Ami Patolia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Ami worked at JPMorgan Chase Bank, N.A. and has a background that includes time at KBR, Inc. and The University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative due diligence, offering recommendations that can include ESG considerations and broader derivatives and commodities capabilities.

John Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by proprietary research and operational tools.

Marc P. Walsh, CFP®, serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Houston. He has been a financial advisor with Merrill Lynch since 1985 and works as part of the Walsh, Jordan and Associates team. Marc focuses on a range of client needs including family wealth management, services for endowments, foundations, and non-profits, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Marc graduated from the University of Texas at Austin's McCombs College of Business with degrees in International Business and Finance in 1981. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2003 and holds the Personal Investment Advisor (PIA) designation. Over his career, he has served as an investment consultant for corporate retirement plans, charitable foundations, and private schools. He has received recognition including The Financial Times Top 400 Financial Advisors (2014), Registered Rep Magazine's Outstanding Advisor Award (2008), and is part of the Forbes "Best in State Wealth Management Teams" list for 2024 and 2025. Beyond his professional work, Marc has been involved in community and volunteer activities. He has served as a volunteer pilot and director for Angel Flight South Central, providing free air transportation for medical needs, and was recognized for his relief work following Hurricane Katrina. He has also held roles with Scouting USA as an Assistant Scoutmaster and as a trustee and chair of the endowment committee for The Post Oak School. Marc is a member of the Rice University Parents Club and The Post Oak School Dad's Club. He is proficient in English and French and enjoys personal interests such as biking, boating, hiking, running marathons, skiing, music, reading, swimming, traveling, and spending time with family.

Lee Banchetti is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 registrations and 22 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2007 to 2021, as well as positions at PNC Investments LLC and PNC Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by centralized due diligence and an ESG eligibility framework.

Michael Hopper is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Merrill and PNC Managed Account Solutions, Inc. 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 supported by research from the Wells Fargo Investment Institute.

Mark Musgrove is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1999. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions supported by extensive research and a range of financial products.

Emad Hasan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has held roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009 and is a partial owner and managing member of SJD Partners, LLC, where he is involved in business strategy and operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Hayley Williams is a financial advisor at Edelman Financial Engines in Houston, TX, holding Series 66 and Series 65 licenses with one year of industry experience. Prior to joining Edelman Financial Engines, she worked at State Farm for seven years. Outside of her advisory role, she is a group fitness instructor specializing in Reformer Pilates. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

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.