Dean Harvey is a financial advisor with Westpark Wealth Advisors, Inc., holding CFP® and Series 66 credentials and bringing 28 years of industry experience. He has been with Westpark Wealth Advisors since 2001 and also worked at Calton & Associates, Inc. since 2017. Outside of his advisory work, he serves as a trustee for the Lydia Patterson Institute, a private Methodist school in El Paso, Texas. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often involves clients in non-discretionary management of their assets.

Kiran Patel is a financial advisor at Westpark Wealth Advisors, Inc. in Arlington, TX, with 20 years of industry experience. He has held his current role since 2016 and holds Series 63 and Series 65 credentials. Outside of advisory services, he is also involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Craig Sims Jr. is a financial advisor at Westpark Wealth Advisors, Inc. with seven years of industry experience and a Series 65 credential. He is also the owner of Sims & Co., a CPA firm established in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Joshua Kirby is a CFP® certificant with 11 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. and Calton & Associates, Inc. He has held roles with these firms since 2016 and 2017, respectively, and previously worked at Ims Securities, Inc. Joshua is a partner in Compass Retirement Planning and is involved with Camp Blessing, a Christian summer camp for children with special needs, where he leads Bible studies and fosters community partnerships. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through various strategies and third-party managers, working with clients to define objectives and risk tolerance while often managing assets on a non-discretionary basis.

Ronald Bucchi is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding the CFP® and Series 63 designations and bringing 38 years of industry experience. He has worked with Calton & Associates, Inc., Westpark Wealth Advisors, and IMS Securities, Inc. Bucchi is also involved in family budgeting and insurance policy review services and participates as a non-paid member of the Pacific Life Advisory Council providing feedback on advisory variable annuity offerings. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies, including portfolio management, third-party money manager arrangements, and financial planning, often involving client approval for trades rather than full discretionary authority.

Stacey Rognon is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation with 26 years of industry experience. She has been with Westpark Wealth Advisors since 2002 and also worked with IMS Securities, Inc. from 2002 to 2017. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages a significant portion of client assets on a non-discretionary basis, requiring client approval for trades.

Barbara Derusha is a financial advisor with Westpark Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Westpark Wealth Advisors since 2018 and has longstanding roles with Calton & Associates, Inc. and Pension Planners of Central Texas. Derusha is also a partner in Compass Retirement Planning, a business affiliated with Calton & Associates. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term investments, option writing, and third-party manager arrangements, often managing client assets on a non-discretionary basis.

Michael Petter is a ChFC® with 25 years of experience in the financial advisory industry. He is currently with Westpark Wealth Advisors, Inc. and has previously worked at Calton & Associates, Inc. and IMS Financial Advisors. Outside his advisory roles, he manages a 600-acre ranch near San Antonio and operates a financial planning business that coordinates with attorneys and accountants. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Brent Simmons is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked with Westpark Wealth Advisors since 2011 and was previously with IMS Securities, Inc., and currently also provides term life insurance quotes as a side activity. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has worked at Westpark Wealth Advisors, Inc. since 2009 and is also affiliated with Calton & Associates, Inc. since 2017. In addition to her advisory work, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, overseeing coursework and preparing students for the CFP® exam. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of strategies including portfolio management, third-party money manager arrangements, and standalone financial planning, tailoring recommendations based on client objectives and risk tolerance.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her work history includes roles at Calton & Associates, Inc. and IMS Securities, Inc. Magdalena has been with Westpark Wealth Advisors since 2008. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and works with clients to define objectives and risk tolerance before recommending investments.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. and holds a Series 63 designation. He has 34 years of industry experience, including roles at Calton & Associates, Inc. and Ims Securities, Inc. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management and financial planning. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, requiring client approval for trades.

Fredrick Jackson is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He previously worked at Ims Securities, Inc. for 11 years and Calton & Associates, Inc. for nine years. Outside of advisory work, he is a tax preparer at H&R Block and a partner involved in multi-family asset management and investing through Aspire LLC. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, involving client approval before trades are executed.

Christopher Gammon is a CFP® professional with over 32 years of experience in financial advising. He has been with Westpark Wealth Advisors, Inc. since 2000, serving as CEO and Investment Adviser Representative, and previously worked at Ims Securities, Inc. and Calton & Associates, Inc. Gammon is also the owner of Westpark Wealth Advisors, which he leads in managing financial information and firm operations. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including long-term and short-term purchases, trading, option writing, and uses third-party managers, often managing client assets on a non-discretionary basis with client approval of trades.

