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Find Retirement Planners for Retirement Planning in Texas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Texas

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Justin Gedlen

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001

214-545-3310

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Christopher Kenny

Edelman Financial Engines, LLC

9050 N. Capital of TX Hwy Building 3
Suite 150

Austin, TX 78759

512-329-6620

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Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

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Robert Gecker

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

469-676-4487

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Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092

817-870-4680

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Randy Thompson M.B.A.

Copper Mountain Capital

2010 North Loop West, Suite 110

Houston, TX 77018

832-756-2142

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070

972-837-0871

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Paul Culbertson

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

713-629-1534

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Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254

214-525-2141

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058

281-486-9800

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137

469-250-5687

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Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-210-1349

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-210-1349

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Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095

281-890-9600

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Adam Lampe

Mint Wealth Management

12807 Haynes Road, Building H

Houston, TX 77066

281-970-4200

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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027

713-623-6600

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

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Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512-588-2770

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with Yext

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Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
512-231-0725

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Scott Muenz - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
877-955-7526

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

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Winston Wealth Advisors

2520 81st Street

Lubbock, TX 79423
806-745-9120

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Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

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Vasso & Associates - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
972-692-5069

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

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The Keever Group - Ameriprise Financial Services, LLC

2340 W Interstate 20
Ste 214

Arlington, TX 76017
817-465-6000

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Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

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Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

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CBTx Wealth Management and Trust Services

215 East Main St

Nacogdoches, TX 75961
936-715-4110

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

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Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-965-6145

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Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

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Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
972-421-2068

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Allstate Personal Financial Representative: Benjamin Garcia

3435 N Belt Line Rd
Ste 119

Irving, TX 75062
972-570-7000

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Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-909-2245

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Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

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Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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The Byrne Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

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Terry Williams - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-5248

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Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
323-962-1132

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Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

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Tommy N Thomas & Associates

2836 Bill Owens Parkway

Longview, TX 75605
903-297-9933

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

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Marc Andrew Hamlin - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0339

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James Muckleroy - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

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Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

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Walters & Associates - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-346-5400

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Workhorse Wealth - Ameriprise Financial Services, LLC

318 W Highland Blvd

San Angelo, TX 76903
325-942-0600

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Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

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7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

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Allstate Personal Financial Representative: Phillip Miller

2003 N Mays St
Ste 103

Round Rock, TX 78664
512-292-7941

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Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

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Doyle & Associates - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 915

Richardson, TX 75080
214-389-8500

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Allstate Personal Financial Representative: Dorothy Humphrey

6303 Wurzbach Rd

San Antonio, TX 78240
210-238-2145

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Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

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Wendy Nobles, CFP, CRPC - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3253

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Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

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Curtis Mason - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

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Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

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Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

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Eric Jefferson - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3096

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Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

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Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

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Morgan Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
817-488-0905

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Michael DeGroat - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1683

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Craig Donowho - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

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James Credo - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

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Robin Alexandra Lakey-White, CFP, CRPC - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1016

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Charles A Kitzman - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1452

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Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
903-241-7500

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The Central Texas Group - Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
979-776-9441

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Greg Smithson - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7311

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Darren Lewis - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2202

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Jeanne Heisler Pellis - Ameriprise Financial Services, LLC

4022 Crystal Lake Cir N

Pearland, TX 77584
281-485-6793

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Scott Ecklund - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3030

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Midland, TX Branch Office - UBS Financial Services Inc.

1700 West Wall Street
Suite 220

Midland, TX 79701
432-687-0228

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Dax McCracken, AAMS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5254

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Thieman-Stinnett Investment and Retirement Services, LLC

502 South Koenigheim Street
Suite 1B

San Angelo, TX 76903
325-655-5520

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Finley & Neal Wealth Management

116 South Velasco

Angleton, TX 77515
979-848-0951

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Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
210-321-1400

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Derrick Kinney - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Waddy Hammond - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6368

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Go & Flood - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-966-2448

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Dana Johnston - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6201

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Susan Wong - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2883

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Jimmy Bowers - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2262

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Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
432-685-1234

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David DiRe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5293

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Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

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Gwen J McKinney - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7180

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Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3094

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Robert C Allen - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2229

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The Atherton Team - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6363

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BridgeNorth Wealth Advisors - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

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Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5951

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Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2821

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Parrott - Schurwon Group - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-6380

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Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7270

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Lake Point Advisory Group Flower Mound Office

1011 Surrey Ln.
Building 200

Flower Mound, TX 75022
214-771-3363

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AC Partnership - UBS Financial Services Inc.

