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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

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305

Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310

Scott Cash Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319

Randy Thompson M.B.A.

Copper Mountain Capital

5625 Cypress Creek Pkwy Suite 419

Houston, TX 77069
(832) 7562142

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

Pete Stroer

Stonecreek Financial Solutions

3800 N. Lamar Blvd Unit 200

Austin, TX 78731
(512) 6459608

Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900

Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

Kenneth Beber, AIF®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210

Jeffrey Wright

Edelman Financial Engines, LLC

555 E. Basse Road Suite 206

San Antonio, TX 78209
(210) 8269400

John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300

Joey Martin

J Martin Financial Services

10707 Corporate Drive
Ste 115

Stafford, TX 77477
(832) 5320596

ROBERT HOLMAN

Holman Wealth Management, LLC

4035 Shady Hill Drive

Dallas, TX 75229
(972) 7026032

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613
(512) 9102722

Spencer Corzine

AVH Invest

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

Cedar Park, TX 78630
(877) 7387018

Marie Freemyer

True Financial Group

1464 E. Whitestone Blvd
Suite 1601

Cedar Park, TX 78613
(512) 6492383

Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201
(650) 5561310

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with YEXT

Nicholas Carlin - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915959

Robert McDonald - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122740

Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Jalin Casares - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324360

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
7139347700

Robyn Morton - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450627

Brooks Laquey - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746551

R Jeffrey Judah - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

John Thrower - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Brianna Kuehmstedt - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
2547556575

Pete Sanchez - Ameriprise Financial Services, LLC

14800 San Pedro Ave
Ste 114

San Antonio, TX 78232
2108586004

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
7134026426

Lindsay Jones - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651028

Benjamin Bigler - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
6822318331

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
9196100567

Paul William Koerner - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
7134649700

Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631624

Peter D Nett - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193200

Dustin Gersch - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
9727192557

Alfonso Duarte Rioseco - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582772

Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9727742065

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
2103212759

Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
9724212068

Jennifer Snee - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445736

Anderson/Sheen Team - Morgan Stanley

600 Travis
Suite 3700

Houston, TX 77002
7135124414

Alan L Folz Jr. - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506677

Amanda M. Madrigale - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164475

George Joe Kurka - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
7135210300

Blake M Jones - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582719

Aaron J. Sotak - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693414

Arturo Karakowsky - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662139

Angela Caffey - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693492

Alex Cena - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506638

Bradley D Thomas - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506623

Raj Lahoti - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942819

Ban K Bywaters - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967103

Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
8172296919

Bart Lane - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792232

4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
2143909505

Luis Landin - Ameriprise Financial Services, LLC

444 Executive Center Blvd
Ste 222

El Paso, TX 79902
9152233284

Terry Clark - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222463

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
2819991283

Mark Elledge - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100201

Alan Cumming - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792227

Brian Langford - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
9723988599

Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
3239621132

Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9726637549

Alison B Robinson - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066985212

Tommy N Thomas & Associates

2836 Bill Owens Parkway

Longview, TX 75605
9032979933

Barby Crabtree - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506622

Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601305

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
7136591212

James E Boston - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193210

Alan Paul Yonack - Morgan Stanley

300 Crescent Court
Ste 120

Dallas, TX 75201
2144687209

Brazelton, Murray, Greenwood - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

Andrea Smith - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171450

Anita E Kelley - Morgan Stanley

200 Crescent Court
Suite 900

Dallas, TX 75201
2147205090

Matthew Carr - Ameriprise Financial Services, LLC

3315 81st St
Ste D

Lubbock, TX 79423
8067915904

Frank Burdick - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942863

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
9792443218

Kristin Lee Sanders - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
2813639614

Asher M Feinberg - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
9158427941

Jerald Cooperman - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918014

Matthew P Kardesch - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324343

Anupam Johri- "AJ" - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746586

Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
9727269888

Brian D Olson - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164406

Stephen Hernandez - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
8174206223

7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
9722311525

Louis Chamales - Ameriprise Financial Services, LLC

444 Executive Center Blvd
Ste 222

El Paso, TX 79902
9152233284

Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
8178491375

Steve Jones - Ameriprise Financial Services, LLC

911 NW Loop 281
Ste 205

Longview, TX 75604
9032979800

Brandon Billing - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967303

Adam Horn - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655098

Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
2102681500

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
8329108437

Brian Heitshusen - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683061

Charles C Lee - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
9723988599

Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
2142236022

Austin Stewart - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683138

Ashley Randt Kneisly - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662157

