About
Promise to Clients
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Culture
Connect With Us
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Team
Team
Branch Leaders
Vice Presidents
Financial Professionals
About Us
Catherine E. Abbruscato, CFP®, ChFC®, CLU
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
The Woodlands, TX
Visit My Website
Phone
(832) 616-5085
Amanda Abbud
Financial Advisor
Email Me
Fort Worth, TX
Phone
501-827-1400
Jaime Ablaza, ChFC, CLU
Financial Advisor
Email Me
Dallas, TX
Phone
516-358-3914
Jacob Ahlbrand
Financial Professional at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Elizabeth Alamillo
Vice President
Financial Professional
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San Antonio, TX
Phone
210-348-1363
Drew Alders
Financial Consultant
Email Me
Austin, TX
Phone
936-645-6466
Matthew A. Almeter
Financial Professional
Email Me
San Antonio, TX
Phone
210-308-6300
Joshua "Josh" Alter
Financial Professional
Email Me
Austin, TX
Phone
512-794-2300
Tristan Alvarado
Financial Professional
Email Me
San Antonio, TX
Phone
210-308-6300
Eva Amaya
Financial Professional
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Fort Worth, TX
Phone
(817)806-3600
Jacob A. Anderson, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional and Financial Consultant at Wisdom Wealth Management
Email Me
Houston, TX
Visit My Website
Phone
(281) 712-8777
Daniel "Dan" Andrews
Financial Professional
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Dallas, TX
Phone
972-386-8100
Nicholas D. Arevalo, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional and Financial Consultant
Email Me
Houston, TX
Phone
(281) 717-2139
Richard Baker, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Fort Worth, TX
Phone
(817) 347-4057
Dan Balderston
Partner and Retirement Planning Specialist at Vista Wealth Partners
Email Me
Dallas, TX
Phone
(972) 455-9013
Clifford Balzer
Financial Advisor
Email Me
San Antonio, TX
Phone
210-308-6300
Jordan Barck
Financial Professional
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Fort Worth, TX
Phone
817-347-4000
Robert Barre
Financial Advisor
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Austin, TX
Phone
512-794-2329
Richard "Ricky" D. Barton
Director of Planning & Investment Oversight at DeNovo Advisory Group
Financial Consultant
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Dallas, TX
Phone
(972) 455-9181
Richard V. Baughman
Financial Professional
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Flower Mound, TX
Phone
(469) 293-6610
Lynn A. Beal
Financial Consultant at Private Wealth Strategies Group
Email Me
Austin, TX
Visit My Website
Phone
512-794-2300
Stephen "Steve" Belt
Financial Consultant
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Dallas, TX
Phone
(972) 455-9020
Adil Berrada
Financial Professional
Email Me
Houston, TX
Phone
713-402-6464
Katie Blevins
Financial Professional
Email Me
Austin, TX
Phone
512-794-2300
Luke Bodewes
Financial Advisor
Email Me
Fort Worth, TX
Phone
715-892-1527
Mikayla Born
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9170
Benjamin Brackett
Financial Consultant
Email Me
Dallas, TX
Phone
972.455-9007
Connor Branch
Financial Advisor at Lemnis Capiter
Email Me
Dallas, TX
Parker Bretz
Financial Professional
Email Me
Houston, TX
Phone
(713) 621-7900
Reba B. Bunt, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Wolf Bunt & Associates
Email Me
Beaumont, TX
Visit My Website
Phone
(409) 899-2340
Carrington Byndom
Financial Professional
Email Me
Dallas, TX
Phone
(972) 386-8100
Ben Campbell
Financial Advisor at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Ariel Canales
Financial Professional
Email Me
Fort Worth, TX
Phone
817-347-4000
David Casillas
Financial Professional at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Brian A. Cass
Financial Consultant
Email Me
Houston, TX
