Team

A Culture of Caring

Our people are our greatest differentiator. It is only through their commitment and dedication that we can serve our clients and contribute to the greater welfare of society.

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MICHAEL L. KERN, III, CFA

President & CEO

Michael Kern has been President & Chief Executive Officer of Crossmark and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mike earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain's Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents' Organization (YPO).

Mike devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of Embrace the Truth International, as well as his local church. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mike resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

ART SMITH

Managing Director, Distribution & Marketing

Art Smith joined Crossmark in April of 2018 as Managing Director of Distribution and Marketing. Art overseess the firm’s efforts to market it’s products to institutional investors, financial advisors and the clients they serve.

Art has over 25 years of Sales and Marketing Experience, and has a passion for creating powerful brands. Most recently, he was Managing Partner of VIRE, a global management-consulting firm providing comprehensive services in such areas as marketing, brand management and corporate strategy. He has also held senior executive positions with MUFG as Managing Director, Chief Communications & Marketing Officer. Prior to MUFG he was SVP, Head of Brand Marketing at Wachovia, and Global Chief Marketing Officer of RSM International, Ltd. In his career, Art also held positions with companies in a diverse range of non-financial industries, including President and CEO of Narenco, a nationwide developer of solar energy projects, and strategic roles with Duke Energy Corp. and Xerox Corporation

Art holds an MBA from the Simon School of Business of the University of Rochester, and a BS in Business & Economics from Nazareth College. Among his community-oriented activities, he has been involved in programs to relieve hunger and homelessness through St. Matthew Catholic Church in Charlotte, NC. On weekends he can be found playing a 1967 Fender Stratocaster.

P:713-243-6714

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim's professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA, primarily supporting the firm's mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

VICTORIA L. FERNANDEZ

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May's Business School at Texas A&M University.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Victoria and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

John Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Lynnette Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Lynnette's experience includes equity trading, mutual fund accounting, and corporate accounting.

Lynnette is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
ART SMITH
Managing Director, Distribution & Marketing
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Chief Market Strategist
JOHN R. WOLF
Managing Director – Equity Investments
LYNNETTE M. BROSS
Director – Investment Administration

VICTORIA L. FERNANDEZ

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May's Business School at Texas A&M University.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Victoria and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

John Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director

As Managing Director, Paul Townsen is the portfolio manager for Crossmark's Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Paul's responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Paul has been involved with equity index trading for Crossmark's institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Paul also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark's head bond trader.

Paul graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

MELVILLE L. CODY

Senior Portfolio Manager

Melville Cody serves as Senior Portfolio Manager for Crossmark's Large Cap Growth and TAAP portfolios.

With over 30 year's investment experience, Mel's background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an "All Star Analyst". On the buy side, Mel has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mel also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mel graduated from The University of Texas Business Honors Program and received his Master's of Business Administration from UT, as well. He holds the Series 65 securities license. Mel resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Patrick Garboden serves as Senior Portfolio Manager for Crossmark's municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Pat was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Pat attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Pat is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van's RV9A airplanes.

P:713-243-6710

ZACHARY WEHNER, J.D.

Portfolio Manager

Zachary Wehner joined Crossmark in 2014. He currently serves as an Equity Portfolio Manager. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

A native Houstonian, Zack graduated from the University of Houston Law Center, where he received his J.D. & M.B.A. He is a member of the State Bar of Texas. He graduated magna cum laude from Southern Methodist University (SMU), where he earned a BA in history and a BBA in accounting. Throughout his academic career, Zack focused on financial analysis, derivatives and the relationship between law and business.

Zack sits on Crossmark's Investment Policy, Valuation and Risk Management Committees. He currently holds the Series 7 securities license.

P:713-243-6750

GINA M. GARCIA

Senior Fixed Income Trader

Gina Garcia serves as Senior Fixed Income Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark's current strategy. Prior to joining Crossmark in 2000, Gina was responsible for budget administration and operations procedures in the aerospace industry.

Gina enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Gina utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

RYAN E. CAYLOR

Senior Research Analyst

Ryan Caylor joined Crossmark in June of 2016 and currently serves as a Senior Research Analyst covering fixed income and credit as a sector generalist. He is responsible for generating independent and differentiated fundamental research on markets, sectors, and individual companies in support of Crossmark's Portfolio Managers and Investment Teams.

Prior to joining Crossmark, Ryan was a sell-side Equity Research Associate at Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric utility stocks. Prior to TPH, Ryan was an Associate in the Energy Valuation Group at PricewaterhouseCoopers. Ryan from Tulane University in New Orleans with an undergraduate degree in Finance, as well as Masters degrees in Accounting and Finance. He currently holds the Series 7, 63, 86, and 87 securities licenses.

Outside of Crossmark, Ryan serves as an officer in the United States Army Reserve, and resides in Houston with his wife, daughter, and dog.

P:713-243-6751

TIFFANY NUNN, AIF®

Senior Investment Analyst

Tiffany Nunn serves as Senior Investment Analyst. She is responsible for the interpretation and implementation of investors' values-based investment policies and commitments ensuring investment holdings are faithful to the investors' environmental, social and governance (ESG), or socially responsible investing (SRI) principles. Tiffany is a key contact for Institutional consultant inquiries and possesses a strong knowledge of all client reporting data. She is also responsible for the investment administration due diligence process and oversight of external investment data. Tiffany began her career at Crossmark in 2007 where she has been involved with social screening since 2009.

Tiffany earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Tiffany attained the Accredited Investment Fiduciary (AIF®) credential from the Center for Fiduciary Studies in 2015. The AIF credential demonstrates specialized knowledge of fiduciary standards of care and their application to the investment management process.

P:713-243-6726

JOSHUA HARTKE

Equity Investments Analyst

Josh Hartke joined Crossmark in June of 2015. He graduated cum laude with honors in liberal arts from Southern Methodist University and earned a BBA in Finance. He is currently a CFA Level III Candidate.

As an Equity Investments Analyst, Josh monitors, trades, and fulfills research and portfolio analytics needs for Crossmark's various equity products. He also focuses on derivative instruments that are utilized in Crossmark's strategies.

Josh is a CFA Level III Candidate and sits on the Investment Policy Committee at Crossmark. He is also a founding member of the Philanthropy Committee.

Before settling in Texas, Josh lived in Ohio, Missouri, and New Jersey. His relatives reside in Alaska, Virginia, California, North Carolina, Florida and Arkansas. He considers himself well-travelled in the United States, and looks forward to future international travels.

P:713-243-6744

BRANDON HUTCHISON

Fixed Income Municipal Trader

Brandon Hutchison joined Crossmark in October of 2017 as Fixed Income Municipal Trader.

Prior to his role at Crossmark, Brandon was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for mortgage company Quicken Loans.

Brandon holds a Bachelor of Science in Finance from Michigan Technological University and is currently working on his MBA. He holds the Series 65 license.

Brandon was born and raised in Detroit. He recently relocated to Houston with his fiancé, Paige and pit bull-lab mix. Brandon is a former collegiate athlete and NFL free agent. He still enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities as well as his faith.

P:713-243-6719
VICTORIA L. FERNANDEZ
Chief Market Strategist
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader

ART SMITH

Managing Director, Distribution & Marketing

Art Smith joined Crossmark in April of 2018 as Managing Director of Distribution and Marketing. Art overseess the firm’s efforts to market it’s products to institutional investors, financial advisors and the clients they serve.

Art has over 25 years of Sales and Marketing Experience, and has a passion for creating powerful brands. Most recently, he was Managing Partner of VIRE, a global management-consulting firm providing comprehensive services in such areas as marketing, brand management and corporate strategy. He has also held senior executive positions with MUFG as Managing Director, Chief Communications & Marketing Officer. Prior to MUFG he was SVP, Head of Brand Marketing at Wachovia, and Global Chief Marketing Officer of RSM International, Ltd. In his career, Art also held positions with companies in a diverse range of non-financial industries, including President and CEO of Narenco, a nationwide developer of solar energy projects, and strategic roles with Duke Energy Corp. and Xerox Corporation

Art holds an MBA from the Simon School of Business of the University of Rochester, and a BS in Business & Economics from Nazareth College. Among his community-oriented activities, he has been involved in programs to relieve hunger and homelessness through St. Matthew Catholic Church in Charlotte, NC. On weekends he can be found playing a 1967 Fender Stratocaster.

