Rachel Sokira Clark

William Gosch is a CFP® and PFS™ credentialed advisor and principal of Gosch Wealth Advisory in Magnolia, TX. He has over 28 years of experience as a CPA and previously worked with Dalton Education, LLC for five years. His current advisory practice began in 2025. Gosch Wealth Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm employs a goals-based investment approach that combines passive and active strategies, utilizing mutual funds, ETFs, individual securities, and external managers to align portfolios with clients’ future liabilities. The firm is affiliated with Gosch’s public accounting practice, with reciprocal referrals disclosed to clients.

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.

Bradley Livingston is a financial advisor at Livingston Wealth Advisory in Conroe, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at OSAIC, Harman Wealth Management, Sagepoint Financial Inc, Wells Fargo Clearing, and Citigroup Global Markets. Livingston Wealth Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a smart-beta approach focused on factor-based and sector ETFs combined with fundamental and technical analysis, and it operates without minimum account sizes or proxy voting on clients’ behalf.

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 with Anchored Wealth based in The Woodlands, TX, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His professional background includes roles at First Horizon, Engrave Wealth Partners, and Capital One Financial Advisors, as well as 21 years in the United States Navy Reserves. Outside of advisory work, he serves as president of a non-investment asset holding company and is a licensed insurance agent. Anchored Wealth is an independent firm offering discretionary portfolio management and fee-based financial planning to individuals, families, high-net-worth clients, trusts, estates, private business owners, corporations, and charitable organizations. The firm employs a blended research approach rooted in Modern Portfolio Theory, managing diversified portfolios across various asset classes and implementing both long- and short-term strategies with discretion and ongoing client reporting.