Rodney James is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is the sole advisor at Vineyard Family Wealth Advisors in Houston, TX. His prior roles include positions at EverKey Financial LLC, Mercer Global Advisors Inc., and Kanaly Trust. Vineyard Family Wealth Advisors serves high-net-worth family clients and select institutional entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a stewardship philosophy and structured discovery process to tailor portfolios, focusing on Modern Portfolio Theory with low-cost ETFs, mutual funds, individual securities, and selected Independent Managers.

Robert Maxwell III is a financial advisor at Fifth Generation Financial with a Series 65 designation. He has over 20 years of industry experience, having worked at AIG for 19 years, followed by three years at Corebridge Financial before joining Fifth Generation Financial in 2025. Fifth Generation Financial is a registered investment adviser that offers discretionary portfolio management through a multi-sleeve framework along with standalone or integrated financial and tax-planning services. The firm targets individuals, including high-net-worth clients, as well as trusts and estates, employing a contrarian, valuation-focused investment approach across five independently managed sleeves.

Mitchell Baldridge is a CFP® professional with five years of experience in financial advising. He is the managing partner of Crestridge Wealth Advisors, LLC and also owns Baldridge CPA, a full-service accounting firm providing tax and accounting services to individuals and businesses. Crestridge Wealth Advisors, LLC provides continuous investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a primarily passive investment approach using low-cost index mutual funds and ETFs, combined with tailored planning services including business, retirement, estate, and risk management planning.

Camilo Garcia is a financial advisor at Armas Capital Management, LLC in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch, JP Morgan Chase, and J.P. Morgan Securities. Armas Capital Management provides discretionary investment management and portfolio monitoring for individuals and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term, short-term, and trading strategies, including options writing, while utilizing third-party platforms and sub-advisors for trade processing and portfolio management.

Lakhaun Mckinley is a CFP® professional with 19 years of industry experience. He is the sole advisor at MNM Vested, LLC, a firm he founded in 2015, and has also worked at Origin Financial since 2021. Outside of financial advising, Mckinley owns ThemeParkJoy.com, an Amazon affiliate site focused on Disney merchandise, and provides financial counseling services to military service members through Zeiders Enterprises. MNM Vested, LLC is a fee-only financial planning and advisory firm serving individual clients. The firm offers comprehensive financial planning services, including tax preparation and small-business planning, and follows an investment approach based on Modern Portfolio Theory emphasizing diversification and a buy-and-hold strategy.

Preston Cherry is a CFP® professional with 15 years of experience in financial advising. He leads Concurrent Wealth Management in Houston, TX, an independent firm where he provides comprehensive financial planning and investment management. His background includes positions at the University of Wisconsin - Green Bay and Texas Tech University. Concurrent Wealth Management serves individual households, business owners, and retirement plan sponsors through a virtual, meeting-based planning process that emphasizes strategic, long-term asset allocation using low-cost mutual funds and ETFs. The firm also incorporates financial therapy techniques in its planning and offers subscription-based advisory services alongside educational programs and corporate wellness workshops.

Quenton Nolte is a financial advisor at Nytrx LLC in Cypress, TX, holding a Series 65 designation with five years of industry experience. He previously worked at IBM and PCPC Direct before founding Msgs Global Inc, an online portal for free learning and sharing, where he remains involved in development and marketing. Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans, using model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax-loss harvesting. The firm combines fundamental, quantitative, and technical analysis to manage portfolios involving ETFs, stocks, and cash, operating primarily through electronic client interactions.

Joseph Motley is a financial advisor with MVM Advisors, LLC in Katy, Texas, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at MVM Advisors since 2009 and also founded Adrian International LLC, an employee benefits consulting firm specializing in health care and insurance. In addition to investment advisory services, he provides business consulting through MVM Advisors. MVM Advisors, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a fundamental, third-party fund selection approach focused on diversification and risk management, offering portfolio management, pension consulting, and financial planning services.

Lanny Barbee is a CFA charterholder with 22 years of industry experience and is the sole advisor at Meridian Investment Management, Inc. He has worked at Meridian since 2003 and previously spent 16 years at Global Jar Services, LLC. In addition to his advisory role, he operates a tax preparation business as a CPA. Meridian Investment Management provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, and other entities. The firm uses a fundamental analysis approach combining Growth at a Reasonable Price and Deep Value strategies, with technical tools to adjust cash levels, and offers multiple account styles tailored to different investment goals.

