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FPA Houston Virtual Chapter Meeting
Event Details

Registration List: FPA Houston Virtual Chapter Meeting

Joan C. Alford
Dolphin Financial Advisors
RSVP Comments: N/A
Attending: Yes
Michael Andries
mABC Investment Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Paige Arbuckle
Westwood Wealth Management
RSVP Comments: N/A
Attending: Yes
Leah Auricchio
All Reverse of Texas
RSVP Comments: N/A
Attending: Yes
Rachel Ballengee
Intrua Financial
RSVP Comments: N/A
Attending: Yes
Margarita Barcenas
Investec Wealth Strategies
RSVP Comments: N/A
Attending: Yes
Mike Bard
Fidelity Private Wealth
RSVP Comments: N/A
Attending: Yes
Matthew Berti
Tanglewood Legacy Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Ashwin Bhatt
Avantax Wealth Management
RSVP Comments: N/A
Attending: Yes
Dean Boebinger
Strategic Financial Concepts, LLC
RSVP Comments: N/A
Attending: Yes
Gary Brand
Dreamcatcher Financial Planning
RSVP Comments: N/A
Attending: Yes
Kenton Braun
MitchellClark & Company
RSVP Comments: N/A
Attending: Yes
Bekah Broad
Willis Johnson & Associates
RSVP Comments: N/A
Attending: Yes
Cole Campbell
The Advocates
RSVP Comments: N/A
Attending: Yes
Brett Carleton
Heritage Wealth Mgmt
RSVP Comments: N/A
Attending: Yes
Kevin Cassidy
Houston Asset Management
RSVP Comments: N/A
Attending: Yes
P Clark
MitchellClark & Company
RSVP Comments: N/A
Attending: Yes
Danika Cline
Vaughan Nelson Investment Management
RSVP Comments: N/A
Attending: Yes
Lindsay Cline
Cincinnati Insurance Company
RSVP Comments: N/A
Attending: Yes
Hunter Coday
Goodman Financial Corporation
RSVP Comments: N/A
Attending: Yes
Israel Cruz Gonzalez
Westwood Wealth Management
RSVP Comments: N/A
Attending: Yes
Donald Culpepper
Cincinnati Insurance Company
RSVP Comments: N/A
Attending: Yes
deepak dhabalia
Vini real estate LLc
RSVP Comments: N/A
Attending: Yes
Corey Dunbar
HSB
RSVP Comments: N/A
Attending: Yes
Kris Etter
Beacon Financial Planners
RSVP Comments: N/A
Attending: Yes
Stephen Evangelista
Harbor Capital Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Ryan Firth
Mercer Street Personal Financial Services
RSVP Comments: N/A
Attending: Yes
Zachary Fisher
Career changer
RSVP Comments: N/A
Attending: Yes
Adam Frinsco
The Advocates
RSVP Comments: N/A
Attending: Yes
Hayden Fuchs
HUB International Personal Insuracne
RSVP Comments: N/A
Attending: Yes
Carolyn Galfione
Linscomb & Williams
RSVP Comments: N/A
Attending: Yes
Douglas Garrison
Investec Wealth Strategies
RSVP Comments: N/A
Attending: Yes
Freddy Garza
Northern Trust
RSVP Comments: N/A
Attending: Yes
Patricia Gerould
Zions Bancorporation
RSVP Comments: N/A
Attending: Yes
Michelle Gessner
Gessner Wealth Strategies, LLC
RSVP Comments: N/A
Attending: Yes
Robin Giles
Apex Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Eric Glover
Self-employed
RSVP Comments: N/A
Attending: Yes
Vickie Grove
Grove Ryan and Company PC
RSVP Comments: N/A
Attending: Yes
Abigail Gunderson
Tanglewood Total Wealth Management
RSVP Comments: N/A
Attending: Yes
Maddie Hallman
Hub International Personal Insurance
RSVP Comments: N/A
Attending: Yes
Vivecca Hartman
Fayez Sarofim & Co.
