Independent financial advisors working with independent contractors 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.

John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.

Paul Monax is a CFP® with 11 years of industry experience and is the principal advisor at Agile Wealth LLC, an independent firm based in Littleton, CO. His previous experience includes roles at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., as well as entrepreneurial work with Object Designs, LLC. Outside of advisory services, he performs seasonal tax-preparation work. Agile Wealth serves individual clients, high-net-worth individuals, and small businesses by providing financial planning and investment management services. The firm’s approach focuses on goal-based portfolio construction, tax-aware asset location, and a combination of low-cost index ETFs and selected active funds, with an emphasis on fee-for-service planning products and tailored offerings for solopreneurs.

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My favorite part of that work has been guiding young people to set their own goals outside of what their grownups want for them and then align their day-to-day decisions with those goals. I bring that same strategic curiosity to financial planning for you. Prior to Game Theory Academy, I was CFO of a news media organization. I hold an MBA from Yale and a BA in Political Science from UC Berkeley. I am a CFP® professional, and a member of the XY Planning Network and National Association of Personal Financial Advisors. I have a lifelong interest in economics and am excited to work with you to do the heavy lifting of financial planning so you can focus on what you love to do. When I’m not creating financial plans, I’m the mother of a child with avid and ever-changing interests. I love to play guitar and sing bluegrass, roots, and old-time music, with a pop twist.

Jugalkishor Malpani is a financial advisor with Chanakya Business Ventures LLC, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nesco Resources and IBM. In addition to his advisory role, he is involved in information-technology contracting. Chanakya Business Ventures LLC provides portfolio management services primarily to individual and high-net-worth clients, as well as charitable organizations and corporate clients. The firm focuses on fundamental analysis and investment strategies centered on equities and exchange-traded funds, offering tailored investment programs with documented client goals and risk tolerance.

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.