CFP®-certified, annuities financial advisors in Houston, TX

Markos Pappas is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Edward Jones and Investment Professionals, Inc. before joining Ameriprise in 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

New Heights Planning is a fee-only financial advising firm specializing in oil and gas professionals. Our clients work at Shell, Hess, Chevron, EOG, Oxy, and More. Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and be prepared for retirement. I spent 14 years at Shell as an engineer and a leader. I know what it's like to be a professional at a large energy company: fascinating work, great people, and excellent pay, accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now, I help people optimize their finances to realize the life they desire. I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals. I am committed to learning and continuing my education to serve you best. I have: -Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional. -Passed the Series 65 exam -Received the CRPC® designation from the College for Financial Planning -Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network New Heights Planning is not endorsed by nor affiliated with Shell or any other oil and gas company. Read Trevor's blog here: https://newheightsplanning.com/videos/

Christopher Hopper is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved with Hopper Farms, which sells hay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with resources such as model portfolios and research from internal and third-party sources.

Jonathan Ginsburgh is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Cetera Investment Services LLC, Cetera Investment Advisors LLC, Regions Bank, Infinex Investments, Inc., and Iberia Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.