Top charitable giving & philanthropy financial advisors in Temple, TX

Christine Kianes is a financial advisor with Edward Jones in Temple, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as a board member for Destiny Preparatory Academy, a charter school startup in the Waco, TX area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of advisors and branch offices nationwide.

Kathryn Mcneely is a financial advisor with Journey Advisory Group, LLC in Temple, TX, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She has been affiliated with Lang Advisors, LLC since 2013 and is a member of Total Retirements, LLC, providing financial planning and investment management services. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to clients’ objectives and tax considerations, managing approximately $1.65 billion in assets with discretionary account management.

Deanna Willson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is employed as a registered sales assistant at Holmes Wealth Management and serves as an agent at Oak Crest Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through its unique municipal advisor affiliation.

Merrill Snowden Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 license and bringing 29 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and portfolio monitoring.

Gabriel Logsdon is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he serves as the senior pastor and president of the board of directors at Calvary Chapel Temple in Temple, TX, and is involved in family agricultural businesses. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options along with co-advisor arrangements with third-party managers.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.