P:713-243-6714

SCOTT FRAKES

Senior Director – Senior Vice President

Serving as Senior Regional Director, Scott Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark's Central Region. Scott is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Scott has been with Crossmark since 2001.

Scott graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Scott also serves as Chairman of his church's Annual Appeal Project and on his church's Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Scott lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW ERAS, CFA

Managing Director - Global Institutional Group

Andrew Eras joined Crossmark in June of 2016 as Managing Director of the Global Institutional Group.

Andy comes to Crossmark with over 20 years of experience as an institutional sales professional at national asset management and investment boutique firms. His previous role was at Emerald Advisers, as Vice President of Institutional Sales where he grew institutional assets for Small and Mid-Cap Growth strategies. Prior to that, he was the Director of Institutional Asset Management at Stralem & Company where he launched an institutional sales division for their Large Cap Equity Strategy. He has also worked in sales and client service at AllianceBernstein and The Bank of Tokyo-Mitsubishi.

Andy received a bachelor's degree from the SUNY at Albany and holds the Chartered Financial Analyst (CFA) designation. Andy is a member of the New York Society of Security Analysts and the CFA Institute. He holds the Series 6 and 63 securities licenses.

Andy is a native New Yorker, and currently lives with his wife and children in Wyckoff, New Jersey. He enjoys the struggles of being a New York Jet and Mets fan.

P:917-544-8061

ZACHARY I. SHAW

Director – Senior Vice President

Zachary Shaw joined Crossmark in August of 2017 and serves as Regional Sales Director for the Western Region. His core focus applies a team approach to distribute model portfolios and customized strategies to the marketplace.

Zachary brings 18 years of Financial Services experience and has held roles in wealth management and key accounts with Smith Barney Asset Management and Travelers Life & Annuity, represented Metlife's Asset Management Portfolios as a Regional Investment Specialist, and previous to joining Crossmark represented BNY Mellon Institutional Investment Managements Western Division as a Regional Director.

Zachary graduated from Syracuse University with a degree in Economics and studied at the Maxwell School of Citizenship and Public Affairs at Syracuse. He also holds a FINRA Series 7, 6, & 63.

Aside from being highly active in his local church and his son's Christian School, Zachary works closely with the American Cancer Society and the Long Beach Police Departments Memorial Widows & Orphans Charity. Zachary resides in Orange County California with his son.

P:949-981-3660

ARIANA HARRIS, CFP®

Director – Senior Vice President

Ariana Harris serves as Regional Director in the Southeast Region. She is responsible for providing business development and client service coverage within the region to financial intermediaries. Ariana represents the firm's unique suite of strategies and our deep expertise in responsible investing.

Ariana has been in the financial services industry for the past 17 years. She has been covering the Carolinas for 12 years and worked for Stadion Funds, Goldman Sachs Asset Management, and Legg Mason Global Asset Management. She joined Crossmark Global Investments in August of 2017. Ariana received her B.B.A from James Madison University and currently holds a Certified Financial Planner (CFP®) designation as well as her Series 7, Series 63, and licenses.

Ariana resides in Charlotte, North Carolina where she has lived for the past 11 years. She is married to her husband, Chris and they have two boys Hudson and Anderson. She volunteers with Palisades Episcopal School, Team Charlotte Swimming, and serves on the board of the Palisades Piranhas Swim Team.

P:410-215-9714

FRANK PERSAMPIERI

Director – Senior Vice President

Frank Persampieri currently serves as the Regional Director for the Northeast Region. He assists advisors in helping their clients attain their goals by taking a consultative approach by matching appropriate solutions relevant to their needs.

Frank has been in the financial services industry for the past 21 Years. Prior to Joining Crossmark, he was at Sentinel Investments, Legg Mason Global Asset Management and Diversified Investment Advisors. He has been covering the Northeast region for the past 13 years.

Frank holds his series 7 and 63 licenses. He currently resides in Thornwood, New York with his wife Vincenza and sons Anthony and Gianluca. He enjoys cooking, movies and music and attending to his boys Little League and basketball games. Frank is a first generation Italian American and is fluent in Italian.

P:914-715-6882

CASEY J. AHERN

Director – National Accounts

Casey Ahern serves as Director of National Accounts at Crossmark Global Investments. He is responsible for building and enhancing Crossmark's platform of investment solutions and relationship management, with intermediary distribution partners.

Casey has over a decade of experience in financial services. He joined Crossmark from Carillon Tower Advisers, a subsidiary of Raymond James Financial, where he was Vice President of National Accounts for the last 5 years. Prior to that, he was a Regional Vice President responsible for retail distribution in the Southeast.

Casey received a Bachelors of Economics from the University of South Florida and went on to earn a Masters in Business Management at the University of Alabama. He currently holds his Series 7 and Series 66 licenses.

Casey resides in Tampa with his wife Shay, son Liam, daughter Ireland and Chocolate Lab Montana. Outside of Crossmark, he enjoys serving his community through a wide variety of civic engagement.

P:813-545-7908

JORDAN IZUMI, CFP®

Vice President - National Accounts

Jordan Izumi serves as Vice President - National Accounts at Crossmark Global Investments. He is responsible for relationship management, and building and enhancing Crossmark's platform of investment solutions with intermediary distribution partners.

Jordan has a decade of experience in financial services. In 2015, he joined Crossmark from AG Financial Solutions where he focused on workplace retirement plans and values-based investments.

Jordan earned a Bachelors of Business Administration from Evangel University. He currently holds the Certified Financial Planner™ (CFP) designation and FINRA Series 7, 63 and 65 licenses.

Jordan resides in Houston with his wife Denae and their terrier Jack. Outside of Crossmark, he enjoys serving in non-profit and ministry organizations.

P:713-243-6720

ROBERT A. KARISCH

Internal Director - Advisor Solutions Group

Robert Karisch joined Crossmark in February 1990 and currently serves as Internal Sales Director with Crossmark Asset Management Company in the managed accounts division.

Rob began his career in 1990 with Crossmark as a Regional Marketing Representative and is currently working on a team with Scott Frakes. With over 40 years of combined industry experience, Scott and Rob have collaborated with financial advisors helping them manage their businesses more effectively since 2007. Rob's responsibilities include developing new business and servicing existing clients in the broker/advisor channel. He focuses on building strong relationships while providing concierge level client services. His approach centers on consulting with advisors to find customized investment solutions to complex problems.

Rob is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a BBA in Marketing and holds the Series 6, 63, and 65 securities licenses. Rob volunteers his personal time promoting the academic and athletic pursuits of his alma mater. He is active as a chapter leader for the Texas State University Alumni Association in Houston, and serves on the Leadership Council for the Texas State Bobcat Club.

P:713-243-6732

KYU HAN

Internal Sales Manager

Kyu Han joined Crossmark in December 2017 and currently serves as a Internal Sales Manager for the Advisory Solutions Group. Kyu manages Crossmark’s internal team of Client Services and Regional Associates while also facilitating business by providing advisors with updated product and marketing information to better serve their clients.

Kyu has been in the financial services industry for more than 18 years. Prior to joining Crossmark, he served as an Internal Sales consultant, Compliance Officer, and Operations Assistant Supervisor for Invesco Ltd.

Kyu graduated with a B.B.A in Management from the University of Houston and holds his Series 6 and 66 securities licenses. He lives in Houston with his wife Ann and 3 children, Emma, Vivienne, and Brayden. He enjoys chess, golfing, and volunteering at this daughter's school.

P:713-243-6704

MANNY GARCIA

Regional Consultant - Advisor Solutions Group

Manny Garcia joined Crossmark in 2017 and currently serves as Regional Consultant in the South Central Region. He is responsible for both distribution and client service by providing market solutions and education to advisors.

Manny has been in the financial services industry for almost 10 years and brings a great understanding of wealth design, portfolio construction as well as breaking down complex financial decisions to adhere to the advisors client's needs. Prior to Crossmark, Manny was with AssetMark and AIG as an Internal Wholesaler serving financial advisors. Manny helped facilitate advisors by utilizing proprietary managed portfolios as well as Annuities in order to help run their business more efficiently.