Phone
(713) 402-6489
Jose A. Castro-Frenzel
Financial Professional
Email Me
Dallas, TX
Phone
(972) 455-9034
Mark Cavazos
Managing Partner and Financial Consultant at Bay Area Private Wealth Group, LLC
Email Me
Houston, TX
Visit My Website
Phone
(713) 943-1969
Caroline Chandler
Financial Advisor
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Houston, TX
Phone
713-621-7900
David Chandler
Financial Professional
Email Me
San Antonio, TX
Phone
903-413-8080
Alfonso Charles
Financial Professional
Email Me
San Antonio, TX
Phone
(210)308-6300
Darrell G. Christian, CFP®, CLU®
Executive Vice President
CERTIFIED FINANCIAL PLANNER™ Professional
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Dallas, TX
Visit My Website
Phone
(972) 386-8100
Samuel Clamp
Financial Professional
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San Antonio, TX
Phone
(210) 308-6300
Joel Cochran
Financial Consultant
Email Me
Dallas, TX
Phone
972-386-8100
Myles Colbert
Financial Professional
Email Me
San Antonio, TX
Phone
(210) 308-6300
Joshua Colditz
Financial Professional
Email Me
Dallas, TX
Phone
972-581-1168
Jonathan Cott, MBA, ChFC®, CFP®
Managing Principal at Rockbridge Financial
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9037
Anthony "Tony" F. Coward
Retirement Planning Specialist at Summit Wealth Partners
Email Me
Flower Mound, TX
Visit My Website
Phone
(817) 854-0800
Caddie Cox
Financial Advisor
Email Me
Houston, TX
Phone
405-684-3676
Cal Crabtree
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-347-4000
Ray Crain III
Financial Professional
Email Me
Austin, TX
Phone
512-818-9861
Phillip Crawford
Financial Advisor at Next Level Planning
Email Me
Houston, TX
Visit My Website
Phone
713-402-6437
Daniel G. Davidson. CLU®
Financial Consultant
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Dallas, TX
Visit My Website
Phone
(972) 455-9047
Brooks Davis
Financial Consultant
Email Me
Fort Worth, TX
Phone
(817)806-3600
Ethan Dawson
Financial Professional at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Nicholas Deatherage
Financial Advisor
Email Me
Fort Worth, TX
Phone
(817)347-4000
Robert G. DeLozier
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-988-4334
Adrian Dizer
Financial Professional
Email Me
Dallas, TX
Phone
469-759-9106
Coty Dolan
Financial Advisor
Email Me
Houston, TX
Phone
713-621-7900
Kevin C. Douglas, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Austin, TX
Phone
(512) 794-2311
Amy R. Downey
Financial Professional
Email Me
Houston, TX
Phone
713-402-6473
David L. Downs, CFP®, ChFC®, CLU®,CASL®, RICP®
Retirement Planning Specialist at Downs Fischer Financial
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(469) 429-9292
Brian C. Eckhoff
Financial Advisors
Email Me
Houston, TX
Phone
(713) 621-7900
John Elder
Financial Consultant
Email Me
Austin, TX
Phone
512-596-2894
Ruchir Elhence
Financial Advisor
Email Me
Austin, TX
Hector Elizondo, Jr., CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Austin, TX
Visit My Website
Phone
(512) 794-2306
Clay Ellis
Financial Professional
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San Antonio, TX
Phone
(210) 308-6300
Ryan J. Ellis
Senior Vice President
Financial Consultant
Email Me
Fort Worth, TX
Phone
817-347-4000
Bobby Ellis, Jr.
Managing Partner and Retirement Planning Specialist at Paradigm Wealth Management
Email Me
Fort Worth, TX
Visit My Website
Phone
(817) 347-4078
Matthew Ely
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-347-4000
Charlie A. Eshelman
Retirement Planning Specialist at Eshelman & Associates Retirement Planning
Email Me
Dallas, TX
Visit My Website
Phone
(972) 407-9200
Raylie Eshelman
Financial Consultant at Eshelman & Associates Retirement Planning
Email Me
Dallas, TX
Phone
972-407-9200
Adriana Espinoza
Financial Professional
Email Me
Austin, TX
Phone
(512) 794-2300
Dillon Farrell
