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Peter I

CFP®, ChFC®, Series 66

Houston, TX

Guided Capital Wealth Management, LLC

Peter Ivanyi is a CFP® and ChFC® with 19 years of experience in financial advising. He is currently with Guided Capital Wealth Management, LLC and has previously worked at Valic Financial Advisors for 15 years. Ivanyi also holds an agent position at Agia, where he is involved in non-securities insurance products. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management through a wrap fee program. The firm uses an Investment Policy Statement and risk-tolerance models to manage discretionary accounts, blending index and actively managed ETFs, individual stocks, and specialty instruments.

Options & derivatives strategies
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Kyle L

CFP®, Series 66

Houston, TX

Guided Capital Wealth Management, LLC

Kyle Louvar is a CFP® and holds a Series 66 license with 16 years of industry experience. He is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Kyle serves as Secretary of Our Way Holdings II, LLC, a company that holds a nonoperating interest in My Way Holdings LLC, owner of Sunland Park Racetrack & Casino. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Options & derivatives strategies
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Nicole L

Series 65

Houston, TX

Guided Capital Wealth Management, LLC

Nicole Louvar is a Series 65-licensed advisor at Guided Capital Wealth Management, LLC in Houston, TX, with seven years of industry experience. She has held roles at Merit Financial Group and Lifestyle Planning Solutions, among others, before joining Guided Capital Wealth Management in 2018. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages discretionary portfolios according to documented client objectives, combining index and actively managed ETFs and individual stocks, and incorporates a range of investment analyses and specialty instruments.

Options & derivatives strategies
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Connor T

Series 65

Houston, TX

Guided Capital Wealth Management, LLC

Connor Tomlinson is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Guided Capital Wealth Management, LLC since 2024 and previously spent six years at Invesco. Guided Capital Wealth Management provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, pension consulting, and participant account management. The firm manages discretionary accounts using risk-tolerance models and a combination of index and actively managed ETFs, individual stocks, and specialty instruments.

Options & derivatives strategies
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