Hi there! 👋 Allow me to introduce you to my firm, Wealth and Plan. First of all let's clear up the type of people that we do best work for: - High Earning Professionals and Families in Their 30's and 40's. __________ Now that we've got that out of the way, here's my best attempt at a "short" backstory: I decided to become a financial planner the day my parents were turned away by a financial advisor for not meeting the firm's underlying asset minimum. This led me to study Finance with a focus in personal financial planning at the University of Houston (Go Coogs!). While there, I ended up interning with the same company that turned my parents away... 🫠 After graduating college, I joined Merrill Lynch and hit my first crossroad: Do I go all in and become a financial advisor (at a young age of 22 😅), or do I learn the industry inside out before making the jump? __________ I chose the latter and invested the next 8 years split between Merrill Lynch, JPMorgan and a boutique financial planning firm, where I: - Became a CERTIFIED FINANCIAL PLANNER® - Served as the client service advisor for 300+ high and ultra-high net worth families - Served as the portfolio manager overlooking $200 million+ in client assets - Served as a financial planner, building 30+ comprehensive financial plans focused on retirement planning, investment planning, estate planning, and much more. __________ Then, in January 2026, I took a big leap of faith and left a steady paycheck, fully paid benefits, and a lucrative career that many dream of... In February 2026, Wealth and Plan was born with a simple goal in mind: - Make financial planning more approachable So, if you’re a young family or a professional in your 30’s or 40’s and think that finding a financial planner or advisor is a bit intimidating, we may be the right fit. We pride ourselves on three core values: - Education - Transparency - Real guidance WHILE you're building your wealth, not only after You can find a whole bunch more about us on our website: https://www.wealthandplan.com And, if you've made it this far and are unsure whether or not we’re the right firm for you, feel free to reach out! I’m always happy to chat. If we are not the right fit, that's okay. We are more than happy to recommend a different planner or provide some resources based on your situation 😊

Matthew Edgar is a CFA® charterholder with 14 years of industry experience. He is a principal of Edgar Investment Management, LLC in Houston, TX, and previously served as a managing partner at Edgar and Edgar CPAs LLC, providing accounting and tax services. Outside of his advisory work, he owns and manages a short-term rental business. Edgar Investment Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional and business portfolios. The firm’s investment approach centers on fundamental analysis and strategic asset allocation, incorporating tax considerations into portfolio construction and planning.

Eric Sandrock is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Performance Investment Group since 2010. His background includes registration with the NFL Players Association and development of financial planning materials for professional athletes. Performance Investment Group is an independent registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs an academically grounded, passive investment approach emphasizing broad diversification and systematic factor exposures, primarily using institutional mutual funds.

Sean Butler is the principal advisor at SKB Advisory, LLC in Houston, TX, with seven years of experience in the financial industry. He holds a Series 66 designation and previously worked at HD Vest Insurance Agency LLC and HD Vest Investment Services. Butler also owns and manages Sean K Butler CPA, LLC, an accounting and tax preparation firm. SKB Advisory provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes a fundamental, value-driven investment approach and offers employer benefit plan services and educational seminars, implementing client portfolios in coordination with a third-party money manager.

Robin Giles is a CFP® professional with 18 years of experience in financial advising. He is the sole advisor at Apex Wealth Management, LLC and has been with Sage Wealth Management, LLC since 2011. Based in Katy, TX, Giles focuses on providing personalized financial planning and investment management services. Apex Wealth Management serves individual clients, including high-net-worth individuals, through ongoing portfolio management and fee-based planning. The firm emphasizes comprehensive retainer relationships and constructs client-specific Investment Policy Statements, offering both discretionary and non-discretionary management with regular monitoring and rebalancing aligned to client objectives.

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.

Cameron Penney is a CFP® professional based in Houston, TX, with 15 years of industry experience. He has been with Penney Financial, LLC since 2015, where he serves as one of four advisors. Penney Financial provides comprehensive financial planning and advisory services primarily to individuals, families, and high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes a planning-first approach with goal-based and cash-flow planning, implementing investment strategies grounded in academic and quantitative research using low-cost mutual funds and ETFs.

Christina Osborne is a CFP® with 20 years of industry experience, currently serving at Life Balance Financial in Houston, TX. She has worked in financial advisory roles since 1990, including positions at Baron Financial Advisors and her own practice. Osborne is also a licensed insurance agent, dedicating part of her time to insurance sales. Life Balance Financial provides financial planning primarily through recommending and monitoring third-party investment advisers rather than directly managing assets. The firm focuses on asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan and a diagnostic "Portfolio MRI" as primary client services.

Charles Parker Jr. is a CFP® practitioner with 30 years of experience in financial advising. He has worked at Parker Financial Advisors LLC since 2019 and was previously with Cl Parker, Inc., DBA Parker Financial Advisors, from 1996 to 2019. Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high-net-worth clients, utilizing a structured onboarding and multi-step planning process. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, long-term asset allocation, and institutional asset-class vehicles.

Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.

Jamie Tulip is a financial advisor at Forth Capital (USA), LLC with three years of industry experience. He holds a Series 65 designation and has worked with Forth Capital Group Limited since 2020, where he serves as a Chartered Financial Planner and Pension Transfer Specialist. His prior experience includes roles at WI Investment Group, Skybound Wealth Management, and London & Country Mortgages. Forth Capital (USA), LLC primarily serves UK expatriates in the United States who hold UK-based pensions, providing financial planning, pension transfer advice, portfolio management, and investment consulting. The firm offers non-discretionary advisory services with an emphasis on transatlantic retirement solutions and coordination with FCA-regulated pension-transfer specialists across multiple jurisdictions.