wiseradvisor

Find Best Financial Advisors in Texas

Advisor Match

A densely populated state like Texas has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Texas and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Texas

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Texas
Financial Advisor Office Location Phone Number
Austin Wall
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 790-3076
Conner Sivewright
Creative Planning
---,
Austin, TX  78749
(512) 571-1608
Dan Foster
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(817) 602-0746
Ed Brownstein
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 724-8573
Jason Gower
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(972) 960-3784
Jason Preston
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 601-3631
Jerry McIlhon
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX  78746
(512) 345-6789
Justin Barringer
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 681-4402
Karina Harrison
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 288-4258
Michael Konzen
Creative Planning
4013 Hughes Landing Blvd. Suite 400,
The Woodlands, TX  77380
(281) 622-5693
Mike Hemp
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(972) 960-3782
Paul Park
Creative Planning
2717 Commercial Center Blvd. Suite 232,
Katy, TX  77494
(832) 584-3208
Ryan Vogl
Creative Planning
---,
San Antonio, TX  78015
(713) 204-9063
Sean Granere
Creative Planning
2717 Commercial Center Blvd. Suite 232,
Katy, TX  77494
(832) 840-7106
Stacy Marshall
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(214) 470-6763
Susan Schildt
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(972) 960-3781
Tony Favela
Creative Planning
4013 Hughes Landing Blvd. Suite 400,
The Woodlands, TX  77380
(832) 808-4632
Zach White
Creative Planning
15303 N. Dallas Parkway Tower II Suite 460,
Addison, TX  75001
(469) 460-2174
Zachry P. Fearing (Zak)
Morrison Financial
2570 Fm 407,
Highland Village, TX  75077
(972) 966-3110
Zach Allen
Disciplined Advisor Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3305
Justin Gedlen CFP®, CRC®
Disciplined Advisors Group
14135 Midway Rd,
Addison, TX  75001
(214) 545-3310
Tim Dowden
Edelman Financial Engines, LLC
13727 Noel Road Tower 2,
Dallas, TX  75240
(214) 705-7622
Scott Cash Thompson, CFP®
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX  78247
(210) 491-2319
Riley Wealth Advisors
Riley Wealth Advisors, LLC
700 N. Carroll, Suite 110 Southlake, TX 76092,
Southlake, TX  76092
(817) 870-4680
Randy Thompson M.B.A.
Copper Mountain Capital
2010 North Loop West, Suite 110,
Houston, TX  77018
(832) 756-2142
Jeffrey M. Garton
JMG Wealth Management
6401 Eldorado Pkwy. #226,
McKinney, TX  75070
(972) 837-0871
Justin Farris
Farris Capital Management Inc
14800 Quorum Drive,
Dallas, TX  75254
(214) 525-2141
Michael Turner
Turner Capital Investments, LLC
9442 Capital of Texas Hwy N,
Austin, TX  78759
(800) 678-8200
Matthew Goff
The Goff Financial Group
11 Greenway Plaza, Suite 1425,
Houston, TX  77046
(713) 850-8900
Lawrence Boyles
Retirement Specialist Incorporated
16850 Saturn Lane,
Houston, TX  77058
(281) 486-9800
Kenneth Beber, AIF® CFS®
Peak Financial, Inc.
6160 Warren Parkway,
Frisco, TX  75034
(469) 322-1210
John Kvale, CFA®, CFP®
J.K. Financial, Inc.
8222 Douglas Avenue,
Dallas, TX  75225
(214) 706-4300
Patrick Strodtman
Edelman Financial Engines, LLC
4500 Mercantile Plaza Dr,
Fort Worth, TX  76137
(469) 250-5687
Jeffrey Wright
Edelman Financial Engines, LLC
19026 Ridgewood Parkway, Suite 316,
San Antonio, TX  78259
(210) 268-1128
Chance Vogel
Edelman Financial Engines, LLC
207 East Shore Drive,
The Woodlands, TX  77380
1650 Highway 6 South,,
Sugar Land, TX  77478
(281) 210-1349
Alex Shurin
Edelman Financial Engines, LLC
7825 N Hwy 6,
Houston, TX  77095
(281) 890-9600
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, Inc.
4400 Post Oak Pkwy #200,
Houston, TX  77027
(713) 623-6600
Craig Larson
Larson Financial Advisors
13625 Ronald Reagan Blvd,
Cedar Park, TX  78613
(512) 910-2722
Spencer Corzine
AVH Invest
500 E. Whitestone Blvd.,
Cedar Park, TX  78630
(512) 588-2770
Marie Freemyer
True Financial Group
1464 E. Whitestone Blvd,
Cedar Park, TX  78613
(512) 649-2383
. .
Retirement Planners of America
2820 Dallas Parkway,
Plano, TX  75093
(855) 215-7172
Personal Capital
Personal Capital Advisors Corporation
901 Main Street,
Dallas, TX  75201
(650) 556-1310