Manny graduated with a B.S. from Texas A&M University in Leadership Development in 2006. He currently holds his Series 6 and 63 securities licenses.

Manny has lived in Houston for almost 10 years and is originally from Corpus Christi, Texas. He enjoys the beach and the spending his time outdoors.

P:713-243-6705

ADRIENNE C. MORENO

Regional Associate - Advisor Solutions Group

Adrienne Moreno joined Crossmark in January 2018 and currently serves as a Regional Associate for the Advisory Solutions Group.

Adrienne started her career in the financial industry as a Relationship Manager at Merrill Lynch, where she focused on providing proactive client service and building nurturing client relationships.

Adrienne attended the University of Texas at Austin, where she received a bachelor's degree in Energy Finance. She currently holds her Series 7 and Series 66 licenses.

Adrienne lives in Houston and enjoys spending time outdoors with her family dog, Callie.

P:713-243-6766

MARLA FUDRO

Regional Associate - Advisor Solutions Group

Marla Fudro serves as Regional Associate in the Texas South Region and Utah. Marla facilitates business by providing advisors with updated product and market information to better serve their clients.

Marla has over 6 years of experience as a financial wholesaler partnering with financial advisors to build and manage their practice. Her previous wholesaling experience includes working with advisors and identifying opportunities for annuities, insurance, REITS, marketing their practice, and networking.

Marla has received accolades for her sales abilities and relationship development skills. She graduated with Honors holding a B.A. in Communications from Metropolitan State University in St. Paul, MN. She currently holds her Series 7, Series 6 and Series 63 Securities Licenses and is also a Certified Yoga Instructor.

Marla moved to Houston in 2016 from Minneapolis and is enjoying the Texas heat very much! In her spare time, she enjoys the outdoors, volunteering at the Houston Food Bank, theatre, live music, and being with friends and family.

P:713-243-6793

KASSIANA RICHARDSON

Client Service Associate - Advisor Solutions Group

Kassiana Richardson joined Crossmark in June 2016 and serves as the Client Service Associate. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Kassiana graduated from Maryville University in St. Louis where she earned her Bachelor's degree in Business Administration.

Before relocating to Houston, Kassiana volunteered in the children's ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

SCOTT WYNANT

Managing Director

As a Managing Director, Scott Wynant brings over 35 years' experience in financial and investment services to Crossmark where he currently focuses on wealth management solutions for Institutions and High Net Worth families. Clients include foundations, endowments, retirement plans and families. Scott also works closely with the CEO on special projects including new business development and opportunities.

Prior to joining Crossmark, Scott served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Scott was instrumental in the creation of AG Financial Wealth Management Solutions, LLC in 2003 and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 63, 65, 66, and 24 securities licenses.

Raised in the Northwest and a proud third generation Oregon Duck, Scott and his wife Nancy reside in Houston, TX and are members of Hope City Houston. Scott has served on various not for profit boards in the past and currently is a board member for El Centro Network. Scott and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

P:713-243-6711

LUKE LLOYD

Senior Investment Advisor

Luke Lloyd joined Crossmark in September 2009 and currently serves as Senior Investment Advisor responsible for financial planning, risk analysis, strategic investment consulting, client relationship management and ongoing portfolio analysis.

Luke has been in the financial services industry for more than 12 years. Prior to Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

Raised in the Houston area, Luke graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in Houston with his wife Lindsey and daughter London. He enjoys spending his free time training for his next marathon and mountain biking.

P:713-243-6709
ART SMITH
Managing Director, Distribution & Marketing
SCOTT FRAKES
Senior Director – Senior Vice President
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Director – Senior Vice President
ARIANA HARRIS, CFP®
Director – Senior Vice President
FRANK PERSAMPIERI
Director – Senior Vice President
CASEY J. AHERN
Director – National Accounts
JORDAN IZUMI, CFP®
Vice President - National Accounts
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
KYU HAN
Internal Sales Manager
MANNY GARCIA
Regional Consultant - Advisor Solutions Group
ADRIENNE C. MORENO
Regional Associate - Advisor Solutions Group
MARLA FUDRO
Regional Associate - Advisor Solutions Group
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
SCOTT WYNANT
Managing Director
LUKE LLOYD
Senior Investment Advisor

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim's professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA, primarily supporting the firm's mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Lynnette Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Lynnette's experience includes equity trading, mutual fund accounting, and corporate accounting.

Lynnette is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788

CARE BACH

Marketing Manager

Care Bach joined Crossmark in July of 2015 and serves as the Marketing Manager for the firm. She oversees the marketing strategy including branding, content development and public relations for the firm.

Prior to Crossmark, Care worked in advertising where she managed brand development and creative execution for T-Mobile and Waste Management.

Care graduated with a BA in Advertising from Louisiana State University. She resides in Houston, TX with her dog Wrigley. Outside of Crossmark, she enjoys teaching yoga and competing in Crossfit.

P:713-243-6724

MARCOS A. JUAREZ

Senior Marketing Associate

Marcos Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He's been with the company since 2001.

Marcos graduated with an A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Marcos is a member of his local church, and is an avid sports fan.

P:713-243-6782

ANGELO GOMEZ

IT Helpdesk Technician

Angelo Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Angelo served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, TX, Angelo has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Angelo enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Anaibis Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Anaibis has been with Crossmark since Feb 2017. Prior to joining Crossmark, Anaibis served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Anaibis obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Anaibis lived in The Sunshine State of Florida. Anaibis enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Chantell Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Chantell began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Chantell has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter's school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Janice Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Janice is responsible for the day-to-day functions of the office.

Janice joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Janice moved to her current position in 2017.

Although she is a native Texan, Janice has lived in seven states and attended Victor Valley University in California. While living in Florida, Janice volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Janice has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

PATRICIA “TRISH” MIMS

Senior Compliance Associate

Patricia Mims serves as Senior Compliance Associate in Crossmark's Compliance Department. In her role, she serves as corporate secretary for the Steward Funds managed by Crossmark and maintains the myriad of SEC filings and service agreements associated with the maintenance of the Funds.

Prior to joining Crossmark, Trish served as Office Manager for Chris Mims Insurance Services where she managed regulatory compliance functions associated with the Firm's mutual fund client accounts and acted as a liaison with the Firm's clientele. Trish has almost twenty years of financial services industry experience.

Trish attended the University of Houston and an active Life Member of University of Houston Alumni Association who serves annually on the Spirit of Houston Alumni Association Scholarship Committee. She is a proud east Texas native who has resided in the Houston area since 1974. Trish and her husband spend time together enjoying college football and working with their Champion Longhaired Dachshunds, Pembroke Welsh Corgi, chickens, turkeys, and Greenwinged Macaw. Trish is also an avid needleworker and gardener.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Cherice Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Cherice has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Cherice currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Cherice is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Courtney Curtis joined Crossmark in September 2017 and works in the Compliance Department. Courtney began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Courtney earned her Bachelor's degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master's program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Courtney also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Courtney serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Courtney and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

MARY MCDONALD

Senior Investment Administration Associate

Mary McDonald joined the firm in 2008 and currently serves as the senior member of the Investment Administration team. Her primary tasks include ensuring data quality and implementing and documenting improvements in procedures. She has over 9 years of experience in the industry. Mary's prior career in the home building industry included auditing, financial analysis and software development, implementation, training and support. Mary is a licensed CPA in the state of Texas.

Mary is a Board Member of the Houston Women's Society of Certified Public Accountants. She enjoys teaching Excel software at a non-profit organization and singing in the choir. Growing up in Turkey and Venezuela, she traveled extensively, and when time allows, continues to travel overseas and around the States.

P:713-243-6752

LUPE GOMEZ

Senior Investment Administration Associate

Lupe Gomez serves as a Senior Investment Administration Associate for Crossmark and is a member of the GIPS Subcommittee. In her current role, she assists with reporting, oversees the new account process, assigns composites for all products, and is involved in portfolio performance research and analysis.

Lupe joined Crossmark in 2008. Her past roles have included both Trading Assistant and Client Service.

Lupe earned her Bachelor of Business Administration in Finance from the University of Houston - Downtown. She enjoys Latin dancing for a hobby and spending time with her dog, an Italian Mastiff.

