Top advisors focused on key person insurance & risk mitigation in Texas

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

George Leisure is a financial advisor at BSG Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies LLC, Avenue Wealth Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm uses a tailored approach combining asset allocation, various analytical methods, and third-party money managers, along with a structured financial education program and business-owner specific planning.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.

Anthony Krance is a CFP® with 16 years of industry experience and is the principal of Circle R Wealth LLC, an independent advisory firm based in Crivitz, WI. He has held roles including sole proprietor and operator of AFK Solutions Provider, focusing on funding, tax planning, and retirement planning for small businesses. Approximately 50% of his time is dedicated to these outside business activities, including insurance products and services. Circle R Wealth LLC provides portfolio management and ongoing financial planning to individuals and entities such as pension plans, trusts, and businesses. The firm manages client assets on a non-discretionary basis using model portfolios from Altruist LLC’s Model Marketplace and may refer clients to third-party money managers.

Jonathan Peyton is a CFP® professional with 21 years of industry experience. He is the principal of Different Investments, LLC and has previously worked at USAA Financial Advisors, LPL Financial, and Finalis Securities. Outside of financial advising, he is involved in several business ventures including founding a publishing firm that produces educational content, a business consulting firm, and an accounting consultancy. Different Investments, LLC (dba C-Suite Planning) provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes tailored portfolio management guided by an Investment Policy Statement and serves a diverse client base that includes executives, entrepreneurs, and institutional clients.