Goodman Financial Corporation

Cameron Malott is a financial advisor at Goodman Financial Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Goodman Financial since 2022. His prior roles include positions at Engrave Wealth Partners, Ramin Corporation, and 360 Thermal. Outside of finance, Malott operates a freelance video production business and participates in mystery shopping. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process focused on individual equities and bonds, managing approximately $865 million across 275 client relationships.

Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.

Wade Egmon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. He has been with Goodman Financial Corporation in various capacities since 2009. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that combines fundamental research and macro analysis, generally implementing portfolios with individual equities and bonds.

Charlotte Jungen is a financial advisor at Goodman Financial Corporation with 22 years of industry experience. She holds the CFP® and Series 66 designations and has been with Goodman Financial Corporation since 2015. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm uses a customized, risk-aware investment process focused on individual equities and bonds and manages approximately $865 million across about 275 client relationships.

Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships and employs a customized, risk-aware investment process focusing on individual equities and bonds.

Antonio Castillo is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Goodman Financial Corporation since 2023 and previously held roles at RWM Capital, Bellaire Capital Management, and Garrett Investment Advisors. Before entering the financial advisory field, he spent 14 years at CEMEX Inc. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships using a customized, risk-aware investment process that emphasizes direct equity and bond purchases combined with fundamental and macroeconomic research.

Hunter Coday is a CFP® with five years of industry experience, currently serving as a financial advisor at Goodman Financial Corporation in Houston, TX. Prior to joining Goodman Financial, he worked briefly at The Financial Advisory Group, Inc. He also has academic experience from Texas Tech University. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that combines fundamental research with macro analysis and generally implements portfolios using individual equities and bonds.

John Ross is a financial advisor at Goodman Financial Corporation in Houston, TX, holding a Series 65 designation and possessing over 12 years of industry experience. He previously worked at Talascend LLC for 11 years before joining Goodman Financial Corporation in 2026. Goodman Financial Corporation provides discretionary investment management and financial advisory services to individuals, trusts, foundations, corporations, and retirement plans. The firm employs a bottom-up fundamental research process to create customized portfolios of individual equities and fixed-income securities, focusing on tax efficiency and tailored asset allocation.

Isabella Gomez is a financial advisor at Goodman Financial Corporation with one year of industry experience. She holds a Series 65 designation and previously worked at Three Chords Wealth Management Advisors and Willis Johnson & Associates. Before entering the financial industry, she spent several years in education at the University of Houston, Conroe High School, and Peet Junior High School. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment approach that integrates fundamental and macroeconomic analysis, focusing on individual equities and bonds to build tax-efficient portfolios.

Steven Goodman is a CFP® professional with 28 years of experience in financial advising. He has been with Goodman Financial Corporation since 2015, including a period leading the GFC Quantified Alpha, LP from 2023 to 2024. The firm provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. Goodman Financial Corporation manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that integrates fundamental research and macro analysis, primarily through individual equities and bonds.

Robin Kollannur is a CFA® charterholder with eight years of industry experience. He is currently with Goodman Financial Corporation and has previously worked at Scopefour, LLC, Rothschild Asset Management, RVX Asset Management, and Mercator Asset Management. Outside of his advisory role, he owns a software systems consulting business serving financial services firms. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that integrates fundamental research and macro analysis, typically implementing portfolios with individual equities and bonds.

Diana Castro is a CFP®-credentialed financial advisor at Goodman Financial Corporation with five years of industry experience. She previously worked at Insight Wealth Strategies and Forum Energy Technologies, Inc. in roles prior to joining Goodman Financial Corporation. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm follows a customized, risk-aware investment approach combining fundamental research and macro analysis, primarily using individual equities and bonds in portfolio construction.

Morgann Zimmer is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Goodman Financial Corporation since 2017, including its predecessor entities, and previously worked at KMH Wealth Management, LLC. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across 275 client relationships, using a customized, risk-aware investment process that emphasizes individual equities and bonds over layered mutual funds.

Anna Ceker is a financial advisor at Goodman Financial Corporation with 11 years of industry experience. She holds a Series 65 designation and has been with Goodman Financial Corporation since 2014. Outside of her advisory role, she works as a freelance wedding planner and consultant. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that combines fundamental research with macro analysis and generally uses individual equities and bonds to build tax-efficient portfolios.

Robert Haverly is a CFP® and holds a Series 65 license. He has one year of experience in the financial industry, currently working at Goodman Financial Corporation. Prior to this, he held positions at Greystar and RMS US LLP, among others. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that emphasizes individual equities and bonds, combining bottom-up fundamental research with top-down macro analysis.