Tige Soderberg is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a partner and managing member in several investment-related businesses, including a real estate investment firm and an agricultural nursery partnership. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs, managing approximately $2.74 trillion in client assets, with a planning process that incorporates structured discovery and firm-approved tools.

Nicholas Copeland is a financial advisor with Merrill in Houston, TX. He holds Series 65 and Series 63 licenses and has less than one year of industry experience. His prior work history includes positions at Bank of America and various roles outside the financial sector. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Daniels is a financial advisor at Ameriprise with nine years of industry experience. He has been with Ameriprise since 2021 and had previous self-employed roles as well as a prior Ameriprise Financial position in 2017. Outside of finance, Daniels is involved in music as a guitar instructor and performer, recording and playing under various stage names. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice that integrate investment research with tax-aware withdrawal strategies, focusing on dependable income sources for clients nearing or in retirement.

Oralia Sanchez is a financial advisor at Merrill based in Houston, TX, with 39 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1986. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Elton Wong is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Akash Patel is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at Brenham National Bank and University of Texas Southwestern Medical Center. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Patrick Fleming is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2022, he worked in education at Tomball High School and Tomball Memorial High School for a combined eight years. He holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, using a combination of research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team.

Lundyn Cuellar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Cuellar worked at Bank of America Corporation/Merrill Lynch for three years. 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.

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.

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.

Christopher Laakso is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as committee chair for the Legacy Community Health Golf Classic. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of advisory models delivered through its network of Investment Adviser Representatives, relying on third-party asset managers and LPL-sponsored programs.