Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Daniel Duckett is a CFP® professional with 12 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has previously been affiliated with firms including Fidelity and Motley Fool Wealth Management. He holds Series 63 and Series 66 licenses. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting services. The firm manages client accounts on a discretionary, long-term basis using model portfolios and modern portfolio theory, and offers a range of wrap-fee programs alongside educational seminars.

Jayanth Kabad is a CFP® professional with 40 years of industry experience, affiliated with JayKay Wealth Advisors, Inc. in Houston, TX. He has worked at LPL Financial since 2008 and has been with JayKay Wealth Advisors since 2003. Outside of his advisory role, he serves as a board member for the Jayanth and Kanchan Kabad Private Foundation and is writing a memoir. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm typically manages client accounts on a discretionary, long-term basis using modern portfolio theory and model portfolios, with access to third-party money managers and unified managed account wrap programs.