Information on Qualified Financial Advisors in Texas

Qualifications CRD# 6744992
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 7903076

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5386065
FirmCRD# 105348


Office Location ---,
Austin,
TX 
78749
Phone Number (512) 5711608

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4522188
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (817) 6020746

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4907060
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 7248573

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4671694
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (972) 9603784

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 3234947
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 6013631

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX 
78746
Phone Number (512) 3456789

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.



Qualifications CRD# 3237975
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 6814402

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5073356
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 2884258

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4977894
FirmCRD# 105348


Office Location 4013 Hughes Landing Blvd. Suite 400,
The Woodlands,
TX 
77380
Phone Number (281) 6225693

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2169616
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (972) 9603782

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5176514
FirmCRD# 105348


Office Location 2717 Commercial Center Blvd. Suite 232,
Katy,
TX 
77494
Phone Number (832) 5843208

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6145465
FirmCRD# 105348


Office Location ---,
San Antonio,
TX 
78015
Phone Number (713) 2049063

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2891864
FirmCRD# 105348


Office Location 2717 Commercial Center Blvd. Suite 232,
Katy,
TX 
77494
Phone Number (832) 8407106

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5346313
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (214) 4706763

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2360117
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (972) 9603781

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5165413
FirmCRD# 105348


Office Location 4013 Hughes Landing Blvd. Suite 400,
The Woodlands,
TX 
77380
Phone Number (832) 8084632

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6875866
FirmCRD# 105348


Office Location 15303 N. Dallas Parkway Tower II Suite 460,
Addison,
TX 
75001
Phone Number (469) 4602174

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5657616
FirmCRD# 30833
Series 7, 63, 65

Compensation/Fee Fee-Based


Office Location 2570 Fm 407,
Suite #210,
Highland Village,
TX 
75077
Phone Number (972) 9663110

Zachry P. Fearing (Zak) is a registered representative with Centaurus Financial, Inc. Prior to joining the Morrison Financial team, Mr. Fearing spent 10 years in the energy sector with a focus on finance. During this time he worked closely with both public and private energy companies to source and deploy capital for extensive oil & gas operations with a focus on shale basins in North America. At Morrison Financial Zak is focused on developing long term relationships and helping families and business owners plan for a better financial future. He is always creating new and exciting strategies to better serve our clients. Zak attended Hawaii Pacific University and was a member of the golf team before transferring to University of North Texas and graduating with B.B.A., Entrepreneurship. He and his wife Blaire have three children and currently reside in Lantana, TX.

About Morrison Financial

Knowledge is power. Its also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Todays economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.



Qualifications CRD# 5059261
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244
Phone Number (214) 5453305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

We’re here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group – trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 5186484
Series 7, 66


Office Location 14135 Midway Rd,
Suite G 100,
Addison,
TX 
75001
Phone Number (214) 5453310

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda. Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers&much to his Dallas born wife's dismay.

About Disciplined Advisors Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 4404131
FirmCRD# 104510
Series 66


Office Location 13727 Noel Road Tower 2,
Suite 1075,
Dallas,
TX 
75240
Phone Number (214) 7057622

Since 2001, Ive been helping people implement strategies to help them reach their financial goals. As a financial planner, I recognize every individual is unique with different needs and goals and I embrace that individuality. Outside of work, I enjoy spending time with my wife and two boys.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4414290
FirmCRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 16170 Jones Maltsberger Rd. #102,
San Antonio,
TX 
78247
Phone Number (210) 4912319

Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique…so are their plans.



