Top passive / index investing financial advisors in Dumas, TX

Brandon Skipworth is a Series 66-licensed financial advisor with Edward Jones, based in Dumas, TX. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates through a large network of financial advisors and branch offices nationwide.

Brenda Caballero is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2016 as well as at First State Bank since 2016. Outside of her advisory role, she serves on multiple local boards including the Dumas Moore County Chamber of Commerce and United Way of Moore County, and teaches ESL at Dumas Education & Social Ministries. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Joby Childress is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several Raymond James entities and the Next Financial Group, Inc. His career also includes a role at Coon Memorial Hospital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

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.

Jody Holt is the principal advisor at Holt Wealth Management LLC in Borger, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. Before founding Holt Wealth Management, Holt worked for Kenai Investments, Inc. and maintains a longstanding role in outside sales and operations at Gerald's Office Products. Holt also serves as President of the Board for the Hutchinson County United Way, a local nonprofit organization. Holt Wealth Management offers discretionary portfolio management, written financial planning, and tax preparation services primarily to individual and high-net-worth clients. The firm employs a customized investment approach that incorporates technical and fundamental analysis, with portfolios including equities, mutual funds, ETFs, and publicly traded REITs.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.