Kingwood Investment Group

Alexander Liepman is a financial advisor at Kingwood Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked at NEXT Financial Group, Inc. since 2017. Kingwood Investment Group is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm tailors investment recommendations to client objectives and risk tolerance, employs a small team approach, and transitioned to SEC registration in 2025.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.

Gary Alden is a financial advisor at Kingwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 18 years before joining Kingwood Investment Group in 2024. Kingwood Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services without imposing a minimum account size. The firm tailors investment strategies to client objectives and risk tolerance, employing a mix of asset allocation, technical analysis, and both long- and short-term approaches.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.

Christopher Alden is a financial advisor at Kingwood Investment Group with six years of industry experience. He holds the Series 66 designation and has worked at Kingwood Investment Group since 2024, following five years at NEXT Financial Group and five years at Sungard AS. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations that consider client objectives, time horizon, and risk tolerance. The firm manages approximately $120 million in discretionary assets under management and utilizes both in-house management and unaffiliated sub-advisors.