Mark Cavazos is a financial advisor at Equitable Advisors in Houston, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a 50% owner and manager of Bay Area Private Wealth Group, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, relying on third-party program sponsors and affiliated asset managers for implementation.

James Watkins is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where he has worked since 2005. He has 21 years of industry experience, including 15 years with Axa Advisors, LLC. Watkins is also a managing partner at Bay Area Private Wealth Group, LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, often utilizing third-party program sponsors and investment platforms.