Houston, TX Buffalo Speedway Office

Lindsey Boettigheimer is a financial advisor with intrua Financial based in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial LLC, Larson Financial, Tiaa, and SCOTTRADE, Inc. She provides administrative support to intrua Financial, an independent investment advisory firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and manages approximately $1.76 billion in client assets.

Brandon Woodard is a financial advisor with intrua Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, and Pinnacle Financial Group. Outside of advising, he is involved with Hospice DME of Arizona and Woodard Properties, LLP. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Hunter Hart is a financial advisor at Intrua Financial with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with Intrua Advisory Group, LLC and LPL Financial since 2016. His work includes providing investment advisory services through Intrua Advisory Group, an independent registered investment advisor. Intrua Financial is an SEC-registered multi-team firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans using a blend of fundamental, technical, and cyclical analysis to create customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alan Hawkins is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with intrua Financial since 2015 and has also worked at LPL Financial LLC since 2011. Hawkins is a Texas notary public. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Mark Magee is a financial advisor with intrua Financial in Houston, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with intrua Financial and LPL Financial since 2016. Magee operates a business entity named True Blue Enterprises for tax and investment purposes and is affiliated with Wrinkle Gardner and Company, participating in a CPA affiliate program. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in regulatory assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan advisory services using a blend of fundamental analysis, modern portfolio theory, and technical analysis.

Ana Salas is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Intrua Financial and has previously worked at Private Advisor Group and LPL Financial. Salas provides administrative support to Intrua Financial, an independent investment advisor firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies.

Jessi Ayrer is a Series 66-licensed financial advisor with Intrua Financial in Houston, TX, and has seven years of industry experience. Prior to joining Intrua Financial and LPL Financial in 2017, she worked at Texas Teachers from 2014 to 2017. She is also a commissioned notary. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Courtney Garner is a financial advisor with intrua Financial in Houston, TX, holding a Series 66 designation and bringing 12 years of industry experience. She has been with intrua Financial since 2015 and concurrently associated with LPL Financial since 2014. Garner also serves as Director of Financial Planning for Freedom Wealth Alliance, a registered investment advisor. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management.

Ronald Sauvageau is a CFP® with 25 years of industry experience, currently serving as an advisor at Intrua Financial since 2015. He has been affiliated with LPL Financial since 2009 and is involved in managing investment and financial planning activities. Outside of his advisory role, he operates Sauvageau Investment Group, LP and Sauvageau Management, LLC. Intrua Financial provides investment advisory, portfolio management, and retirement-plan consulting services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multifaceted investment approach combining fundamental analysis, modern portfolio theory, and technical analysis to tailor asset allocations and manages approximately $1.76 billion in client assets.

Ernest Young is a financial advisor with intrua Financial in Shreveport, LA, holding a Series 63 designation and 38 years of industry experience. He has been with Intrua Advisory Group LLC (DBA: Cogent Advisory Group LLC) since 2014 and also associated with LPL Financial, LLC since 2010. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of year-end 2024.

James Manale is a CFP® certificant with three years of experience in financial advising, currently with Intrua Financial in Houston, TX. His prior experience includes roles at LPL Financial LLC and Alliance Credit Union. Intrua Financial is a multi-team SEC-registered advisory firm managing approximately $1.75 billion in assets for individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and Investment Policy Statements.

Robert Bradford is a CFP® professional with 23 years of experience in the financial services industry. He has been with intrua Financial since 2016 and also maintains an association with LPL Financial since 2015. Bradford provides investment advisory services through intrua Financial, an independent registered investment advisor firm. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 31, 2024.

Amy Buchheit is a financial advisor at Intrua Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Larson Financial Group and Larson Financial Securities. Buchheit also operates DAB Leasing LLC and DAB Fleet LLC for tax and investment purposes. Intrua Financial provides investment advisory, portfolio management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Randall Gillespie is a financial advisor with intrua Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at intrua Financial since 2021 and previously spent nine years at LPL Financial and eight years at Private Advisor Group, LLC. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements.