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Cole P

Series 66

Stephenville, TX

Southwestern Advisory Group LLC

Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Parks serves on the board of the Stephenville Economic Development Foundation and the Stephenville Independent School District, and is a member of the Texas Association of School Boards Legislative Advisory Council as well as the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC provides advisory services to individuals, trustees, small businesses, non-profits, corporations, and retirement plans. The firm offers a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program, portfolio management, and access to separately managed accounts, combining fundamental and technical analysis with a range of investment techniques including options and derivatives where appropriate.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments Real estate investing Founder/Business Owner Executive
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Michael T

Series 63, Series 65, Series 66

Stephenville, TX

Simplicity wealth

Michael Tucker is a financial advisor with Simplicity Wealth, holding Series 63, 65, and 66 credentials and over 22 years of industry experience. His career includes roles at IPA Financial Services, Tucker Financial Services, and Horter Investment Management. Outside of his advisory work, he owns and operates Tucker Ranch, where he raises and sells horses. Simplicity Wealth provides advisory services to a diverse client base, including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, rebalancing, and various investment overlays.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Cary S

Series 66

Stephenville, TX

Momentum Independent Network Inc.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Savanna H

Series 65

Stephenville, TX

CWM, LLC

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald B

Series 63, Series 66

Bluff Dale, TX

Kestra Advisory

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Pamela D

Series 63, Series 65

Stephenville, TX

CWM, LLC

Pamela Densmore is a financial advisor with CWM, LLC in Stephenville, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at BMY Wealth, Summit Financial & Insurance Services, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Girard Securities. CWM, LLC is an SEC-registered investment adviser serving a diverse clientele including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary management using model portfolios supported by an Investment Committee and combines multiple investment strategies and tools, with a particular focus on retirement plan and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James S

CFP®, Series 66

Stephenville, TX

CWM, LLC

James Sullivan is a CFP® with six years of industry experience, currently advising at CWM, LLC in Stephenville, TX. His prior experience includes roles at BMY Wealth Management, PlainsCapital Bank, Bank of America, and Merrill. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customizable tools, offering a broad range of investment and retirement plan services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sarah B

Series 65

Stephenville, TX

CWM, LLC

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blake S

Series 66

Stephenville, TX

Edward Jones

Blake Salter is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Owens Corning, Commercial Metals Company, Gerdau, and American Trailer World. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Stephenville, TX

Edward Jones

Bland Harper is a financial advisor at Edward Jones in Stephenville, TX, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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
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Bradley H

Series 66

Stephenville, TX

Edward Jones

Bradley Horry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has prior experience at FarmOp Capital and Lone Star Ag Credit. Outside of his advisory work, he owns a farm operation focused on recreational performance horses and roping cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial solutions, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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Matthew M

Series 66

Stephenville, TX

Edward Jones

Matthew Miller is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in Stephenville, TX, Miller has spent his entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Business succession planning Military & Veterans
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Steven W

Series 63, Series 65

Stephenville, TX

Raymond James Financial

Steven Williams is a financial advisor with Raymond James Financial in Stephenville, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Williams has worked with Raymond James Financial Services, Inc. since 1995 and is also affiliated with SRW Capital Management LLC, a non-active entity established for operational and tax purposes. 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, corporations, and institutional investors. The firm’s approach incorporates detailed risk profiling and modeling tools to support tailored, non-discretionary advice, and it maintains specialized programs such as 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
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Caleb A

CFP®, Series 66

Stephenville, TX

Cambridge Investment Research Advisors

Caleb Allen is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Allen is involved in several business ventures, including ownership in a CPA services firm, a title insurance company, and serving on the board of Farmers & Merchants Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent professionals. The firm offers comprehensive financial planning and investment management with tailored strategies, proprietary and third-party model portfolios, and a range of custody and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lauren J

CFP®, Series 66

Stephenville, TX

Edward Jones

Lauren Jackson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She co-owns Jackson Cattle Company, a cattle ranching business based in Walnut Springs, Texas, which conducts online sales nationwide. 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 investment solutions supported by a large network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Jennifer W

Series 63, Series 65

Stephenville, TX

Raymond James Financial

Jennifer Williams is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2014. In addition to her advisory role, she is an associate employee providing operational support at SRW Capital Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and is noted for its municipal advisory capabilities and specialized retirement plan consulting programs.

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

Series 63, Series 66

Stephenville, TX

Edward Jones

Stephen Fambrough is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 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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Joseph A

Series 63, Series 66

Stephenville, TX

Edward Jones

Joseph Altebaumer Jr. is a financial advisor with Edward Jones in Stephenville, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Middle Trinity Groundwater Conservation District, which focuses on conserving water resources across a four-county area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

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

Series 66

Stephenville, TX

Edward Jones

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Wealth management Founder/Business Owner
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