CFP®-certified financial advisors in Texarkana, TX

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jonathan Biddy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in oil and gas lease ownership in Hughes Springs, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Nicholaus Domachowski is a CFP® with seven years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill Lynch, and The Huntington Investment Company. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies, offering comprehensive investment management and financial planning services. The firm primarily manages discretionary, individually allocated portfolios using a combination of fundamental and technical analysis across a diverse range of asset classes.

Benjamin Stroud is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2011. Outside of his advisory role, he serves as a trustee for the James Randy Stroud Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and a variety of investment strategies.

Lorie Walling is a financial advisor with Cetera in Texarkana, TX, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked with Cetera Investment Services LLC since 2017 and previously with Regions since 2015. Outside of her advisory role, she co-owns and operates a lawn maintenance company with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with varied program structures and access to third-party money managers.

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.