Curtis Mason - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

B J Seastone - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
5122310725

Boggs Harrison Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666611

Jerry Muldowney - Ameriprise Financial Services, LLC

3522 Paesanos Pkwy
Ste 303

San Antonio, TX 78231
2107641390

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
5122187993

Ambrose and Leyden Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171505

Ann Elizabeth Krieger - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803308

Aubrey L Nestman - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321639

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
3256531040

Justin Ponchak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

Bert Rhodes - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624793

Albert Steves - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716110

Brady Hollingsworth - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450631

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
9726132525

Bobby A Leach - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644512

Lawrence Terry - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8178109132

Billy Yarbrough - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100207

Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
5125279900

Jason Palmer - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350107

J D Davis - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
8322996280

Jeanne Heisler Pellis - Ameriprise Financial Services, LLC

4022 Crystal Lake Cir N

Pearland, TX 77584
2814856793

Kane Vines - Ameriprise Financial Services, LLC

5700 Granite Pkwy
Ste 200

Plano, TX 75024
4694097283

Thomas E Novosad - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324404

Audree Begay - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746666

Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
2103211400

Lethe C Burns - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Derrick Kinney - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
8174196001

Lapp & Associates - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

The Keever Group - Ameriprise Financial Services, LLC

2340 W Interstate 20
Ste 214

Arlington, TX 76017
8174656000

Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
9728667969

Financial Freedom Wealth Advisors - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

Tiras Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324400

Pennington Wealth Management - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324422

Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

Doyle & Associates - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 915

Richardson, TX 75080
2143898500

Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915969

Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
5122753897

Beth Langley - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700446

Nancy Guhit - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821321

Bintliff Uhl Wealth Management Group - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123145309

Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

Dusti Calander - Ameriprise Financial Services, LLC

203 W Davis St

McKinney, TX 75069
2145484438

Lake Point Advisory Group Flower Mound Office

1011 Surrey Ln.
Building 200

Flower Mound, TX 75022
2147713363

Kristin L Young - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 2603

The Woodlands, TX 77380
8327915040

Mike Bintliff - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915989

Brightway Insurance, The Gunn Agency

5126494220

Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
4098668121

Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
3619914189

Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
4096973111

Scott Tiras - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324400

Mohsin Noon - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601395

Rick Dunagan - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915918

Jay R Hutcherson - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 103

Houston, TX 77057
7135071017

Window World TX

5238 Evers Road

San Antonio, TX 78238
2107670995

Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
8329153053

Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
7133403149

Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
2816430996

Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
2813784840

Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
5122012981

HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
8883190045

HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
4698046881

Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

Stiles & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

DTLR

2244 North Collins St

Arlington, TX 76011
8173032682

DTLR

5256 S State Hwy 360
Suite #820

Grand Prairie, TX 75052
9725227952

DTLR

2630 N Josey Ln
Suite 126

Carrollton, TX 75007
9722421612

Scott Byrd - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918000

Carl Canga - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
5125533007

Philip A Crew - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967181

Frost Bank

3500 Little York Rd
Ste. B-1A

Houston, TX 77093
7133887600

Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612036

Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665508

Raul Bencomo Jr - Ameriprise Financial Services, LLC

5760 N Mesa St

El Paso, TX 79912
9158420014

Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
2543996597

YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
4407405262

DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
9722410682

DTLR

1030 W Arkansas Ln

Arlington, TX 76013
8174592645

DTLR

3312 N Buckner Blvd

Dallas, TX 75228
2146609880

DTLR

6759 Bridge St

Fort Worth, TX 76112
8174573647

Strategic Insights Financial Planning Group - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
2147713363

Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
2147713363

Sam Thornal II - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
9728667969

Stephen C Burchett - Ameriprise Financial Services, LLC

150 Pine Forest Dr
Ste 601

Shenandoah, TX 77384
9362318966

Scott A Miller - Ameriprise Financial Services, LLC

2840 W Southlake Blvd
Ste 120

Southlake, TX 76092
8174476464

Jonathan Blakelock - Ameriprise Financial Services, LLC

2316 Timber Shadows Dr
Ste 102

Kingwood, TX 77339
2813583322

Thalia Christy Savvidis - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601385

