Top financial advisors working with Christian clients in Round Rock, TX

Jon Mclain is a financial advisor at Leap Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leap since 2014. Outside of his advisory role, he owns AutoShield, a business supplying paint and headlamp lens protection films for various vehicles, and he operates as an independent insurance agent focusing on fixed insurance and annuities. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, utilizing a variety of analysis methods and a broad range of investment strategies, including digital asset services.

James Baker is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. His prior roles include positions at First Allied Advisory Services and New England Securities. He serves as a board member of a municipal utility district and is involved in professional executive coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

Tanu Mehta is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, Mehta spent 12 years at Bank of America/Merrill Lynch. Mehta also serves as a non-public arbitrator for FINRA, participating in arbitration hearings on a monthly basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

Robert Stewart Jr. is a financial advisor at LVZ, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Harbour Investments, Inc. Since 2008, he has also been the owner and operator of Stewart Financial Group, an independent insurance agency. Additionally, he serves as an independent contractor on the Board of Equalization, handling property evaluation disputes. LVZ, Inc. serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets. The firm provides investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, utilizing a range of portfolio styles and strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

William Caldwell III is a CFP® professional with four years of industry experience, currently serving at Guidestone Advisors in Dallas, TX. Prior to this role, he worked at GuideStone Financial Resources for five years and held positions at Whole Foods, Patton House, Breaking Free Ministries, and King Soopers. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses model portfolios that primarily include affiliated GuideStone Funds and incorporates a faith-based investing policy in its recommendations.