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Jennifer F

Series 66

Corsicana, TX

Tru Independence Asset Management, LLC

Jennifer Flickinger is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with tru Independence Asset Management, LLC since 2020 and previously worked at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets, using a combination of active and passive strategies across various asset classes and employs both digital platforms and third-party managers to serve its client base.

Active portfolio management Passive / index investing Tax-loss harvesting Private / alternative investments Options & derivatives strategies
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Susan M

Series 66

Corsicana, TX

Planmember Securities Corporation

Susan Mack is a financial advisor with Planmember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. She has been with Planmember since 2015. Outside of her advisory role, Mack co-owns Mermaid Cove Farms, where she sells locally grown fruit, vegetables, and wares, and she has operated Sew What Custom Clothiers as a sole proprietor providing seamstress services since 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, using a strategic asset allocation investment process.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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David N

Series 63

Corsicana, TX

LPL Financial

David Nyquist is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989, totaling 37 years in that role. In addition to his advisory work, he is a commissioned notary public serving business needs in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and various platforms, combining extensive financial services with oversight of substantial discretionary assets.

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

Series 63, Series 66

Barry, TX

Fidelity

Matthew Ramey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various platforms.

Charitable giving & philanthropy Active portfolio management
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David T

Series 63

Corsicana, TX

Raymond James Financial

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and 46 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1985. Outside of his advisory role, Taylor is a licensed insurance agent and owner of an accounting/CPA practice. He is also involved as a partner or owner in several business ventures related to land management and property development. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside institutional consulting and portfolio management.

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

Series 66

Corsicana, TX

Edward Jones

Cade Cooper is a Series 66 licensed financial advisor with Edward Jones in Corsicana, TX, where he has worked since 2017. He has eight years of industry experience and previously worked at Saipem America and Footloose Dan Studio. Outside of financial advising, he is a partner in Rock Hard Meat Company LLC, a cattle operations and ranch management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices, as well as its affiliated investment and lending capabilities.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Oil & Gas
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John B

Series 66

Corsicana, TX

Edward Jones

John Blackard is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and 18 years of industry experience. He 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Corsicana, TX

Edward Jones

Steven Collins is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 17 years at the University of North Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning Military & Veterans Educators, Teachers, and Academics
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Hayden G

Series 66

Corsicana, TX

Edward Jones

Hayden Grounds is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018, following three years at Guardian Industries. Outside of his advisory role, he coaches CrossFit in Corsicana, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services backed by a large network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Charitable giving & philanthropy Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Jason G

Series 66

Corsicana, TX

J.P. Morgan Securities

Jason Garcia is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2025. Outside of his advisory role, he is a co-owner of a family rental property in Waxahachie, Texas. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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William R

CFP®, Series 63

Corsicana, TX

LPL Financial

William Robinson Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Maplewood Investments, Inc. for 22 years and Investment Planning Associates, Inc. for 35 years. Robinson serves on the board of the Navarro Community Foundation, a nonprofit organization in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, 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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David N

Series 66

Corsicana, TX

LPL Financial

David Nyquist is a financial advisor with LPL Financial in Corsicana, TX, holding a Series 66 designation and 24 years of industry experience. He has worked with Linsco/Private Ledger for 23 years and had brief tenures at Ameriprise and LPL Financial earlier in his career. Nyquist is also a commissioned notary. 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, 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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Brandy H

Series 66

Corsicana, TX

Raymond James Financial

Brandy Harrison is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James Financial Services and Taylor Harrison Wealth Management since 2006 and 2009, respectively. Outside of advising, she is involved in a support company unrelated to investment activities. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and retirement plan advisory services alongside a broad advisor network.

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