P:713-243-6708

FRANISHA WELLS

Investment Administration Associate

Franisha Wells joined Crossmark in February, 2016 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in data analysis and quality control as it relates to account operations.

Born and raised in Houston, Texas, Franisha graduated with a BBA is Business Administration from Sam Houston State University. She is a member of Sigma Gamma Rho Sorority, Inc. which is a non-profit organization that volunteers and services the community in the achievement of education, health awareness, and leadership development.

P:713-243-6712

JOVANKA CHARLES

Investment Administration Associate

Jovanka Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Jovanka brings over 8 years in accounting experience in a variety of industries and markets. She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Jovanka loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KATY CAVALIER

Investment Administration Associate

Katy Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Katy graduated with a B.S. in Finance from Louisiana State University. Katy enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717
ANDREW J. JACOBSON, SR.
Chief Operating Officer
JIM COPPEDGE
General Counsel & Chief Compliance Officer
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate

MICHAEL L. KERN, III, CFA

President & CEO

Michael Kern has been President & Chief Executive Officer of Crossmark and its related entities since May 2015. Before joining Crossmark, he was President of Stout Risius Ross, a financial advisory firm he had joined in 1996 as an analyst. During his 19 year tenure with Stout, he served in a variety of roles including Managing Director in the Valuation & Financial Opinions Group, Head of the Investment Banking Group, CFO and COO.

Raised in the Detroit area, Mike earned a B.S. in Finance and Business Economics from Wayne State University. He holds the Chartered Financial Analyst (CFA) designation as well as the Series 7, 63, and 24 securities licenses. In 2006, he received Crain's Detroit Business 40 Under 40 Award, an award given to young professional leaders. He is a member of the CFA Institute and Young Presidents' Organization (YPO).

Mike devotes a significant amount of time to philanthropic activities, which is his passion. He currently serves on the Board of Directors of Embrace the Truth International, as well as his local church. He previously was a member of the Executive Board of Directors of Convoy of Hope, while also serving as Treasurer and Chairman of the Compensation and Audit Committees. He is a past member of the Board of Directors of International Aid.

Mike resides in Houston, Texas with his wife, Amanda, and their four children.

P:713-243-6786

ANDREW J. JACOBSON, SR.

Chief Operating Officer

Andrew Jacobson joined Crossmark in February of 2016 as Chief Operating Officer, with over 20 years of leadership experience in the financial services industry, as well as in non-profit and military organizations. In his current role, Andrew has responsibility over all business support activities, including Accounting, HR, IT, Investment Administration, and Operations.

Prior to joining Crossmark, Andrew spent 17 years with GMAC/Ally Bank in automotive finance, commercial lending, insurance, mortgage and the last four years as a senior HR executive. Between his time with GMAC and his arrival at Crossmark, Andrew served four years as the Executive Pastor, Treasurer and CFO of an 11,000-member church in the Dallas area.

After growing up in Flint, Michigan, Andrew attended the University of Michigan, where he earned a Bachelor of Business Administration in Organizational Behavior & Human Resource Management. During undergrad, Andrew enlisted in the United States Naval Reserve and subsequently served for eight years before being Honorably Discharged in 2001. Shortly thereafter, Andrew commenced graduate school at Pepperdine University in Malibu, California where he earned a Master of Business Administration in 2004.

Andrew and his wife Sarah, along with their four children thoroughly enjoy serving in non-profit, civic and ministry organizations. Andrew dedicates a couple weeks each year to international missions and serves on the Board of Governors of Messenger College as well as the Board of Directors of To Give a Smile.

P:713-243-6727

ART SMITH

Managing Director, Distribution & Marketing

Art Smith joined Crossmark in April of 2018 as Managing Director of Distribution and Marketing. Art overseess the firm’s efforts to market it’s products to institutional investors, financial advisors and the clients they serve.

Art has over 25 years of Sales and Marketing Experience, and has a passion for creating powerful brands. Most recently, he was Managing Partner of VIRE, a global management-consulting firm providing comprehensive services in such areas as marketing, brand management and corporate strategy. He has also held senior executive positions with MUFG as Managing Director, Chief Communications & Marketing Officer. Prior to MUFG he was SVP, Head of Brand Marketing at Wachovia, and Global Chief Marketing Officer of RSM International, Ltd. In his career, Art also held positions with companies in a diverse range of non-financial industries, including President and CEO of Narenco, a nationwide developer of solar energy projects, and strategic roles with Duke Energy Corp. and Xerox Corporation

Art holds an MBA from the Simon School of Business of the University of Rochester, and a BS in Business & Economics from Nazareth College. Among his community-oriented activities, he has been involved in programs to relieve hunger and homelessness through St. Matthew Catholic Church in Charlotte, NC. On weekends he can be found playing a 1967 Fender Stratocaster.

P:713-243-6714

SCOTT FRAKES

Senior Director – Senior Vice President

Serving as Senior Regional Director, Scott Frakes helps lead Intermediary and Mutual Fund distribution for Crossmark's Central Region. Scott is part of the Advisor Solutions Group at Crossmark. He and his team work closely with financial advisory firms to implement values based investment solutions. Prior to Crossmark, he spent five years as a Financial Advisor with A.G. Edwards. Scott has been with Crossmark since 2001.

Scott graduated with a B.A. from Bowling Green State University. He holds the Series 7, 63, and 66 securities licenses.

Scott also serves as Chairman of his church's Annual Appeal Project and on his church's Finance Committee. He is a volunteer mentor for Sigma Phi Epsilon at Washington University in St. Louis. He has served as President of the Board of Education for Christ the King School. Scott lives in St Louis, MO with his wife Jen and two daughters.

P:314-726-9971

ANDREW ERAS, CFA

Managing Director - Global Institutional Group

Andrew Eras joined Crossmark in June of 2016 as Managing Director of the Global Institutional Group.

Andy comes to Crossmark with over 20 years of experience as an institutional sales professional at national asset management and investment boutique firms. His previous role was at Emerald Advisers, as Vice President of Institutional Sales where he grew institutional assets for Small and Mid-Cap Growth strategies. Prior to that, he was the Director of Institutional Asset Management at Stralem & Company where he launched an institutional sales division for their Large Cap Equity Strategy. He has also worked in sales and client service at AllianceBernstein and The Bank of Tokyo-Mitsubishi.

Andy received a bachelor's degree from the SUNY at Albany and holds the Chartered Financial Analyst (CFA) designation. Andy is a member of the New York Society of Security Analysts and the CFA Institute. He holds the Series 6 and 63 securities licenses.

Andy is a native New Yorker, and currently lives with his wife and children in Wyckoff, New Jersey. He enjoys the struggles of being a New York Jet and Mets fan.

P:917-544-8061

ZACHARY I. SHAW

Director – Senior Vice President

Zachary Shaw joined Crossmark in August of 2017 and serves as Regional Sales Director for the Western Region. His core focus applies a team approach to distribute model portfolios and customized strategies to the marketplace.

Zachary brings 18 years of Financial Services experience and has held roles in wealth management and key accounts with Smith Barney Asset Management and Travelers Life & Annuity, represented Metlife's Asset Management Portfolios as a Regional Investment Specialist, and previous to joining Crossmark represented BNY Mellon Institutional Investment Managements Western Division as a Regional Director.

Zachary graduated from Syracuse University with a degree in Economics and studied at the Maxwell School of Citizenship and Public Affairs at Syracuse. He also holds a FINRA Series 7, 6, & 63.

Aside from being highly active in his local church and his son's Christian School, Zachary works closely with the American Cancer Society and the Long Beach Police Departments Memorial Widows & Orphans Charity. Zachary resides in Orange County California with his son.

P:949-981-3660

ARIANA HARRIS, CFP®

Director – Senior Vice President

Ariana Harris serves as Regional Director in the Southeast Region. She is responsible for providing business development and client service coverage within the region to financial intermediaries. Ariana represents the firm's unique suite of strategies and our deep expertise in responsible investing.

Ariana has been in the financial services industry for the past 17 years. She has been covering the Carolinas for 12 years and worked for Stadion Funds, Goldman Sachs Asset Management, and Legg Mason Global Asset Management. She joined Crossmark Global Investments in August of 2017. Ariana received her B.B.A from James Madison University and currently holds a Certified Financial Planner (CFP®) designation as well as her Series 7, Series 63, and licenses.