Qualifications CRD# 5979802
Series 65, 66

Compensation/Fee Fee-Based, Based on Assets, Hourly


Office Location 700 N. Carroll, Suite 110 Southlake, TX 76092,
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254,
Southlake,
TX 
76092
Phone Number (817) 8704680

Riley Wealth Advisors is a Fort Worth -based wealth management firm founded by William E. Riley in 2008. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is: We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

About Riley Wealth Advisors, LLC

Our True Wealth Approach When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.



Qualifications CRD# 4627139
FirmCRD# 124583
Series 6, 7, 66


Office Location 2010 North Loop West, Suite 110,
Houston,
TX 
77018
Phone Number (832) 7562142

Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. His senior thesis was published in the American Economic Review. Since 2009, he has done extensive economic development work in Haiti, starting a micro finance program, a coffee co-op and a hens business. He is active in John Wesley United Methodist Church, Northwest Assistance Ministries, and Rotary International. Randy also serves as a trustee for the Retina Research Foundation, advises the $75 million Permanent Endowment Fund of Moody United Methodist Church and is past President of the Board of Pure Water for the World, an organization dedicated to bringing clean water to the worlds needy. In 2015, Randy was a finalist for the Global Community Impact award from the Invest in Others Charitable Foundation. He and his wife Amy reside in Spring, Texas. They have two adult children

About Copper Mountain Capital

My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client's financial problems and help them toward a brighter financial future. Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities



Qualifications CRD# 2645788
FirmCRD# 10409
Series 6, 63, 65

Compensation/Fee Fee-Based


Office Location 6401 Eldorado Pkwy. #226,
McKinney,
TX 
75070
Phone Number (972) 8370871

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (15) and Addison (13). I enjoy coaching my sons baseball team, I also help coach my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. My 200+ Clients have trusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.



Qualifications CRD# 4725738
FirmCRD# 169051
Series 7, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 14800 Quorum Drive,
suite 360,
Dallas,
TX 
75254
Phone Number (214) 5252141

Mr. Farris serves clients by providing retirement planning, Tax planning strategies, investments, and risk management advisory services. Justin develops the investment strategies and handles the portfolio management for FCM. Prior to establishing Farris Capital Management, Justin worked at Raymond James and Associates in the Dallas office and was formerly the lead equity analyst and trader for the offices most prominent hedge fund. This experience is where he gained the real world investment knowledge of money management and how to apply research and investment thesis into actionable ideas. He is a CERTIFIED FINANCIAL PLANNER" professional with a degree in Economics from Rice University and also played for the Rice University College World Series Championship baseball team.

About Farris Capital Management Inc

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.



Office Location 9442 Capital of Texas Hwy N,
Arboretum Plaza One, Suite 500,
Austin,
TX 
78759
Phone Number (800) 6788200

Mike Turner's background is in engineering, computer science and finance. He is the primary architect of the science, algorithms, and math behind the analytical quant-based software systems used at Turner Capital. He is a disciplined and formulaic trader who relies heavily upon these proprietary software systems. He is also the creator of the Bloomberg time-cycle forecasting system that is available to more than 330,000 Bloomberg terminals world-wide.

About Turner Capital Investments, LLC

Turner Capital Investments, LLC is a registered investment advisory, founded in 2008 by Mike Turner, who holds the position of president and Chief Trading Strategist. The company serves clients throughout the US with multiple investment strategies that are designed to grow client portfolios in strong up or down trending markets, and protect client portfolios from major losses in bear markets. Clients hire us for two primary reasons: 1) To generate profits in bull-trending markets, and 2) To keep them from significant losses in bear-trending markets. We take a disciplined, long-term approach to investing. A week-over-week analysis of the market helps reduce noise and temporary market anomalies. We rely on mathematically derived assessments of whether the market is in a bull-trend, neutral-trend, or bear-trend. We adjust our investment bias to match the market and always have an exit strategy in place each for client holding, just in case the market reverses unexpectedly. We have rules for every market condition and do not rely upon analyst opinions or specialist forecasts. We measure where the market is and do not attempt to guess where the market might be in the future. We change our investment bias when the market changes so that our client portfolios remain in sync with the market.



