CFP®-certified financial advisors in Wichita Falls, TX

My Ton is a financial advisor at Intrua Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and CEO of Scarliss, LLC, a cosmetic product company, and Aura Gold Labs, a cosmetic product formulation business. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements.

Rodney Kee is a financial advisor with LPL Financial in Wichita Falls, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at Edward Jones for 16 years and has been associated with National Life Group and Equity Services, Inc. since 2018. Kee is also engaged as an agent involved in life insurance and fixed annuity sales through both National Life Group and his own firm, Kee Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory programs, financial planning services, and access to research and model portfolios, offering both discretionary and non-discretionary management options.

Linda Bryan Dobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked with Wells Fargo Clearing since 2016, following a three-year tenure at WELLS FARGO Advisors, LLC. Outside of her advisory role, she works as a food delivery driver for Uber Eats. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Loren Jones is a financial advisor at Stifel with six years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2024 and previously spent five years with Colonial Baptist Church and two years with Northern Hills Church. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bryan Hines is a financial advisor at Edward Jones in Wichita Falls, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at American National Bank & Trust and Jameson's Flowers. Outside of advising, he is involved in raising livestock and provides operational advice for a family-owned florist business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.