CFP®-certified financial advisors in Stephenville, TX

Michael Tucker is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, The Leaders Group, and Horter Investment Management. Outside of his advisory work, he owns and operates Tucker Ranch, where he raises and sells horses for cutting competition. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, managing model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

Caleb Allen is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. He also operates Caleb Allen CPA LLC, providing CPA services, and holds roles including owner of a title insurance company and board member of Farmers & Merchants Bank. His background includes multiple business involvements in insurance, agriculture, and family partnerships. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent professionals. The firm offers a range of financial planning and investment management services with customizable strategies, combining proprietary models and third-party solutions.

Jennifer Williams is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2014. In addition to her advisory role, she is an associate employee providing operational support at SRW Capital Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and is noted for its municipal advisory capabilities and specialized retirement plan consulting programs.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Stephen Fambrough is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.