Steven Bates Jr. is a financial advisor at Advocates Wealth Planning in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Capital Management and Stegent Financial Services. Outside of his advisory role, he provides higher education consulting through College Aid Pro. Advocates Wealth Planning serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation approach using customized model portfolios and emphasizes tax-conscious implementation alongside selective planning engagements.

Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Sanctuary Advisors LLC and Concenture Wealth, and spent several years in education roles before entering the financial advisory field. Advocates Wealth Planning advises individual and high-net-worth clients by providing comprehensive financial planning alongside discretionary investment management. The firm uses an integrated asset-allocation approach with customized model portfolios and emphasizes tax-conscious implementation.

Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.

Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.