Kevin Pinkley

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.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Bryan Kelly is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Hodos Wealth Group, LLC, where he has worked since 2021. Prior to that, he held advisory roles at Private Advisor Group, LPL Financial, and Kidwell and Company. Hodos Wealth Group provides ongoing portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses a combination of modern portfolio theory, fundamental analysis, and charting to develop tailored investment strategies, focusing on ETFs, mutual funds, equities, fixed income, and Treasury inflation-protected securities.

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.

Joel Diaz is a financial advisor at Anchored Wealth with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including First Horizon, Engrave Wealth Partners, and Capital One Financial Advisors. Diaz served in the United States Navy Reserves for 21 years. Outside of advising, he is president of an asset holding company and is a licensed insurance agent. Anchored Wealth serves individual and household clients, including high-net-worth families, trusts, and charitable entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor investment strategies aligned with clients’ risk tolerance and time horizons.

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.