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John Canada

Advisor at Business Blocks 101, Inc.

Updated today

Location

Forney, TX

Credentials

ChFC®, Series 63, Series 65

Industry experience

19 years

About

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Client services

Based on Business Blocks 101, Inc.

Financial planning

Expertise

Based on Business Blocks 101, Inc.

College savings (529s, UTMA, etc.) General retirement planning Annuities

Fee options

Project-based

$150 per hour (negotiable, financial planning)

Other

Fee-only: $150 per hour (hourly fee for financial planning services)

Location

Forney, TX

Most active in

Texas

Work history

Fusion Investment Advisors, Llc

2012 - Present (14 years)

Business Blocks 101, Inc.

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
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William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
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James H

Series 65

Dallas, TX

ACI Wealth Advisors

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Active portfolio management Options & derivatives strategies Retirement income strategy Wealth management Executive Founder/Business Owner
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Ilya K

CFA®, Series 65

Sunnyvale, TX

Kisin Wealth Management LLC

Ilya Kisin is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been the principal and sole advisor at Kisin Wealth Management LLC since 2017 and previously worked at SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC provides fee-based advisory services to individual clients and their trusts and estates, specializing in discretionary, custom portfolio management with a tactical allocation focus. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes derivatives and option strategies within separately managed accounts.

Active portfolio management
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Tommy F

Series 63, Series 65

Rowlett, TX

WhiteStone Wealth Advisors, LLC

Tommy Fincher is a financial advisor with WhiteStone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WhiteStone Wealth Advisors since 2019, following prior roles at the Institute for Wealth Partners, Inc. and Cherry Financial Partners. WhiteStone Wealth Advisors, LLC is an independent, fee-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Operating as a solo practice, the firm manages approximately $14.4 million across about 80 client accounts and offers portfolio management along with selection or referral of third-party money managers.

Wealth management Passive / index investing Active portfolio management
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Gerald H

Series 63, Series 66

Rockwall, TX

Rockwall Wealth Advisors

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. He has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm serving individuals and high-net-worth clients. The firm primarily implements passive, asset-class-based portfolios guided by Modern Portfolio Theory, complemented by fundamental analysis and manager due diligence when recommending outside managers or investments.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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