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John B

Series 65

Houston, TX

Core Capital Management and Research Inc.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.

Options & derivatives strategies
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Gregory H

Series 65, Series 66

Wilmette, IL

Core Capital Management and Research Inc.

Gregory Hadley is a financial advisor with Core Capital Management and Research Inc. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Core Capital Management, he worked at Brookwood Investment Group and Belpointe Asset Management, and he has been an Options Trading Instructor at Online Trading Academy since 2015. Core Capital Management and Research serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, asset allocation, investment selection, and financial planning services. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and utilizes a range of strategies, including options and short sales, with a focus on transparency and research-driven decision making.

Options & derivatives strategies
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Louis P

Series 63, Series 65

Houston, TX

Core Capital Management and Research Inc.

Louis Pelz Jr. is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, with 28 years of industry experience. He has been with Core Capital since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner in Pelz Family LP, an asset holding and leasing company. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long- and short-term purchases, short sales, option writing, and futures.

Options & derivatives strategies
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