RSVP Comments: N/A
Attending: Yes
Juan HernandezAriano
WealthCreate
RSVP Comments: N/A
Attending: Yes
Karen Ho
Karen Ho Agency LLC
RSVP Comments: N/A
Attending: Yes
Peter Ip
Mercer Advisors
RSVP Comments: N/A
Attending: Yes
Derek Irish
Ronald Blue Trust
RSVP Comments: N/A
Attending: Yes
Greg Kendall
Franklin Templeton
RSVP Comments: N/A
Attending: Yes
Neetu Khiantani
HancockWhitney Bank
RSVP Comments: N/A
Attending: Yes
Drew Kittey
Fruth Investment Management
RSVP Comments: N/A
Attending: Yes
Ulli Krell
Cincinnati Insurance Company
RSVP Comments: N/A
Attending: Yes
Shelly Lackey
MetroNational
RSVP Comments: N/A
Attending: Yes
John Landers
UBS Financial Services
RSVP Comments: N/A
Attending: Yes
William G Lee
Elfam Investments Company LLC
RSVP Comments: N/A
Attending: Yes
JACOB LEON
Jacob M. Leon, CFP
RSVP Comments: N/A
Attending: Yes
Rashonner Lillie
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
Alexis Long
Willis Johnson & Associates
RSVP Comments: N/A
Attending: Yes
Tate Lowe
Well Lived Wealth, LLC
RSVP Comments: N/A
Attending: Yes
John MacDonald
JMac Financial Planning & Investment Services PLLC
RSVP Comments: N/A
Attending: Yes
Janet Malone
Janet Malone CPA
RSVP Comments: N/A
Attending: Yes
Frank Marrone
RIA Advisors
RSVP Comments: N/A
Attending: Yes
Eddie Martinez
Robare & Jones Wealth Management
RSVP Comments: N/A
Attending: Yes
James McClellan
JAMES G MCCLELLAN CPA
RSVP Comments: N/A
Attending: Yes
James McCurdy
Independent Financial Planning
RSVP Comments: N/A
Attending: Yes
Jason McGarraugh
Neal Financial Group
RSVP Comments: N/A
Attending: Yes
Larry Melton
Ameriprise Financial
RSVP Comments: N/A
Attending: Yes
Tracy Miller
TMiller Financial LLC
RSVP Comments: N/A
Attending: Yes
Susan Monaghan
Mercer Advisors
RSVP Comments: N/A
Attending: Yes
Phil Moran
Portfolio Advisory Council, LLC
RSVP Comments: N/A
Attending: Yes
Allen Neuenschwander
Outlook Wealth Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Toluwani Ogunbayode
Full-time student (Texas A&M University)
RSVP Comments: N/A
Attending: Yes
Carrie Ousley
HUB International Personal Insurance
RSVP Comments: N/A
Attending: Yes
Gregory Petitti
Insurance Designers
RSVP Comments: N/A
Attending: Yes
Audrey Petrash
Stegent Equity Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Shannon Pike
Tanglewood Legacy Advisors, LLC
RSVP Comments: N/A
Attending: Yes
Kelli Pluta
Mariner Wealth Advisors
RSVP Comments: N/A
Attending: Yes
Lois Ponder
Lois Ponder
RSVP Comments: N/A
Attending: Yes
Meredith Rice
Mariner Wealth Advisors
RSVP Comments: N/A
Attending: Yes
David Ryan
Grove Ryan and Company PC
RSVP Comments: N/A
Attending: Yes
Sean Ryan
Osterweis Capital Management
RSVP Comments: N/A
Attending: Yes
Michael Ryan
GoldmanSach Personal Financial Management
RSVP Comments: N/A
Attending: Yes
Alfred Sanders
Valued Retirements, Inc.
RSVP Comments: N/A
Attending: Yes
Randall Schroeder
Ronald Blue Trust
RSVP Comments: N/A
Attending: Yes
Ann Sheptak
RHG Holdings, LLC
RSVP Comments: N/A
Attending: Yes
Ben Simiskey
Stegent Equity Advisors, Inc
RSVP Comments: N/A
Attending: Yes
Karen Sotallaro
Asset Management Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Loyd Stegent
Stegent Equity Advisors, Inc.
RSVP Comments: N/A
Attending: Yes
Scott Swanson
Raymond James
RSVP Comments: N/A
Attending: Yes
Neha Thaker
HSB
RSVP Comments: N/A
Attending: Yes
Milton Thiel
Trinity Neches
RSVP Comments: N/A
Attending: Yes
Royce Thompson
Royce Thompson, CPA/PFS, CFP
RSVP Comments: N/A
Attending: Yes
Vijai Venkata
Daikin
RSVP Comments: N/A
Attending: Yes
Les Vicain
Primerica Advisors
RSVP Comments: N/A
Attending: Yes
Scott Weybright
Cincinnati Insurance Company
RSVP Comments: N/A
Attending: Yes
Deborah Wiggin
Wiggin
RSVP Comments: N/A
Attending: Yes
J. Harold Williams
Linscomb & Williams
RSVP Comments: N/A
Attending: Yes
Morgann Zimmer
Goodman Financial Corporation
RSVP Comments: N/A
Attending: Yes
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