CFP®-certified financial advisors in Amarillo, TX

Gabriel Mc Mennamy is a financial advisor at Soulence Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including CoreCap Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, 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 services for individual clients. The firm employs tailored strategies based on client objectives, using custom-traded accounts, third-party model portfolios, and alternative investments when appropriate.

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

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® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Amarillo, TX. Prior to joining Edward Jones in 2016, he was involved with Maldonado Lawn Service, a family landscaping business, where he assisted on weekends and evenings. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with an extensive national network of financial advisors and branch offices.

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.

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.