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9167
Trevor Faulkner
Financial Advisor
Email Me
Houston, TX
Phone
713-621-7900
D. Scott Fischer, CFP®, CAP
Retirement Planning Specialist at Downs Fischer Financial
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(469) 429-9292
John "Jack" Fleming
Financial Consultant
Email Me
Dallas, TX
Phone
404-680-5682
J. David Flores
Financial Consultant
Email Me
Plano, TX
Phone
(972) 455-9043
Oscar T. Flores
Financial Professional
Email Me
Plano, TX
Visit My Website
Phone
(972) 527-5650
Phillip "Phil" Flores
Financial Professional
Email Me
Austin, TX
Phone
512-794-2300
R. Andrew Flores, CLU®
Managing Partner, Retirement Planning Specialist at Private Wealth Group
Email Me
Corpus Christi, TX
Visit My Website
Phone
(361) 888-6669
Thomas "Tom" J. Francis, CFP®
Principal at Summit Wealth Partners
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9004
Jared M. Gaddis
Senior Vice President
Financial Consultant
Email Me
San Antonio, TX
Phone
210-308-6300
Diego Gamarra
Financial Professional
Email Me
Houston, TX
Phone
(713) 402- 6492
Christine "Christy" A. Gammill, CDFA®
Principal at CBG Wealth Management
Financial Consultant
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9021
William "Bill" N. Gammill, CFP®, CLU®, CSSC
Managing Principal at CBG Wealth Management
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9040
Jon Gekiere
Financial Professional at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Michael G. Grante
Managing Partner and Financial Consultant at Paradigm Wealth Management
Email Me
Fort Worth, TX
Visit My Website
Phone
(817) 347-4083
Kevin Gray, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER™ professional
Email Me
San Antonio, TX
Phone
(210) 348-1376
Carlin Green
Vice President
Financial Advisor
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San Antonio, TX
Phone
210-348-1387
Mollie K. Greenwood
Financial Consultant
Email Me
Fort Worth, TX
Phone
(817) 347-4000
Tyler Griffin
Financial Professional
Email Me
The Woodlands, TX
Phone
512-794-2300
Martin Gutierrez, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Synergy Wealth Management
Email Me
El Paso, TX
Visit My Website
Phone
(915) 772-4900
Justin R. Hanna, CFP®
Founder and CERTIFIED FINANCIAL PLANNER™ professional at Harvest Future Financial
Email Me
San Antonio, TX
Visit My Website
Phone
210-348-1394
Connor Hansen, ChFEBC
Financial Consultant
Email Me
Austin, TX
Phone
512-794-2888
Hondo Harris
Financial Consultant @ Private Wealth Group
Email Me
Corpus Christi, TX
Visit My Website
Phone
361-888-6669
Jerry Harris
Financial Professional
Email Me
Dallas, TX
Phone
972-386-8100
Ojore Hathaway, MBA
Financial Consultant
Email Me
Dallas, TX
Phone
(972) 455-9097
George W. Hawkins
Managing Partner at Hawkins Laakso
Financial Consultant
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Houston, TX
Visit My Website
Phone
(713) 402-6425
Sam Hawn
Financial Professional
Email Me
Dallas, TX
Phone
972-386-8100
Kenneth "Kenny" Head
Financial Consultant
Retirement Benefits Specialist
Email Me
Dallas, TX
Phone
972-455-9136
Dr. Phillip W. Hearn
Senior Managing Partner and Financial Advisor at Paradigm Wealth Management
Email Me
Fort Worth, TX
Visit My Website
Phone
(817) 347-4028
Oscar Hernandez
Financial Advisor
Email Me
Fort Worth, TX
Phone
(817)806-3600
Scott P. Hernandez
Vice President
Financial Consultant
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Fort Worth, TX
Phone
(817) 347-4000
Carolina Herrera
Financial Professional
Email Me
San Antonio, TX
Phone
210-308-6300
Brandon Hilger
Financial Advisor
Email Me
Dallas, TX
Jenna M.R. Hill
Financial Advisor
Email Me
Dallas, TX
Phone
972-386-8100
John "Wesley" Hoelscher, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Houston, TX
Phone
(281) 717-2137
Matthew Holland
Financial Professional
Email Me
Dallas, TX
Phone
972-386-8100
Kipp A. Horrocks
