CFP®-certified financial advisors in Alice, TX

Katrina Morris is a CFP® and ChFC® with 12 years of industry experience, all of which she has spent at Edward Jones. She is also registered under the Series 66 designation. Outside of her advisory role, she serves as president of MorrisBuilt LLC, a holding company. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Bowden is a financial advisor with Voya Financial Advisors, Inc. in Corpus Christi, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Glaser Financial since 2000, where he is involved in marketing securities and insurance products in an independent agent capacity, alongside his role at Voya since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures with an emphasis on non-discretionary advice.

Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Ynfante holds Series 65 and Series 63 licenses and is also an insurance agent for Mutual of Omaha, specializing in life, health, and fixed annuities. Rook Strategies Wealth Management provides portfolio management, financial planning, and consulting services to individuals and businesses, including high-net-worth clients. The firm manages approximately $5 million in client assets and employs a combination of quantitative and fundamental portfolio construction methods, with a distinctive emphasis on non-discretionary client arrangements and oversight of held-away retirement accounts through the Pontera platform.

Joshua Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2022. Outside of his advisory role, Wilson owns an agricultural business focused on beekeeping and small livestock farming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

Nila Patel is a financial advisor at Cetera with 26 years of industry experience. She holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera in 2025, she worked with Avantax for several years. Outside of advising, Patel is a partner in Patel & Patel CPA's, where she supervises tax returns and client interviews, and she is involved as an office administrator and tax consultant with Chhedda Endodontics PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

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.