Top retirement withdrawal strategies financial advisors in Edinburg, TX

Liza Fox is a financial advisor at PNC Wealth Management with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work history includes roles at PNC Investments LLC, PNC Bank, BBVA Securities Inc., BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Marc Ortega is a financial advisor at MDO Financial Planning, LLC in Edinburg, TX, holding a Series 65 designation with three years of industry experience. He has worked at MDO Financial Planning since 2022 and has been employed by Edinburg CISD since 2010. Ortega is also a licensed insurance agent. MDO Financial Planning is an independent, single-advisor registered investment adviser serving primarily individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term trading strategy using various analytic methods and requires clients to custody assets with Altruist.

Michael Haralson is a financial advisor at Roosevelt Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Roosevelt Advisors since 2016. Outside of his advisory role, he is the president and owner of Article II Industries, an outdoor sporting goods company. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers both discretionary and non-discretionary asset management, references third-party managers, and integrates an affiliated insurance practice alongside its advisory services.

Harvey Lopez is a financial advisor with LPL Financial in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes tenures at Lone Star National Bank, Cetera, PNC Managed Account Solutions, St Johns Wealth Management, and Chase Investment Services. Outside of advisory work, he is involved in the sale of fixed insurance and group benefits through contracts with several major insurance providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize diverse strategies and research tools.

Angel Melgoza is a CFP® professional with 11 years of industry experience, currently serving at Financial Life Advisors. His prior experience includes roles at YFP Planning, Origin Financial, Your Richest Life, LPL Financial LLC, Lone Star National Bank, and MyLife Financial, LLC. Financial Life Advisors is a seven-advisor team managing approximately $366 million in assets for individuals, high-net-worth clients, and institutional entities. The firm offers comprehensive financial planning and investment management, utilizing fundamental, technical, and cyclical analysis across a range of strategies tailored to each client’s financial plan.

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.