Independent financial advisors in Sherman, TX

Thomas Kyle is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2016. Outside of his advisory role, Kyle serves on the board of the Grayson College Foundation, which raises funds for scholarships. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using proprietary software to analyze client goals and generally recommends investment strategies rather than specific products.

Paula Judkins is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and bringing 23 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she works as a Pampered Chef consultant. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing portfolio oversight and client-specific strategy selection.

Stacee Caskey is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, and Mass Mutual in addition to her current role. Outside of her advisory duties, she provides occasional administrative support to a family-owned real estate business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gabriella Aguilar is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Express Employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Tiffany Fisher is a ChFC® with 26 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include over two decades at CNS Securities, LLC, followed by a position at LPL Financial LLC. Outside of her advisory work, she has involvement with CNS Insurance Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a mix of advisory and brokerage services across individual, institutional, and retirement plan clients.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.