Ariana resides in Charlotte, North Carolina where she has lived for the past 11 years. She is married to her husband, Chris and they have two boys Hudson and Anderson. She volunteers with Palisades Episcopal School, Team Charlotte Swimming, and serves on the board of the Palisades Piranhas Swim Team.

P:410-215-9714

FRANK PERSAMPIERI

Director – Senior Vice President

Frank Persampieri currently serves as the Regional Director for the Northeast Region. He assists advisors in helping their clients attain their goals by taking a consultative approach by matching appropriate solutions relevant to their needs.

Frank has been in the financial services industry for the past 21 Years. Prior to Joining Crossmark, he was at Sentinel Investments, Legg Mason Global Asset Management and Diversified Investment Advisors. He has been covering the Northeast region for the past 13 years.

Frank holds his series 7 and 63 licenses. He currently resides in Thornwood, New York with his wife Vincenza and sons Anthony and Gianluca. He enjoys cooking, movies and music and attending to his boys Little League and basketball games. Frank is a first generation Italian American and is fluent in Italian.

P:914-715-6882

CASEY J. AHERN

Director – National Accounts

Casey Ahern serves as Director of National Accounts at Crossmark Global Investments. He is responsible for building and enhancing Crossmark's platform of investment solutions and relationship management, with intermediary distribution partners.

Casey has over a decade of experience in financial services. He joined Crossmark from Carillon Tower Advisers, a subsidiary of Raymond James Financial, where he was Vice President of National Accounts for the last 5 years. Prior to that, he was a Regional Vice President responsible for retail distribution in the Southeast.

Casey received a Bachelors of Economics from the University of South Florida and went on to earn a Masters in Business Management at the University of Alabama. He currently holds his Series 7 and Series 66 licenses.

Casey resides in Tampa with his wife Shay, son Liam, daughter Ireland and Chocolate Lab Montana. Outside of Crossmark, he enjoys serving his community through a wide variety of civic engagement.

P:813-545-7908

JORDAN IZUMI, CFP®

Vice President - National Accounts

Jordan Izumi serves as Vice President - National Accounts at Crossmark Global Investments. He is responsible for relationship management, and building and enhancing Crossmark's platform of investment solutions with intermediary distribution partners.

Jordan has a decade of experience in financial services. In 2015, he joined Crossmark from AG Financial Solutions where he focused on workplace retirement plans and values-based investments.

Jordan earned a Bachelors of Business Administration from Evangel University. He currently holds the Certified Financial Planner™ (CFP) designation and FINRA Series 7, 63 and 65 licenses.

Jordan resides in Houston with his wife Denae and their terrier Jack. Outside of Crossmark, he enjoys serving in non-profit and ministry organizations.

P:713-243-6720

ROBERT A. KARISCH

Internal Director - Advisor Solutions Group

Robert Karisch joined Crossmark in February 1990 and currently serves as Internal Sales Director with Crossmark Asset Management Company in the managed accounts division.

Rob began his career in 1990 with Crossmark as a Regional Marketing Representative and is currently working on a team with Scott Frakes. With over 40 years of combined industry experience, Scott and Rob have collaborated with financial advisors helping them manage their businesses more effectively since 2007. Rob's responsibilities include developing new business and servicing existing clients in the broker/advisor channel. He focuses on building strong relationships while providing concierge level client services. His approach centers on consulting with advisors to find customized investment solutions to complex problems.

Rob is native to Houston and is a fifth generation proud Texan. He graduated from Texas State University with a BBA in Marketing and holds the Series 6, 63, and 65 securities licenses. Rob volunteers his personal time promoting the academic and athletic pursuits of his alma mater. He is active as a chapter leader for the Texas State University Alumni Association in Houston, and serves on the Leadership Council for the Texas State Bobcat Club.

P:713-243-6732

KYU HAN

Internal Sales Manager

Kyu Han joined Crossmark in December 2017 and currently serves as a Internal Sales Manager for the Advisory Solutions Group. Kyu manages Crossmark’s internal team of Client Services and Regional Associates while also facilitating business by providing advisors with updated product and marketing information to better serve their clients.

Kyu has been in the financial services industry for more than 18 years. Prior to joining Crossmark, he served as an Internal Sales consultant, Compliance Officer, and Operations Assistant Supervisor for Invesco Ltd.

Kyu graduated with a B.B.A in Management from the University of Houston and holds his Series 6 and 66 securities licenses. He lives in Houston with his wife Ann and 3 children, Emma, Vivienne, and Brayden. He enjoys chess, golfing, and volunteering at this daughter's school.

P:713-243-6704

MANNY GARCIA

Regional Consultant - Advisor Solutions Group

Manny Garcia joined Crossmark in 2017 and currently serves as Regional Consultant in the South Central Region. He is responsible for both distribution and client service by providing market solutions and education to advisors.

Manny has been in the financial services industry for almost 10 years and brings a great understanding of wealth design, portfolio construction as well as breaking down complex financial decisions to adhere to the advisors client's needs. Prior to Crossmark, Manny was with AssetMark and AIG as an Internal Wholesaler serving financial advisors. Manny helped facilitate advisors by utilizing proprietary managed portfolios as well as Annuities in order to help run their business more efficiently.

Manny graduated with a B.S. from Texas A&M University in Leadership Development in 2006. He currently holds his Series 6 and 63 securities licenses.

Manny has lived in Houston for almost 10 years and is originally from Corpus Christi, Texas. He enjoys the beach and the spending his time outdoors.

P:713-243-6705

ADRIENNE C. MORENO

Regional Associate - Advisor Solutions Group

Adrienne Moreno joined Crossmark in January 2018 and currently serves as a Regional Associate for the Advisory Solutions Group.

Adrienne started her career in the financial industry as a Relationship Manager at Merrill Lynch, where she focused on providing proactive client service and building nurturing client relationships.

Adrienne attended the University of Texas at Austin, where she received a bachelor's degree in Energy Finance. She currently holds her Series 7 and Series 66 licenses.

Adrienne lives in Houston and enjoys spending time outdoors with her family dog, Callie.

P:713-243-6766

MARLA FUDRO

Regional Associate - Advisor Solutions Group

Marla Fudro serves as Regional Associate in the Texas South Region and Utah. Marla facilitates business by providing advisors with updated product and market information to better serve their clients.

Marla has over 6 years of experience as a financial wholesaler partnering with financial advisors to build and manage their practice. Her previous wholesaling experience includes working with advisors and identifying opportunities for annuities, insurance, REITS, marketing their practice, and networking.

Marla has received accolades for her sales abilities and relationship development skills. She graduated with Honors holding a B.A. in Communications from Metropolitan State University in St. Paul, MN. She currently holds her Series 7, Series 6 and Series 63 Securities Licenses and is also a Certified Yoga Instructor.

Marla moved to Houston in 2016 from Minneapolis and is enjoying the Texas heat very much! In her spare time, she enjoys the outdoors, volunteering at the Houston Food Bank, theatre, live music, and being with friends and family.

P:713-243-6793

KASSIANA RICHARDSON

Client Service Associate - Advisor Solutions Group

Kassiana Richardson joined Crossmark in June 2016 and serves as the Client Service Associate. She is responsible for working with the internal business development representatives to gather and process all necessary paperwork for new accounts. Prior to joining Crossmark, she worked at Wells Fargo Advisors as the Associate Training Liaison.

Raised in the Midwest, Kassiana graduated from Maryville University in St. Louis where she earned her Bachelor's degree in Business Administration.

Before relocating to Houston, Kassiana volunteered in the children's ministry at her local church. She also enjoys playing basketball, trying new restaurants, and traveling.

P:713-243-6767

SCOTT WYNANT

Managing Director

As a Managing Director, Scott Wynant brings over 35 years' experience in financial and investment services to Crossmark where he currently focuses on wealth management solutions for Institutions and High Net Worth families. Clients include foundations, endowments, retirement plans and families. Scott also works closely with the CEO on special projects including new business development and opportunities.

Prior to joining Crossmark, Scott served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Scott was instrumental in the creation of AG Financial Wealth Management Solutions, LLC in 2003 and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds the Series 7, 63, 65, 66, and 24 securities licenses.

Raised in the Northwest and a proud third generation Oregon Duck, Scott and his wife Nancy reside in Houston, TX and are members of Hope City Houston. Scott has served on various not for profit boards in the past and currently is a board member for El Centro Network. Scott and Nancy have two married children and six grandchildren and are blessed to have them all reside in Houston.

P:713-243-6711

LUKE LLOYD

Senior Investment Advisor

Luke Lloyd joined Crossmark in September 2009 and currently serves as Senior Investment Advisor responsible for financial planning, risk analysis, strategic investment consulting, client relationship management and ongoing portfolio analysis.

Luke has been in the financial services industry for more than 12 years. Prior to Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments.

Raised in the Houston area, Luke graduated with a B.B.A in Finance from the University of Iowa and holds the Series 7 and 66 securities licenses. He lives in Houston with his wife Lindsey and daughter London. He enjoys spending his free time training for his next marathon and mountain biking.

P:713-243-6709

JIM COPPEDGE

General Counsel & Chief Compliance Officer

Jim Coppedge joined Crossmark in June 2017 as General Counsel & Chief Compliance Officer. Prior to joining Crossmark, Jim served as deputy general counsel for American International Group, Inc. (AIG), leading a team that provided legal and compliance services to the AIG's global consumer product businesses. Prior to joining AIG, he served as associate general counsel for Invesco, Ltd., leading a team that provided legal and compliance services to the North American Retail Group (which included the AIM and Invesco mutual funds).

Jim's professional career began in 1992 when he accepted an analyst position in the law department of USAA (a diversified financial services firm). He spent seven years at USAA, primarily supporting the firm's mutual fund, brokerage, and investment advice businesses.

A native Texan, Jim earned a B.B.A. in Finance from Texas A&M University and a Juris Doctor from St. Mary's University School of Law.

Jim also devotes time to philanthropic activities. He currently serves on the Boards of Directors of Fort Bend Seniors Meals on Wheels and the University of Houston Cougar Investment Fund.

Jim has lived in the Houston area for almost twenty years. He and his wife, Krista, have three daughters.

P:713-243-6746

VICTORIA L. FERNANDEZ

Chief Market Strategist

Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team.

Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston- based financial advisory firm, spending the next 18 years in a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team.

Born and raised in Houston, Texas, Victoria remained in her hometown to earn her Bachelor of Arts from Rice University and recently completed her MBA from the May's Business School at Texas A&M University.

As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stays busy supporting her two children in their athletic and academic pursuits, along with volunteering in the National Charity League, a mother-daughter volunteer organization. Victoria and her husband, David, reside in Houston, Texas with their two children, Nicholas and Nicole.

P:713-243-6728

JOHN R. WOLF

Managing Director – Equity Investments

John Wolf joined Crossmark in 1996 and currently serves as Managing Director of Equity Investments. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

Prior to Crossmark, John began his financial services career in 1983 at The Dreyfus Corporation and moved to Oppenheimer Capital in 1987. In 1992 he became Vice President of New Castle Advisers, a start-up investment advisor specializing in covered call option portfolio strategies. New Castle was acquired by Crossmark in 1996 where he was instrumental in Crossmark's expansion into managing quantitative equity portfolios.

Originally from the New York City area, John graduated with a BBA in Accounting from Hofstra University and an MBA in Finance from Manhattan College. He currently holds the Series 7, 66 and 24 securities licenses. In 2001 John relocated to Crossmark headquarters in Houston, TX where he currently resides.

P:713-243-6785

PAUL C. TOWNSEN

Managing Director

As Managing Director, Paul Townsen is the portfolio manager for Crossmark's Covered Call Income strategy. Since beginning his career with Crossmark in 1993, Paul's responsibilities have included portfolio management, portfolio analytics, allocation maintenance, soft dollar management, and numerous other leadership positions.

Paul has been involved with equity index trading for Crossmark's institutional clients for 18 years. As a senior equity and derivatives trader, his years of experience bring a strong knowledge of the unique factors associated with equity index trading. Paul also brings expertise in trading taxable and tax-exempt bonds as he previously served as Crossmark's head bond trader.

Paul graduated from the University of Incarnate Word with a BBA in Finance. He resides in Houston with his wife Jennifer and 4 children, Mackenzie, Tristan, Noah and Presley.

P:713-243-6758

MELVILLE L. CODY

Senior Portfolio Manager

Melville Cody serves as Senior Portfolio Manager for Crossmark's Large Cap Growth and TAAP portfolios.

With over 30 year's investment experience, Mel's background includes both buy side money management organizations and the sell side, where he worked at Sanders Morris Harris as Vice President of Institutional Research. He was recognized by the Wall Street Journal as an "All Star Analyst". On the buy side, Mel has worked at financial institutions such as USAA Investment Management Company, a mutual fund group, and at American General as a portfolio manager and analyst. Mel also served as Co-Chairman of Roger H. Jenswold & Co. prior to its merger with Crossmark.

A native Texan, Mel graduated from The University of Texas Business Honors Program and received his Master's of Business Administration from UT, as well. He holds the Series 65 securities license. Mel resides in Katy, Texas with his wife and two sons. He enjoys tennis, swimming and fishing.

P:713-243-6715

PATRICK N. GARBODEN

Senior Portfolio Manager

Patrick Garboden serves as Senior Portfolio Manager for Crossmark's municipal bond products. He brings over 30 years of experience within the financial services industry including 19 years with Smith Barney. His broad financial background consists of serving as First Vice President, Branch Manager for 11 years and as an Investment Management Specialist/Portfolio Manager with the Consulting Group, a division of Citigroup Global Markets, Inc. Prior to joining Smith Barney, Pat was a general partner in the financial services firm of Jones, Humphrey, Garboden and Company.

Pat attended the University of Oregon and currently holds the Series 7, 63, and 65 securities licenses. When he is not spending time with his wife, two daughters, or four grandchildren he enjoys fishing, boating, and photography. Pat is also a private pilot; he has been a Civil Air Patrol member since 2005 and has built two Van's RV9A airplanes.

P:713-243-6710

ZACHARY WEHNER, J.D.

Portfolio Manager

Zachary Wehner joined Crossmark in 2014. He currently serves as an Equity Portfolio Manager. He is primarily responsible for managing quantitative based equity portfolios, often involving social values screening for various institutions and mutual funds.

A native Houstonian, Zack graduated from the University of Houston Law Center, where he received his J.D. & M.B.A. He is a member of the State Bar of Texas. He graduated magna cum laude from Southern Methodist University (SMU), where he earned a BA in history and a BBA in accounting. Throughout his academic career, Zack focused on financial analysis, derivatives and the relationship between law and business.

Zack sits on Crossmark's Investment Policy, Valuation and Risk Management Committees. He currently holds the Series 7 securities license.

P:713-243-6750

GINA M. GARCIA

Senior Fixed Income Trader

Gina Garcia serves as Senior Fixed Income Trader and is an integral component of the investment process working with portfolio managers to implement Crossmark's current strategy. Prior to joining Crossmark in 2000, Gina was responsible for budget administration and operations procedures in the aerospace industry.

Gina enjoys spending time reading about the newest trends in interior design, and exploring the diverse culinary and artistic opportunities in Houston. When not in the office or enjoying city life, Gina utilizes her creative talent for interior design to assist others in their decoration and renovation needs.

P:713-243-6748

RYAN E. CAYLOR

Senior Research Analyst

Ryan Caylor joined Crossmark in June of 2016 and currently serves as a Senior Research Analyst covering fixed income and credit as a sector generalist. He is responsible for generating independent and differentiated fundamental research on markets, sectors, and individual companies in support of Crossmark's Portfolio Managers and Investment Teams.

Prior to joining Crossmark, Ryan was a sell-side Equity Research Associate at Tudor, Pickering, Holt & Co. (TPH) covering competitive power and electric utility stocks. Prior to TPH, Ryan was an Associate in the Energy Valuation Group at PricewaterhouseCoopers. Ryan from Tulane University in New Orleans with an undergraduate degree in Finance, as well as Masters degrees in Accounting and Finance. He currently holds the Series 7, 63, 86, and 87 securities licenses.

