Bao Le is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at TD Ameritrade, E*TRADE Securities, and Personal Capital Advisors Corporation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separate managed accounts, employing multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Moab Schiers is a Series 66-credentialed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at Fisher Investments, Merrill, Bank of America N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Carmen Youngblood is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Frisco, TX, and has 10 years of industry experience. Her career has predominantly been with Wells Fargo entities, spanning various roles since 2008. Outside of her advisory work, she holds a power of attorney for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Henry Jordan Jr. is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones since 2018, following roles at Lyft, Lantana Communications, and Fidelity Brokerage Services. Outside of his advisory work, he rents a spare room in his home on Airbnb for supplemental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branches.

Steven Shi is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2006 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to inform portfolio construction and manager evaluation.

Alexander Tiner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Nylife Securities LLC, New York Life Insurance Company, and TD Ameritrade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Raoul Shroff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He began his career in 1999 after graduating from Southern Methodist University with a Bachelor's Degree in Marketing. Raoul has six years of experience with JPMorgan Chase and has spent over 16 years with Merrill Lynch, where he was a partner with his father who started the practice in 1982. Specializing in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, Raoul focuses on helping individuals and families develop personalized strategies aligned with their financial goals. His approach emphasizes understanding what clients want their money to achieve, enabling tailored guidance and solutions. Raoul holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. He lives in Frisco with his wife, Sheena, and their two sons, Jayden and Liam. Outside of his professional work, he enjoys coaching his boys in football and baseball, and has interests in music and film.

Matthew Deluca is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, alongside a tenure at Bank of America, N.A. dating back to 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Hien Lai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including JP Morgan Securities, Fidelity, and Morgan Stanley. Daugherty also served eight years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services supported by a nationwide network of financial advisors and branch offices.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

David Askenase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David's approach centers on providing personalized investment and financial advice to entrepreneurs, young professionals, and individuals undergoing significant life transitions such as divorce or the loss of a spouse. David brings extensive experience to his role, having served for more than eight years as a Vice President and Financial Advisor at Bernstein Private Wealth in New York City and Dallas before joining Merrill. He works collaboratively with clients and their other trusted advisors on areas including trust and estate planning, business succession planning, and family engagement. His goal is to develop wealth strategies that align with clients' long-term business and family objectives. David earned a bachelor's degree from Baruch College. Beyond his professional work, he is actively involved in his community in Dallas, where he lives with his wife and two sons. He volunteers locally and serves as Secretary of 24HourDallas, a nonprofit focused on enhancing safety and inclusivity in Dallas nightlife. Additionally, he acts as Sponsorship Chair for the Association of Corporate Growth in Dallas-Fort Worth.

Curtis Oliff is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. Prior to Merrill, he worked at Bank of America N.A., Synergy Wealth Solutions, Goldberg and Rich LLP, Rader Hospitality LLC, and the University of Missouri. He serves as a committee member on the Planned Giving Advisory Council for the American Red Cross St. Louis Area. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Frederick Leano is a Wealth Management Advisor and Merrill Resident Director based in the DFW area. He has lived in Frisco for over 17 years with his wife and three children. Frederick focuses on providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frederick earned a Bachelor's Degree from Texas Tech University and is affiliated with the C&L Wealth Group. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management, retirement income strategies, portfolio management, small business strategies, and tax minimization. Frederick's approach begins with understanding clients' life priorities to create flexible, personalized financial plans. Outside of his professional work, he enjoys basketball, boxing, golfing, spending time with his family, and traveling.

Samantha Dunkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Lilly Belle Market. Additionally, she has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Haseeb Arien is a financial advisor at Merrill based in Frisco, TX, holding a Series 66 designation with four years of industry experience. His career includes roles at J.P. Morgan Chase and Bank of America N.A. before joining Merrill. Prior to his financial services career, he worked as a tech critic and also has experience in education at Tarrant County College. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Ko is a financial advisor at RBC Capital Markets with 28 years of industry experience. He has been with RBC Capital Markets since 2016 and holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s broad capital markets and affiliated asset management capabilities.