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Jeffrey J

Series 63, Series 66

Lubbock, TX

Raymond James Financial

Jeffrey Jaynes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His background includes roles at LPL Financial and First Bank And Trust, as well as ownership of his own advisory firms. Jaynes serves as a board member, executive committee secretary, and finance committee member for Goodwill Industries of Northwest Texas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice supported by analytical tools and supports various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Caden J

Series 66

Lubbock, TX

Edward Jones

Caden Jones is a Series 66-licensed financial advisor with Edward Jones in Lubbock, TX, and has six years of industry experience. He has been with Edward Jones since 2019. Prior to his current role, he held various positions including at Cornerstone Support Services and several retail businesses. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Trice N

Series 66

Lubbock, TX

Ameriprise

Trice Newman is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, Mass Mutual, and BBVA Compass. Newman also serves as a wealth advisor for Centennial Bank, providing financial planning services to the bank’s clientele in Lubbock, TX. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark D

Series 66

Lubbock, TX

LPL Financial

Mark Dickson is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 license and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously at Level Four Advisory Services and Mason Warner & Co., Pc, where he currently provides accounting, tax, and third-party administration services as a CPA. 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 financial planning and advisory services, employing both proprietary and third-party investment strategies across strategic, tactical, and alternative allocations.

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

Series 66

Lubbock, TX

Cetera

Marcy Maberry is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Advisors LLC since 2018, with prior experience at Multi Financial Securities Corporation and Gaschen, Johnston & Associates. Maberry also serves as a financial advisor for CS Wilson & Associates and is involved in insurance sales and notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers.

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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Paul S

Series 63, Series 66

Lubbock, TX

Mass Mutual Investors Services

Paul Scioli Jr. is a financial advisor with Mass Mutual Investors Services in Lubbock, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2021 and previously held roles at Fidelity Investments and American Income Life. In addition to his advisory work, he sells disability insurance to medical residents through Ameritas. Mass Mutual Investors Services operates as both a broker‑dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services using firm-approved analytical tools to support client goal setting.

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

Series 63, Series 66

Lubbock, TX

LPL Financial

Brad James is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including educational and media-related businesses such as Lighthouse College Tutoring and Decided Excellence Catholic Media. James also has experience in real estate and mortgage services. 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 investment management services supported by both proprietary and third-party strategies.

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

Series 63, Series 66

Lubbock, TX

Edward Jones

Christopher Lambert is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns the West Texas Beard Company, a beard oil and balm business. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Lubbock, TX

Edward Jones

Casey Doyle is a financial advisor with Edward Jones in Lubbock, TX. He holds the Series 66 designation and has one year of industry experience. Prior to his financial career, he served in the United States Marine Corps for 21 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Military & Veterans Oil & Gas Doctor or Medical Professional Young Professionals
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Amy R

Series 66

Lubbock, TX

Edward Jones

Amy Rudd is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of her advisory role, she has ownership interests in several real estate entities without active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, 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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Arthur N

Series 66

Lubbock, TX

Morgan Stanley

Arthur Natividad is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, serving clients through advisory services without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Suzanne B

Series 66

Lubbock, TX

Raymond James Financial

Suzanne Blake is a financial advisor with Raymond James Financial, holding a Series 66 credential and 24 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2009 and previously operated Blake Cooper Financial Strategies for 11 years. Blake serves as a board member for Grayce Enhanced Hospice Care and a local bank, indicating involvement in community organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advanced analytical tools to assist clients in decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Karl M

Series 66

Lubbock, TX

Edward Jones

Karl Mc Donald is a financial advisor at Edward Jones with four years of industry experience. He previously worked at Heartland Financial for three years and spent thirteen years at John Deere & Co. Outside of his advisory role, he owns and operates Meraki Meadows, a farm in Tahoka, TX, and works as an independent travel agent planning Disney vacations through MickeyTravels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions supported by 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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Westin T

Series 66

Lubbock, TX

Edward Jones

Westin Tucker is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 credential and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member of the Frenship Foundation and is involved with several business entities, including ownership interests in real estate and holding companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and proprietary money market funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Lindsay C

Series 63, Series 65

Lubbock, TX

Raymond James Financial

Lindsay Cooper is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been associated with Blake-Cooper Financial Strategies since 2009 and also serves as Vice President of a support company related to that business. Cooper is involved with a real estate entity that holds properties for Blake-Cooper Financial Strategies and leases additional spaces. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports various advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Katelyn B

Series 66

Lubbock, TX

Edward Jones

Katelyn Burns is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, she worked at Tradehome Shoes and River Crossing Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

Series 66

Lubbock, TX

Edward Jones

Lynetta Fenter is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017 and previously was employed by Shallowater Independent School District for three years. 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.

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

CFP®, Series 63, Series 65

Lubbock, TX

LPL Financial

Barry Malone is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked with LEVEL FOUR ADVISORY SERVICES, LLC and Osaic FS, Inc. Malone also holds a background in non-variable insurance and assists with tax preparation services at Mason Warner CPA's Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Lubbock, TX

Merrill

Camille Northcutt is a Series 66-licensed financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Darren J

Series 66

Lubbock, TX

LPL Financial

Darren James is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the owner and bookkeeper of a plumbing business in Lubbock, 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, utilizing various investment strategies and technological tools to support its network of over 22,800 advisors.

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