CFP®-certified financial advisors working with executives 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® professional with 10 years of industry experience, currently affiliated with LPL Financial. She has worked at LPL Financial since 2017, with prior experience at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. Watson serves as a council member for the City of Mineral Wells, Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial and advisory services supported by in-house research, third-party subadvisors, and technology-driven portfolio management options.

John Wheat is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he owns and manages commercial investment property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

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 with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.