Top business ownership considerations financial advisors in Mineral Wells, TX

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

Laura Watson is a CFP® with 10 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously spent four years with Investment Centers of America, Inc. She serves as a council member for the City of Mineral Wells, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary research and third-party strategies.

John Wheat is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns commercial investment property in Mineral Wells. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 credential and one year of industry experience. He has held roles at Scott Financial Group, Federal Employee Benefit Advisors, One Nine Enterprises, Tucson Valley Investments, and Tucson RV Storage. Outside of his advisory work, Mr. Scott is involved with Federal Employee Benefit Advisors, LLC, a firm offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process is guided by an in-house Investment Committee that employs multiple analysis methods to construct diversified portfolios across risk profiles and offers options including impact/ESG investing and selective margin use.

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

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.