Houston, TX Greenway Plaza Office

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include work at LPL Financial LLC and Allstate Financial Services LLC, as well as operating John A. Blair CPA, a tax preparation and accounting practice. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers services including comprehensive portfolio management, written financial plans, consulting, and access to platform-based investment programs.

James Hawryluk is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at WCG Wealth Advisors, LLC, Sovereign Wealth Advisors, LLC, LPL Financial, and Intrua Financial. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both discretionary and non-discretionary services, including access to sponsored and platform-based programs.

Elisia Pearson is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 63 license and 28 years of industry experience. She has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial since 2009. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that may include ETFs, mutual funds, individual equities, and fixed-income securities using multiple analytical methods and regular account reviews.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and concurrently at LPL Financial since 2009. Outside of his advisory roles, he is involved in a photography business based in Houston. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using various analytical methods and offers comprehensive portfolio management, financial planning, and consulting services, implementing advice both directly and through multiple sponsored programs.

Stephen Mchale is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Sovereign Wealth Advisors LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Outside of his advisory role, he is active as a soccer referee in Houston, TX. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and third-party manager platforms to meet client needs.

Martin Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Dw Inc. from 1996 to 2005, LPL Financial since 2005, and has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a combination of analytical methods and offers both discretionary and non-discretionary management, implementing advice through direct management and various sponsored or platform-based programs.

Paul Dixon is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked with Sovereign Wealth Advisors since 2015 and concurrently with LPL Financial since 2007. Outside of advisory work, he has participated in paid opinion research and market research activities. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities using a mix of analytical methods. The firm offers ongoing portfolio management, written financial plans, retirement plan consulting, and access to sponsored and platform-based investment programs.

Neal Britt is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and possessing 24 years of industry experience. He has worked with LPL Financial since 2005 and has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers both direct management and access to multiple sponsored programs and third-party managers.

Phillip Evans is a financial advisor at Sovereign Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial LLC since 2006. Evans has been with Sovereign Wealth Advisors since 2015, providing investment advisory services through this independent firm. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a variety of investment strategies and utilizes sponsored advisory programs and model portfolios to meet client needs.

Teresa Theobald is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 license and bringing 22 years of industry experience. She has worked at Sovereign Wealth Advisors since 2017 and previously spent five years at RBC Capital Markets. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages portfolios using a blend of analytical methods and offers comprehensive portfolio management, written financial plans, and access to various sponsored programs.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding the Series 66 designation and 26 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015, at LPL Financial since 2005, and earlier at Morgan Stanley from 2000 to 2005. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using various analytical methods and offers both discretionary and non-discretionary management, implementing advice through multiple sponsored programs and third-party managers.

Douglas Yauger is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has concurrently worked at LPL Financial since 2008. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm combines fundamental and technical analysis with a range of investment strategies and offers clients access to sponsored advisory programs and third-party manager platforms.

William Bevill is a financial advisor at Sovereign Wealth Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sovereign Wealth Advisors since 2015. Prior to that, he worked at LPL Financial LLC. Bevill serves as a board member of the non-profit Islander Athletic Fund in Corpus Christi, Texas. Sovereign Wealth Advisors LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a combination of fundamental and technical analysis, offering a range of investment strategies and access to sponsored advisory programs and third-party manager platforms.

Daniel Eaton is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial LLC since 2007. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients by offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides services including discretionary portfolio management, consulting engagements, and access to sponsored advisory programs and third-party manager platforms.

Matthew Holder is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has worked at LPL Financial LLC since 2007. Outside of finance, he has engaged in DJing for weddings and birthday parties. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis in its investment approach and provides access to sponsored advisory programs and third-party manager platforms.