Top financial advisors working with retirees in Plainview, TX

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals, families, and organizations to align their finances with their values and long-term goals. Since joining Merrill in August 2023, she has provided transparent guidance to help clients manage multiple financial priorities and make informed decisions. She serves clients locally on the South Plains and across the country. Kristyne began her career in the financial services industry in 2017 and has held FINRA Series 7 and Series 66 registrations since 2019. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. A native of Lubbock, Kristyne is raising her daughter and running her business in her hometown. Outside of her professional work, she enjoys spending time with her daughter and their pets, reading, listening to podcasts, and playing billiards.

Gregory Deckert is a CFP® with 13 years of experience in financial advising. He is a managing member of Green & Deckert LLC, where he has worked since 2019. Prior to this, he held roles at 1st Global Advisors, Inc., 1st Global Capital Corp, and West Texas Wealthcare Advisors, Inc. Deckert also operates a tax return preparation service. Green & Deckert LLC provides discretionary asset management to individual and high-net-worth clients and offers retirement plan consulting to plan sponsors. The firm’s investment approach emphasizes long-term diversification and uses quantitative analysis to construct portfolios primarily consisting of institutional mutual funds.

Joel Suarez is a financial advisor at Mariner Independent with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Monarch Private Wealth and VOYA Financial Advisors. In addition to his advisory work, Suarez is an independent insurance agent specializing in fixed insurance products such as annuities and life insurance. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers both model portfolios and discretionary management through independent Investment Adviser Representatives and integrates institutional and retirement plan resources to support its clients.

Lezlie Hukill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she spent 14 years at Wayland Baptist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

John Bertsch is a CFP® professional with 39 years of experience in the financial services industry. He currently serves as a financial advisor at Ameriprise, where he has worked since 2022. Prior to Ameriprise, he held roles at LPL Financial and Investment Centers of America, Inc. He serves on the Board of Directors for Ports To Plains and also works as a wealth advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.