Seasoned financial advisors working with executives in Bay City, TX

Sandrea Crivellari is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across various asset classes.

James Scardami Jr. is a CFP® certified financial advisor with Edward Jones in Bay City, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves on the board of a Christian preschool and as secretary for the Bay City Country Club, and he owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.

Martha Nelson is a financial advisor with LPL Financial in Brazoria, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Edward Jones for 22 years and Morgan Stanley for 3 years. Nelson serves as president of the Sweeny Rotary Club, a nonprofit organization. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Jason Croix is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has operated J.J. Croix and Croix Wealth Management since 2016. In addition to his advisory work, he serves on the advisory board of El Campo Little League, assisting with board organization and park maintenance. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs risk profiling and analytical modeling to support non-discretionary planning and encourages implementation through its advisory programs or other providers.

Marvin Farrar is a CFP®-certified financial advisor with 26 years of industry experience, currently associated with Trilogy Wealth Management, LLC. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Insurance Company, and several other financial services firms. Outside of advisory work, Farrar volunteers as a safety coordinator for the Cowboy Church of Tarrant County and operates a tax planning practice. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis across a range of securities and typically manages accounts on a discretionary basis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.