CFP®-certified financial advisors in Gainesville, TX

Cary Cates is a CFP® and Series 66-registered financial advisor with over 11 years of industry experience. He leads Cates FP and Cates Tax Advisory in Gainesville, TX, where he focuses on both financial planning and tax advisory services. He also serves as an adjunct professor at the University of North Texas. Cates FP provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing approximately $48 million in discretionary assets. The firm emphasizes a passive investment approach with diversified portfolios and integrates credentialed tax services, including tax return preparation and IRS representation, within its advisory offerings.

Thomas Schalk is a financial advisor at SPC with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Sigma Planning Corporation since 2015. Outside of his advisory role, he serves as Vice President and board member for both the Fairview Cemetery Association and the GISD Education Foundation in Gainesville, TX, assisting with leadership and meeting coordination. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary management options.

Michael Chrustawka is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ruggiero Wealth Management, LLC and operating as a sole proprietor. Outside of financial advising, he is involved in horse breeding, training, and sales through a personal business in Gainesville, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Ken Walbridge is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously operated Ken Walbridge Financial Planning, LLC. In addition to his advisory work, he has over two decades of experience as a life insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies through a turnkey asset management platform.

Earl Russell IV is a financial advisor at Edward Jones in Gainesville, TX, with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.