David G Wilson - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
2817249612

Neil Rahimi - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601344

Travis Ladner - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

David Nethery - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450611

Edward Hedgecoke - Ameriprise Financial Services, LLC

123 N 3rd St

Canadian, TX 79014
8063235241

Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445733

Jennifer Elliott - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
5127444185

Richard Dvorak - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122722

Britt Ester - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244917

Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066986833

John Husband - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992004

DTLR

727 North Highway 67
Suite 31

Cedar Hill, TX 75104
9722938769

DTLR

3534 Altamesa Blvd

Fort Worth, TX 76133
8172923504

DTLR

1501 W Buckingham Rd
Suite 1501

Garland, TX 75042
9724149330

C Travis Saacke - Ameriprise Financial Services, LLC

2900 Commercial Center Blvd
Ste 110

Katy, TX 77494
7133324333

Eric Ross - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
7134007800

Charla K McIntyre Fields - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918002

David Riggs - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

Shane Sherwood - Ameriprise Financial Services, LLC

911 NW Loop 281
Ste 205

Longview, TX 75604
9032979800

Shannon Harris - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350101

Matthew Miller - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612028

Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651066

Anthony Garcia - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Hensley, Birney & Associates - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
7134649700

Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122710

Khan, Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

Clearfork Wealth Management - Ameriprise Financial Services, LLC

5600 Clearfork Main St
Ste 460

Fort Worth, TX 76109
8173779998

Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967300

Raub Capital Management - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321636

Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

BridgeNorth Wealth Advisors - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

Leslie Golden - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601321

Collum, Wofford and Associates - Ameriprise Financial Services, LLC

1418 Sidney Baker St

Kerrville, TX 78028
8302570406

Cecilia Garcia - Ameriprise Financial Services, LLC

3200 Southwest Fwy
Ste 3100

Houston, TX 77027
8324168400

Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631600

Acerra, Fox & Associates - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Carl F. Vincent and Associates - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324410

Houston & Associates - Ameriprise Financial Services, LLC

417 Oakbend Dr
Ste 270

Lewisville, TX 75067
9724596670

La Familia Auto Insurance

901 E. Hwy 67
Ste. A

Duncanville, TX 75137
9727764121

Groceries Today

800 Town and Country Blvd
Suite 537

Houston, TX 77024
8322342655

Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605731

Rodney Coe - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445715

VILLA

3417 Lancaster Rd

Dallas, TX 75216
2143711884

DTLR

9203 Skillman St
Suite 120

Dallas, TX 75243
2145534562

VILLA

2520 W University Dr
Suite 1160

Denton, TX 76201
9403812416

DTLR

2223 Singleton Blvd
Space 234

Dallas, TX 75212
2149519645

Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
2147713363

Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
8305157096

Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
2147713363

Michael Farah - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
3617292201

Deborah Federick - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651061

Wendell De Grange - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601340

Zachary Swain - Ameriprise Financial Services, LLC

8309 Whitley Rd
Ste 101

Watauga, TX 76148
8174275300

Laura Enwere - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321833

Mary Pepkin - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450632

Laura Parker - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Danley & Associates - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100208

Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774400

Watters Creek Wealth Management - Ameriprise Financial Services, LLC

700 Central Expy S
Ste 380

Allen, TX 75013
9729541595

Michael Pascarella - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

Mesquite Wealth Management Group - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821321

Verus Wealth Advisors - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
9723988599

Schroeder and Associates - Ameriprise Financial Services, LLC

1610 Woodstead Ct
Ste 110

The Woodlands, TX 77380
2813621995

Craig Donowho - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8173326700

James Credo - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Kevin J Pittman - Ameriprise Financial Services, LLC

203 W Davis St

McKinney, TX 75069
2145928660

Andy Raub - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
2143682900

James Callaway - Ameriprise Financial Services, LLC

2219 Lamar Ave

Paris, TX 75460
9037857000

Thor Hoppess - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445781

Philip Lapp - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612027

Ted Doyle - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126917033

Joseph Galloway - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222460

Scott Campbell - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601386

Sharon Ward - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7136003407

Howard M Skillrud - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

Donna Uliva - Ameriprise Financial Services, LLC

6750 West Loop S
Ste 840

Bellaire, TX 77401
7136003410

David D Barnes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

Ruth Vivrett - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450600

Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506600

Bives & Associates - Ameriprise Financial Services, Inc.

