Top retirement income strategy financial advisors working with high-net-worth individuals in Bay City, TX

Sandrea Crivellari is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across various asset classes.

James Scardami Jr. is a CFP® certified financial advisor with Edward Jones in Bay City, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves on the board of a Christian preschool and as secretary for the Bay City Country Club, and he owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.

Martha Nelson is a financial advisor with LPL Financial in Brazoria, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Edward Jones for 22 years and Morgan Stanley for 3 years. Nelson serves as president of the Sweeny Rotary Club, a nonprofit organization. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Jason Croix is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has operated J.J. Croix and Croix Wealth Management since 2016. In addition to his advisory work, he serves on the advisory board of El Campo Little League, assisting with board organization and park maintenance. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs risk profiling and analytical modeling to support non-discretionary planning and encourages implementation through its advisory programs or other providers.

Marvin Farrar is a CFP®-certified financial advisor with 26 years of industry experience, currently associated with Trilogy Wealth Management, LLC. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Insurance Company, and several other financial services firms. Outside of advisory work, Farrar volunteers as a safety coordinator for the Cowboy Church of Tarrant County and operates a tax planning practice. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis across a range of securities and typically manages accounts on a discretionary basis.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.