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Andover MA
Austin TX
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HQ – Houston TX River Oaks
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Chris McNeary
2025-08-19T15:02:48-05:00
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Aaron Salgado
Allison L. Carmona
Amanda Ton
Ana Romero
Angelica Martinez
Annah Russell
Ashley Giles, CFP®
Ben Meadows
Blake McTee, CFP®
Bradley Shields, CFP®
Brian Ching
Bryan Prihoda, CAIA ®
Caleb LaVergne
Cecile Franklin
Charles Dix Senior
Chase Abshier
Christian C. Bauman, CFP®, CEPA®
Clayton Fisher, CFP®
Cody Henderson
Courtney Spear Watson
Dale Cooper, CPA
Dan Sexton
Daniel Garcia
Daniel W. Vickery
Davis Rushing
Deb Ellis
Deb Ray
Deborah Willis Frey
Debra Parant, CFA
Denise Clifton
Denise L Clifton
Derek Su
Eileen Stella
Elisa C Flores
Emily Erwin
Ford McTee, CFP®
G. Todd Lavergne
Gayle A. Terry
Gil Beer
Hugh Maginnis
Idania Reyes
Jack Tubbs
James McDaniel
Jesse Isensee, CIMA®
Jessie Timmins
Jim Fortescue
John Howle
John McDermott
John O. Dix, Jr.
John W. Cross IV
Josh LaVergne
Karee H. Sampson
Karen Frankfort
Kathleen Loretto, MBA
Keith Johnson
Kelly Cooper, CFP®, CLU®
Kelly Rushing, CPM®
Kelsi Williams
Ken Mathieson
Kim-Ha Nguyen, CFP®
Larissa Poindexter
Lavada F. Waters
Lina E. Angelo
Matt Shields
Matthew B. West
Megan Price
Michael Farrell, CFA®
Mike O'Connor
Mimi Bauman
Morris S. Gottesman
Nathan W. Galloway
Nicholas L. Erwin, CFP®
Peyton Denney
Philip J. Pilibosian
R. Shawn Jones
Rachel Brown, CFP®
Ransom H. Adams, CFP®
Robin C. Austin
Roman Reed
Ryan C. Ringuet
Sam Parker, CEPA
Scott M. Selzer, CEPA®
Stephan Farber
Stephen Tolbert
Stewart Cao
Sydney Selzer
Tammy Lee, CFP®
Taylor Parsons
Thomas C. Carman, CFP®, CEPA®
Timothy (Tim) V. Myers
Titus Harris
Tori Martinez
Vickie Parker
William Hurt
Wren K. Ripoll, CFP®
Yona Reaux
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Houston, TX - Headquarters
Houston, TX - Medical
Dallas, TX
Austin, TX
Georgetown, TX
New York, NY
Andover, MA
Coral Gables, FL
Advisor Group
Advanced Planning Group
Clearlight Wealth Management Group
Harris Hurt Group
Galloway Group
HRG Wealth Management Group
Mendenhall/Ching Wealth
RJR Investment Group
The Nguyen Wealth Management Group
Tolbert Financial Group
The West Group
Medical Center Wealth Management Group
Dix Fisher Consulting Group
Dix Sampson Consulting Group
McTee Wealth Management
The Gottesman Group
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