Financial Consultant
Email Me
Bellaire, TX
Phone
(281) 822-0274
Alexandria Hughes
Financial Consultant
Email Me
Fort Worth, TX
Phone
817-806-3608
Sergio Ibarra
Financial Professional
Email Me
Fort Worth, TX
Phone
(817)806-3600
Desmond James-Jones
Financial Professional
Email Me
Houston, TX
Phone
713-402-6424
Sergio Jaramillo, CLU®
Vice President
Financial Consultant
Email Me
Fort Worth, TX
Phone
817-347-4000
Mark Jenison, CFP®, ChFC®
Managing Principal at Rockbridge Financial
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9062
Stephen Johnson
Financial Professional
Email Me
Houston, TX
Phone
832-616-5006
Steven V. Johnson
Financial Consultant
Email Me
Houston, TX
Phone
832-616-5239
S. Garrett Jones
Financial Consultant at Provident Financial
Email Me
Houston, TX
Visit My Website
Phone
(713) 621-7900
Christian Jordan
Financial Professional
Email Me
San Antonio, TX
Phone
210-348-1381
Jack Kaiser
Managing Partner and Financial Professional at Bay Area Private Wealth Group, LLC
Email Me
Houston, TX
Visit My Website
Phone
713-943-1969
James "Andrew" Keck, RPS
Partner and Financial Consultant at Harvest Future Financial
Email Me
San Antonio, TX
Phone
210-348-1382
Brian M. Kelly
Financial Consultant
Email Me
Houston, TX
Visit My Website
Phone
(713) 621-7900
James Kindred
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-347-4000
Bryant King
Financial Consultant
Email Me
Fort Worth, TX
Visit My Website
Phone
(972) 455-9009
Carrie A. King, ChFC®
Financial Consultant
Email Me
Fort Worth, TX
Visit My Website
Phone
(817) 347-4021
Mitchell "Mitch" Klingerman
Financial Consultant @ Lemnis Capital
Email Me
Dallas, TX
Daniel Koech
Financial Proffessonial
Email Me
Fort Worth, TX
Phone
817-347-4000
Barrett Koerner, CLU®
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9177
Sindy Kong, MBA
Managing Partner, Atlas Advisor Group Retirement Planning Specialist
Founder and CEO, Medical Professional Advisory Group (MedPro)
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9081
Gregory "Greg" K. Krewson
Financial PlannerRetirement Planning Specialist
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Dallas, TX
Visit My Website
Phone
(972) 455-9063
Christopher "Chris" M. Laakso
Managing Partner and Retirement Planning Specialist at Hawkins Laakso Financial Consultant
Email Me
Houston, TX
Visit My Website
Phone
(713) 621-7900
Adil Lalljee
Financial Advisor
Email Me
Austin, TX
Phone
(512) 794-2332
Abigail "Abby" Lam
Vice President
Financial Advisor
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Austin, TX
Phone
940-631-0070
Brandon Lam
Financial Professional
Email Me
Dallas, TX
Phone
972-386-8100
Maxwell "Max" R. Landgraf, CLU®
Financial Consultant
Email Me
Fort Worth, TX
Phone
(469) 635-2830
Daniel Langella
Financial Consultant
Email Me
San Antonio, TX
Phone
210-348-1392
Ryan Langella
Financial Advisor
Email Me
San Antonio, TX
Phone
210-348-1386
Perrin Langlois
Financial Consultant at Provident Financial
Email Me
Houston, TX
Visit My Website
Phone
(713) 621-7900
Charles N. Larkam, II, ChFC®, CLU®
Qualified Plan Specialist
Email Me
Austin, TX
Visit My Website
Phone
(512) 794-2307
James Leaderer
Financial Advisor at Belus Wealth Group
Email Me
McKinney, TX
Visit My Website
Phone
817-504-0424
Benedict H. Lee
Financial Consultant
Email Me
Austin, TX
Jordan Lenderman
Financial Advisor
Email Me
Fort Worth, TX
Phone
469-759-9359
Christopher Leyda
Financial Professional
Email Me
Fort Worth, TX
Phone
713-474-0000
Christopher Limas
Financial Professional
Email Me
Brownsville, TX
Phone
(210) 308- 6300
Michael J. Limas
Financial Planner at Michael J. Limas & Associates
Email Me
Brownsville, TX
Phone
956-574-6150
Reid Limegrover
Financial Advisor
Email Me
Austin, TX
Phone
512-794-2300
Annelisa Longoria
Financial Advisor
Email Me
San Antonio, TX
Phone
210-348-1391
Jabulani "Jabu" Lovelace
Director of Business Development at DeNovo Advisory Group
