Top financial advisors working with HENRYs (high earners, not rich yet) in College Station, TX

Elizabeth Cobb is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she held roles in education and entrepreneurship, including positions at Revolution Academy and Indigo Child Salon. She is also involved in community organizations such as the Young Professionals Chamber of Commerce and the Junior League in Bryan, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Tracy Melder is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at GWN Securities Inc. since 2014 and also associated with Melder Reitz & Associates since 2005. She is the CEO of Melder Financial Services, Inc., a personal corporation focused on tax planning, and serves as president of the Tiger Club, an athletic booster club for A&M Consolidated High School. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of investment programs including SMA, UMA, and fund-strategist options.

Jeffrey Paine is a financial advisor with Mass Mutual Investors Services in College Station, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with MML Investors Services, Inc. since 1999 and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory work, he engages in motivational speaking on Christian topics for sports-related groups. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.

Matthew Lee is a CFP® professional at Paragon Financial Advisors with one year of industry experience. He has worked at Paragon Financial Advisors continuously since 2023 and previously spent six years at Berry College. Paragon Financial Advisors offers discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds. The firm serves individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities, employing a strategic asset allocation approach that includes mutual funds, ETFs, individual securities, and alternative investments.

Ronald Gay is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at several firms, including Ims Financial Advisors and Calton & Associates. Outside of his advisory role, he is active in community organizations such as the College Station Noon Lions Club, where he serves as president of the endowment, and holds leadership roles in the Knights of Columbus and alumni associations related to Sam Houston State University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory through a network of independent professionals using a variety of portfolio management and advisory platforms.

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.

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.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.