Qualifications CRD# 114796
FirmCRD# 114796

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 11 Greenway Plaza, Suite 1425,
Houston,
TX 
77046
Phone Number (713) 8508900

Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $285 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

About The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college education for your children, travel and a second home.



Qualifications CRD# 2722563
FirmCRD# 114491
Series 7, 65

Compensation/Fee Fee Only, Based on Assets, Hourly


Office Location 16850 Saturn Lane,
Suite 100,
Houston,
TX 
77058
Phone Number (281) 4869800

Lawrence Boyles is a well respected financial advisor serving the Houston area. With over 25 years experience, he is skilled in helping his retiree and pre-retiree clients efficiently plan their retirements. Lawrence purchased his first stock while still in junior high school. The investment proved profitable, and the investment bug bit him. Since then, he has honed his skills as an accomplished investor. Today as President and Senior Portfolio Manager, he personally manages all client investment portfolios and works with clients one on one in retirement planning. Lawrence's investment ideas have been quoted in the Wall Street Journal, Investor Journal, the Houston Chronicle, The Houston Business Journal, The Fairfield County Business Journal, KTRH 740AM radio, and local television talk shows. Lawrence is co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k) which was released in September, 2018 by Twin Lion Publishing. In 2018 Finance & Wealth International magazine named Lawrence Boyles as the top Retirement Planner in the state of Texas. Lawrence earned a Bachelor's of Science degree in Mechanical Engineering from the Ohio State University in 1986. He became a licensed Registered Investment Advisor in 1996. He and his late wife founded the firm of Retirement Specialists Incorporated in order to provide independent, objective, fee-only investment advice. Lawrence resides in Houston, TX and in his spare time enjoys reading and gardening.

About Retirement Specialist Incorporated

Retirement Specialists Incorporated is a fee-only, investment advisory firm located in Houston, Texas. The firm specializes in Planning for Retirement, helping you understand your 401(k), pension, thrift savings plan, 403(b), 457, and IRAs; obtaining early retirement using your 401(k), IRAs, Net Unrealized Appreciation (NUA) of company stock, 403(b), 457, or Federal Thrift Savings Plan (TSP); getting your maximum pension; 401(k) Rollovers, and receiving early payout through 72t's. The firm also specializes in managing retirement portfolios. Through putting clients interests first, excellent service, objective advice, and an outstanding reputation for trustworthiness, the team has built a client base that has expanded through referrals from satisfied clients. Lawrence Boyles is the co-author of the book, Enron Proof Your 401(k), Safety Proof Your 401(k).



Qualifications CRD# 4257664
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 6160 Warren Parkway,
Suite 100,
Frisco,
TX 
75034
Phone Number (469) 3221210

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.



Qualifications CRD# 2047457
FirmCRD# 114929

Compensation/Fee Fee Only, Based on Assets


Office Location 8222 Douglas Avenue,
Suite 590,
Dallas,
TX 
75225
Phone Number (214) 7064300

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.



Qualifications CRD# 6569476
FirmCRD# 104510
Series 66


Office Location 4500 Mercantile Plaza Dr,
Suite 300,
Fort Worth,
TX 
76137
Phone Number (469) 2505687

I was inspired to become a financial planner by the 2015 meltdown in the oil & gas industry. My goal is to help prepare my clients for the unexpected while creating positive, lasting change in their lives. Outside of work, I enjoy spending time outdoors with my wife and daughter.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5180275
FirmCRD# 104510
Series 66


Office Location 19026 Ridgewood Parkway, Suite 316,
San Antonio,
TX 
78259
Phone Number (210) 2681128

I personally enjoy helping people realize their dreams, and my life goal is to get them there as quickly as possible. I am currently raising three children, so to say my hands are full is an understatement.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2800255
FirmCRD# 104510
Series 65, 66


Office Location 207 East Shore Drive,
Suite 230,
The Woodlands,
TX 
77380
Phone Number (281) 2101349

