Kathryn Joyce Lackett

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.

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

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.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.