Winona Ward

Salim Nathani is a financial advisor at Benzer Capital with 24 years of industry experience and holds a Series 66 designation. He is president of The Little Village School and serves as chairman of Bright Offerings, a nonprofit focused on early childhood education. Nathani has also been involved in various private investment and advisory roles through multiple business entities. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, as well as pension consulting to employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, and option strategies, and sponsors affiliated private pooled investment vehicles.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

James Crawford is a financial advisor at JHM Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fruth Investment Management from 2011 to 2018 before joining JHM Asset Management in 2018. JHM Asset Management provides discretionary investment management and consulting primarily for individual and high-net-worth clients, as well as retirement plan participant account administration. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and provides unique services in managing defined contribution plan participant and held-away retirement accounts through third-party platforms and order management systems.

Chanell Carter is a financial advisor with Principal Financial Services in Rosenberg, TX, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Principal Funds Distributor, Principal Securities, Principal Life Insurance, SunAmerica Capital Services, and VALIC Financial Advisors. Outside of her advisory work, she is a partner in an LLC involved in managing rental properties and related services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Damian Kimmons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Edward Jones. Outside of finance, he is involved in martial arts instruction, teaching at Be Like Water BJJ/MMA and Houston Karate Academy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jeff Hill is a financial advisor with Raymond James Financial in Sugar Land, TX, holding a Series 63 designation and 38 years of industry experience. His career includes nearly a decade at Ranchland Energy, LLC, alongside a long tenure at Raymond James Financial Services, Inc. since 1992. He is also the owner of J Bailey Holdings, LLC, an entity established to facilitate personal gold IRA storage. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and offers various implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.