CFP®-certified financial advisors in Abilene, TX

Joshua Fleming is a CFP® professional affiliated with LPL Financial in Abilene, TX, with 17 years of industry experience. He has been with LPL Financial since 2008. Fleming operates under the DBA Prosperity Financial Services in Abilene. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management through a national network of investment adviser representatives.

Everett Ferguson is a CFP® with 29 years of industry experience, currently serving at Financial Transparency. His prior roles include leadership positions at Condley Financial Services, Inc. and CSSC Brokerage Services, Inc., with a career spanning multiple decades in financial services. Outside of his advisory work, he is active in community and humanitarian efforts, including serving as elder and president of Hillcrest Church of Christ and co-directing an annual medical mission to Zambia. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an asset allocation approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active investment strategies tailored across multiple programs and customized managed accounts.

Amy Hall is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2022. She has three years of industry experience and previously worked with Region 14 ESC and Tumbling Tots, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Big Country Women's Healthcare Fund in Abilene, TX. Amy is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers, with options ranging from traditional to more complex investment strategies.

James West is a financial advisor with Raymond James Financial Services Advisors, Inc. in Abilene, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with First Financial Investment Advisors and First Financial Bank and is involved in a part-time wildlife photography business serving ranch owners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals.

James Leavell is a CFP® professional with five years of industry experience. He has been with Team Financial Strategies in Abilene, TX since 2019 and previously worked at Abilene ISD from 2015 to 2019. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients, offering financial planning, portfolio management, and institutional consulting services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.