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 six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wealth Enhancement Group and Starfox Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 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.

Kevin Pasha is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 16 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining J.P. Morgan in 2018. Outside of his advisory role, he is an owner and partner in two investment entities focused on private equity real estate and venture capital funds targeting university alumni. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jessica Babcock is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked at N2 Distribution and Emergency Response Team, LLC. Outside of her advisory role, she coaches gymnastics for children aged 3 to 12 at Thornton's Gymnastics Center in League City, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and branch offices.

Katelynn Barba is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 designations and previously worked at J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Ann Krieger is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including prior roles at LPL Financial and Waddell & Reed. She serves as an executor of an estate in a personal capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers tailored planning tools supported by its Global Investment Committee.