Symphony Financial, Ltd. Co.

Samer Salha is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He holds a Series 65 designation and has worked at firms including McAdam LLC and the Arab Jordanian Investment Bank. Salha is also the owner of Salha Associates LLC, where he provides consulting services. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Michelle Boeding is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 credential with 11 years of industry experience. She has been with Symphony Financial and LPL Financial since 2016. Outside of her advisory role, she works as a pilot trainer for Boeing 787 aircraft at United Airlines, a position she has held since 2006. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that integrates fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Dennis Greensage is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2004 and is also affiliated with Symphony Financial, Ltd. Co. since 2014. Greensage operates The Greensage Group, a business involved in insurance sales and advisory activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Garry Martin is a financial advisor with Raymond James Financial in Houston, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2005. Outside of advising, he is involved in business ventures including ownership of a CNC machine investment company and a sports bar partnership. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory and implementation-support roles rather than discretionary management.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with three years of industry experience. She holds a Series 65 designation and previously worked at Retirement Planners of America. Outside of her advisory role, she is the owner of Vantage Point Test Prep, an exam preparation and tutoring business she established in 2007. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis and offers a multi-family office service model coordinating broad family needs through outside providers.

Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sheets Smith Investment Management and Bank of America’s Private Bank. Outside of his advisory role, Kyle tutors exam material for securities licensing exams. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework, tailoring portfolios to client risk profiles and objectives while offering a multi-family office service model that coordinates various family needs through outside providers.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Alejandro Tapia is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Symphony Financial since 2014 and has concurrent tenure at LPL Financial LLC dating back to 2004. Tapia is involved in Aviation Retirement Strategies, LLC, a business related to retirement planning within the aviation sector. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives with continuous monitoring and coordination through custodial platforms and outside specialists.

Brenda Jackson is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has worked at Symphony Financial since 2014 and has been affiliated with LPL Financial LLC since 2012. Symphony Financial provides discretionary investment management, financial planning, consulting, and Personal Choice Retirement Account services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while offering a multi-family office service model and coordination with custodians and external specialists.

Andrew Oak is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Symphony Financial since 2019 and previously at LPL Financial and Aviation Retirement Strategies. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers multi-family office services that coordinate broad family needs through outside providers.

Melissa Brennan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Symphony Financial, Ltd. Co. since 2020. Her prior roles include positions at LPL Financial, CFO4Life, Ausdal Financial Partners, Perryman Securities, and Vogel Financial Advisors. She also serves as a guest lecturer at Southern Methodist University. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Elridge Bollich is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with 58 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services, Inc. and LPL Financial, LLC. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers multi-family office services alongside traditional portfolio management.

Reagan Newton is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Symphony Financial in 2024, he worked at McAdam LLC from 2022 to 2024 and has held various roles in other sectors including food service and education. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while supporting ERISA 3(21) retirement-plan work and offering multi-family office services.

Joshua Mcmillan is a financial advisor at Symphony Financial, Ltd. Co. with six years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Equitable Advisors, and AXA Advisors. Prior to his financial services career, he was employed at T-Mobile for five years. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework and offers a multi-family office service model that coordinates a broad range of family financial needs through outside providers.