Houston, TX North Post Oak Rd Office

John Wheeler Jr. is a CFP® and ChFC® with 32 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as maintaining Wheeler & Associates and Gulf Coast Insurance Services since 1969. He holds leadership roles in nonprofit organizations, including serving as president-elect and secretary for NAIFA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures.

James Starnes Jr. is a financial advisor at Cetera with credentials including the Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Cetera, he worked with Totus Wealth Management and has experience as a private baseball coach. Outside of advising, he is involved in baseball coaching as an independent contractor. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

John Ashley is a financial professional at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and MetLife. Outside of his advisory role, he serves on the board of a nonprofit organization assisting families traveling for children's medical care and is involved in aluminum patio cover sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and uses a multi-manager platform with various program options and affiliated third-party managers.

Frank Ramirez is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and four years of industry experience. He has previously worked at Mass Mutual Investors Services and Farmers Insurance. Outside of his advisory roles, Ramirez owns a catering company, Joe Bruno BBQ, which he has operated since 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Crystal Nguyen is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mass Mutual Investors Services and Texas Gulf Coast Financial Group. Outside of her advisory work, Nguyen is involved in community activities such as serving as president of the Westchester Academy for International Studies PTA and volunteering as a debate judge. Cetera Investment Advisers LLC is a nationwide registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and planning services, managing over $256 billion in assets through more than 10,000 advisors.

James Starnes is a CFP® with 25 years of experience in financial advising, currently affiliated with Cetera in Houston, TX. He has held multiple roles within affiliated firms providing financial services, insurance, and wealth management. Outside of his advisory work, Starnes is involved in several family and personal business ventures, including owning and operating entities related to insurance, financial services, and a floral business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create custom strategies.

Joseph Chappell is a financial professional affiliated with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, American United Life, OneAmerica Securities, and Metlife Securities. Since 2020, he has also been involved with Ensign Financial Partners and Ensign Partners, focusing on financial services and retirement planning for business owner clients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with access to various investment models and managers, managing over $256 billion in assets through more than 10,000 advisors.

Latafath Hussain is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her career includes roles at MassMutual, MetLife Securities, and her own firm, Latafath Hussain Financial Services, LLC. Outside of financial services, she is involved in agricultural activities through Zabie's Farm, where she helps supervise vegetable growing and livestock care. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Michael Porter is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His career includes roles at Mass Mutual Investors Services, Allstate Insurance Company, and operating his own tax and accounting firm, MD Porter, PLLC, where he serves as CPA and manager. He is also involved with Totus Wealth Management, serving as Director of Field Development, and holds an insurance agent license for fixed insurance products. Cetera operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering a range of portfolio management and retirement services through a nationwide network of independent advisors. The firm provides various program options, including model portfolios, third-party managers, and bespoke strategies across multiple custodial relationships.