Goodman Financial Corporation

Cameron Malott is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 credential with seven years of industry experience. He has previously worked at Engrave Wealth Partners, LLC, Ramin Corporation, and 360 Thermal. Outside of finance, Malott operates a freelance video production business and engages in mystery shopping on a part-time basis. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process overseen by an Investment Committee and focuses on customized portfolios emphasizing individual equities and bonds for tax efficiency and predictable income.

Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.

Wade Egmon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. He has been with Goodman Financial Corporation in various capacities since 2009. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that combines fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds.

Austin Buchala is a financial advisor at Goodman Financial Corporation with five years of experience. He previously worked at the University of Arkansas and St. Thomas High School. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds over mutual funds.

Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships and employs a customized, risk-aware investment process focusing on individual equities and bonds.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Hunter Coday is a CFP® with five years of industry experience, currently serving as an advisor at Goodman Financial Corporation. He has worked at Goodman Financial since 2020 and previously spent time at The Financial Advisory Group, Inc. in 2019. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process with customized portfolios largely focused on individual equities and bonds to enhance tax efficiency and income predictability.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. He has been with Goodman Financial since 2026 and previously worked at Talascend LLC for 11 years. Goodman Financial Corporation offers discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment approach focused on customized portfolios with direct holdings in equities and bonds, emphasizing tax efficiency and predictable income.

Isabella Gomez is a financial advisor at Goodman Financial Corporation with a Series 65 designation and one year of industry experience. Prior to joining Goodman Financial, she worked at Three Chords Wealth Management Advisors and Willis Johnson & Associates. She also has experience in education, having worked at the University of Houston and Conroe High School. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts and estates, endowments, corporations, and pension plans. The firm emphasizes a fundamental, bottom-up investment process implemented through customized portfolios with direct holdings in individual equities and bonds.

Steven Goodman is a CFP® professional with 28 years of experience in financial advising. He has been with Goodman Financial Corporation since 2015, including a period leading the GFC Quantified Alpha, LP from 2023 to 2024. The firm provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. Goodman Financial Corporation manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that integrates fundamental research and macro analysis, primarily through individual equities and bonds.

Robin Kollannur is a CFA® charterholder with nine years of industry experience, currently serving at Goodman Financial Corporation since 2025. His prior roles include positions at ScopeFour, LLC, Rothschild Asset Management, RVX Asset Management, Medius Capital Group, LLC, and Brandes Investment Partners, LP. He also owns RZK Corp, a software systems consultancy for financial services firms. Goodman Financial Corporation provides discretionary investment management and financial advisory services to high-net-worth individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios emphasizing individual equities and bonds designed for tax efficiency and predictable income.

Diana Castro is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Goodman Financial Corporation since 2018, following a four-year tenure at Forum Energy Technologies, Inc. Goodman Financial Corporation provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm employs a fundamental, bottom-up investment process with customized portfolios focused on direct holdings in equities and bonds to enhance tax efficiency.

Michael Hariprashad is a financial advisor at Goodman Financial Corporation in Houston, TX, with one year of industry experience. Prior to joining Goodman Financial, he held positions at Baruch College, Waterside Plaza LLC, and NX3 Corporation. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in client assets, emphasizing a fundamental, bottom-up investment approach with customized portfolios focused on individual equities and bonds.

Diya Patel is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation. Patel has one year of industry experience, including prior work at Willis Johnson Wealth and roles at the University of Houston and the University of Texas at San Antonio. Goodman Financial provides discretionary investment management and targeted financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm manages approximately $915.9 million in assets, typically focusing on fundamental, bottom-up research and customized portfolios with an emphasis on tax efficiency and predictable income.

Morgann Zimmer is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has been with Goodman Financial Corporation since 2017. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, estates, endowments, corporations, and pension plans. The firm focuses on a fundamental, bottom-up investment approach with customized portfolios that emphasize individual equities and bonds for tax efficiency, avoiding derivatives and market timing.