Nathan Irby is a CFP® professional at Westpark Wealth Advisors, Inc. in Baton Rouge, LA, with nine years of experience in financial advisory roles. He joined Westpark Wealth Advisors and Calton & Associates in 2019 after prior positions at Bank of America, Merrill, Robert Half International, and Trenegy Inc. Outside of his advisory work, Irby serves on several nonprofit and community boards, including the Louisiana Conference of the United Methodist Church Board of Pensions and Health Benefits. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies, including third-party money manager arrangements, and works closely with clients to define objectives and risk tolerance, with many relationships involving client approval of trades rather than discretionary authority.

Jeffrey Riley is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and with Calton & Associates, Inc. since 2017. Riley is also the owner of J. Riley Investments, an advisory business providing securities and advisory services. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies and often manages client assets on a non-discretionary basis, involving clients in trade approvals.

Justin Smith is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been associated with IMS Financial Advisors, Inc. since 2007. Outside of advising, he owns and operates The Smith Group, a fixed and traditional insurance agency, and serves as a volunteer director on the board of Angleton Christian School. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and often manages assets on a non-discretionary basis, involving clients in trade approvals.

James Kim is a CFP® and PFS™ with 14 years of industry experience. He is currently an investment advisor representative at Westpark Wealth Advisors, Inc. and has worked at Calton & Associates, Inc. since 2017. In addition to his advisory role, Kim is a managing member of JHK Financial, PLLC, and a partner at Lee & Kim CPAs, PLLC, where he provides CPA services. Westpark Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management and financial planning services using a variety of strategies, including long- and short-term investments, option writing, and third-party money managers.

Melvin Ehlert Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with Westpark Wealth ADVISORS, INC. in Houston, TX. He has worked with Westpark Wealth since 2005 and has also been involved with Calton & Associates, Inc. since 2017. In addition to his advisory role, he owns a corporate life and health insurance agency and serves as Vice President on the Board of Trustees for the Brenham Independent School District. He is also a member of the Board of Directors for St. Paul's Christian Day School. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of investment strategies tailored to client objectives and risk tolerance, with many client assets managed on a non-discretionary basis.

Peter Trammell Jr. is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a variety of strategies including long- and short-term trading, option writing, and utilizes third-party managers, working with clients to align investments with their objectives and risk tolerance.

David Coffee is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Westpark Wealth Advisors since 2014 and at Calton & Associates, Inc. since 2018. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis where clients approve trades.

Michael Spears is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Westpark Wealth Advisors since 2004, alongside prior roles at IMS Securities, Inc. and Calton & Associates, Inc. He also serves as Chief Compliance Officer for Westpark Wealth Advisors and its affiliated insurance agency. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering investment advisory and financial planning services. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, tailoring recommendations based on client objectives and risk tolerance.

Joseph Allison is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Westpark Wealth Advisors since 2003 and previously worked at Ims Securities, Inc. and Calton & Associates, Inc. Outside of his advisory role, he owns Allison Benefit Consultants, which provides employee benefits, and he is a partner in a personal lines insurance business. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Cody Bauer is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ims Financial Advisors, Inc. and Ims Securities, Inc. Outside of advisory work, Bauer serves as a director on the Winnie Area Chamber of Commerce board. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies, including long- and short-term purchases, trading, option writing, and third-party manager arrangements, and emphasizes client involvement in trade approvals.

Leonard Claus is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westpark Wealth Advisors since 2019, previously serving at Calton & Associates, Inc. and Ims Securities, Inc. Outside of his advisory role, Claus is president and chairman of the board for the Alternate Health Decisions Foundation, a nonprofit focused on educating about disease management through diet. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various strategies including long- and short-term purchases, trading, and option writing, often managing client assets on a non-discretionary basis with client approval for trades.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 1995 and has experience at Calton & Associates and IMS Securities. Outside of investment advisory, he is an agent for group health insurance and owns a traditional life insurance agency. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a range of investment strategies and works with clients to establish objectives and risk tolerance, often managing assets on a non-discretionary basis with client approval of trades.