Top business ownership considerations financial advisors in Longview, TX

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Paula Mccauley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Lance Slaten is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Longview, TX. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kylie Farmer is a financial advisor with Equitable Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and MSI Financial Services. Outside of financial advising, she owns and operates KK Farms Soap and Such, a small-scale soap business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Ronnie Barton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Romacorp, Inc. and the University of Florida. Outside of his advisory role, he co-owns a business selling sports trading cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.