1700 South 10th Street
Suite 200

Mcallen, TX 78503
956-928-8019

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Davis-Moody Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2825

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William Blake II - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0511

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Brightway Insurance, The Gunn Agency

512-649-4220

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Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
409-866-8121

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Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
361-991-4189

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Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
409-697-3111

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Dale Tucker - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1044

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Matthews McIntire Wealth Management - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0313

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Window World TX

5238 Evers Road

San Antonio, TX 78238
210-767-0995

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
832-915-3053

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Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
713-340-3149

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Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
281-643-0996

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Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
281-378-4840

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Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
512-201-2981

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HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
888-319-0045

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HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
469-804-6881

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Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1505

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DTLR

2244 North Collins St

Arlington, TX 76011
817-303-2682

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DTLR

5256 S State Hwy 360
Suite #820

Grand Prairie, TX 75052
972-522-7952

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DTLR

2630 N Josey Ln
Suite 126

Carrollton, TX 75007
972-242-1612

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Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
713-388-7600

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The Campbell Financial Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3514

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Raul Bencomo Jr - Ameriprise Financial Services, LLC

5760 N Mesa St

El Paso, TX 79912
915-842-0014

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Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
254-399-6597

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
440-740-5262

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DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
972-241-0682

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DTLR

1030 W Arkansas Ln

Arlington, TX 76013
817-459-2645

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DTLR

3312 N Buckner Blvd

Dallas, TX 75228
214-660-9880

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DTLR

6759 Bridge St

Fort Worth, TX 76112
817-457-3647

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Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
214-771-3363

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Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
214-771-3363

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G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
940-566-0377

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Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

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Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
214-453-2697

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

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OutSourcing Solutions Group

630 North Central Expressway
Suite A

Plano, TX 75074
214-221-4200

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Branson Fowlkes & Company, Inc.

19 Briar Hollow Lane
Suite 130

Houston, TX 77027
713-780-0606

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Mark Mariani - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3086

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The Watts/Wilk Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0618

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Michael Rodenbaugh, CFP, CIMA - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3580

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Larry Callender - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2982

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Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0362

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Jeffrey Heard, CFP, CIMA, CPWA - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
281-362-2248

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Kathy Fischer Costello - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6115

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Beaumont, TX Branch Office - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
409-654-3210

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Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

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Allstate Personal Financial Representative: Jeremy Mayfield

149 Magellan Cir
Ste A

Webster, TX 77598
713-389-8428

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

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Exectras

5819 Hwy 6 255

Missouri City, TX 77459
832-539-6000

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Stifel | The Vogler Group

500 Chestnut Street
Suite 500

Abilene, TX 79602
325-480-8950

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JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

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American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

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LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-437-9311

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Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1857

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Allstate Personal Financial Representative: Barton Bradshaw

2145 N Josey Ln
Ste 210

Carrollton, TX 75006
903-603-1603

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Allstate Personal Financial Representative: Christopher O Banner

8880 Highway 6
Ste 180

Missouri City, TX 77459
832-373-7422

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Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-553-3007

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Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-840-0240

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Kelly Shanks - Ameriprise Financial Services, LLC

221 S Memorial Fwy
Ste 200

Nederland, TX 77627
409-721-6200

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Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
512-527-9900

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William Everly - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
877-421-7900

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Kristin L Young - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 2603

The Woodlands, TX 77380
832-791-5040

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David Nethery - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
214-445-0611

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Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

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Lawrence Terry - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-810-9132