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9100
Tate Lowe
Financial Consultant at Well Lived Wealth, LLC
Email Me
Houston, TX
Visit My Website
Phone
(713) 402-6428
Kyle Lynch, CLU®
Director of Research & Analysis - Insurance
Registered Sales Assistant Broker
Email Me
Dallas, TX
Bruce Malmed
Financial Advisor
Email Me
Dallas, TX
Phone
(972) 455-9157
Chandler Marcontell
Financial Professional @ Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Laura Marquard, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Retirement Planning Specialist
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9112
Carla Marsh
Vice President
Financial Advisor
Email Me
Houston, TX
Phone
713-402-6446
Jeffrey Marshall
Financial Advisor
Email Me
San Antonio, TX
Phone
210-348-1373
Isaac Martinez
Financial Advisor
Email Me
San Antonio, TX
Phone
(210) 308-6300
Andrew McClure
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9189
Heather McDaniel
Financial Consultant
Email Me
Dallas, TX
Phone
314-889-0560
Cade D. McDonald, AIF
Registered Sales Assistant at Capitalwise Wealth Management
Email Me
Houston, TX
Phone
(713) 621-7900
Peter McDonnell
Financial Professional
Email Me
Austin, TX
Phone
607-382-6480
Jeffrey A. McNaughton, CFP®, CPA
Partner and CERTIFIED FINANCIAL PLANNER™ Professional at Vista Wealth Partners
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9078
David A. Means, Jr., AIF®
Managing Director, Founder at DeNovo Advisory Group
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9054
Jackson Mellina
Financial Advisor
Email Me
Fort Worth, TX
Phone
(817) 347-4000
Cameron T. Michalski
Director of Research and Analysis - CRP at DeNovo Advisory Group
Financial Consultant
Email Me
Houston, TX
Phone
(713) 402-9288
Caleb Miranda
Financial Advisor
Email Me
San Antonio, TX
Phone
(210)308- 6300
Saul Mitchell
Financial Professional
Email Me
Houston, TX
Phone
281-717-2152
Mark Mohr
Financial Consultant
Email Me
Houston, TX
Phone
(713) 402-6426
Bryan Montenegro
Financial Planner
Email Me
Fort Worth, TX
Phone
817-806-3606
Jeffrey D. Moore, MBA, ChFC®, CLU®
Executive Vice President
Email Me
Dallas, TX
Visit My Website
Phone
972-455-9001
Nasmi M. Morales, CFP®
Principal at Summit Wealth Partners
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9016
Joe M. Morris, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional and Financial Consultant
Email Me
Austin, TX
Phone
(512) 794-2325
Colby Mortell
Financial Professional
Email Me
Fort Worth, TX
Phone
(817)806-3600
Samuel P. Moser
Vice President
Financial Consultant
Email Me
Austin, TX
Phone
(512) 794-2380
Wesley Mullins
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-347-4000
Donald "Don" V. Murphey, CFP®, ChFC®, CLU®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Bedford, TX
Visit My Website
Phone
(817) 354-0811
William Myers
Financial Professional at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Benjamin Naftalis
Financial Professional
Email Me
Dallas, TX
Phone
972-386-8100
Chad Nail, CLU®, ChFC®
Financial Consultant
Email Me
Dallas, TX
Phone
972-455-9179
Cindy B. Nguyen
Financial Professional
Email Me
Stafford, TX
Phone
(832) 722-3542
Emmy Niece
Financial Consultant
Email Me
Dallas, TX
Phone
214-289-5255
Ronald "Ron" E. Nolan
Financial Professional
Email Me
The Woodlands, TX
Phone
(832) 616-5217
J. Christopher Noonan, ChFC®, CLU®
Executive Vice President
Email Me
Dallas, TX
Visit My Website
Phone
972-386-8100
Aldo Ochoa, Jr.
Managing Partner
Retirement Planning Specialist at Private Wealth Group
Email Me
Houston, TX
Visit My Website
Phone
(713) 402-6474
Sarah M. Ogle
Complex President
Financial Consultant
Email Me
Houston, TX
Visit My Website
Phone
713-402-6400
Larry W. Ohlen, CFP®, CLU®, ChFC®
Partner and CERTIFIED FINANCIAL PLANNER™ Professional at Vista Wealth Partners
Email Me
Dallas, TX
Phone
(972) 934-7953
Jose M. Olea, Jr.
