc. and Jimmy Lee prior to joining LPL Financial in 2020. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Sheryl C
Series 66
Waco, TX
Wells Fargo Clearing
Sheryl Carroll is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Charles C
Series 66
Waco, TX
Wells Fargo Clearing
Charles Carroll is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Matthew R
Series 66
Waco, TX
Edward Jones
Matthew Rollins is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.
John M
ChFC®, Series 63, Series 66
Hewitt, TX
Edward Jones
John Maddux is a ChFC® credentialed financial advisor with Edward Jones, where he has worked for 28 years. He has 40 years of industry experience. Outside of his advisory role, he owns and maintains a commercial rental property in Hewitt, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of over 23,000 advisors. The firm offers a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Benjamin E
Series 66
Waco, TX
Edward Jones
Benjamin Erlanson is a Series 66–licensed financial advisor with Edward Jones in Waco, TX. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of financial advisors and branch offices.
Justin K
Series 65, Series 63
Woodway, TX
Edward Jones
Justin Kegley is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at BBVA Securities Inc. and Independent Bank DBA Independent Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
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Finding advisors...
164 advisors near
76657
within the area shown on the map
Out of 400,000+ nationwide