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DTLR

727 North Highway 67
Suite 31

Cedar Hill, TX 75104
972-293-8769

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DTLR

3534 Altamesa Blvd

Fort Worth, TX 76133
817-292-3504

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DTLR

1501 W Buckingham Rd
Suite 1501

Garland, TX 75042
972-414-9330

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

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Billy Yarbrough - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0207

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Allstate Personal Financial Representative: Gabriel Almanza

5510 Abrams Rd
Ste 123

Dallas, TX 75214
214-762-9104

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Danny P Blevins - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7003

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Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
972-393-7393

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Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

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DAVIS & ASSOCIATES CPA FIRM

2707 West Baker Road

Baytown, TX 77521
281-422-3087

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The Murphy Voss Team - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
833-384-5867

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
972-450-6670

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Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2100

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La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
972-776-4121

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Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
832-234-2655

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VILLA

3417 Lancaster Rd

Dallas, TX 75216
214-371-1884

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DTLR

9203 Skillman St
Suite 120

Dallas, TX 75243
214-553-4562

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VILLA

2520 W University Dr
Suite 1160

Denton, TX 76201
940-381-2416

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DTLR

2223 Singleton Blvd
Space 234

Dallas, TX 75212
214-951-9645

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Houston & Associates - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
972-459-6670

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Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
214-771-3363

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Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
214-771-3363

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Verus Wealth Advisors - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
972-398-8599

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Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4422

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The Wyckoff Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4465

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Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
713-954-4940

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Philip A Crew - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7181

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Howard K Bellet - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8025

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Phil Smiley - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8027

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Jerome Caulk - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5754

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Stiles & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

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Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
214-272-7919

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Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
915-532-8885

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Allstate Personal Financial Representative: Eliseo Ancira

3525 International Blvd

Brownsville, TX 78521
956-590-0642

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
713-977-1014

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-212-2722

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Raj Dhamankar - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7210

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Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

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Candace Hurt - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4719

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The Rockport Group - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-729-2201

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Evan Martin, CFP, CIMA, AWMA - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8172

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Michelle Morehead - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1675

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Christopher Smith - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
817-500-5284

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Melissa Shanhouse - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-579-2222

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Nguyen & Mercer Group - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3563

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David A Jennings - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7060

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Harry Sidhu - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1095

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Gary R Ward - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5521

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David A Cary - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7042

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Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

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The Barnes Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-368-8555

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Tate Lindsey - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-276-5505

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Allstate Personal Financial Representative: Carolyn Blacknall

15156 Highway 3

Webster, TX 77598
713-817-2740

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Wilsons Leather

5001 East Expressway 83
Suite #639

Mercedes, TX 78570
956-294-0112

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Viji Kumarasamy - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-242-6357

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My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
866-286-7036

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City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

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J Darrell Stiles - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

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Shawn D Smith - Ameriprise Financial Services, LLC

5600 Clearfork Main St
Ste 460

Fort Worth, TX 76109
817-377-9998

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Morgan Stanley

303 N Oregon St, 9th
Fl

El Paso, TX 79901
915-842-7900

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Scott Finley - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-494-2884

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Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-332-6700

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Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3055

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Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-691-5944

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Luis Olano - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-965-8030

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The Pyle & Smith Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5545

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Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
817-554-1017

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Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

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Edward Jones - Financial Advisor: Grant A Muir

303 Coke Ave
#130

Hillsboro, TX 76645
254-582-8438

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Edward Jones - Financial Advisor: Kevin D Teems

5099 Hwy 377 S

Aubrey, TX 76227
940-365-0030

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Edward Jones - Financial Advisor: John Clanton

550 Reserve St
Ste 400

Southlake, TX 76092
682-271-9146

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Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
512-314-5340

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Edward Jones - Financial Advisor: Lex Webster

1229 E Pleasant Run Road
Suite 220

Desoto, TX 75115
469-547-1661

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Edward Jones - Financial Advisor: Ryan Soward

