Ryan Korenek

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Conroe, TX 77301-2863

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management

Work history

Edward Jones

2022 - Present (4 years)

Unemployed

2020 - 2022 (2 years)

Axios Industrial Maintenance Contractors

2019 - 2020 (1 year)

Chart Lifecycle

2018 - 2019 (1 year)

Chicago Bridge and Iron

2013 - 2018 (5 years)

Disclosures

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

Business activities & affiliations

Jason S

CFP®

The Woodlands, TX

SF Planning Group LLC

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

General retirement planning Retirement income strategy Wealth management Educators, Teachers, and Academics Gen X (Born 1965-1980)
user avatar

Cameron C

CFP®, CPA

Shenandoah, TX

Legacy Chief Financial Office, LLC

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas. As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about. Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area,

Equity Recipients (RS/RSU, SOP, ESPP) Engineering Professional Baby Boomers (Born 1946-1964)

Elec P

Series 66

The Woodlands, TX

Merrill

Elec Presnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2017. He specializes in holistic wealth management, financial strategies, retirement planning, portfolio management, and client-focused areas such as family wealth management strategies and managing new wealth. Elec holds a Bachelor of Arts degree in English from Covenant College. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elec emphasizes the importance of understanding each client's individual needs and goals to develop personalized wealth management plans, leveraging resources from Merrill Lynch Wealth Management and the experience of the PSMC Group. Outside of his professional career, Elec has personal interests in golfing, hunting, and reading. He is also involved in community service through his leadership role with Project 52, a community improvement organization affiliated with his church.

Wealth management General retirement planning Religious/faith focused

Jacob B

Series 66

The Woodlands, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management

Michael H

Series 63, Series 65

The Woodlands, TX

Merrill

Michael Hempfling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1995, initially gaining experience in securities regulatory supervision before joining Merrill Lynch in 2000. His background includes roles in compliance and wealth management, and he holds professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Senior Portfolio Advisor certification through Merrill Lynch’s Investment Advisory Program. Michael’s expertise encompasses comprehensive retirement planning, investment strategy development, wealth preservation, and tax minimization. He works with individuals, families, and business owners to tailor financial strategies aligned with their unique goals and life stages. His educational credentials include a Bachelor’s degree in Mathematics and a Master’s degree in Business Administration from the University of Missouri. He has also passed the Series 63 and Series 65 regulatory exams, qualifying him to provide investment advisory services across multiple states. A U.S. Army Veteran, Michael applies a disciplined and client-focused approach in his work. Outside of his professional responsibilities, he enjoys cooking, traveling, and participating in sports such as football and soccer. He resides in The Woodlands, Texas with his wife and four children.

General retirement planning Retirement income strategy Income planning Wealth management General tax planning Military & Veterans Parents

Frederick D

Series 63, Series 65

The Woodlands, TX

Merrill

Frederick De Groot is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Based in Houston for the past 20 years, he specializes in executive compensation, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Frederick applies a disciplined and balanced approach to portfolio management, helping clients navigate market volatility and focusing on strategies tailored to their unique financial goals. Frederick holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from LaSalle University and his MBA from The University of Chicago Graduate School of Business. His extensive experience includes working with corporate executives and professionals through various economic climates, emphasizing proactive communication and accountability. Outside of his professional work, Frederick enjoys reading, running, and spending time with his family. He is involved in community organizations including EYBL Basketball, The John Cooper School, Texas Torque, and The University of Chicago.

Wealth management Active portfolio management Retirement income strategy General retirement planning Exec comp design Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")