Rachael Smith

Breion Rollins is a financial advisor at TRG Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Multnomah Group and the University of Houston. Outside of advising, Rollins owns a content studio called Creators Guild HTX/The Hive Houston and is a member of The Pour Horsemen Podcast. TRG Financial serves individuals, families, small businesses, nonprofit organizations, and employer-sponsored retirement plans, offering financial planning, investment management, and ERISA retirement plan consulting. The firm’s approach focuses on diversification, cost- and tax-efficiency, long-term discipline, and employs low-cost ETFs and mutual funds supported by fundamental and technical analysis.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Matthew Mann is a financial advisor at Ascending Assets with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of his advisory role, he has worked at Domino's Pizza since 2016. Ascending Assets provides portfolio management and investment advice primarily to corporations and business entities. The firm focuses on individualized investment policies, discretionary portfolio management, and uses a combination of cyclical and fundamental analysis alongside modern portfolio theory.