Financial Professional
Email Me
El Paso, TX
Phone
(915) 726-3836
Josephine Olmstead, LL.M., MBA
Financial Planner
Email Me
Houston, TX
Phone
713-815-8255
Brandon Olsen
Financial Advisor
Email Me
Fort Worth, TX
Phone
817-347-4000
Ryan Oujesky
Financial Consultant at Capitalwise Wealth Management
Email Me
Houston, TX
Visit My Website
Phone
713-621-7900
Sara M. Parrish
Financial Advisor
Email Me
Houston, TX
Visit My Website
Phone
(713) 621-7900
Emily E. Persyn, CFP®
Partner and CERTIFIED FINANCIAL PLANNER™ Professional at Harvest Future Financial
Email Me
San Antonio, TX
Visit My Website
Phone
210-348-1360
Patrick Pierre
Financial Professional
Email Me
Fort Worth, TX
Phone
(817) 806-3600
Steven C. Pirtle, CLU®, ChFC®
Director of Operations & LTC Planning of DeNovo Advisory Group
Financial Consultant
Email Me
Dallas, TX
Phone
(972) 455-9041
Patrick Pistor
Financial Professional
Email Me
San Antonio, TX
Phone
(210)308-6300
Jake Pollitt
Financial Professional
Email Me
Dallas, TX
Phone
713-670-4409
Jeff Poole, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Email Me
Houston, TX
Phone
(713) 823-4270
Zachary Vaughn Porter
Financial Consultant at Lemnis Capital
Email Me
Dallas, TX
Phone
972-386-8100
Jonathan H. Powell, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Private Wealth Group
Email Me
Houston, TX
Visit My Website
Phone
(832) 616-5082
Lily Qian
Financial Consultant at LQ Financial, LLC
Email Me
Dallas, TX
Visit My Website
Phone
(972) 455-9064
Timothy Quigley
Financial Advisor
Email Me
Austin, TX
Phone
512-963-5704
Katherine E. Rac, MBA
Financial Consultant
Email Me
Houston, TX
Phone
(713) 402-6440
Nicole T. Ramirez-Drake, CRES
Financial Consultant
Email Me
Dallas, TX
Phone
(972) 455-9137
Reid S. Randecker
Vice President
Financial Consultant
Email Me
Dallas, TX
Phone
(972) 455-9152
Justin Reed
Financial Advisor at Hawkins Laakso
Email Me
Houston, TX
Phone
713-621-7900
Christopher Reese
Vice President
Financial Consultant
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San Antonio, TX
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Phone
720-892-5487
Jerald P. Reiner
Financial Consultant
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San Antonio, TX
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Phone
(210) 348-1369
Ryan Reyna
Associate Financial Consultant at Private Wealth Group
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Corpus Christi, TX
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Phone
361-888-6669
Alison Reznikov
Financial Advisor
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Austin, TX
Phone
512-794-2300
Ellen J. Rheinlaender, RICP®
Financial Consultant at Seebeck Associates
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Hurst, TX
Phone
(817) 347-4000
Sam J. Ribak
Financial Professional
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San Antonio, TX
Phone
(210) 348-1378
Amine G. Rizk, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
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Dallas, TX
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Phone
(972) 455-9069
Oscar A. Roa
Financial Consultant
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Houston, TX
Phone
(713) 402-6432
Christopher "Chris" S. Roberts, ChFC®, CLU®
Managing Partner and Retirement Planning Specialist at Paradigm Wealth Management
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Fort Worth, TX
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Phone
(817) 347-4011
Corey W. Robertson
Financial Consultant
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Lubbock, TX
Phone
806-788-3740
Logan Robinson
Financial Professional
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Austin, TX
Phone
512-794-2300
William "Bill" Rogge
Partner and Financial Consultant at Vista Wealth Partners
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Dallas, TX
Phone
(972) 455-9098
Sergio A. Rojas, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
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McAllen, TX
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Phone
(956) 683-6020
Jose Pablo Rosales
Financial Consultant at Synergy Wealth Management
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El Paso, TX
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Phone
(915) 760-6694
Karen Rosson
Financial Professional
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Dallas, TX
Phone
972-455-9059
John "Garrett" Rowe
Financial Advisor
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Austin, TX
Phone
512-794-2300
Carter G. Rowles, ChFC®, CLU®, LUTCF®
Financial Advisor
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Austin, TX
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Phone
(512) 833-0467
Logan Saenz
Financial Professional at Lemnis Capital
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Dallas, TX
Phone
214-298-3994
Kamal Saini
Financial Professional
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Houston, TX
Phone
(713) 402-6476
Jesus Salazar
Financial Professional
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San Antonio, TX
Phone
210-348-6300
Jose Salgado
Financial Professional
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Houston, TX
Phone
713-621-7900
Aaron Samuels
Financial Consultant at Tack Advisors
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Fort Worth, TX
Phone
817-347-4093
Joshua Sanchez
Financial Advisor at Hawkins Laakso
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Houston, TX
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Phone
713-402-6421
Melanie Sanchez
Financial Professional
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San Antonio, TX
Phone
210-308-6300
Kaleb Sanders
Financial Advisors
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Houston, TX
