Thomas Badgett

Marvin Norman is a financial advisor with Othniel Financial Advisory Services, LLC in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with firms under the Othniel name since 2013 and is also a licensed insurance agent who provides business consulting services. Othniel Financial Advisory Services, LLC offers portfolio management, pension consulting, third-party adviser selection, and financial planning to institutional and private clients. The firm uses customized Investment Policy Statements and a variety of analytical methods to tailor portfolios across a broad range of investment instruments and may refer client assets to third-party managers.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation. My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO. At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

Justin Haywood is a CFP® professional with nine years of industry experience, currently serving at Haywood Wealth Management in Houston, TX. His prior roles include positions at Royal Harbor Partners, VALIC Financial Advisors, Bread and Butter Marketing, and Kub Klub. He is also an independent licensed insurance agent. Haywood Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages discretionary assets with an investment approach that integrates fundamental and quantitative analysis alongside modern portfolio theory, typically favoring ETFs for portfolio construction.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $7.7 million in discretionary assets. The firm uses a disciplined investment process that incorporates fundamental and quantitative analysis, modern portfolio theory, and favors ETFs for portfolio construction.