Outside of Crossmark, Ryan serves as an officer in the United States Army Reserve, and resides in Houston with his wife, daughter, and dog.

P:713-243-6751

TIFFANY NUNN, AIF®

Senior Investment Analyst

Tiffany Nunn serves as Senior Investment Analyst. She is responsible for the interpretation and implementation of investors' values-based investment policies and commitments ensuring investment holdings are faithful to the investors' environmental, social and governance (ESG), or socially responsible investing (SRI) principles. Tiffany is a key contact for Institutional consultant inquiries and possesses a strong knowledge of all client reporting data. She is also responsible for the investment administration due diligence process and oversight of external investment data. Tiffany began her career at Crossmark in 2007 where she has been involved with social screening since 2009.

Tiffany earned her BA in Psychology from New Mexico State University and acquired extensive experience working in the non-profit sector, serving on various boards and committees of non-profit organizations. Tiffany attained the Accredited Investment Fiduciary (AIF®) credential from the Center for Fiduciary Studies in 2015. The AIF credential demonstrates specialized knowledge of fiduciary standards of care and their application to the investment management process.

P:713-243-6726

JOSHUA HARTKE

Equity Investments Analyst

Josh Hartke joined Crossmark in June of 2015. He graduated cum laude with honors in liberal arts from Southern Methodist University and earned a BBA in Finance. He is currently a CFA Level III Candidate.

As an Equity Investments Analyst, Josh monitors, trades, and fulfills research and portfolio analytics needs for Crossmark's various equity products. He also focuses on derivative instruments that are utilized in Crossmark's strategies.

Josh is a CFA Level III Candidate and sits on the Investment Policy Committee at Crossmark. He is also a founding member of the Philanthropy Committee.

Before settling in Texas, Josh lived in Ohio, Missouri, and New Jersey. His relatives reside in Alaska, Virginia, California, North Carolina, Florida and Arkansas. He considers himself well-travelled in the United States, and looks forward to future international travels.

P:713-243-6744

BRANDON HUTCHISON

Fixed Income Municipal Trader

Brandon Hutchison joined Crossmark in October of 2017 as Fixed Income Municipal Trader.

Prior to his role at Crossmark, Brandon was a Financial Analyst for Tier 1/2 auto-supplier Futuris Group. Prior to that, he was a Compensation Analyst for mortgage company Quicken Loans.

Brandon holds a Bachelor of Science in Finance from Michigan Technological University and is currently working on his MBA. He holds the Series 65 license.

Brandon was born and raised in Detroit. He recently relocated to Houston with his fiancé, Paige and pit bull-lab mix. Brandon is a former collegiate athlete and NFL free agent. He still enjoys all sports, especially basketball and weight lifting. Outside of work, he enjoys traveling and reading about behavioral economics. He is also passionate about philanthropic activities as well as his faith.

P:713-243-6719

LYNNETTE M. BROSS

Director – Investment Administration

As Director of Investment Administration, Lynnette Bross has over 28 years of experience at Crossmark. She oversees Investment Administration Operations which includes new account administration, reconciliation and client reporting. She began her career at Crossmark in 1988 serving as an Account Administrator in the Transfer Agency Department. Lynnette's experience includes equity trading, mutual fund accounting, and corporate accounting.

Lynnette is an avid fan of the Houston Rockets. She currently resides in Houston with her husband, Steve, three daughters, and one grandson.

P:713-243-6788

CARE BACH

Marketing Manager

Care Bach joined Crossmark in July of 2015 and serves as the Marketing Manager for the firm. She oversees the marketing strategy including branding, content development and public relations for the firm.

Prior to Crossmark, Care worked in advertising where she managed brand development and creative execution for T-Mobile and Waste Management.

Care graduated with a BA in Advertising from Louisiana State University. She resides in Houston, TX with her dog Wrigley. Outside of Crossmark, she enjoys teaching yoga and competing in Crossfit.

P:713-243-6724

MARCOS A. JUAREZ

Senior Marketing Associate

Marcos Juarez serves as Senior Marketing Associate for Crossmark. He manages all graphic design responsibilities for digital and print. In addition, he helps with product data reporting on a quarterly basis. He's been with the company since 2001.

Marcos graduated with an A.A.S. in Multimedia and Graphic Design from The Art Institute of Houston.

Born in Guatemala City, he resides in Houston, TX. Marcos is a member of his local church, and is an avid sports fan.

P:713-243-6782

ANGELO GOMEZ

IT Helpdesk Technician

Angelo Gomez joined Crossmark in May 2017 and currently serves as the IT Helpdesk Technician who oversees all aspects of Information Technology for the firm.

Prior to Crossmark, Angelo served in United States Marine Corps for 12 years in the Intelligence Field as a Special Intelligence communicator at which he did two tours in Iraq. He ended his military obligation, and received a Bachelors in Management Information Systems from Wayland Baptist University.

Born in Lubbock, TX, Angelo has had the opportunity to live all over the world and many states. Being a native Texan brought him back to Texas where he now lives in La Porte. In his free time Angelo enjoys playing sports and traveling.

P:713-243-6722

ANAIBIS VELASQUEZ

Accounting Manager

Anaibis Velasquez reports directly to COO. Her responsibilities include Accounts Receivable and Accounts Payable.

Anaibis has been with Crossmark since Feb 2017. Prior to joining Crossmark, Anaibis served as an Accounts Receivable Specialist for SureTec. Her responsibilities consisted of cash reconciliations, preparing agency statements, verifying and processing accounting and finance data entries.

Anaibis obtained her Bachelors of Business Administration in Accounting from (UHD) University of Houston-Downtown. Before moving to the Lone Star State of Texas in 2009, Anaibis lived in The Sunshine State of Florida. Anaibis enjoys spending time with her family, in addition to traveling, fishing, and snorkeling. She resides in Houston with her husband and two daughters.

P:713-243-6733

CHANTELL CORGILL

Senior Human Resources Associate

Chantell Corgill joined Crossmark in August 2010 and serves as a Senior Human Resources Associate. She is responsible for the day-to-day operations of Human Resources to include employee relations, benefits administration, employee policies and procedures, and new hire onboarding. Chantell began her career in Human Resources in 1999 at Klein Bank, a privately owned bank in Houston.

Born and raised in the Houston area, Chantell has stayed in her hometown and is married with two daughters. She stays busy volunteering at her daughter's school, as well as the National Charity League, a mother-daughter volunteer organization.

P:713-243-6736

JANICE DARDEN

Office Administrator and Executive Assistant

Janice Darden serves as Office Manager and provides administrative assistance to the CEO, COO, and other principals. She assists on special projects and provides technical and logistical support for all departments. Janice is responsible for the day-to-day functions of the office.

Janice joined R.H. Jenswold & Co. in 2005 and, with the Crossmark acquisition in 2009, she transitioned to the position of AR Administrator. Her responsibilities then included the complete Accounts Receivable cycle (account set-up, preparation & delivery of invoices, allocation of payments, collections and AR reporting to the CEO). Janice moved to her current position in 2017.

Although she is a native Texan, Janice has lived in seven states and attended Victor Valley University in California. While living in Florida, Janice volunteered with an organization supporting caregivers of HIV positive infants and toddlers.

Janice has always maintained that her greatest accomplishments have been her two amazing daughters and four remarkable grandchildren.

P:713-243-6713

PATRICIA “TRISH” MIMS

Senior Compliance Associate

Patricia Mims serves as Senior Compliance Associate in Crossmark's Compliance Department. In her role, she serves as corporate secretary for the Steward Funds managed by Crossmark and maintains the myriad of SEC filings and service agreements associated with the maintenance of the Funds.

Prior to joining Crossmark, Trish served as Office Manager for Chris Mims Insurance Services where she managed regulatory compliance functions associated with the Firm's mutual fund client accounts and acted as a liaison with the Firm's clientele. Trish has almost twenty years of financial services industry experience.

Trish attended the University of Houston and an active Life Member of University of Houston Alumni Association who serves annually on the Spirit of Houston Alumni Association Scholarship Committee. She is a proud east Texas native who has resided in the Houston area since 1974. Trish and her husband spend time together enjoying college football and working with their Champion Longhaired Dachshunds, Pembroke Welsh Corgi, chickens, turkeys, and Greenwinged Macaw. Trish is also an avid needleworker and gardener.

