Independent financial advisors in Hereford, TX

Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously spent three years with Davidson Oil Company, where he continues to serve as a part-time project consultant. Outside of finance, he has also worked seasonally in retail customer service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

Julian Castro is a financial advisor with Ironwood Investment Group LLC, holding Series 65 and Series 66 credentials and starting his industry experience in 2025. Prior to his advisory role, he worked as an assistant manager in retail sales at Walmart. He is also a full-time student. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long-term holdings, option writing, derivatives, and margin trading.

Donald Pittman Jr. is a financial advisor with LPL Financial in Hereford, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and operated a CPA practice. Outside of advising, he serves as the Agent of Record for state filings for a client and is involved with residential rental property through a family-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Lee is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and operates his own firm, Lee Financial Group. Outside of advisory work, he is involved in grassland management through Triple Lee Enterprises LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, corporate, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers with flexible program structures.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.