Portfolio Advisory Council,L.L.C.

John Husbands is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Mutual Securities, Inc. since 2017 and previously spent a decade at Cambridge Investment Research, Inc. Husbands serves on the Board of Trustees for Conroe Independent School District, where he is involved in oversight of school district policy and budget. Portfolio Advisory Council provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm focuses on retirement income planning and manages business retirement arrangements with an investment approach that combines growth and income strategies using various asset classes and analytical methods.

Wendy Korman is a CFP® and PFS™ with 20 years of experience, currently serving at Portfolio Advisory Council, L.L.C. since 2004. She also maintains roles with Callaway & Associates and operates a CPA tax preparation and accounting practice as a sole practitioner. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes retirement income planning and manages business retirement arrangements, applying a growth-and-income investment approach using a variety of securities and analysis techniques.

Philip Moran is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is a principal at Portfolio Advisory Council, L.L.C. in Houston, Texas, where he has worked since 1999. His prior experience includes roles at Mutual Securities, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, Moran serves as a board member of the SMU Cox School of Business and holds leadership roles with nonprofit organizations including AESC and the KU Alumni Association. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using a range of securities and combines fundamental, technical, and cyclical analysis in its portfolio management.

William Sutton is a financial advisor at Portfolio Advisory Council, L.L.C. with 41 years of industry experience. He holds a Series 63 designation and has served at firms including Mutual Securities, Inc. and Cambridge Investment Research, Inc. In addition to his advisory work, Sutton is a licensed real estate broker and manages a bed and breakfast in Newport, Rhode Island. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individual clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using mutual funds, ETFs, stocks, bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Jerry Smith is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Portfolio Advisory Council and Cimarron since 1999. Portfolio Advisory Council provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a combination of fundamental, technical, and cyclical analysis across various asset classes.

James Hamilton is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research, Inc., and has been with Portfolio Advisory Council for 30 years. Outside of his advisory role, Hamilton serves as a director of the Midtown Business Network, is a trustee overseeing church finances at Northeast Houston Baptist Church, and is a board member of Municipal Utility District No. 83 of Texas. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, Taft-Hartley plans, and charitable institutions. The firm employs a growth-and-income investment approach using a mix of mutual funds, ETFs, individual stocks and bonds, REITs, and options, combining fundamental, technical, and cyclical analysis.

Clifton Moran is a financial advisor with Portfolio Advisory Council, L.L.C. in Houston, TX, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at RBC Wealth Management, U.S. Capital Advisors LLC, Kestra Financial, Fidelity Investments, and earlier work with Portfolio Advisory Council, LLC. Portfolio Advisory Council, L.L.C. provides financial planning and portfolio management to individuals, corporations, pension and profit-sharing plans, and charitable institutions. The firm employs a growth-and-income investment approach using mutual funds, ETFs, stocks, bonds, REITs, and options, combining fundamental, technical, and cyclical analysis in its security selection.