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123145340

Cheryl Lee - Ameriprise Financial Services, LLC

9600 Great Hills Trl
Ste 150W

Austin, TX 78759
5123402323

Dale R Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605849

Arthur Natividad - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066985246

Michael Harrison - Ameriprise Financial Services, LLC

2339 Dueling Oaks

Tyler, TX 75703
9035927526

Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Blake Harris - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
4692210428

Jenny Funderburk - Ameriprise Financial Services, LLC

700 Central Expy S
Ste 380

Allen, TX 75013
9729541595

Brock Brower - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Danny P Blevins - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657003

Brooks Danley - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100205

Michael Jones - Ameriprise Financial Services, LLC

318 W Highland Blvd

San Angelo, TX 76903
3259420600

Ronald Yowell - Ameriprise Financial Services, LLC

8309 Whitley Rd
Ste 101

Watauga, TX 76148
8174275300

Jeffrey Chen - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601350

Vince Mendiola - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222461

Duane Dollar - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193240

Harry Sidhu - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651095

Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655000

Fred Zeller - Ameriprise Financial Services, LLC

1428 W Alabama St

Houston, TX 77006
7135210300

Dale Anderson - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445808

Guy Acerra - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821311

Charles E Pepkin - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450614

Sarah Walsh - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350102

Keri Lai - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321607

John R Thane - Ameriprise Financial Services, LLC

2840 W Southlake Blvd
Ste 120

Southlake, TX 76092
8175523112

Morgan Stanley

303 N Oregon St, 9th
Fl

El Paso, TX 79901
9158427900

Guy Church - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918000

Shawn D Smith - Ameriprise Financial Services, LLC

5600 Clearfork Main St
Ste 460

Fort Worth, TX 76109
8173779998

Wilsons Leather

5001 East Expressway 83
Suite #639

Mercedes, TX 78570
9562940112

Kyle Cotton - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222458

My Eyelab

485 Marketplace Blvd
#154

Forney, TX 75126
8662867036

Michael R Misner - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193219

Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
4695451268

Steve Graff - Ameriprise Financial Services, LLC

2840 W Southlake Blvd
Ste 120

Southlake, TX 76092
8175523112

Doug Stone - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821318

Rashonner Lillie - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601371

Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601328

Kornmann, Akre & Associates - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

Timothy Doherty - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193209

Russ Ray - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445758

Tony Franzago - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651055

Lonny Landry - Gateway Mortgage Group

6735 Salt Cedar Way
Ste. 370

Frisco, TX 75034
8175541017

Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444804

Edward Jones - Financial Advisor: Grant A Muir

303 Coke Ave
#130

Hillsboro, TX 76645
2545828438

Richard Travis - Ameriprise Financial Services, LLC

115 N Dixie Dr
Ste 120

Lake Jackson, TX 77566
9792973700

Brian Lemon - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665502

Edward Jones - Financial Advisor: Kevin D Teems

5099 Hwy 377 S

Aubrey, TX 76227
9403650030

Howard K Bellet - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918025

Jerome Caulk - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445754

Edward Jones - Financial Advisor: John Clanton

550 Reserve St
Ste 400

Southlake, TX 76092
6822719146

Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123145340

Edward Jones - Financial Advisor: Lex Webster

1229 E Pleasant Run Road
Suite 220

Desoto, TX 75115
4695471661

Edward Jones - Financial Advisor: Ryan Soward

5421 Donnybrook Ave

Tyler, TX 75703
9035346077

LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9724379311

Larry Levi - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915951

Andrew Ross - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450628

Jon Williams - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445780

Craig Hoffman - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601351

Terry D Doyle - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 915

Richardson, TX 75080
2143898500

Mark Stegman - Ameriprise Financial Services, LLC

3333 Premier Dr
Ste 100

Plano, TX 75023
9725434850

Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
9723937393

Comtex Vidor

1455 N Main

Vidor, TX 77662
4097831717

Mitchell Jacobs - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7138400240

Comtex Orange

1702 16th Street

Orange, TX 77630
4098829714

Kelly Shanks - Ameriprise Financial Services, LLC

221 S Memorial Fwy
Ste 200

Nederland, TX 77627
4097216200

Panera Bread

26003 NW Freeway

Cypress, TX 77429
2817583100

R Jeff Taylor - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918012

Jack Boone - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Barton Financial Group, LLC

