Austin, TX Office

Lindsey James West is a CFP® with 15 years of industry experience, currently serving at PlanMember Securities Corporation since 2010. She also operates LKJ Financial, an independent insurance agency specializing in life, health, and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Lauren Thomas is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. Her career includes roles at PlanMember since 2014 and ongoing involvement with VF Insurance. She has also been engaged with GardenWheel Enterprises and has experience operating as a self-employed advisor. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management under ERISA Section 3(38) and participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

James Brennan is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with PlanMember since 2014 and has concurrent experience running Inspire Financial Group and Brennan & Associates since 2001, both of which involve financial and insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education, support services, and periodic rebalancing driven by defined strategic events.

Tyler Daniels is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2019. Outside of his advisory role, he is involved with Gentry Financial Group, which administers voluntary insurance products at Texas schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm offers education and support services and manages unitized, risk-based mutual fund portfolios using a top-down strategic asset allocation framework.

Chad Harris is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with PlanMember since 2014 and also works with US Retirement Partners and Inspire Financial Group. Outside of his advisory roles, he was involved with GoKickball Dallas from 2018 to 2024. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while also offering education and support services including seminars and personalized retirement planning.

David Limerick is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at LPL Financial, Tulsa Federal Credit Union, and BOK Financial Securities, Inc. In addition to his advisory work, he serves as president and board member of Holy Spirit Ministries International, where he oversees the ministry and teaches Bible studies. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.

Fred Thomas is a financial advisor with Planmember Securities Corporation in Austin, TX, holding the ChFC® designation and Series 63 license. He has 22 years of industry experience and has been with Planmember since 2013. Thomas is also the owner of Thomas & Associates Advanced Estate Planners, a firm specializing in estate planning and insurance products since 1998, and serves on the board of the Diana Special Utility District, a public agency involved in water acquisition and distribution. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Brady Scott is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has held roles at The Baldwin Group, US Retirement Partners, Inc., and Riata Financial, among others. Outside his advisory work, he is involved in insurance and employee benefits administration through affiliated businesses. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

David Mares is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at PlanMember since 2014 and has operated Moeybea Wealth Management DBA Lone Star Financial since 2018. Prior to this, he held roles at Texas Infinite Wealth Planners and Amazon. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, participant investment options, and educational support. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Adam Goldman is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with PlanMember Securities Corporation in Austin, TX. His career includes roles at PlanMember and LKJ Financial, both of which he has served since 2019 or earlier. He is also the owner of Goldman Strategic Wealth Management LLC, a tax and banking entity. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a top-down strategic asset allocation framework and the management of risk-based mutual-fund portfolios, complemented by extensive education and support services for plan sponsors and participants.

Joseph Ritterhouse is a financial advisor at PlanMember Securities Corporation with 28 years of industry experience. He holds a Series 63 designation and has been with PlanMember since 2006, following prior work at Combined Benefit Group. He also owns an insurance sales and marketing business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Justin Mullins is a financial advisor with PlanMember Securities Corporation in Austin, TX, holding a Series 66 designation and with 19 years of industry experience. He has worked at PlanMember since 2013 and previously held roles at Garden Wheel Enterprises and VF Insurance Services LLC. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through asset allocation portfolios and delivers education and support services including seminars, personalized retirement planning, and separation counseling. Their investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Robert Ring is a financial advisor with Planmember Securities Corporation in Austin, TX, holding Series 63 and 65 licenses and bringing 21 years of industry experience. He has been associated with Planmember and related entities since 2015. Outside of his advisory role, he serves as an instructor for public education workshops through White Glove Workshop. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized planning services to plan sponsors and participants.

Ronald Johnson is a financial advisor at Planmember Securities Corporation with 33 years of industry experience. He holds the Series 63 designation and has worked at Planmember since 2012. Prior to that, he spent seven years with Employee Benefits Services of Tennessee and has been involved with Evergreen Financial Partners LLC since 2000, where he currently owns and operates a securities and insurance sales business. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Dena Mcsherry is a Series 66-licensed financial advisor with 24 years of industry experience, currently with PlanMember Securities Corporation since 2014. She previously worked at The McGlothlin Group and operates a self-employed investment-related business focused on insurance sales and services. Additionally, she serves as president of Inland Wealth Management, Inc., a banking entity established for tax purposes. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.