Office Location 1650 Highway 6 South,,
Suite 100,
Sugar Land,TX  77478

I began my financial services career in 1996. I have always focused on educating my clients about the complexities of retirement planning. I specialize in assisting my clients to define their needs and developing a long-term investment strategy to help them achieve their goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4425226
FirmCRD# 104510
Series 66


Office Location 7825 N Hwy 6,
Suite 110,
Houston,
TX 
77095
Phone Number (281) 8909600

I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether theyre saving for a house, childs education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 105643
FirmCRD# 105643
Series 7, 65

Compensation/Fee Fee Only, Based on Assets


Office Location 4400 Post Oak Pkwy #200,
Houston,
TX 
77027
Phone Number (713) 6236600

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them. Our primary goal is to simplify your financial life. Our Certified Financial PlannerTM professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we'll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

About Financial Synergies Wealth Advisors, Inc.

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. We provide comprehensive financial planning and investment management services. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them. We are formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients' interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients. Our Advantage Fee-only: We are paid only by our clients. Most firms in our industry operate on a commission-based or fee-based approach. Commission-based firms get paid on the financial products they sell, and fee-based firms combine commissions and fees. There are huge conflicts of interest when advisors get paid by the product company providers. We simply do not engage in this. Fiduciary: We took a Fiduciary oath to act in the best interests of our clients at all times. Holistic: We look at your whole picture. We don't just manage money. We provide comprehensive financial planning and investment management to create a total wealth management experience for our clients. Boutique: We are a highly specialized financial advisory firm offering customized services, and our clients experience a high-touch relationship.



Qualifications CRD# 002026803
Series 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 13625 Ronald Reagan Blvd,
Building 10 Suite 100,
Cedar Park,
TX 
78613
Phone Number (512) 9102722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.



Qualifications CRD# 2940880
FirmCRD# 10205
Series 7, 24, 55, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 E. Whitestone Blvd.,
P.O. Box 1977,
Cedar Park,
TX 
78630
Phone Number (512) 5882770

As a financial professional with over 23 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. This guidance is offered with "the heart of a teacher" and a low pressure approach. Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.

About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.



Qualifications CRD# 6278957
FirmCRD# 285850


Office Location 1464 E. Whitestone Blvd,
Suite 1601,
Cedar Park,
TX 
78613
Phone Number (512) 6492383

After earning a business degree from the University of North Carolina, Marie launched her career in the finance industry as a corporate and investment banking analyst in Atlanta, Georgia. From there she chose to move back to the Austin area that she grew up in to join an independent equity research firm specializing in providing investment recommendations to institutional investors. Marie's extensive experience in investment analysis, combined with her innate interest in personal finance, form the foundation for the investment and financial planning advice that she now delivers to individuals and families. As a CERTIFIED FINANCIAL PLANNER" professional and a Chartered Retirement Planning Counselor , Marie is a dedicated member of the financial planning community. Marie currently lives in Cedar Park with her husband, two daughters, and three rescue dogs. She enjoys playing tennis, supporting her kids' involvement in sports, and participating in community events.

About True Financial Group

Marie Freemyer and Scott Brischke worked for several years as financial advisors affiliated with a large broker-dealer corporation before founding True Financial. Their motivation was simple: to build a firm through which they could truly work for their clients, providing advice to serve clients' best interests. As a Registered Investment Advisory (RIA) firm, True Financial is rooted in the following principles: -True control over the advice we deliver. As an independent firm, we tailor our financial planning and investment recommendations to each client without any influence from a large corporation with its own interests. -True transparency in our fee structure. We are fee-only financial advisors, meaning we are paid for providing advice not for selling products. -True dedication to serving our clients' best interests. We hold ourselves to the fiduciary standard of always putting our clients' interests above our own. Taken together, we believe we offer a truly different approach to financial advice.



Qualifications CRD# 157222
FirmCRD# 157222

Compensation/Fee Fee-Based, Based on Assets


Office Location 2820 Dallas Parkway,
Plano,
TX 
75093
Phone Number (855) 2157172

About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information, call 800-994-0302.

About Retirement Planners of America

About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information call 800-994-0302.



Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based, Based on Assets


Office Location 901 Main Street,
Suite 4600,
Dallas,
TX 
75201
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?