Carla Smart

Dr. Preston D. Cherry, CFP®, is a Houston-based, flat-fee fiduciary financial advisor and Founder & CEO of Concurrent Wealth Management, an independent wealth management firm serving clients nationwide. He works with high-income Gen X professionals, business owners, and oil and gas executives, providing all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. His work helps executives and business owners coordinate investment management, tax planning, retirement income and withdrawal strategies, cash flow, and estate planning needs. For oil and gas executives, he addresses how company stock, equity compensation, deferred compensation, pensions, and career timing affect the broader financial plan. Areas of focus include RSUs, PSUs, stock options, ESPPs, concentrated company stock, and the transition from a successful career into retirement or work-optional living. He helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives. His Financial Harmony™ approach brings financial planning and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. He helps clients build and preserve wealth while developing the confidence to use it intentionally, enjoy life today, and prepare for tomorrow. Dr. Cherry is the author of Wealth in the Key of Life, published by Wiley. His financial insights have been featured in The Wall Street Journal and Kiplinger, and he has appeared on CNBC Arabia and Schwab Network. He meets with clients in Houston and virtually nationwide.

Wallace Burgoyne Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Symphony Financial, Ltd. Co. since 2014. His prior roles include positions at LPL Financial, Veravest Investment Advisors, Inc., Allmerica Investments, Inc., and Waddell & Reed, Inc. based in Houston, TX. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm offers a comprehensive multi-family office service and applies a long-term investment philosophy utilizing a range of investment vehicles tailored to clients’ needs.

Connor Benson is an Investment Advisor and Banker with J.P. Morgan Private Bank in Houston, TX. He has over 12 years of industry experience working in institutional asset management, sales & trading, and comprehensive planning. His prior roles include positions at BBVA Securities, McGriff Insurance Services (Marsh & McClennan Conpany), Regions Bank, and Merrill Lynch Wealth Management. He is employed by both JPMorgan Securities and JPMorgan Private Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Natalie Kassenyeva is the principal of Natalie M. Kassenyeva, an investment management firm based in Houston, TX. She holds the CFA® designation along with Series 63 and 65 licenses and has 20 years of industry experience, including roles at BW Energy, McDermott International, and BP NAGP. In addition to her advisory work, she teaches preparatory classes for the Chartered Financial Analyst exam at Rice University. Her firm provides investment consulting and financial planning services focused on mutual funds, pooled accounts, and third-party managers, serving individual retirement, trust, and estate accounts. The practice emphasizes manager selection and due diligence, with non-discretionary advice and quarterly account reviews.

Breion Rollins is a financial advisor at TRG Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Multnomah Group and at the University of Houston and University of Oklahoma. Outside of advising, he is the owner of Creators Guild HTX/The Hive Houston, a content studio, and is a member of The Pour Horsemen Podcast. TRG Financial is a state-registered sole proprietorship serving individuals and families with comprehensive financial planning, investment advisory, and a specialized college funding planning service. The firm’s investment approach focuses on diversification, cost- and tax-efficiency, and the use of low-cost ETFs and mutual funds, incorporating both fundamental and technical analysis alongside Monte Carlo planning tools.

William Zickler is a financial advisor with Coastal Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has 22 years of industry experience, all with Coastal Wealth Management since 2004. Coastal Wealth Management, LP is an independent registered investment adviser providing discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and private investment funds. The firm emphasizes capital preservation through personalized investment supervision tailored to each client’s risk tolerance, tax situation, and time horizon, with portfolio decisions informed by estate, tax, real estate, and insurance considerations.