Phone
713-402-6471
John Santos
Financial Professional
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Dallas, TX
Miles R. Sawyer-Wicker, CFP®, AIF®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional at Tack Advisors
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Fort Worth, TX
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Phone
(817) 347-4008
Jacob Schlosser
Financial Advisor
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San Antonio, TX
Phone
(210) 308-6300
Tyler Scholten
Financial Professional
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San Antonio, TX
Phone
210-308-6300
Mark C. Seebeck, CFP®, ADPA®, CDFA®, RICP®
CERTIFIED FINANCIAL PLANNER™ Professional at Seebeck Associates
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Hurst, TX
Visit My Website
Phone
(817) 520-2200
Keaton Shaw
Financial Advisor at Hawkins Laakso
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Houston, TX
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Phone
713-402-6405
Brock Sherwood
Financial Advisor at Belus Insurance
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McKinney, TX
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Phone
806-340-8125
Stefan Sikorski, JD
Vice President
Financial Advisor
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Austin, TX
Phone
512-794-2300
Rogerio "Roger" Silva
Financial Advisor
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Houston, TX
Phone
713-621-7900
Robbie Sitka
Financial Advisor
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Houston, TX
Phone
713-621-7900
Garret Sladek
Vice President
Financial Consultant
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San Antonio, TX
Phone
210-348-1389
Cody A. Slawson
Financial Professional
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Dallas, TX
Phone
(972) 455-9012
Balin Smith
Financial Advisor
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Dallas, TX
Phone
972-467-4604
Justin Smith
Vice President
Financial Consultant
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Houston, TX
Phone
7134026436
Alexander "Alex" D. Soler, CLU®, ChFC®
Financial Advisor
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Houston, TX
Phone
(713) 402-6490
J. Jaime Soza
Financial Consultant
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Fort Worth, TX
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Phone
817-347-4018
Andrew Spraberry
Financial Professional
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Fort Worth, TX
Phone
(817) 806-3600
Mark G. Squires
Financial Consultant
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New Braunfels, TX
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Phone
(830) 624-8066
Daniel L. Stoakes
Manager Client Strategies at Flodder Financial Group
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Katy, TX
Phone
281-717-2181
Lily Xu Stokely
Financial Professional
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Dallas, TX
Phone
(972) 455-9026
Neha Sukumar
Financial Advisor
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Austin, TX
Phone
512-794-2300
Justin Tak
Financial Advisor at Lemnis Capital
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Dallas, TX
Phone
972-386-8100
Braden Tate
Financial Advisor
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San Antonio, TX
Phone
210-549-9141
James W. Taylor
Financial Consultant
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Fort Worth, TX
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Phone
(817) 347-4029
Ryan Taylor
Financial Consultant
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Dallas, TX
Phone
972-386-8100
Hailey Thibodeaux
Financial Professional
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Fort Worth, TX
Phone
817-806-3600
Eric Tran
Financial Advisor
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Fort Worth, TX
Phone
817-806-3600
Daren Truax
Financial Professional
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Austin, TX
Phone
(512) 794-2332
Jeremy Tung
Financial Consultant
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Austin, TX
Brenton "Brent" Uys
Financial Professional at Lemnis Capital
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Dallas, TX
Phone
972-386-8100
Jose "Miguel" Velasco
Executive Partner and Financial Consultant at Harvest Future Financial
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San Antonio, TX
Visit My Website
Phone
(210) 348-1396
Jorge Vielledent, ChFC®, CLU®, QPS
Retirement Planning Specialist at Synergy Wealth Management
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El Paso, TX
Visit My Website
Phone
(915) 521-8191
Justin Wagner
Financial Consultant and Partner at Capitalwise Wealth Management
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Houston, TX
Visit My Website
Phone
713-402-6422
Kervin M. Walsh
Financial Consultant
Corpus Christi, TX
Phone
(361) 883-9800
Molly Reese Ward, CFP® , CDFA®
Founder, CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor at Well Lived Wealth, LLC
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Houston, TX
Visit My Website
Phone
(713) 402-6466
James "Jim" W. Watkins
Managing Partner and Financial Consultant at Bay Area Private Wealth Group, LLC
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Clear Lake, TX
Visit My Website
Phone
(713) 943-1969
Austin Webb
Director of Corporate Retirement Planning at DeNovo Advisory Group
Financial Consultant
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Houston, TX
Phone
713-402-6411
Austin Weber
Financial Consultant
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Austin, TX
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Phone
512-794-2316
Ross Weidner
Financial Professional
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Houston, TX