107 S. Main Street
Ste. A

Kyle, TX 78640
5126867589

Michael Mark Eisenmenger - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

Nothing Bundt Cakes

2451 Pablo Kisel Blvd
Suite A

Brownsville, TX 78526
9564651461

Nothing Bundt Cakes

1351 W Davis St
Suite B

Conroe, TX 77304
9362835450

Goosehead Insurance - Kim Dugey

14133 Memorial Drive
Suite 1

Houston, TX 77079
8326678961

Goosehead Insurance - Spiller & Ormand Agency

9707 FM 812
Suite 3

Austin, TX 78719
5129604550

Dallas Rainwater - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918000

HomeWell Care Services

11104 W. Airport Blvd
Suite 205

Stafford, TX 77477
2817215536

Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624700

CYCLEBAR

17022 Fiesta Texas Drive
Suite 401

San Antonio, TX 78256
2106884055

Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102244900

Michael DeGroat - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321683

H Bradley Whatley - Ameriprise Financial Services, LLC

1 Sugar Creek Center Blvd
Ste 655

Sugar Land, TX 77478
2814948211

Vasso & Associates - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
9726925069

Cathy Buchanan - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7135514003

Jones, Cannon and Scofield - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746500

Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100220

John McDonald - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918021

Buchanan, James & Associates - Ameriprise Financial Services, LLC

3050 Post Oak Blvd
Ste 1710

Houston, TX 77056
7135514000

David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171500

Skillrud & Associates - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

Ibarguen & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

Walters & Associates - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Workhorse Wealth - Ameriprise Financial Services, LLC

318 W Highland Blvd

San Angelo, TX 76903
3259420600

Todd Holubec - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915942

Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
9797769441

Rosenthal Retirement Planning, LP

100 E 15th St
Suite 100

Fort Worth, TX 76102
8173362000

Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035814344

Jeffrey L Bellinghausen - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450600

Kent Copeland - Ameriprise Financial Services, LLC

2161 NW Military Hwy
Ste 204

San Antonio, TX 78213
2103415368

Neal D Vasso - Ameriprise Financial Services, LLC

5000 Quorum Dr
Ste 375

Dallas, TX 75254
9726925069

Arthur W Spiller - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
8326321500

Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
2814802616

Randy Stewart - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

Craig A Saunders - Ameriprise Financial Services, LLC

705 E 1st St

Prosper, TX 75078
4695061950

Susan Marvin - Ameriprise Financial Services, LLC

1120 W Campbell Rd
Ste 101

Richardson, TX 75080
2145722261

Michael Sonne Felker - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918023

Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
5122633695

Darrell Ray Pennington - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324422

Deborah Fleming - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

Marla Johnston - Ameriprise Financial Services, LLC

6160 Warren Pkwy
Ste 100

Frisco, TX 75034
9727312612

Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
4326206060

William Everly - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
8774217900

Andrew Carroll - Ameriprise Financial Services, LLC

7840 Hillside Rd
Ste 200

Amarillo, TX 79119
8063520664

Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657001

Bradley Burnfield - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

Larry Olivarez - Ameriprise Financial Services, LLC

711 N Carancahua St
Ste 1701

Corpus Christi, TX 78401
3616541900

Peggy W Lyon - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

Thomas Callaway - Ameriprise Financial Services, LLC

2219 Lamar Ave

Paris, TX 75460
9037857000

Michelle Morehead - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321675

Christopher Smith - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
8175005284

