CFP®-certified financial advisors working with artists and creatives in Texas

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jacklyn Raymonda is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Lincoln Financial Advisors, and Osaic Wealth, Inc. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm uses customized Investment Policy Statements, asset allocation, diversification, and a combination of active and passive independent managers, including allocations to non-traditional strategies such as hedge funds and private equity.

Holistic financial planning for creatives, freelancers, small business owners, and independent thinkers. Indie Financial Planning is a woman-run, fee only financial planning firm with a background in arts and entertainment. We are licensed in Illinois and California. Before becoming a CFP® Professional, I spent over 20 years working in the independent music industry. I have a unique awareness of the challenges facing artists, creatives, or anyone looking to build a career or business not tied to a traditional 9-5 position. IFP caters to self-employed entrepreneurs or anyone looking to plan for a future on their own terms. I founded IFP as an alternative to a financial industry widely viewed as only serving the very wealthy. There are no investment minimums to work with IFP. We are an independent resource ready to partner with you when you are ready to take control of your financial life. Whatever your planning needs – from investments to budgeting – IFP will consider the many moving parts of your situation and work with you to build a plan based on trust. We focus on holistic planning and helping to educate you, so you are better positioned to achieve your goals. We treat planning as a partnership. We provide you with the tools and knowledge to take control of your finances. We offer advice and expertise to answer your questions and pursue your goals. Investment management and ongoing planning allows us to create a roadmap with clients and travel that path with them adjusting to changes along the way. After graduating from Pomona College with degrees in Economics and French, I moved from California to Boston for a change of scenery. There, I began working in a record store and eventually moved into sales and distribution for a small independent record label. I continued working in independent music when I moved to Chicago including 16 years as Head of Sales and Distribution for Touch and Go Records. When I left the music industry in 2009, I saw an opportunity to offer financial planning and investment advice to the many talented and creative folks in my circle of friends and others like them. Outside of work, I have a soft spot for animals including my 2 cats and 2 dogs all rescued from Chicago area rescues. The dogs arrived at the house as 2-week-old puppies along with their mama dog and 7 siblings during the 2020 Covid pandemic. If the pets give me the I still enjoy seeing live music and enjoy the many venues around Chicago.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

Jill Thomas is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Thomas is involved in crop farming and cattle operations through Thomas Farm in Welch, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Pamela Carter is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. She specializes in designing tailored wealth management strategies to help clients pursue their financial goals, serving a diverse clientele including business owners, corporate executives, women, retirees, multigenerational families, professional athletes, coaches, agents, entertainment personalities, and creatives. Pamela focuses on organizing wealth, developing tax-sensitive strategies, and guiding clients through detailed financial plans and priority setting. With over two decades of experience as a Financial Advisor, Pamela joined Merrill Lynch Wealth Management in 2022, having previously worked at the firm and at UBS. She holds a Bachelor of Science degree in Industrial Engineering from California State Polytechnic University, Pomona, and an MBA with an emphasis in Finance from the Drucker-Ito School of Management at Claremont Graduate University. Pamela's professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor designation, Certified Exit Planning Advisor designation, and the Sports & Entertainment Accredited Wealth Management Advisor designation. She is also a qualified Portfolio Manager within Merrill Lynch Wealth Management. Born and raised in California, Pamela spends time with her husband and daughter, engaging in activities such as traveling, golf, and fitness. She also participates in a weekly global book club where she practices and speaks French.

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.