Phone
713-621-7900
Greg B. Wells
Managing Partner at Capitalwise Wealth Management
Financial Consultant
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Houston, TX
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Phone
(832) 616-5222
Ryan C. Wells, CFP®, AIF®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional Managing Partner at Capitalwise Wealth Management
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Houston, TX
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Phone
(713) 402-6499
Renate S. Wheeler
Financial Consultant
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Fort Worth, TX
Phone
(817) 347-4046
Richard J. White
Financial Consultant
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Houston, TX
Phone
(713) 402-6420
Arrkeenah Willis
Financial Professional
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Dallas, TX
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Phone
(972) 455-9147
Gary Willson
Financial Consultant
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Fort Worth, TX
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Phone
(817) 347-4030
Travis Wise, CLU®
Financial Consultant
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Houston, TX
Phone
(713) 621-7900
Michael T. Wolf, LUTCF®
Financial Consultant at Wolf Bunt & Associates
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Beaumont, TX
Visit My Website
Phone
(409) 899-2340
Ryan W. Wood, CFP®
Vice President
CERTIFIED FINANCIAL PLANNER™ Professional
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Dallas, TX
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Phone
(972) 455-9149
Kyle Woodard
Financial Advisor
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San Antonio, TX
Phone
(210) 308-6300
Corwyn "Corey" Yeske
Financial Advisor
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Fort Worth, TX
Phone
817-806-3589
Johnathon R. Zamudio, CRES
Associate Financial Consultant at Private Wealth Group
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Corpus Christi, TX
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Phone
361-888-6669
Adam Zaske
Financial Consultant
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Houston, TX
Phone
(832) 616-5083
Texas Branch Leadership Team
J. Christopher Noonan, ChFC®, CLU®
Executive Vice President
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Dallas, TX
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Phone
972-386-8100
Jeffrey D. Moore, MBA, ChFC®, CLU®
Executive Vice President
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Dallas, TX
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Phone
972-455-9001
Darrell G. Christian, CFP®, CLU®
Executive Vice President
CERTIFIED FINANCIAL PLANNER™ Professional
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Dallas, TX
Visit My Website
Phone
(972) 386-8100
Ryan J. Ellis
Senior Vice President
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Fort Worth, TX
Phone
817-347-4000
Jared M. Gaddis
Senior Vice President
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San Antonio, TX
Phone
210-308-6300
Sarah M. Ogle
Complex President
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Houston, TX
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Phone
713-402-6400
Stefan Sikorski, JD
Vice President
Financial Advisor
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Austin, TX
Phone
512-794-2300
Texas Branch Regional Vice Presidents
Elizabeth Alamillo
Vice President
Financial Professional
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San Antonio, TX
Phone
210-348-1363
Mikayla Born
Vice President
Financial Consultant
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Dallas, TX
Phone
972-455-9170
Ruchir Elhence
Vice President
Financial Advisor
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Austin, TX
Phone
214-505-9315
Carlin Green
Vice President
Financial Consultant
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San Antonio, TX
Phone
210-348-1387
Ojore Hathaway, MBA
Vice President
Financial Consultant
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Dallas, TX
Phone
(972) 455-9097
Scott P. Hernandez
Vice President
Financial Consultant
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Fort Worth, TX
Sergio Jaramillo, CLU®
Vice President
Financial Consultant
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Fort Worth, TX
Phone
817-347-4000
Abigail "Abby" Lam
Vice President
Financial Advisor
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Austin, TX
Phone
940-631-0070
Carla Marsh
Vice President
Financial Advisor
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Houston, TX
Phone
713-402-6446
Andrew McClure
Vice President
Financial Consultant
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Dallas, TX
Phone
972-455-9189
Samuel P. Moser
Vice President
Financial Consultant
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Austin, TX
Phone
(512) 794-2380
Christopher Reese
Vice President
Financial Consultant
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San Antonio, TX
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Phone
720-892-5487
Garret Sladek
Vice President
Financial Consultant
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San Antonio, TX
Phone
210-348-1389
Justin Smith
Vice President
Financial Consultant
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Houston, TX
Phone
713-402-6436
Ryan W. Wood, CFP®
Vice President
CERTIFIED FINANCIAL PLANNER™ Professional
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Dallas, TX
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Phone
(972) 455-9149
Adam Zaske
Financial Consultant
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Houston, TX
Phone
(832) 616-5083
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