5421 Donnybrook Ave

Tyler, TX 75703
903-534-6077

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C Travis Saacke - Ameriprise Financial Services, LLC

2900 Commercial Center Blvd
Ste 110

Katy, TX 77494
713-332-4333

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Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Comtex Vidor

1455 N Main

Vidor, TX 77662
409-783-1717

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Comtex Orange

1702 16th Street

Orange, TX 77630
409-882-9714

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Panera Bread

26003 NW Freeway

Cypress, TX 77429
281-758-3100

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Barton Financial Group, LLC

107 S. Main Street
Ste. A

Kyle, TX 78640
512-686-7589

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Nothing Bundt Cakes

2451 Pablo Kisel Blvd
Suite A

Brownsville, TX 78526
956-465-1461

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Nothing Bundt Cakes

1351 W Davis St
Suite B

Conroe, TX 77304
936-283-5450

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Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
832-667-8961

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Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
512-960-4550

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Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

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HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
281-721-5536

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The Shriftman Hillman Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4717

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CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
210-688-4055

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Craig A Saunders - Ameriprise Financial Services, LLC

705 E 1st St

Prosper, TX 75078
469-506-1950

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Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1629

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Jason Jones - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4787

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Doug Deaton - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0418

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Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
979-776-9441

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Rosenthal Retirement Planning, LP

100 E 15th St
Suite 100

Fort Worth, TX 76102
817-336-2000

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Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
903-581-4344

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Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1340

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

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Arthur W Spiller - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
832-632-1500

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Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

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Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4700

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Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
281-709-0434

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Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
512-263-3695

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Danley & Associates - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
817-210-0208

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Allstate Personal Financial Representative: Alex Ascencios

11027 Northpointe Blvd
Ste C

Tomball, TX 77375
281-815-2545

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Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
713-965-5075

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Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

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Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
817-528-7487

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Mark Kappel - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3313

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Financial 411

877-529-6543

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Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

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Lake Point Advisory Group Woodlands Office

8665 New Trails Drive
#110

Woodlands, TX 77381
214-771-3363

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Toro Bravo Investment Advisors, LLC

3418 Olsen Boulevard
Suite F

Amarillo, TX 79109
806-359-7766

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Green Financial Group

6363 WoodWay Drive
Suite 625

Houston, TX 77057
713-244-3030

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Impart Financial, LLC

4200 S. Hulen St, Ste 678

Fort Worth, TX 76109
817-921-5656

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Lighthouse Financial Advisors

1751 River Run Road
Suite 200

Fort Worth, TX 76107
817-882-8221

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Frost Trust - Closed

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
713-388-7600

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Charla K McIntyre Fields - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8002

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Pamela Turner - Ameriprise Financial Services, LLC

1207 University Ave

Huntsville, TX 77340
936-295-7009

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Stifel | Winter Taylor Wealth Management Group

550 Reserve Street
Suite 625

Southlake, TX 76092
817-865-3090

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Liz Shaffer - Ameriprise Financial Services, LLC

550 Reserve St
Ste 190

Southlake, TX 76092
817-479-0141

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Jamie Ford Saalfeld - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4407

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Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
281-480-2616

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Allstate Personal Financial Representative: Daniel Yancy

3105 W Arkansas Ln

Arlington, TX 76016
817-726-3910

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J'Lynn Harvey - Morgan Stanley

500 Chestnut
Ste 1900

Abilene, TX 79602
325-734-3321

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Paul M Greer - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6147

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Samuel Pak - Ameriprise Financial Services, LLC

4245 Kemp Blvd
Ste 804

Wichita Falls, TX 76308
940-691-2275

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Randy Stewart - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4800

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Allstate Personal Financial Representative: Eric Smith

5409 4th St
Unit F

Lubbock, TX 79416
806-777-8206

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Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
512-826-6610

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Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
214-299-5134

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Glew Wealth Management - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0525

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Justin King - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

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Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
713-212-7565

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World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
713-771-9400

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Jerry Muldowney - Ameriprise Financial Services, LLC

