Independent, retirement withdrawal strategies financial advisors in Conroe, TX

Wade Hollis Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, Wade held positions at Cam Integrated Solutions, Entergy Service Inc., and Perrys Steakhouse. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.

Tricia Carter Wood is a Series 66-credentialed financial advisor with 21 years of industry experience. She currently works at OSAIC and previously worked at FSC Securities Corporation and Rhodes Securities, Inc. Wood serves as a general board member of the Cameron ISD Scholarship Foundation, which awards scholarships to graduating seniors. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs various asset-allocation tools and offers access to multiple advisory platforms, third-party money managers, and managed-account solutions.

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Brennen Frick is a financial advisor at Cetera with a Series 66 designation and seven years of industry experience. His work history includes roles at Regions Bank, State Farm, and Morgan Buick GMC of Shreveport. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.

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.

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.

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.