FIND THE PERFECT FIT

All Financial Advisors & Professionals

nationwide

Apply To Become A Client

We like to keep it simple, that's why our process is focused on maximizing the value of our first interaction together. In order to do that, we need to learn a little bit more about you.

Tiffini Arrington

Disability Income Specialist

Jay Bartley

Financial Professional

Travis Hostutler

Financial Professional

Teri Damore

New Business Desk

Melani Faulkner

Financial Professional

Sean O'Donnell

Financial Professional

Meet Carolyn Sheffy, a Financial Representative in the DFW area. With a warm and knowledgeable approach, Carolyn helps clients achieve their financial goals with expert financial services. #FinancialRepresentative #DFW #FinancialServices

Carolyn Sheffey

Financial Professional

Jeff Bynum

Financial Professional

David Yaw, M.B.A., RICP, CExP™

Wealth Management Advisor

Kevin McDaniel

Financial Professional

Nickelle Leist

Financial Professional

Tommy Aultman

Financial Professional

David Paul Anderson

Financial Professional

Larry Mott, CFP®

Financial Advisor

Jason Davis

Financial Professional

John Hersey

Financial Professional

Paul Williams

Financial Professional

Josh Crozier

Financial Professional

Meet Kamran Ellini, the Vice President of Rethink Wealth, a strategic financial services team based in Houston, TX. With his seasoned leadership, Kamran guides financial advisors to excel in Texas. #FinancialServices #StrategicLeadership #HoustonTX

Kamran Ellini, CFP®

Financial Advisor

Lee Daniels, CFP®

Financial Advisor

Justin Makris

Financial Advisor

Mark Connelly, CFP®

Financial Advisor

Dale Pieper

Financial Advisor

Meet Jason Mickey, a Registered Representative in Houston, TX. With expertise in financial services, Jason guides clients on their investment journey with a friendly and approachable approach. #RegisteredRepresentative #FinancialServices #HoustonTX

Jason Mickey

Financial Professional

Hogan Choyce

Financial Advisor

Chris Cernok

Financial Professional

Lester Inniss

Financial Advisor

Louis Mayor

Financial Professional

Clark McCleary

Financial Professional

Daniel McCleary

Financial Professional

Don F. Taylor

Financial Professional

Kenneth West

Financial Professional

Nick Semoudiaris

Financial Professional

Scott Doyle

Financial Professional

Matthew Nerz

Financial Advisor

Gary Speer

Financial Professional

Justin Moser

Financial Professional

Sergio Cruz

Financial Professional

Ryan Peel

Financial Professional

Tatiana Molina

Financial Professional

Kamryn Manley

Financial Professional

Josephine Tran

Relationship Manager

Headshot of Kristen Harkless

Kristen Harkless

Financial Representative

Kirk Wisnewski

Financial Representative

Courtney Crenshaw

Financial Professional

Cole

Cole Vanassche

Financial Professional
Roshika

Roshika Thompson

Financial Professional