3522 Paesanos Pkwy
Ste 303

San Antonio, TX 78231
210-764-1390

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Nancy Sawicki, CFP - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8915

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Jerald Cooperman - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8014

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Susan Marvin - Ameriprise Financial Services, LLC

1120 W Campbell Rd
Ste 101

Richardson, TX 75080
214-572-2261

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Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
972-532-7833

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T J Hayes & Co, PLLC

25025 Interstate 45 N.
Suite 470

The Woodlands, TX 77380
281-583-2525

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GPS Wealth Management

2600 South Shore Boulevard
Suite 300

League City, TX 77573
832-689-5746

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Scarborough Financial

512-551-3001

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Dearborn & Creggs Investments

77 Sugar Creek Center Boulevard
Suite 590

Sugar Land, TX 77478
281-277-6400

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Muckleroy Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4016

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Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7001

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Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
713-332-4404

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
214-891-8131

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Wyble Graham Garcia Wealth Management

14855 Blanco Road
Suite 218

San Antonio, TX 78216
210-568-7666

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Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-566-5508

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Chartered Wealth Management

800 N Shoreline Blvd
Ste 1250

Corpus Christi, TX 78401
361-880-5902

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Stone Asset Management

703 West 10th Street

Austin, TX 78701
512-469-9152

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SWAN DFW Financial Solutions

7416 Marsarie Ct

Fort Worth, TX 76137
817-938-0077

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Clarity Financial Group

1200 Summit Avenue
Suite 516

Fort Worth, TX 76102
817-338-4150

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Powell Financial Partners

4749 Williams Dr
Suite 323

Georgetown, TX 78633
512-249-6780

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Turnage Wealth Management

8620 North New Braunfels Avenue
Suite 212

San Antonio, TX 78217
210-832-9911

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Bradley Burnfield - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
817-326-1234

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Scott A Miller - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
817-447-6464

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Westlake Wealth Management

310 South Oak Street
Suite 208

Roanoke, TX 76262
682-888-6144

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Stroud Financial Management, Inc.

10540 Aledo Road

Fort Worth, TX 76126
866-484-7019

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James Smith, New York Life

21021 Springbrook Plaza Dr.
Ste 210

Spring, TX 77379
281-401-8214

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Eric Batey Inc.

305 W Woodard
Suite 102

Denison, TX 75020
903-337-0911

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Victoria L. Roberts, CFP®

841 Sylvan Drive

Fort Worth, TX 76120
817-642-5510

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TCI Texas Insurance

1431 Greenway Dr
Suite 140

Irving, TX 75038
972-986-1100

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TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
972-774-2469

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ELS Vision Wealth Management

1801 North Hampton Road
Suite 276

DeSoto, TX 75115
972-598-0242

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Riddle Capital Management

2405 20th Street

Lubbock, TX 79411
806-281-9245

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Platinum Tax & Wealth Management

2002 Timberloch Place
Suite 525

The Woodlands, TX 77380
281-362-1444

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DMI Wealth Management & Insurance Solutions

110 E Broadway Street

Sweetwater, TX 79556
325-235-1718

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The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
713-807-8264

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Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
214-447-7507

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Liz Wilson, CRPC

469-585-7791

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Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
214-385-2415

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Samuel Fischer - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7550

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Retire West Texas

1941 East 37th Street

Odessa, TX 79762
432-550-4500

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NOW CFO

4301 W. William Cannon Drive
Suite B150-521

Austin, TX 78749
877-884-0232

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Wilsons Leather

4015 Interstate 35 South
Ste 625

San Marcos, TX 78666
512-805-8438

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Moffatt Financial Strategies

515 Houston Street
Suite 651

Fort Worth, TX 76102
682-747-0134

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MSM Advisory, LLC

25 Highland Park Village Ste. 100 -184

Dallas, TX 75205
214-803-4361

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David C. Rouse, CPA, CFP®

401 E. Sonterra Boulevard
Suite 375

San Antonio, TX 78258
210-402-1211

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Granite Financial Group

1670 Keller Parkway
Suite 200

Keller, TX 76248
817-379-9323

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Clay Thompson

916-953-3599

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Stephen Horst - Ameriprise Financial Services, LLC

