Advisors at this firm
Antonio P
Series 66
Rio Rancho, NM
Thurston Springer Advisors
Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.
Sara M
Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
Sara Murans is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Thurston Springer Financial since 2017 and previously managed household financial matters for over a decade. Outside of advisory work, she is a 50% partner in RCR Development 238, LLC, which owns raw land. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.
William S
Series 66
Tyler, TX
Thurston Springer Advisors
William Smith is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and as a contractor with Texas and Southern Farm Bureau Insurance. Smith continues to receive passive income from his former insurance business activities. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.
James T
Series 63, Series 65, Series 66
Flower Mound, TX
Thurston Springer Advisors
James Turco is a financial advisor with Thurston Springer Advisors, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum processes, and manages accounts typically on a discretionary basis.
Terry D
Series 63, Series 66
Brodheadsville, PA
Thurston Springer Advisors
Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.
Jason G
Series 66
Tyler, TX
Thurston Springer Advisors
Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Southside Investment Services, Southside Bank, and Raymond James Financial Services. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.
David N
Series 63, Series 65
Richmond, VA
Thurston Springer Advisors
David Nystrom is a financial advisor at Thurston Springer Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. He serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation, a nonprofit organization. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through wrap fee programs and third-party managers.
Richard P
Series 63, Series 65
Indianapolis, IN
Thurston Springer Advisors
Richard Parker is a financial advisor at TruEdge Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including T.S. Phillips Investments, Inc. and Thurston Springer Advisors. Outside of his advisory work, Parker serves as Chief Executive Officer of Financial Services Holdings, a holding company unrelated to investment activities, and is a finance committee member for JWAS, a nonprofit organization supporting underprivileged children. TruEdge Asset Management offers a turnkey asset management platform and discretionary investment advisory services to independent financial advisors and individual clients. The firm provides model-driven investment management with flexible options, digital advisory tools, and administrative support, and advises private pooled funds for accredited investors.
Brian S
Series 63, Series 66
Indianapolis, IN
Thurston Springer Advisors
Brian Sullivan is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Thurston Springer Financial in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, utilizing equities, fixed income, commodities, and regional indices, and manages accounts primarily on a discretionary basis.
Jeannette A
Series 63, Series 65
Itasca, IL
Thurston Springer Advisors
Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.
Gabriele A
Series 63
Indianapolis, IN
Thurston Springer Advisors
Gabriele Allen is a financial advisor at Thurston Springer Advisors in Indianapolis, IN, with 32 years of industry experience. She has been with Thurston, Springer, Miller, Herd & Titak, Inc. since 1989. Outside of her advisory role, she is a sales executive for Green Organics International, a non-investment-related business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts through discretionary and non-discretionary retirement-plan services.
Dylan T
Series 66
Bloomfield Hills, MI
Thurston Springer Advisors
Dylan Truancelewis is a financial advisor at Thurston Springer Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and DELRAY Systems LLC. In addition to his advisory roles, Dylan has experience in education at Oakland University and has worked in the food service industry. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts through discretionary and non-discretionary agreements.
Terry H
Series 63, Series 65
Oklahoma City, OK
Thurston Springer Advisors
Terry Holcomb is a financial advisor with Thurston Springer Advisors based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at T.S. Phillips Investments, Inc. since 2002 and Phillips Investment Consultants, LLC since 2001. Outside of his advisory role, he serves as treasurer for Phillips Securities Insurance Agency. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis through various programs and third-party manager placements.
Christopher L
Series 63, Series 66
Indianapolis, IN
Thurston Springer Advisors
Christopher Lavelle is a financial advisor with Thurston Springer Advisors in Indianapolis, IN, holding Series 63 and Series 66 designations and five years of industry experience. He previously worked at MOBI Wireless Management from 2013 to 2016 and has been with Charles Schwab since 2016. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs multiple investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts through discretionary and non-discretionary arrangements.
Tami B
CFP®, Series 66
Oklahoma City, OK
Thurston Springer Advisors
Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.