Top business ownership considerations financial advisors in Amarillo, TX

Gabriel Mc Mennamy is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 license and has worked at several firms including CoreCap Advisors, Cambridge Investment Research Advisors, Kestra Advisory Services, and Genesis Financial Group. Outside of advisory services, he is a partner in Rare Research and Development, a company focused on decorative lighting using UVGI technology. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients. The firm offers discretionary portfolio management through customized accounts and third-party model portfolios, tailoring strategies to client objectives and risk tolerances while including financial planning as part of the advisory relationship.

Bradley Clark is a financial advisor with Double Seven Wealth Group, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Firstbank Southwest, Wells Fargo Clearing, and Merrill. Clark also holds a General Lines Agent insurance license in Texas and may offer insurance products through an independent insurance agency. Double Seven Wealth Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages tailored portfolios using various methods and offers educational seminars and workshops to clients and prospective clients.

Thomas Simms is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 41 years of industry experience. He has worked at Cetera since 2025 and previously held multiple roles at Avantax from 2016 to 2025. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with a range of program structures and custodial relationships.

Khoury Maldonado is a CFP®-certified financial advisor with the firm Edward Jones in Amarillo, TX, bringing nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he occasionally assists with tasks and small landscaping jobs at a family-owned lawn service business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment strategies and affiliated services, supported by a large network of advisors and branch offices nationwide.

Kent Mitchell is a CFP® professional with 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Mitchell Wealth Management, an investment-related business based in Amarillo, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning areas that require specific advisor credentials. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them via brokerage or advisory programs.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.