CFP®-certified, inheritance planning financial advisors 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.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Scott Macdonald is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of the Special Needs Team. He has spent over thirty years focusing on the financial needs of disabled, special-needs, and elder-abuse victims and their families. Scott and his team specialize in wealth planning and investment management for Special Needs Trusts, court-supervised trusts, and probate investing for Conservatorships and Guardianships. They work closely with attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals to address the short- and long-term financial needs of their clients. Scott applies in-depth knowledge of the Uniform Prudent Investment Act, various state Probate Codes and Rules of Courts, and National Guardianship Standards. Scott holds a Bachelor's Degree from the California State University system. He is a Personal Investment Advisor (PIA) and a Senior Portfolio Manager who manages discretionary personalized and defined investment strategies. He has been recognized by Forbes as one of the Best-in-State Wealth Advisors for six consecutive years from 2020 through 2025. Scott is also a member of the Rotary Club of Tahoe Incline and is involved with the Society for disAbilities and the Tahoe Fire Helicopter Project. Outside of his professional work, Scott enjoys boating, fishing, hiking, skiing, and spending time with his family. He lives in Incline Village, Nevada, with his wife Meredith and their four children.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocation.

Maris Galins is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Mg Financial, Inc. Based in Seattle, WA, Galins has led the firm since 2008. Mg Financial, Inc. provides personalized financial planning and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on non-discretionary asset allocation and utilizes SEI model portfolios and third-party money managers, emphasizing planning and adviser selection rather than direct portfolio 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.

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.