Top financial advisors working with oil and gas professionals in Sugar Land, TX

Scott Fogleman is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Salient Capital L.P. and Bank of the West. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Carlos Torresdey is a financial advisor with LPL Financial in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. His career includes positions at Bank of America, Merrill, Houston Federal Credit Union, and Centro Dr. Becker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Alex Shurin is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm and its predecessors since 2016 and is also involved in martial arts instruction and management at West Houston Shotokan Karate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management, retirement income services, and online advice, using a committee-driven modeling process combined with planner delivery and discretion.

Johnathon Bunch is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 14 years and has operated (dba) 3 Mark Financial since 2010. In addition to his advisory role, he provides insurance products and services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Steven Cox is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has worked closely with a diverse clientele including successful business owners, oil and gas executives, retirees, and members of the medical community across multiple states. Steven and The Filsouf Cox Wealth Management Group focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER™ designation and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wayland Baptist University. His approach to investment management includes discretionary portfolio management with custom strategies, model portfolios, and third-party solutions, emphasizing disciplined practices aimed at growing assets, taking profits, preserving gains, and repeating this cycle. A lifelong resident of Amarillo, Steven is actively involved in his community, serving on the board of Transformation Park and several local charities. Outside of his professional work, he enjoys golfing, music, spending time with his family, and has personal interests that include playing guitar, officiating marriage ceremonies, motorcycle riding, and reading.

After nearly a decade in corporate finance at Phillips 66, I now help high-income professionals and their families with investment, tax, and retirement planning. Before launching Refined Wealth, I completed the CFP® education program at Rice University and gained hands-on experience at two Houston firms, where I was part of teams that collectively served over 250 families and oversaw more than $650M in client assets. I also earned advanced certifications in tax planning (TPCP®) and retirement income planning (RICP®) to deliver more targeted advice. Now I’m building the firm I’d want for myself, my family, friends, and former colleagues. Most of my clients are: ◻︎ High-income professionals (O&G, medicine, sales, dual-income households) ◻︎ Retirees with complex assets and income sources ◻︎ Families navigating liquidity events (real estate sales, inheritances, business exits) Refined Wealth is an independent, fee-only fiduciary firm built on transparency and alignment. No product sales. No commissions. If this resonates, let’s connect for a complimentary introductory call to see if we’re a fit.

William Moran is a CFA® charterholder affiliated with Howard Financial Services, Ltd. in Dallas, TX. He has worked at Howard Financial Services since 2022 and has prior experience at Trinsic Real Estate Group and in education at Lafayette College and Jesuit College Preparatory School of Dallas. Howard Financial Services provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in its investment approach.

Raymond Bonner is a CFP® professional with 19 years of industry experience, serving as an advisor at Bonner & Smith, LLC since 2007. He works from Lubbock, TX, as part of a three-advisor team. Bonner & Smith primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. The firm operates as a fiduciary with actively managed model portfolios and a specialization in serving employees in the oil and gas industry.