Avidian Wealth Solutions

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.

Sheri Robinson is a CFP® professional with 22 years of experience in the financial services industry. She currently works at Avidian Wealth Solutions and previously spent 13 years at Linscomb & Williams Inc. She holds Series 63 and Series 66 licenses. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers primarily discretionary portfolio management and financial planning through a model-based investment approach supplemented by sub-advisors and separately managed accounts.

Nicolas Knapik is a financial advisor at Avidian Wealth Solutions with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Avidian Wealth Solutions in 2023, he was with RJ Capital for 11 years. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, and institutional clients. The firm utilizes managed model solutions and customized portfolios, incorporates alternative investments, and plays an active role as a sub-advisor and investment manager for pooled and private funds.

Lionel Kiki is a financial advisor with Avidian Wealth Solutions in Houston, TX, holding a Series 66 license and five years of industry experience. He has previously worked at UBS AG, Fidelity Investments, AllianceBernstein L.P., and D.A. Davidson & Co. Outside of his advisory role, Kiki is the CEO and founder of Kumo Park LLC, a clothing and streetwear business. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm offers customized portfolios and managed model solutions, including alternative investments, and plays an active role in pooled and private funds as a sub-advisor and investment manager.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.

Christopher Russell is a financial advisor with Avidian Wealth Solutions, holding Series 65 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Linscomb and Williams, LPL Financial, Cadence Bank, Wells Fargo Clearing, and Morgan Stanley. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm manages discretionary portfolios using a combination of managed models and customized strategies, actively participates with pooled and private funds, and employs a regular investment committee process to review client portfolios.

Melissa Barkley is a CFP®-certified financial advisor at Avidian Wealth Solutions with 11 years of industry experience. She previously worked at Linscomb & Williams Inc. for 12 years before joining Avidian Wealth Enterprises, LLC. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based solutions alongside sub-advisors and separately managed accounts.

Kevin Lenox is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Avidian Wealth Solutions (formerly STA Wealth Management) since 2020 and previously spent five years at United Capital Financial Advisers. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a primarily model-based investment approach supplemented by sub-advisors and tailored allocations, managing approximately $3.99 billion in assets across 32 advisors.

Troy Taylor is a CFP® professional with 23 years of industry experience. He is currently with Avidian Wealth Solutions and previously spent 11 years at Linscomb and Williams, Inc. Outside of his advisory work, he is a partner and general manager of a home remodeling business in Houston. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and ERISA-plan advisory services, utilizing model-based managed solutions alongside sub-advisors and separately managed accounts.

Reid Guthrie is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with Avidian Wealth Solutions and has prior experience at United Capital Financial Advisors, LLC and One Advocate Group. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm employs a blend of managed model solutions and customized portfolios, routinely uses third-party sub-advisors, and actively serves as a sub-advisor and investment manager for pooled and private funds.

Matthew Lankford is a financial advisor at Avidian Wealth Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 11 years. Lankford has also been involved with BKLM Financial Consulting, a business consulting firm focused on financial services, though this activity has been inactive since 2016. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions and sub-advisory relationships, and operates both as a fund sponsor and sub-adviser.

Gregory Litts is a financial advisor at Avidian Wealth Solutions in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RJ Capital for 21 years before joining Avidian Wealth Solutions in 2023. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it acts as both a fund sponsor and sub-adviser, managing affiliated funds and offering a range of investment and insurance-related services.