Daniel Whitty

Financial Paraplanner, Client Service Administrator, AAMS^®,FPQP^®

Daniel is a native Houstonian and a graduate of Strake Jesuit College Preparatory. He graduated from the University of Houston, cum laude, with a Bachelor of Science degree in Economics and a minor in Business Foundations. He is married with three children, and they currently reside in Cinco Ranch. In his free time, Daniel loves to spend time with his family, fly drones, play video games, and maintains planted freshwater aquariums in his home.

Connie Mack

President/Founder, AIF^®, AAMS^®, CRPS^®

Lance Roberts

Chief Investment Strategist

Richard Rosso

Director of Financial Planning, CFP^®

Danny Ratliff

Sr. Financial Advisor, CFP^®, ChFC^®

Michole Fields

Compliance Manager & Controller

Samantha Samolu

Client Services Manager, MBA^®

Kevin Schmittou

Operations Specialist

Frank Marrone

Sr. Financial Advisor, CFP^®, CRPC^®

Jonathan McCarty

Sr. Financial Advisor, CFA, CFP^®,NSSA^®

Jonathan Penn

Sr. Financial Advisor, CFP^®,NSSA^®

Sarah Buenger

Senior Financial Advisor, CFP^®, MSPFP, MPAS^SM

Craig Severin

Sr. Financial Planner, CFP^®, NSSA^®

Michael Lebowitz

Portfolio Manager, CFA^®

Nick Lane

Financial Analyst, MS

Tom Allen

Retirement Plan Consultant

Chris Behan

Business Development Officer, MBA^®

Pashaa Simmons-Green

Senior Client Services Administrator, AAMS®

Sherri Jones

Client Service Associate

Natalie Evans

Client Services Administrator

Brent Clanton

Executive Producer – Lance Roberts Show

Rianne Samlalsingh

Client Relationship Specialist

Erica Theriot

Director of Marketing, B.A., SEO, AAMS^®

Karen Roan

Director of Investment Relations

Matt Doyle

Senior Relationship Manager

Real Investment Advice is powered by RIA Advisors, an investment advisory firm located in Houston, Texas with over $1 billion in assets under management. As a team of certified and experienced professionals, we seek to provide our clients with educational services and the necessary information and tools to educate you in the field of finance, investing and economics. To this end, you can use the Real Investment Advice Platform to avail yourself of various video, audio and proprietary collections of information at your leisure to learn and gather the necessary information that you may need in the fields of investment news, investment opinion, financial news, financial opinion, economic news and economic opinion, finance, investing and economics. Utilizing the functionality and tools provided by Real Investment Advice, you can access this information in a variety of ways, including via video and audio programming, audio and visual media content streaming services, downloadable audio-visual media, uploaded, posted or tagged third-party videos, receiving or viewing audio and video clips, blogs, podcasts, and YouTube videos, all of which are accessible on the Real Investment Advice media platform and/or various Internet and communications links that are accessible via the Real Investment Advice Platform and allow for the broadcasting, transmission and streaming of the information and audio-visual content to your media devices and other communications platforms for your viewing and listening pleasure. All of these tools and sources of information are made available to you so that you can utilize the same to make the right financial, economic and investment decisions.

RIA Advisors offers multiple custodial arrangements, either directly of through wholly owned subsidiaries, with Fidelity and Interactive Brokers.

Daniel Whitty

Financial Paraplanner, Client Service Administrator, AAMS®,FPQP®

Financial Paraplanner, Client Service Administrator, AAMS^®,FPQP^®