Jamie Staggs is a CFP® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Invesco, Nordstrom, and Nava Real Estate. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm employs a multi-method investment analysis approach and tailors portfolios to client-specific objectives rather than standard market benchmarks.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

Vivekananda Kini is an advisor with Aegis Wealth Management, Inc. holding a Series 65 designation and no prior industry experience before joining. His work history includes roles at Gradient Advisors, LLC and a long-standing entrepreneurial venture with Vic2retirehappy.com. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans by offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily manages portfolios via third-party sub-advisers and incorporates AI-based tools and direct indexing strategies in its offerings.

David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Brian Everett is a CFP® with 42 years of experience in financial advisory services. He is currently with Lifestyle Wealth and has a long career history including roles at Cetera and First Allied Advisory Services. Everett also serves as a trustee for individual living trusts and engages in financial planning consulting and fixed insurance activities through his own firm, Everett Financial Group. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing personalized investment strategies and a mix of analytical approaches.

Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Joe Zimmerman is an advisor at Investment Research Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Quest Capital Strategies, Inc., and SA Stone Wealth Management Inc. In addition to his advisory role, he provides insurance product training and support to licensed agents and also performs part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm employs a fundamental approach to security analysis and manages both discretionary and non-discretionary assets across a broad range of securities.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Jesus Pompa is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding the CFP® and Series 66 designations and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Capital One Investing. Outside of advisory, he is a part-owner of a real estate business and serves as an executive producer and recurring participant on a radio show. Lifestyle Wealth serves a range of clients including individuals, high-net-worth clients, retirement plans, and corporations, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a personalized investment approach utilizing proprietary and third-party models across various asset classes, and is active as a model and signal provider as well as a sub-advisor to other advisers.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.

Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.

Steven Stock is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at 42 Options LLC and Cetera Advisors LLC, among others. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, sub-advisory services, and monthly market commentary, employing a blend of investment models and ongoing portfolio monitoring.

Douglas Walden is a financial advisor at Robertson Investment Management in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Robertson Investment Management, he worked at Edward Jones for eight years and was employed by KHOU Channel 11 for four years. Robertson Investment Management serves a diverse client base including individuals, families, trusts, pensions, corporations, and financial institutions. The firm offers a range of services such as portfolio management, financial planning, family office services, and private placements, utilizing both in-house and third-party investment strategies across multiple equity products.

Bernardo Hubard is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, including ten years at VectorGlobal WMG and a brief tenure at Morgan Stanley Smith Barney LLC. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of strategies from long-term holdings to short-term trading and integrates fundamental, technical, and charting analysis to support its investment approach.