P:713-243-6764

CHERICE PEOPLES

Compliance Associate

Cherice Peoples serves as Compliance Associate for Crossmark Global Investments. She supports the Compliance Department in an administrative role including distribution, review and maintenance of annual and quarterly compliance forms and logs as well as monitoring and tracking of Continuing Education requirements including Firm Element Education for all employees.

Cherice has over 10 years of experience in the financial industry. Prior to joining Crossmark, she worked at Energy Capital Credit Union for 9 years. She started as a Member Service Representative and also served as the Branch Manager of two different branches in Houston, TX where she assisted members with a variety of financial needs. She has been with Crossmark for the past two years.

Cherice currently resides in Richmond, TX and has a daughter currently in college working towards achieving her degree in Sports Psychology. Cherice is a member of her local church, and enjoys traveling and spending time with family and friends in her free time.

P:713-243-6742

COURTNEY CURTIS

Compliance Associate

Courtney Curtis joined Crossmark in September 2017 and works in the Compliance Department. Courtney began her career in 1999 at Invesco, an independent investment management firm, spending the next 15 years in a variety of roles within the firm including Sales Strategy Manager, Retirement Plans and Programs Specialist and Instructional Designer.

Born and raised in Houston, Texas, Courtney earned her Bachelor's degree in Business Management from Sam Houston State University. She continued her education by taking courses in the Master's program at the University of Houston and Seminary classes at Southwestern Baptist Theological Seminary. Courtney also holds a Series 7 and 66 license and has a Chartered Retirement Plans Specialist designation.

As an active member of her community, Courtney serves on the board of a local non-profit organization. She enjoys staying busy supporting her two children in their athletic and academic pursuits along with volunteering at her church and in the National Charity League, a mother-daughter organization. Courtney and her husband, Brandon, reside in Sugar Land, Texas with their two children, Nyah and Benjamin.

P:713-243-6735

MARY MCDONALD

Senior Investment Administration Associate

Mary McDonald joined the firm in 2008 and currently serves as the senior member of the Investment Administration team. Her primary tasks include ensuring data quality and implementing and documenting improvements in procedures. She has over 9 years of experience in the industry. Mary's prior career in the home building industry included auditing, financial analysis and software development, implementation, training and support. Mary is a licensed CPA in the state of Texas.

Mary is a Board Member of the Houston Women's Society of Certified Public Accountants. She enjoys teaching Excel software at a non-profit organization and singing in the choir. Growing up in Turkey and Venezuela, she traveled extensively, and when time allows, continues to travel overseas and around the States.

P:713-243-6752

LUPE GOMEZ

Senior Investment Administration Associate

Lupe Gomez serves as a Senior Investment Administration Associate for Crossmark and is a member of the GIPS Subcommittee. In her current role, she assists with reporting, oversees the new account process, assigns composites for all products, and is involved in portfolio performance research and analysis.

Lupe joined Crossmark in 2008. Her past roles have included both Trading Assistant and Client Service.

Lupe earned her Bachelor of Business Administration in Finance from the University of Houston - Downtown. She enjoys Latin dancing for a hobby and spending time with her dog, an Italian Mastiff.

P:713-243-6708

FRANISHA WELLS

Investment Administration Associate

Franisha Wells joined Crossmark in February, 2016 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in data analysis and quality control as it relates to account operations.

Born and raised in Houston, Texas, Franisha graduated with a BBA is Business Administration from Sam Houston State University. She is a member of Sigma Gamma Rho Sorority, Inc. which is a non-profit organization that volunteers and services the community in the achievement of education, health awareness, and leadership development.

P:713-243-6712

JOVANKA CHARLES

Investment Administration Associate

Jovanka Charles joined Crossmark in 2016 and works primarily with the Portfolio Administration team. Her role ranges from reconciling customer accounts to producing ad hoc reports.

Jovanka brings over 8 years in accounting experience in a variety of industries and markets. She holds a Masters in Business Administration for Henley Business School as well as a BSc in Economics and Management from The University of the West Indies.

In her free time Jovanka loves travelling to new and exciting places. Gardening and Yoga are her two favorite ways to relax and unwind.

P:713-243-6781

KATY CAVALIER

Investment Administration Associate

Katy Cavalier joined Crossmark in March, 2017 and is currently responsible for portfolio reconciliation and reporting. As an Investment Administration Associate, she is involved in new account administration as well as corporate action processing. She had 4 years of project accounting experience prior to joining Crossmark.

Katy graduated with a B.S. in Finance from Louisiana State University. Katy enjoys spending her off time traveling and visiting her family in Louisiana.

P:713-243-6717
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
ART SMITH
Managing Director, Distribution & Marketing
SCOTT FRAKES
Senior Director – Senior Vice President
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Director – Senior Vice President
ARIANA HARRIS, CFP®
Director – Senior Vice President
FRANK PERSAMPIERI
Director – Senior Vice President
CASEY J. AHERN
Director – National Accounts
JORDAN IZUMI, CFP®
Vice President - National Accounts
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
KYU HAN
Internal Sales Manager
MANNY GARCIA
Regional Consultant - Advisor Solutions Group
ADRIENNE C. MORENO
Regional Associate - Advisor Solutions Group
MARLA FUDRO
Regional Associate - Advisor Solutions Group
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
SCOTT WYNANT
Managing Director
LUKE LLOYD
Senior Investment Advisor
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Chief Market Strategist
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate
MICHAEL L. KERN, III, CFA
President & CEO
ANDREW J. JACOBSON, SR.
Chief Operating Officer
ART SMITH
Managing Director, Distribution & Marketing
SCOTT FRAKES
Senior Director – Senior Vice President
ANDREW ERAS, CFA
Managing Director - Global Institutional Group
ZACHARY I. SHAW
Director – Senior Vice President
ARIANA HARRIS, CFP®
Director – Senior Vice President
FRANK PERSAMPIERI
Director – Senior Vice President
CASEY J. AHERN
Director – National Accounts
JORDAN IZUMI, CFP®
Vice President - National Accounts
ROBERT A. KARISCH
Internal Director - Advisor Solutions Group
KYU HAN
Internal Sales Manager
MANNY GARCIA
Regional Consultant - Advisor Solutions Group
ADRIENNE C. MORENO
Regional Associate - Advisor Solutions Group
MARLA FUDRO
Regional Associate - Advisor Solutions Group
KASSIANA RICHARDSON
Client Service Associate - Advisor Solutions Group
SCOTT WYNANT
Managing Director
LUKE LLOYD
Senior Investment Advisor
JIM COPPEDGE
General Counsel & Chief Compliance Officer
VICTORIA L. FERNANDEZ
Chief Market Strategist
JOHN R. WOLF
Managing Director – Equity Investments
PAUL C. TOWNSEN
Managing Director
MELVILLE L. CODY
Senior Portfolio Manager
PATRICK N. GARBODEN
Senior Portfolio Manager
ZACHARY WEHNER, J.D.
Portfolio Manager
GINA M. GARCIA
Senior Fixed Income Trader
RYAN E. CAYLOR
Senior Research Analyst
TIFFANY NUNN, AIF®
Senior Investment Analyst
JOSHUA HARTKE
Equity Investments Analyst
BRANDON HUTCHISON
Fixed Income Municipal Trader
LYNNETTE M. BROSS
Director – Investment Administration
CARE BACH
Marketing Manager
MARCOS A. JUAREZ
Senior Marketing Associate
ANGELO GOMEZ
IT Helpdesk Technician
ANAIBIS VELASQUEZ
Accounting Manager
CHANTELL CORGILL
Senior Human Resources Associate
JANICE DARDEN
Office Administrator and Executive Assistant
PATRICIA “TRISH” MIMS
Senior Compliance Associate
CHERICE PEOPLES
Compliance Associate
COURTNEY CURTIS
Compliance Associate
MARY MCDONALD
Senior Investment Administration Associate
LUPE GOMEZ
Senior Investment Administration Associate
FRANISHA WELLS
Investment Administration Associate
JOVANKA CHARLES
Investment Administration Associate
KATY CAVALIER
Investment Administration Associate

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