Top active portfolio management financial advisors in Borger, TX

Allen Tollett is a Series 66-credentialed advisor with GWN Securities Inc., where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is involved in selling life insurance products, including Medicare supplement and Advantage plans, and markets prepaid legal services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Stephen Horst is a financial advisor with Ameriprise in Borger, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he participates in church budget planning and allocation as a member of a local committee. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Hill is a financial advisor at Edward Jones in Borger, TX, holding a Series 66 designation. He has prior experience at Traditions Wealth Advisors and Jagoe-Public Company, along with roles in transportation services and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branch offices.

Jody Holt is a financial advisor with Holt Wealth Management LLC in Borger, TX, holding Series 66 and Series 65 designations and 11 years of industry experience. Prior to founding Holt Wealth Management, he worked at Kenai Investments, Inc. for six years. Outside of his advisory role, Holt serves as President of the Board for Hutchinson County United Way, a local nonprofit organization. Holt Wealth Management provides discretionary portfolio management, financial planning, and tax preparation services primarily for individual and high-net-worth clients. The firm employs a combination of technical and fundamental analysis, managing portfolios through an institutional custodian platform with a focus on both long- and short-term investment strategies.

Renee Shephard is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wells Fargo and Winco. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with both discretionary and non-discretionary program options.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.