ADVISOR BIO

Melissa Pleasants is a financial advisor at RBC Capital Markets, LLC. Melissa has been in the financial services industry since 1992. Melissa is registered to provide investment advice in Missouri and Texas.

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ADVISOR BIO

Melissa Reaktenwalt is a financial advisor with over 15 years of experience. Melissa holds the Series 66, Series 7, and SIE licenses. She is registered with Rossby Financial, LLC, and has branch office locations in Marlboro, MD and Melbourne, FL. Melissa has been in the financial services industry since November 2008. Melissa is registered with the states of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Maryland, Michigan, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Melissa specializes in financial planning, portfolio management, and family office services. She works with high-net-worth individuals, individuals other than high-net-worth, pooled investment vehicles, and businesses. Melissa is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Melissa Trujillo is a registered Investment Advisor Representative with Meritage Portfolio Management, Inc. Melissa is licensed in Kansas. Melissa has been in the financial services industry since November 2013. Melissa is licensed to provide portfolio management services, financial planning and pension consulting. Melissa has experience working with a wide range of clients including high-net-worth individuals, charitable organizations, corporations and pension and profit sharing plans.

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ADVISOR BIO

Melissa Snell is a financial advisor with over 20 years of experience in the industry. Melissa is currently registered with Blackrock Investment Management, LLC in New Jersey and Texas. Previously, Melissa was employed with Delaware Distributors, L.P., Lincoln Financial Distributors, Inc., A I M Distributors, Inc., Franklin/Templeton Distributors, Inc. and Franklin Templeton Financial Services Corp. Melissa has a broad range of experience in the financial services industry, including investment advisory services, portfolio management and securities sales. Melissa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Melissa O'Malley is a financial advisor with Robert W. Baird & Co. Inc. Melissa has been in the industry since August 14, 2000 and has a Series 7, Series 63, and Series 66 license. Melissa holds the CERTIFIED FINANCIAL PLANNER™ designation. Melissa is registered to provide investment advisory services in Arizona, California, Florida, Michigan, Pennsylvania, and Texas. Melissa specializes in providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. The firm provides investment advisory services to high net worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit sharing plans among others. The firm manages over $287 billion in assets.

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ADVISOR BIO

Melissa Wajda is a financial advisor at Creative Planning, a firm headquartered in Overland Park, KS. Melissa has experience in the financial industry since June 2018 and is registered in Illinois. Melissa is a dedicated advisor with a focus on Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management.

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ADVISOR BIO

Melissa Moser is a financial advisor with RBC Capital Markets, LLC. Melissa has been in the industry since 1998 and is registered in multiple states. Melissa's experience includes working with Ameriprise Financial Services, Inc. and Raymond James Financial Services, Inc. Melissa has experience with both public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

Melissa Sanchez is a financial advisor with over 25 years of experience in the industry. Melissa is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since March 2017. Prior to that, Melissa worked at Girard Securities, Inc. and Securian Financial Services, Inc. Melissa specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and investment companies.

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ADVISOR BIO

Melissa Marie Starr is a registered Investment Advisor Representative with Corundum Group, Inc., based in Colorado Springs, CO. Melissa has been in the industry since January 2015 and holds a Series 65 license. Melissa is experienced in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. In addition to her role at Corundum Group, Inc., Melissa also serves as the BSA Compliance Officer for Corundum Trust Company, LLC, located in Sioux Falls, SD.

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ADVISOR BIO

Melissa Marie Dehaan is a financial advisor who has been in the industry since 2014. She is currently registered with D.a. Davidson & Co. and has a Series 66, Series 4, Series 10, Series 9, SIE, and Series 7. Melissa Marie Dehaan is licensed in Arkansas, California, Massachusetts, and Texas. She offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS