James Allen

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

Matthew Vorst is a financial advisor with Sirius Wealth Management Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Sirius Wealth Management Strategies since 2008. Sirius Wealth Management Strategies is an independent, solo advisory firm that provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and business entities. The firm focuses on customized, long-term portfolios primarily composed of low-cost, no-load mutual funds and ETFs, integrates tax and legal advisors into client planning, and offers specialized advice on employee equity compensation and alternative investments for qualified clients.

Eric Bartee is the sole advisor at Bartee Capital Management, LLC in Montgomery, TX, holding a Series 65 designation with nine years of industry experience. He has managed Bartee Capital Management since 2016 and also operates PEB, LLC, a consulting services business unrelated to investment management. Bartee Capital Management provides investment advisory and financial planning services primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm uses customized investment policy statements and a blend of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management along with a third-party manager referral program.

Richard Jacobs is a financial advisor at The Jacobs Financial Group in Montgomery, Texas, with 17 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2006. Outside of his advisory role, Jacobs is a licensed insurance agent, a part of his broader financial services offering. The Jacobs Financial Group serves primarily individual clients, personal retirement plans, and small businesses, providing financial planning and portfolio management. The firm employs a conservative, low-turnover investment strategy focused on index-based ETFs and general securities, with portfolios constructed around broad market themes and reviewed monthly.

Richard Wilson is a financial advisor at Community Financial Group, Inc. in Conroe, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $92.9 million in assets on a discretionary basis and employs a variety of investment vehicles, integrating third-party managers and sub-advisors while offering retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.

Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach to U.S.-listed equities with tailored portfolio construction and risk management.