Edgar Hull is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns a yacht brokerage business in Charleston, SC, and is the founder and a board member of CP Soccer Houston, a charitable organization focused on soccer-related activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Babatofunmi Adejuyigbe is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2022, Adejuyigbe held roles at Nike Inc., Letsema Business Management Consulting, and Emory University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with market-facing registrations as a broker-dealer, investment adviser, and futures commission merchant.

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 with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Osaic, and he has military experience from five years of service in the United States Marine Corps. He also has experience in small business operations through Air Dynasty A/C and Heating LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

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 with Osaic Wealth, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Wyskup also operates as a fixed annuity agent and provides fixed annuities, long-term care, and life insurance products under her sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management options.

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 at J.P. Morgan Securities with five years of industry experience. He previously worked at Wealth Enhancement Group and Starfox Financial Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior work includes six years at Pruco Securities, LLC and sixteen years at CrestWare. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by extensive research and diverse portfolio options.

Esteban Flores is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cetera and Foresters Financial. Flores operates an investment-related business entity, Esteban Luis Flores LLC. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by in-house and third-party research.

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 65 and Series 63 licenses and has worked at Wells Fargo Clearing since 2022, following previous roles within Wells Fargo Bank and other financial institutions. Outside of her advisory duties, 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marianne Makari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has also worked with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, providing customized solutions that include insurance-related investment vehicles alongside traditional options.

Angel Carrillo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over 10 years of professional experience, he provides clients with customized wealth strategies designed to help them navigate their financial lives. Angel serves as a resource for a broad range of financial needs, including personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also supports specialized areas such as international wealth management, LGBT wealth planning, special needs planning strategies, and sports and entertainment finances. Angel holds a Bachelor's Degree from the University of Houston System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in Spanish and English, and has a background enriched by living in Europe and playing semi-professional soccer, alongside strong roots in Sugar Land, Texas. His approach combines his diverse global and local experiences with his expertise in banking and investments to deliver comprehensive, personalized advice. Outside of his professional life, Angel enjoys basketball, dancing, music, reading, running, soccer, and traveling.

James Gex is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley, and he spent five years at the University of Oklahoma. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.