Gabriel Aguilar

Preston Cherry is a CFP® professional with 15 years of industry experience. He is the principal advisor at Concurrent Wealth Management in Houston, TX. His prior experience includes roles at Salient Capital Advisors, LLC, NFP Securities, Inc., and Wealth Development Strategies Investment Advisory, Inc. He also holds ongoing positions at the University of Wisconsin - Green Bay, Texas Tech University, and Concurrent Financial Planning Center, LLC. Concurrent Wealth Management serves individual households, business owners, employers, and retirement plan sponsors through comprehensive financial planning and discretionary investment management delivered via a virtual, subscription-based model. The firm incorporates strategic long-term asset allocation, financial therapy techniques, and offers a range of services including corporate wellness programs and educational seminars, focusing on a flat monthly fee structure rather than traditional asset-based charges.

Wallace Burgoyne Jr. is a CFP® professional with 35 years of industry experience. He is affiliated with Symphony Financial, Ltd. Co. and has worked at LPL Financial, Veravest Investment Advisors, Inc., Allmerica Investments, Inc., and Waddell & Reed, Inc. His experience includes both advisory roles and business activities connected to LPL Financial and related entities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and applies a long-term investment philosophy using a range of investment vehicles, coordinating with outside specialists to provide comprehensive financial solutions.

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.

Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.

Jose Manstretta Cardozo is a CFA® charterholder with five years of experience in the financial industry. He has worked at Open Wealth Management LLC since 2021 and previously held positions at Proman US and Royal Dutch Shell. Open Wealth Management LLC serves individuals and families, including senior corporate executives and owners of closely held businesses, providing wealth management, discretionary portfolio management, financial planning, and portfolio analysis. The firm employs a long-term, asset-allocation driven investment approach, constructing customized portfolios primarily using mutual funds, ETFs, ETNs, and individual securities, and serves a notable non-U.S. client segment.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.