Top financial advisors working with founders and business owners in Brownwood, TX

Will Kothmann is a financial advisor at Edward Jones with the designations of ChFC® and Series 66 and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eight years at NBC Inventory, Inc. Outside of his advisory role, he is associated with a family ranch entity, Don and Ellen Kothmann Ranch, LLC, established as a homestead for estate purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and organizations. The firm provides a variety of advisory programs and investment strategies supported by a large network of financial advisors and offices nationwide.

Richard Martin is a financial advisor with LPL Financial, holding a Series 65 credential and over 53 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Great Southern Life. Martin is also an owner, agent, and vice president of Insurance Specialists, Inc., an insurance agency he has been involved with since 1991. 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 provides advisory and brokerage services with a range of investment options, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Mark Trice is a financial advisor with Cambridge Investment Research Advisors in Brownwood, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2016. Outside of his advisory role, he serves as an independent insurance agent and is president of ClearVista Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides a range of services such as financial planning and investment management through a network of independent professionals, offering multiple portfolio management options and proprietary investment strategies.

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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.