As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC, holding a Series 65 designation with seven years of industry experience. His work history includes roles at Governing Dynamics, LLC, IPG Investment Advisors, LLC, and prior experience as a self-employed advisor. Direwolf Wealth Management provides primarily discretionary portfolio management to high-net-worth individuals, typically serving clients by referral or invitation. The firm employs a combination of top-down market analysis, fundamental security evaluation, and selective technical analysis, with an emphasis on diversification and risk management, and offers both portfolio management and hourly consulting services.

Douglas Neal is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He has been operating Neal Financial Group, L.P. since 2002 and has served with LPL Financial since 2001. Neal also hosts a radio show called The Money MakeOver Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations to meet client needs.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Xavier Ibarrola is a financial advisor at Avanzza Investments LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley and Banorte Asset Management. Avanzza Investments provides wealth advisory and discretionary portfolio management services to affluent individuals, families, trusts, and various organizations, including corporations and private equity funds. The firm employs a top-down investment approach combined with bottom-up analysis, focusing on liquidity, risk management, and cost efficiency.

Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.

Mark Lasseigne is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James Financial Services and Raymond James Financial Services Advisors before founding Financial Cornerstones, LLC in 2019. Financial Cornerstones, LLC serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing comprehensive portfolio management through a wrap-fee program and general financial planning. The firm utilizes multiple analytical methods—including technical analysis, cyclical and quantitative approaches, and fundamental and sector analysis—and implements disciplined fixed-income management and long-term purchase strategies.

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.

Richard Wilson is a financial advisor at Community Financial Group, Inc. in Conroe, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $92.9 million in assets on a discretionary basis and employs a variety of investment vehicles, integrating third-party managers and sub-advisors while offering retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.

Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach to U.S.-listed equities with tailored portfolio construction and risk management.

Crystal Prachyl is a CFP® and Series 66 holder with 19 years of industry experience. She has worked at Legacy Capital since 2024, following five years at Main Street Financial Solutions and 12 years at Merrill Lynch. Legacy Capital Wealth Management, LLC serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management, integrated financial planning, and consulting. The firm emphasizes strategic and tactical asset allocation with long-term holdings, incorporates alternative investments when appropriate, and offers model and third-party manager solutions.

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas. As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about. Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area,

Micala Patschke is a CFP® with three years of industry experience, currently serving as a financial advisor at Legacy Capital. Her prior experience includes roles at Main Street Financial Solutions and Merrill Lynch. Outside of her advisory work, she is a partner in a non-investment rental property business. Legacy Capital Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management and integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and uses model and third-party manager solutions to support client portfolios.

John Thompson Sr. is a financial advisor with Novodyn Advisors LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Novodyn Advisors since 2011 and also leads C. Thompson Consulting, LLC, which he founded in 2012. Outside of advising, he serves as Vice President of Airtrol, Inc., a manufacturer of air pollution control equipment. Novodyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor that offers separately managed accounts through systematic trading programs. The firm combines futures-based market replication with a rules-based overlay that incorporates machine learning models developed by an affiliated company.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

Mary Hicks is a financial advisor at Bright Vision Wealth in The Woodlands, TX, holding a Series 65 credential with nine years of industry experience. She has worked at Hicks Management & Financial Services, Bond Wealth Planning & Investments, and RightWay Investments, and concurrently serves as Marketing Director at The Bond Law Firm. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, primarily recommending and monitoring third-party investment advisers on a non-discretionary basis while conducting regular portfolio reviews and client meetings.

Lindsey Cooksen is a CFP® with 17 years of industry experience. She is the principal advisor at Cooksen Wealth, LLC, where she has worked since 2019, following a 10-year tenure at Morgan Stanley Private Wealth Management. Lindsey serves as an Independent Director for Targa Resources Corp. since 2020. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm uses a structured investment process focused on asset allocation and security selection, managing over $200 million in assets across a concentrated client base.

Christopher Hughes is a financial advisor at Financial Cornerstones, LLC in The Woodlands, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Financial Cornerstones, he worked in various roles at medical and healthcare organizations from 2014 to 2026. Financial Cornerstones provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers individualized portfolio management and sponsors a wrap-fee program, combining technical, fundamental, and quantitative analysis with an emphasis on fixed-income strategies and discretionary management within client-imposed restrictions.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and two years of industry experience. His prior work history includes roles at Metamorphic Capital, Goode Co, and positions in the retail and automotive sectors. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services and financial planning alongside portfolio management.