Larry Melton is a CFP® professional with 28 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Melton has past business ownership experience with entities no longer operational and holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team.

Mustafa Ehimeakhe is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized wealth management strategies tailored to clients’ unique financial goals, drawing upon the resources and investment insights of Merrill Lynch alongside the banking and lending solutions available through Bank of America. Mustafa’s approach is informed by an international upbringing across Europe, Africa, and North America, allowing him to connect with clients from diverse backgrounds and understand multifaceted financial situations. He specializes in areas including college education planning, legacy planning, managing new wealth, retirement income, portfolio management, and tax minimization. Mustafa emphasizes clear communication and an educational approach to make financial concepts accessible and actionable for his clients. His expertise includes helping clients diversify concentrated stock positions and align investments with their long-term objectives. He holds a Bachelor’s Degree from the University of Texas at Austin and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mustafa is involved in community activities such as Habitat for Humanity and the Susan G. Komen Race for the Cure. His personal interests include reading, running, and traveling.

Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage company in Charleston, SC, and is a founder and board member of CP Soccer Houston, a charitable organization focused on fundraising and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research, capital markets services, and affiliated banking solutions.

Babatofunmi Adejuyigbe is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in Houston, TX. His career includes roles at JPMorgan Chase Bank and Nike Inc., as well as experience in business consulting and university administration. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.

Corey Lashway is a financial advisor based in Houston, TX, affiliated with Primerica Advisors. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Lashway has been with Primerica Advisors since 2017 and also has experience with Primerica Financial Services and Fastenal Company. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Jesus Ramos is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Next Financial and New York Life, among other roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and advisory services.

Noah Stubblefield is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at GWFS Equities, Inc. and held various positions including service in the United States Marine Corps. He also has experience with Air Dynasty A/C and Heating LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jesus Sanchez is a financial advisor with Merrill Lynch Wealth Management, bringing over eight years of experience in the financial services industry. He leverages a strong banking background with both personal and institutional clients to provide tailored financial planning strategies. Fluent in English and Spanish, Jesus serves a diverse clientele, assisting individuals and families in preserving and growing their assets while addressing their unique financial goals. His expertise spans family wealth management, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income strategies. Jesus holds the Personal Investment Advisor (PIA) designation and has earned an Associate's Degree from Grossmont College after graduating from Santana High School. Originally from San Diego, California, Jesus maintains an active lifestyle. He enjoys snowboarding in Big Bear during winter and surfing at Pacific Beach in the summer. Committed to fitness, he regularly engages in gym workouts and pursues personal health goals.

Nicole Wyskup is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc. and OSAIC Services, Inc. Her outside activities include providing fixed annuities, long-term care, and life insurance products under suitability guidelines. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management programs delivered through an extensive multi-advisor platform.

Daniel Hodge is a financial advisor with Edward Jones in La Porte, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Martinez Martinez is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JP Morgan Securities LLC, Cetera Investment Services LLC, and Regions Bank. Outside of his advisory role, he serves as President of the Bellmar Estates Civic Club, where he organizes community meetings with local and state leaders. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Kuharich is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Wealth Enhancement Group and Starfox Financial Services LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research and may include ESG considerations.

Jonathan Shankman is a financial advisor at Fisher Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2010. Outside of his advisory role, Shankman is involved in several automobile and real estate-related business activities. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Morgan Vicknair is a Senior Financial Advisor at VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. She specializes in providing wealth management services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. Morgan focuses on delivering integrated wealth planning, analysis, and strategies tailored to each client's unique needs and objectives. Morgan began her career at Bank of America Private Bank while pursuing her Bachelor of Business Administration in Finance with a minor in Advertising at Southern Methodist University's Cox School of Business. She holds the Personal Investment Advisor (PIA) designation. Based in Houston, she frequently engages with the local community through activities such as walking in Memorial Park and Allen Parkway. As a native Houstonian and seventh-generation Texan, Morgan values her ties to the Texas Hill Country and enjoys spending time with her family there and at the beaches along 30A in the Florida Panhandle. Her approach aims to provide clients with a clear understanding of their financial plans, leveraging the resources of her team and the capabilities of Merrill Lynch Wealth Management and Bank of America.

David Suttles is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Houston. He began his financial services career in 2008 and has over 16 years of experience specializing in commodities markets, private banking, and wealth management. David works primarily with high-net-worth individuals and families, helping them develop comprehensive wealth management strategies tailored to their unique financial goals. He emphasizes a collaborative approach, guiding clients through a detailed process to understand their current financial situation and future objectives. David’s background includes institutional commodity trading and service as a U.S. Army officer, which informs his approach to financial advising with a focus on insight, accountability, and professionalism. He holds a Bachelor's degree and an MBA from the University of Houston System and is a Personal Investment Advisor (PIA). David is fluent in English and French.

Valarie Minetos is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. She previously worked at Pruco Securities, LLC, and CrestWare, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Esteban Flores is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior work includes roles at Cetera and Foresters Financial, spanning over 24 years combined. He also operates Esteban Luis Flores LLC, a business entity related to tax and investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Crystal Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has worked at Wells Fargo Clearing and LPL Financial in various capacities since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Jack Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Meletio Lighting and Electric and was affiliated with Texas A&M University. Fidelity’s Strategic Advisers LLC, where Jack Mason is based, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Amanda Estrada is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of advising, she is a commissioned notary public in the state of Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.