Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Gelasia S

CFP®, Series 66

Graford, TX

Steed Investments, LLC

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

General retirement planning General estate planning guidance
user avatar
firm logo

Michael B

CFP®, Series 63, Series 65

Mineral Wells, TX

Western Reserve Wealth Management LLC

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Annuities
user avatar
firm logo

Cecil H

CFP®, Series 63, Series 66

Mineral Wells, TX

Advisor Share Wealth Management, LLC

Cecil Hight is a CFP® with 21 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at Inline Financial Services and extensive involvement with Stewardship Advisory Group LLC and related entities. He also works as a stewardship coach through Stewardship Legacy Coaching. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to a broad client base that includes individuals, high-net-worth clients, and professional advisers. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
firm logo

Kelsey C

Series 66

Mineral Wells, TX

Edward Jones

Kelsey Cates is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Cates worked in home inspections and held roles at Calvary Chapel Ruidoso and local churches. Edward Jones is a full-service wealth management firm serving over 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.

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
user avatar
firm logo

James W

Series 63, Series 65, Series 66

Mineral Wells, TX

Edward Jones

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Walker serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch where he manages cattle and a hunting lease. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

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

Chandler S

Series 66

Mineral Wells, TX

Edward Jones

Chandler Stults is a financial advisor at Edward Jones in Mineral Wells, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Panda Express and ROW Chemical Weed Control, and spent over a decade at Weatherford Christian School. He also attended the University of Arkansas from 2021 to 2025. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar
firm logo

John B

Series 63, Series 65

Mineral Wells, TX

LPL Financial

John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at ICA Group Wealth Management, Investment Centers of America, Edward Jones, and Curian Capital. Outside of his advisory work, he is involved in the agricultural business through the John Berry Ranch, which cares for and sells cattle. 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 institutions. The firm supports a wide range of investment strategies and utilizes machine-learning and other tools for operational and research support.

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

Laura W

CFP®, Series 66

Mineral Wells, TX

LPL Financial

Laura Watson is a CFP® with 10 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously spent four years with Investment Centers of America, Inc. She serves as a council member for the City of Mineral Wells, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary research and third-party strategies.

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

Sarah H

Series 66

Mineral Wells, TX

Edward Jones

Sarah Hahs is a financial advisor with Edward Jones in Mineral Wells, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at TD Ameritrade for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. 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.

Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional Hispanic/Latino/Latinx
user avatar
firm logo

John W

Series 63, Series 66

Mineral Wells, TX

Edward Jones

John Wheat is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns commercial investment property in Mineral Wells. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kevin P

Series 63, Series 65

Mineral Wells, TX

LPL Financial

Kevin Prestesater is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions 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
firm logo

Kyle F

Series 66

Graford, TX

Merrill

Kyle Fulton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience as both a Senior Financial Advisor and Senior Portfolio Advisor, providing investment management, wealth planning, and wealth management services to a diverse clientele. His focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, portfolio management services, special needs planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. With a career spanning four decades, Kyle works closely with clients to develop customized financial strategies tailored to their unique goals. He assists clients in creating comprehensive wealth plans covering retirement, estate planning, and tax minimization, while offering guidance on wealth transfer, philanthropy, and asset allocation. He is committed to building long-term relationships grounded in trust and integrity and follows the Merrill tradition of community involvement, participating in initiatives such as the Covenant Health System CEO Roundtable. Kyle holds a Bachelor’s Degree from Texas Tech University System and the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, he enjoys basketball, boating, fishing, football, hunting, music, racquetball, scuba diving, traveling, and spending time with his family.

Wealth management Private / alternative investments Real estate investing General estate planning guidance Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)