Nicholas Adamson - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651031

Pamela Turner - Ameriprise Financial Services, LLC

1207 University Ave

Huntsville, TX 77340
9362957009

Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915944

Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451200

William Fox - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821309

Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2143688555

Derek Meller - Ameriprise Financial Services, LLC

320 S Broadway Ave
Ste 400

Tyler, TX 75702
9726925069

Kristen Palme - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Peter A Samuelson - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Jim Tabak - Ameriprise Financial Services, LLC

4516 S Mc Coll Rd

Edinburg, TX 78539
9566180050

Liz Shaffer - Ameriprise Financial Services, LLC

550 Reserve St
Ste 190

Southlake, TX 76092
8174790141

Brian Strawn - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244915

Kelly Just - Ameriprise Financial Services, LLC

8309 Whitley Rd
Ste 101

Watauga, TX 76148
8174275300

Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417500

Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164400

Thomas Fons - Ameriprise Financial Services, LLC

2717 Commercial Center Blvd
Ste E200

Katy, TX 77494
8329135100

Samuel Pak - Ameriprise Financial Services, LLC

4245 Kemp Blvd
Ste 804

Wichita Falls, TX 76308
9406912275

Charles Jones - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

Cowand Wealth Management, LLC

12304 Alcanza Drive

Austin, TX 78739
5128266610

Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
2142995134

Houston Financial Center

675 Bering Drive
Suite 575

Houston, TX 77057
7132127565

World Financial Advisors

3350 McCue Road
#704

Houston, TX 77056
7137719400

Michael Higgins - Ameriprise Financial Services, LLC

5760 N Mesa St

El Paso, TX 79912
9158420158

Leon Henry - Ameriprise Financial Services, LLC

1712 Santa Fe Dr
Ste B

Weatherford, TX 76086
6822133131

Michael Mickey Johnson - Ameriprise Financial Services, LLC

100 Congress Ave
Ste 2000

Austin, TX 78701
5123916990

Jaime Anderson - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657011

Billie Pettey - Ameriprise Financial Services, LLC

2339 Dueling Oaks

Tyler, TX 75703
9035927526

Russell Rosin - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

Phillip Owens - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193202

David Lewis Martinez - Ameriprise Financial Services, LLC

8500 Bluffstone Cv
Ste 105A

Austin, TX 78759
5127950062

Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321625

Shehzad D. Khan - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812808700

John Ramzy - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915967

Steve Dziuk - Ameriprise Financial Services, LLC

224 W Main St
Ste 100 & 300

Kenedy, TX 78119
2105821321

Dawn Collum - Ameriprise Financial Services, LLC

1418 Sidney Baker St

Kerrville, TX 78028
8302570406

Rey Garza - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

Martin Wheeler - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605735

Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
9725327833

The Pyle & Smith Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635545

T J Hayes & Co, PLLC

25025 Interstate 45 N.
Suite 470

The Woodlands, TX 77380
2815832525

GPS Wealth Management

2600 South Shore Boulevard
Suite 300

League City, TX 77573
8326895746

Scarborough Financial

5125513001

Dearborn & Creggs Investments

77 Sugar Creek Center Boulevard
Suite 590

Sugar Land, TX 77478
2812776400

Prospera Financial Services: Judy Kay Moore

5124063355

Thieman-Stinnett Investment & Retirement Services, LLC

502 S Koenigheim
Suite 2G

San Angelo, TX 76903
3256555520

Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942821

Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
2148918131

Wyble Graham Garcia Wealth Management

14855 Blanco Road
Suite 218

San Antonio, TX 78216
2105687666

Chartered Wealth Management

800 N Shoreline Blvd
Ste 1250

Corpus Christi, TX 78401
3618805902

Crawford Mickey McGill - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605855

Stone Asset Management

703 West 10th Street

Austin, TX 78701
5124699152

SWAN DFW Financial Solutions

7416 Marsarie Ct

Fort Worth, TX 76137
8179380077

Clarity Financial Group

1200 Summit Avenue
Suite 516

Fort Worth, TX 76102
8173384150

Powell Financial Partners

4749 Williams Dr
Suite 323

Georgetown, TX 78633
5122496780

Turnage Wealth Management

8620 North New Braunfels Avenue
Suite 212

San Antonio, TX 78217
2108329911

David Hergert - Ameriprise Financial Services, LLC

1331 Gemini St
Ste 202

Houston, TX 77058
2812800444

Greg Smithson - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967311

Westlake Wealth Management

310 South Oak Street
Suite 208

Roanoke, TX 76262
6828886144

Stroud Financial Management, Inc.

