CFP®-certified financial advisors working with retirees 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.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

William Hurt is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including U.S. Capital Wealth Advisors and Sanders Morris LLC. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach, utilizing in-house portfolio teams, independent managers, and a blend of traditional and alternative investments.

Jeffrey Meenes is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is the sole advisor at Meenes Wealth Partners in Shrewsbury, MA, and has worked at Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning services primarily to pre-retiree and retiree households. The firm follows an evidence-based investment approach emphasizing global diversification, cost efficiency, and tax-aware portfolio management, operating on a non-discretionary basis with a small, hands-on client base.

Scott Pinheiro is a Senior Consultant with Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2015. He has been involved in the financial services industry since 1979. Scott holds a Bachelor of Science degree in Business Administration from Thomas Edison State University and professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Plan Fiduciary Advisor (CPFA) from the American College of Financial Services. Scott specializes in working with executives and retirees from major banks and insurance companies, managing client accounts typically ranging from $500,000 to $5,000,000. His expertise encompasses a disciplined financial process tailored to clients’ unique situations, including college education planning, family wealth management, retirement income, tax minimization, and socially responsible investing. As a Senior Portfolio Advisor, he also builds and manages customized investment strategies utilizing Merrill model portfolios and third-party investments. In addition to his professional work, Scott is committed to community involvement through his participation with the local Optimist Club. He resides near Princeton, New Jersey with his wife of 40 years and their Yorkshire terrier. Personal interests include cooking, fishing, golfing, reading, and traveling.

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, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.