Granite Harbor Advisors, INC.

Brian Sak is a CFP® and ChFC® with 21 years of industry experience. He has been with Granite Harbor Advisors, Inc. since 2015 and Granite Harbor Group since 2016. Outside of his advisory role, he is president and secretary of Last Diamond Hunting Group, LLC, where he manages lease dues, game harvesting, and property maintenance. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and other institutions. The firm manages approximately $561 million for around 389 clients through a team of eight advisors and offers tailored portfolios that may include a range of investment types, including private equity and alternative investments.

Thomas Kelley is a financial advisor with Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Granite Harbor in 2024, he worked at Fidelity Investments and Northwestern Mutual in various roles. He is also a part-owner of an IT consulting company, Kelligent LLC, which is a family business unrelated to investment activities. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and other institutions. The firm manages approximately $561 million for about 389 clients through a team of eight advisors and sponsors private pooled investment vehicles.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Manske Wealth Management. He also served in the United States Marine Corps from 2013 to 2017. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million across about 389 clients, offering tailored portfolios that may include stocks, bonds, ETFs, options, structured products, private equity, and other alternative investments.

Timothy Smith is a CFP® with 29 years of industry experience, currently serving at Granite Harbor Advisors, Inc. since 2015 and Granite Harbor Group since 2016. He holds Series 63 and Series 65 licenses and is based in Houston, TX. Outside of his advisory role, Smith serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million across tailored portfolios that may include stocks, bonds, ETFs, options, structured products, private equity, and alternative investments, and also sponsors and manages private pooled investment vehicles.

Nicholas Brown is a CFP® and CFA® with 11 years of industry experience. He has been with Granite Harbor Advisors, Inc. since 2015 and is also associated with Granite Harbor Group since 2017. In addition to his advisory role, he is a licensed insurance agent and a partner in Granite Harbor Group’s insurance business. Granite Harbor Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million across about 389 clients through a team of eight advisors and sponsors private pooled investment vehicles.

Gregory Shaw is a CFP® with 17 years of industry experience, currently serving as an advisor at Granite Harbor Advisors, Inc. since 2016. Prior to joining Granite Harbor, he worked at AXA Advisors, LLC for eight years. Outside of his advisory role, he is the owner of Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million across about 389 clients, offering tailored portfolios that include a range of asset types and sponsored private pooled investment vehicles.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with several years of experience across multiple firms including Purshe Kaplan Sterling Investments and 49 Wealth Management LLC. His background also includes roles outside finance, such as positions at Southern Methodist University and Houston Independent School District. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million for around 389 clients through a team of eight advisors and sponsors private pooled investment vehicles.

Austin Manning is a CFP® with six years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. His prior experience includes roles at Granite Harbor Advisors, Avion Wealth (formerly Efficient Wealth Management), and Memorial Hermann The Woodlands Medical Center. Rhame & Gorrell Wealth Management is a team-based registered investment adviser with nine advisors managing approximately $1 billion for nearly 700 clients. The firm provides discretionary investment management, financial planning, and consulting services to individuals and business entities, employing a tactical asset allocation program and tailoring strategies to clients’ risk tolerance and financial goals.

Bethanie Baker is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Granite Harbor Advisors in 2024, she worked at Willis Johnson & Associates and BKD Wealth Advisors. Outside of finance, she has experience in the gymnastics and dance industry. Granite Harbor Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million through a team of eight advisors and sponsors private pooled investment vehicles.

Tam Nguyen is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, with over 35 years of experience, including his ongoing role at Tom Nguyen & Associates since 1991. He holds a Series 63 designation. Granite Harbor Advisors, Inc. provides wrap portfolio management, discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and institutions. The firm manages approximately $561 million for around 389 clients through a team of eight advisors and sponsors private pooled investment vehicles.