10540 Aledo Road

Fort Worth, TX 76126
8664847019

James Smith, New York Life

21021 Springbrook Plaza Dr.
Ste 210

Spring, TX 77379
2814018214

John Trusela - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

Eric Batey Inc.

305 W Woodard
Suite 102

Denison, TX 75020
9033370911

The Azalea Group - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792237

Victoria L. Roberts, CFP®

841 Sylvan Drive

Fort Worth, TX 76120
8176425510

TCI Texas Insurance

1431 Greenway Dr
Suite 140

Irving, TX 75038
9729861100

TSG Financial Strategies LLC

12201 Merit Drive
Ste. 1000

Dallas, TX 75251
9727742469

ELS Vision Wealth Management

1801 North Hampton Road
Suite 276

DeSoto, TX 75115
9725980242

Riddle Capital Management

2405 20th Street

Lubbock, TX 79411
8062819245

Platinum Tax & Wealth Management

2002 Timberloch Place
Suite 525

The Woodlands, TX 77380
2813621444

DMI Wealth Management & Insurance Solutions

110 E Broadway Street

Sweetwater, TX 79556
3252351718

The May Group Insurance Services

730 North Post Oak Road
Suite 120

Houston, TX 77024
7138078264

Tate Lindsey - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8172765505

Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
2143852415

Retire West Texas

1941 East 37th Street

Odessa, TX 79762
4325504500

Fuentes Wealth Advisors

7001 Preston Rd
Ste 300

Dallas, TX 75205
2144477507

NOW CFO

4301 W. William Cannon Drive
Suite B150-521

Austin, TX 78749
8778840232

Wilsons Leather

4015 Interstate 35 South
Ste 625

San Marcos, TX 78666
5128058438

Moffatt Financial Strategies

515 Houston Street
Suite 651

Fort Worth, TX 76102
6827470134

MSM Advisory, LLC

25 Highland Park Village Ste. 100 -184

Dallas, TX 75205
2148034361

David C. Rouse, CPA, CFP®

401 E. Sonterra Boulevard
Suite 375

San Antonio, TX 78258
2104021211

Granite Financial Group

1670 Keller Parkway
Suite 200

Keller, TX 76248
8173799323

Clay Thompson

9169533599

Trilogy Wealth Management

2041 Avenue F
Suite A

Bay City, TX 77414
9792450649

NOW CFO

8330 Lyndon B Johnson Fwy
suite B250

Dallas, TX 75243
8778840232

Greater Texas Wealth and Risk Management, LLC

8173744780

Global Integrity Finance LLC

321 N. Central Expressway
Suite 360

McKinney, TX 75070
2145485190

The Oughtness Group

1807 Breezy Bend Dr
Suite 100

Katy, TX 77494
2817692846

Datcu Financial Services

225 West Mulberry Street

Denton, TX 76201
9404425584

W. Frankie Linsicombe - Morgan Stanley

200 Crescent Court
Suite 900

Dallas, TX 75201
2147205072

Freedom One Advisor Group

16845 Blanco Rd
Ste 104

San Antonio, TX 78232
2102452650

Dahse Financial Group

589 North Farm to Market 1626
Suite 301

Buda, TX 78610
5126653941

The Jal Dennis Group

601 Commerce Street

Wylie, TX 75098
9724290603

Cornerstone Wealth Management

7138822324

Floyd E Miller

3300 South 14th Street
Suite 100

Abilene, TX 79605
3256760138

Rosehill Asset Management

17611 Lasting Rose Drive

Cypress, TX 77429
7133971188

Tanya Gray Financial

3308 Preston Road
Suite 350-334

Plano, TX 75093
2142325391

Craig A Parr - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417552

Daron Edwards - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582773

Riverchase Wealth Management

3419 Cross Timbers Road
Suite 105

Flower Mound, TX 75028
9724719013

FESS Financial

2595 Dallas Parkway
Suite 450

Frisco, TX 75034
9723779070

NOW CFO

110 East Houston Street

San Antonio, TX 78205
8778840232

Jesus Rodriguez - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
9155349265

