Kaleb Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and ERISA plan advisory services, using a combination of proprietary and third-party investment models across multiple offices.

Daniel Thomason is a financial advisor with Lifestyle Asset Management, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior work includes roles at Cetera Advisors LLC and First Allied Advisory Services. Thomason also works as an independent contractor in insurance, covering fixed, life, health, and property and casualty lines. Lifestyle Asset Management, Inc. provides portfolio management and financial planning services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm employs a client-specific approach incorporating fundamental, technical, and cyclical analysis, and offers both proprietary and third-party model strategies, serving also as a sub-advisor and model provider to other registered investment advisers.

Colton Cockerell is a financial advisor with LVZ, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked at NEXT Financial Group since 2015 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he is involved in insurance-related activities including fixed annuities, life and health insurance, and long-term care sales. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers diversified portfolio strategies primarily using ETFs and mutual funds, incorporates Biblically Responsible Investment options, and provides investment management, financial planning, and consulting services across multiple offices.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.

Chanse Wegner is a financial advisor at Lifestyle Asset Management, Inc. with a Series 66 designation and experience beginning in 2021. His prior roles include positions at Cetera and FlipCo Financial, along with work at Texas A&M University and Friendswood High School. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm customizes portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, employing a variety of investment strategies and serving as a sub-advisor and model signal provider to other registered investment advisers.

Kyle Johnston Sr. is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he is associated with The Johnston Company. Lifestyle Asset Management, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and model portfolio services, employing a client-specific approach that integrates various investment strategies and analyses.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Jamie Staggs is a CFP® and Series 66-registered advisor with six years of industry experience. She is currently with Lifestyle Asset Management, Inc. and has previously worked at Cetera Advisors LLC and First Allied Securities, Inc. Jamie also has experience in administrative roles related to financial planning. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of year-end 2025. The firm offers customized portfolio management and financial planning services using a variety of investment approaches, including proprietary and third-party models, and serves as a sub-advisor and model provider to other registered investment advisers.

Roy Piske is a financial advisor at WSA Affiliates, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. In addition to his financial advisory role, he has worked in ground operations for Southwest Airlines since 1981. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on coordinating client needs with affiliated and unaffiliated advisors and offers financial plans on an hourly basis, without managing client assets directly.

James Latiolais is a financial advisor at Lifestyle Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Invicta FG, BDT & Associates, Inc., and Cetera Advisor Networks. In addition to his advisory role, he operates as a licensed independent insurance agent selling and servicing health and life insurance products. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting services, utilizing a mix of equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. She holds the Series 63 designation and has 26 years of industry experience, including 15 years with her current firm. Ms. Optekamp is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, employing a blend of investment strategies and proprietary models, and manages approximately $571 million in discretionary assets across multiple offices.

Brian Everett is a CFP® with over 42 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has held positions at Cetera, First Allied Advisory Services, and Linsco/Private Ledger Corp., among others. Everett also serves as a trustee of a living trust and is involved in estate and financial planning through Everett Financial Group. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers customized portfolio management, financial planning, pension consulting, and serves as a sub-advisor and model provider to other registered investment advisers.

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.

Jesus Pompa is a CFP® professional with 11 years of industry experience, currently serving as an investment advisory representative at Lifestyle Asset Management, INC. He has held roles at multiple firms including Avantax Advisory Services and Cetera Advisors. Outside of advisory work, he is a part owner of a real estate business and has a recurring role as an agent and executive producer for a radio show. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities with a client-specific approach to portfolio management, employing a range of investment strategies including equities, ETFs, mutual funds, fixed income, alternatives, and third-party models. The firm manages diverse asset types with regular monitoring and rebalancing and serves both discretionary and non-discretionary clients, including providing ERISA plan fiduciary services.

Steven Stock is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has previously worked at firms including 42 Options LLC and First Allied Advisory Services. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of the end of 2025. The firm provides customized portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies and both proprietary and third-party models.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.