1200 S Cedar St

Borger, TX 79008
806-273-7800

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Trilogy Wealth Management

2041 Avenue F
Suite A

Bay City, TX 77414
979-245-0649

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NOW CFO

8330 Lyndon B Johnson Fwy
suite B250

Dallas, TX 75243
877-884-0232

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Global Integrity Finance LLC

321 N. Central Expressway
Suite 360

McKinney, TX 75070
214-548-5190

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Senior Resource Center

4408 Spicewood Springs Rd

Austin, TX 78759
512-835-0963

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The Oughtness Group

1807 Breezy Bend Dr
Suite 100

Katy, TX 77494
281-769-2846

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Datcu Financial Services

225 West Mulberry Street

Denton, TX 76201
940-442-5584

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Balanced Financial Services

209 West Main Street

Kenedy, TX 78119
830-299-4781

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Freedom One Advisor Group

16845 Blanco Rd
Ste 104

San Antonio, TX 78232
210-245-2650

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Dahse Financial Group

589 North Farm to Market 1626
Suite 301

Buda, TX 78610
512-665-3941

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Troy E Caffey - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
832-632-1510

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The Jal Dennis Group

601 Commerce Street

Wylie, TX 75098
972-429-0603

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Cornerstone Wealth Management

713-882-2324

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Future Financial Solutions

5804 Valencia Dr

Flower Mound, TX 75028
214-908-5563

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Floyd E Miller

3300 South 14th Street
Suite 100

Abilene, TX 79605
325-676-0138

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Rosehill Asset Management

17611 Lasting Rose Drive

Cypress, TX 77429
713-397-1188

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Tanya Gray Financial

3308 Preston Road
Suite 350-334

Plano, TX 75093
214-232-5391

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Riverchase Wealth Management

3419 Cross Timbers Road
Suite 105

Flower Mound, TX 75028
972-471-9013

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FESS Financial

2595 Dallas Parkway
Suite 450

Frisco, TX 75034
972-377-9070

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NOW CFO

110 East Houston Street

San Antonio, TX 78205
877-884-0232

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Steve Jones - Ameriprise Financial Services, LLC

911 NW Loop 281
Ste 205

Longview, TX 75604
903-297-9800

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Moore Financial Services Group, LLC

2202 Timberloch Pl
Suite 218

The Woodlands, TX 77380
877-212-4144

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LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
713-527-8998

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David I. Martinez

6414 McPherson Road
Suite 7

Laredo, TX 78041
956-722-0945

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VILLA

1104 S First St

Garland, TX 75040
972-272-7959

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Joey Gonzales - Gateway Mortgage Group

3926 S. Treadaway Blvd
Ste. A3

Abilene, TX 79602
325-267-9479

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Lake Point Advisory Group Plano Office

101 E. Park Blvd.
#600

Plano, TX 75074
214-771-3363

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Lake Point Advisory Group Dallas Office

8117 Preston Road # 110
Suite 300

Dallas, TX 75225
214-771-3363

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Pizza Hut

5412 Slide Rd
Ste 500

Lubbock, TX 79414
806-797-0700

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Wes Coyle - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4722

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Gregory Farber - Ameriprise Financial Services, LLC

7840 Hillside Rd
Ste 200

Amarillo, TX 79119
806-352-0664

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Joseph Galloway - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
817-722-2460

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McGuff Financial

5208 Broadway
Suite 204

Pearland, TX 77581
281-485-6900

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Financial & Insurance Services of Texas

18601 LBJ Freeway
Suite 140

Mesquite, TX 75150
972-279-1147

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Harpreet Sidhu - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7237

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Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2142

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Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
281-229-5967

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Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3115