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

1421 North Elm St
Suite 100

Denton, TX 76201
9405660377

Moore Financial Services Group, LLC

2202 Timberloch Pl
Suite 218

The Woodlands, TX 77380
8772124144

LifeBridge Financial Group

2211 Norfolk Street
Suite 120

Houston, TX 77098
7135278998

David I. Martinez

6414 McPherson Road
Suite 7

Laredo, TX 78041
9567220945

VILLA

1104 S First St

Garland, TX 75040
9722727959

Joey Gonzales - Gateway Mortgage Group

3926 S. Treadaway Blvd
Ste. A3

Abilene, TX 79602
3252679479

Lake Point Advisory Group Plano Office

101 E. Park Blvd.
#600

Plano, TX 75074
2147713363

Lake Point Advisory Group Dallas Office

8117 Preston Road # 110
Suite 300

Dallas, TX 75225
2147713363

Pizza Hut

5412 Slide Rd
Ste 500

Lubbock, TX 79414
8067970700

McGuff Financial

5208 Broadway
Suite 204

Pearland, TX 77581
2814856900

Financial & Insurance Services of Texas

18601 LBJ Freeway
Suite 140

Mesquite, TX 75150
9722791147

Garner Financial

3120 Milton Avenue

University Park, TX 75205
2143692045

Ethos Wealth Planning

5444 Westheimer Road
Suite 1445

Houston, TX 77056
2812295967

SRK | Financial Group

9600 Great Hills Trail
Suite 170 E

Austin, TX 78759
5125825071

Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662120

Paul Pomeroy, MBA, CFP®, AIF®

4880 Long Prairie Road
Suite 220

Flower Mound, TX 75028
4696352860

Steven Chefas - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635503

David McLaughlin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139658021

The Hill Country Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700413

Doug McKelvey - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164422

Charles B Albright - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662141

Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932761

Hamilton Wealth Management

8303 North Mopac Expressway
Suite A-20

Austin, TX 78759
5126717711

Johnson Financial Group

5041 Kinsey Drive

Tyler, TX 75703
9035812098

Wealth Creation Concepts

12727 Featherwood Drive
Suite 119

Houston, TX 77034
2814810872

The Hunter Stanco Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774439

Sandy Macdowell - Morgan Stanley

200 Crescent Court
Suite 900

Dallas, TX 75201
2146617109

Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683094

Christopher P Moino - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506668

Thomas B. Ford, C(k)P® - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662132

Les Loggins - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792240

The Keene Group - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102244900

The Coffey-Marino Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700454

Randall Sutton - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683109

J Carrell - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506619

The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Suite 900 West

Dallas, TX 75244
9727746585

The Waterwall Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655090

Genai Walker-Macklin - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506675

Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683146

Regency Wealth Advisors

5049 Edwards Ranch Rd
Floor 4

Fort Worth, TX 76109
8179254382

Eagle Wealth Management Group

700 North Main Street

Taylor, TX 76574
8883573245

Talbot Financial

14550 Torrey Chase Boulevard
Suite 245

Houston, TX 77014
8323750009

John Pepe - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139666844

Texas Financial Resources

5040 Tennyson Parkway

Plano, TX 75024
9723793073

Diana Maldonado - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693419

The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683053

Dustin Michael Smith - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693456

Julie A Barbour - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724504818

Terry Williams - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066985248

Traci B Miller - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
9158427914

Steven M. Thorpe - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655066

Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683034

Shawn Lewis Walker - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693454

Christine Ashmore - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967115

Cindy Tice - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624705

Justin Pretiger - Morgan Stanley

303 N Oregon St
9th Fl

El Paso, TX 79901
9158427918

Joseph E Sircely - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644553

The Pathways Wealth Management Group - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655087

The Shriftman Hillman Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624717

Charles Wendell Grimes Jr. - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693412

Dianne Farrar-Wright - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417555

The Generation Group - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624701

Leann Drake - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967319

Michael Bradstreet - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202251

Vivian A O'Leary - Morgan Stanley

2800 Post Oak Blvd.
18th Floor

Houston, TX 77056
7139655075

Gregory W Davis - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202209

David A Jennings - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967060

Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655037

David J. Miller - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437238