Top financial advisors working with retirees in Mount Pleasant, TX

Franklin Conrad is a financial advisor with Edward Jones in Mt Pleasant, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Schlumberger, Paterson UTI, and Assure Tech Security. He is also an author of a book focused on improving collaboration and communication among financial teams. 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 approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs under a fiduciary standard.

William Ferguson is a CFP® professional with 16 years of industry experience, currently affiliated with Prospera Financial Services, Inc. He has previously worked at McGuire-Dyke Investment Group and Summit Financial Group. Outside of his advisory role, Ferguson builds wood projects for sale through a woodworking business and has served as a board member of the Mt. Pleasant Planning and Zoning commission. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable clients, and retirement plans with approximately $12.4 billion in assets under management. The firm offers a range of advisory and financial planning services using multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and oversight.

Frank Durrum III is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 13 years before joining Raymond James in 2023. He is also the owner and CEO of Durrum Wealth Management in Mount Pleasant, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored non-discretionary planning and analytical tools to align recommendations with client goals and offers specialized municipal and employer advisory services.

Jennifer Wildman is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Avantax Advisory Services and 1st Global Advisors, along with ongoing involvement in 1st Texas Financial Services and a CPA firm. Outside of her advisory duties, she serves as treasurer of the Titus County Child Welfare Board and assists with bookkeeping for a family-owned yard equipment business. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers diverse program structures, including automated allocations and bespoke strategies, supported by a large network of advisors and extensive assets under management.

Rory Mcdonald is a financial advisor with Monticello Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Aksys, Capital Investment Group, and Hightower Financial. In addition to his advisory work, he owns Annuity Knowledge Systems, which provides research and analysis services related to variable annuities, and Mc2 Tax Consulting Services, offering tax return preparation and consulting. Monticello Financial Advisors serves individual clients, trusts, estates, pension and profit-sharing plans, and charitable organizations with cashflow management, asset management, financial planning, and access to third-party money managers. The firm uses a rules-based approach combining passive and active investment strategies, discretionary trading, and advisory annuities to address tax and cashflow planning needs.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.