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SRK | Financial Group

9600 Great Hills Trail
Suite 170 E

Austin, TX 78759
512-582-5071

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Mark Stegman - Ameriprise Financial Services, LLC

3333 Premier Dr
Ste 100

Plano, TX 75023
972-543-4850

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Paul Pomeroy, MBA, CFP®, AIF®

4880 Long Prairie Road
Suite 220

Flower Mound, TX 75028
469-635-2860

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Shannon Harris - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
972-635-0101

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Rowley, Hoffman, Sparrow & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-5700

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Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
281-286-8661

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Rafael Herrera - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
713-512-4553

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Allstate Personal Financial Representative: Jose A Martinez Jr.

1818 S New Braunfels Ave
Ste 2

San Antonio, TX 78210
210-366-3224

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Hamilton Wealth Management

8303 North Mopac Expressway
Suite A-20

Austin, TX 78759
512-671-7711

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Johnson Financial Group

5041 Kinsey Drive

Tyler, TX 75703
903-581-2098

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Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
281-481-0872

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James Lehman - Ameriprise Financial Services, LLC

700 Central Expy S
Ste 380

Allen, TX 75013
972-954-1595

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Clearfork Wealth Management - Ameriprise Financial Services, LLC

5600 Clearfork Main St
Ste 460

Fort Worth, TX 76109
817-377-9998

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Allstate Personal Financial Representative: Jack Cline

4516 Boat Club Rd
Ste 110a

Fort Worth, TX 76135
817-713-9809

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Allstate Personal Financial Representative: Jaime Santillan

1340 S Main St
Ste 200

Grapevine, TX 76051
469-261-2864

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Allstate Personal Financial Representative: John Castro

7632 McCart Ave

Fort Worth, TX 76133
817-846-6525

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Allstate Personal Financial Representative: Matthew Bordelon

412 Village Dr
Ste 100

Murphy, TX 75094
214-385-9868

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Allstate Personal Financial Representative: Santiago Feliciano

903 Bitters Rd
Ste 307

San Antonio, TX 78216
210-621-7719

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Allstate Personal Financial Representative: Michael Korous

2206 Katy Flewellen Rd
Ste E

Katy, TX 77494
281-798-4506

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Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-8400

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William M Probe - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
832-416-7066

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Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3109

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Michael Sonne Felker - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8023

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Ibarguen & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5800

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Allstate Personal Financial Representative: Russell Toth

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
512-803-1287

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Regency Wealth Advisors

5049 Edwards Ranch Rd
Floor 4

Fort Worth, TX 76109
817-925-4382

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Eagle Wealth Management Group

700 North Main Street

Taylor, TX 76574
888-357-3245

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Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
832-375-0009

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Texas Financial Resources

5040 Tennyson Parkway

Plano, TX 75024
972-379-3073

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Diana Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3419

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David Lloyd, Jr., CEPA - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1010

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Michael Trahan - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-654-0362

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Andrew Carroll - Ameriprise Financial Services, LLC

7840 Hillside Rd
Ste 200

Amarillo, TX 79119
806-352-0664

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Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
214-445-0615

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John McDonald - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
817-580-7000

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Cindy Tice - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4705

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Mohsin Noon - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
713-260-1395

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Allstate Personal Financial Representative: Ryan Lansford

15127 Draper Rd

Houston, TX 77014
936-520-8594

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Coastline Bookkeeping & More

4535 S Padre Island Dr
Ste 21

Corpus Christi, TX 78411
361-400-4321

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Allstate Personal Financial Representative: Monica Carrillo

4410 N Midkiff Rd
Ste A5

Midland, TX 79705
432-614-7757

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Morgan Stanley

4401 82nd St

Lubbock, TX 79424
806-698-6833

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Allstate Personal Financial Representative: Ronald Davis

301 Leander Rd
Ste 103

Georgetown, TX 78626
512-931-2591

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The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5087

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The Clevenger Douglas Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5220

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Milo Cobb Cfa, Cfp - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4417

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McCracken & Carroll Wealth Management Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5228