Advisor Directory Search Entries: Clear Displaying 1 - 25 of 163 1 2 3 … 7 » Kim-Ha Nguyen, CFP®Senior Managing Director Learn More Christian C. Bauman, CFP®, CEPA®Senior Managing DirectorHouston, TX - River Oaks Learn More Ford McTee, CFP®Senior Managing Director, Market Manager - AustinAustin, TX Learn More Kelly Rushing, CPM®Managing Director Learn More Amanda TonManaging DirectorHouston, TX - Medical Learn More Roman ReedExecutive DirectorHouston, TX - Headquarters Learn More Emily ErwinClient Service AssociateAustin, TX Learn More Larissa PoindexterManaging DirectorHouston, TX - Headquarters Learn More Stephan FarberManaging DirectorHouston, TX - Headquarters Learn More Brian ChingFinancial AdvisorHouston, TX - Headquarters Learn More Debra Parant, CFADirectorHouston, TX - Headquarters Learn More Gil BeerSenior Managing DirectorHouston, TX - Headquarters Learn More Nathan W. GallowayExecutive DirectorHouston, TX - Headquarters Learn More Dan SextonFinancial AdvisorAndover, MA Learn More John McDermottManaging Director, Financial AdvisorNew York, NY Learn More Bradley Shields, CFP®Financial AdvisorDallas, TX Learn More Mike O'ConnorFinancial AdvisorAndover, MA Learn More Dale Cooper, CPAFinancial AdvisorAustin, TX Learn More Kelly Cooper, CFP®, CLU®Financial AdvisorAustin, TX Learn More Timothy (Tim) V. MyersDirectorAustin, TX Learn More Sam Parker, CEPASenior Managing DirectorAustin, TX Learn More Gayle A. TerryDirector, Financial AdvisorDallas, TX Learn More Derek SuFinancial AdvisorAustin, TX Learn More John HowleManaging DirectorDallas, TX Learn More Michael Farrell, CFA®Financial AdvisorNew York, NY Learn More Chris McNeary2025-11-25T16:52:54-06:00