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15851 N. Dallas Parkway Suite 100 Addison, TX 75001

(469) 737-4000
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Our Advisors

Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs.

Find a Financial Advisor

  • Nancy Da-Thu Dinh, MBA
  • Ashley Richter
  • Fred T. Badyna, CLU, ChFC
  • Grover C. Brillhart, II
  • Christopher Carrion
  • Joel Carson
  • Adam Corona
  • Cristie Daniels
  • Brenda Duke
  • Todd Feldman
  • Michael Ference
  • George F. Ferrin
  • Giovanni Flores
  • Jerod S. Frank
  • Angela Gordon
  • Ben Jones
  • Joshua Kim
  • Olivia Kim
  • Jay Lester, CLU, ChFC
  • Dwight Listhrop
  • Travis L. Martin
  • Dave Megaffin, CLU LUTCF
  • Melinda Delgado
  • John L. Norman, CLU, ChFC
  • Shelley R. Sanford
  • Treta Sellers
  • Michael A. Simmons, MBA
  • Michael S. Smith
  • Karin Stewart
  • Michael T. Ware
  • Michael J. Weaver, CFP, CAPSenior Partner
  • Zhongwen Yang
Badyna, Fred T. Badyna

Fred T. Badyna, CLU, ChFC

Estate & Retirement Consultant

469-737-4118

Brillhart, Grover Brillhart

Grover C. Brillhart, II

Financial Advisor

469-737-4117

Carrion, Christopher Carrion

Christopher Carrion

Financial Representative

469-737-4101

Carson, Joel Carson

Joel Carson

Vice President

469-737-4005

Corona, Adam Corona

Adam Corona

Financial Professional

Feldman, Todd Feldman

Todd Feldman

Financial Advisor

469-737-4130

Ference, Michael Ference

Michael Ference

Financial Professional

469-737-4170

Ferrin, George Ferrin

George F. Ferrin

Financial Representative

469-737-4083

Flores, Giovanni Flores

Giovanni Flores

Financial Professional

469-737-4103

Frank, Jerod S. Frank

Jerod S. Frank

Financial Advisor

469-737-4158

Gordon, Angela Gordon

Angela Gordon

Vice President

(469) 737-4143

Jones, Ben Jones

Ben Jones

Financial Professional

469-737-4189

Kim, Joshua Kim

Joshua Kim

Financial Professional

469-737-4104

Kim, Olivia Kim

Olivia Kim

Financial Representative

469-737-4006

Lester, Jay Lester, CLU, ChFC

Jay Lester, CLU, ChFC

Chartered Financial Consultant

214-293-1869

972-905-5626

Listhrop, Dwight Listhrop

Dwight Listhrop

Financial Professional

Martin, Travis L. Martin

Travis L. Martin

Financial Representative

469-737-4114

Megaffin, David Megaffin

Dave Megaffin, CLU LUTCF

469-737-4101

Norman, John L. Norman

John L. Norman, CLU, ChFC

Financial Professional

469-737-4076

Sellers, Treta Sellers

Treta Sellers

Sales Specialist

(469) 737-4190

Simmons, Michael Simmons

Michael A. Simmons, MBA

Financial Professional

469-737-4166

469-737-4100

Smith, Michael S. Smith

Michael S. Smith

Financial Advisor / Senior Partner

469-737-4035

Stewart, Karin Stewart

Karin Stewart

Financial Professional

Ware, Michael T. Ware

Michael T. Ware

Sr. Vice President

(469) 737-4102

Weaver, Michael Weaver

Michael J. Weaver, CFP, CAP
Senior Partner

CERTIFIED FINANCIAL PLANNER Certificant, Chartered Advisor in Philanthropy

469-737-4059

Yang, Zhongwen Yang

Zhongwen Yang

Financial Professional

469-737-4002