Sovereign Wealth Advisors LLC

John Blair is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has previously worked at LPL Financial LLC and Allstate Financial Services LLC, and maintains an active CPA practice providing tax preparation and accounting services. 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 utilizes a combination of fundamental and technical analysis and provides access to sponsored advisory programs and third-party manager platforms.

Elisia Pearson is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been affiliated with LPL Financial since 2009 and also provides investment advisory services through Sovereign Wealth Advisors, LLC, an independent registered investment advisor she started in 2015. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment platforms, combining large-scale advisory operations with additional financial product offerings.

William Vaseliades is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and also maintains a role at LPL Financial since 2009. Outside of advisory work, he is involved in photography through his business WLVproPhoto. 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 uses a combination of fundamental and technical analysis, employs various investment strategies, and provides access to sponsored advisory programs and third-party manager platforms.

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 29 years of industry experience. He has worked at LPL Financial LLC since 2005 and joined Sovereign Wealth Advisors in 2015. 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 and offers a range of investment solutions including discretionary portfolio management and access to sponsored and third-party advisory programs.

Paul Dixon is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has also been affiliated with LPL Financial since 2007. Outside of his advisory roles, he has participated in opinion research focus groups and conducts occasional research by phone and email. 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 employs a mix of fundamental and technical analysis with various investment strategies and utilizes both proprietary and third-party advisory programs.

Neal Britt is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2005 and has operated Sovereign Wealth Advisors, LLC, an independent registered investment advisory firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

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 21 years of industry experience. She previously worked at RBC Capital Markets, LLC before joining Sovereign Wealth Advisors and LPL Financial in 2017. 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 uses a combination of fundamental and technical analysis, offering discretionary portfolio management and access to various sponsored advisory programs and third-party platforms.

Jeff Peskin is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been affiliated with LPL Financial since 2005. 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 uses a combination of fundamental and technical analysis with a range of investment strategies and offers both commissionable and fee-based services.

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.

Charles Fahy is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 53 years of industry experience. He has worked at LPL Financial LLC since 2004 and joined Sovereign Wealth Advisors in 2015. 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, discretionary portfolio management, and access to third-party manager platforms to tailor investment strategies.