Top general retirement planning financial advisors in Corsicana, TX

Susan Mack is a financial advisor with Planmember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. She has been with Planmember since 2015. Outside of her advisory role, Mack co-owns Mermaid Cove Farms, where she sells locally grown fruit, vegetables, and wares, and she has operated Sew What Custom Clothiers as a sole proprietor providing seamstress services since 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, using a strategic asset allocation investment process.

Hayden Grounds is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018, following three years at Guardian Industries. Outside of his advisory role, he coaches CrossFit in Corsicana, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services backed by a large network of over 23,700 financial advisors and $1.01 trillion in assets under management.

William Robinson Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Maplewood Investments, Inc. for 22 years and Investment Planning Associates, Inc. for 35 years. Robinson serves on the board of the Navarro Community Foundation, a nonprofit organization in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Brandy Harrison is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 66 designation and 20 years of industry experience. She has been associated with Raymond James Financial Services and its related entities since 2006 and owns Taylor Harrison Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized advisory programs and institutional consulting services.

Jennifer Flickinger is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. She has been with Tru Independence since 2020. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional customers. The firm employs diversified portfolios using both active and passive strategies and integrates multiple platforms and third-party managers to serve its clients.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.