Seasoned, business sale tax planning financial advisors in Fort Worth, TX

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Shelton Wealth Management in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Shelton Wealth Management serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions by providing discretionary portfolio and wealth management, financial planning, and consulting. The firm emphasizes risk-adjusted, tax-efficient, and cost-conscious asset allocation using a mix of active and passive strategies across various asset classes and incorporates specialized investment products where suitable.

Kara Lebanik is a financial advisor at Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. She worked at Fidelity Investments from 2015 to 2018 before joining Edward Jones, where she has been since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of advisors and branch offices and provides tax-efficient and fiduciary-standard advisory services.

Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Mark Berry is a financial advisor with Purewater Capital, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Purewater Capital Management LLC since 2012 and has experience at Woodbury Financial Services and Equitable Advisors. Berry also serves as an insurance agent with Purewater Risk Management LLC, a non-investment business focused on the sale of insurance products. Purewater Capital, LLC offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as businesses and pension plans. The firm uses both fundamental and technical analysis to manage portfolios on a discretionary basis aligned with client investment policies.

David Allred is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own CPA and wealth management firm since 2001 and has worked with Avantax in various capacities for over two decades. Outside of advisory work, he is an owner and sole proprietor of an independent insurance agency and provides tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Matthew Armendinger is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. He specializes in helping individuals and families with various financial strategies including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Matthew earned his Bachelor's Degree from Fairleigh Dickinson University and remains actively engaged with his alma mater through the Fairleigh Dickinson Young Alumni Association. His professional involvement extends to volunteering as a guest speaker with ALPFA NJ and supporting the Lupus Foundation for America, New Jersey Chapter. Outside of his professional work, Matthew enjoys baseball, basketball, football, golfing, reading, running, spending time with his family, and practicing yoga. He participates in activities such as running with his run club in Jersey City and competing in indoor golf leagues.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. 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. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.