Arica Savannah is a CFP®-certified financial advisor with 24 years of industry experience. She has worked at Raymond James & Associates since 2024 and previously spent 12 years with JP Morgan Chase Bank N.A. and J.P. Morgan Securities. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Natalia Ceniceros is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 and Series 63 registrations and has been with J.P. Morgan Securities since 2022. Prior to that, she worked at Jpmorgan Chase Bank in Texas and was involved with North Texas Bingo from 2014 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Greg Hornok is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as the president in name only of the Plano Senior High School Golf Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, Texas. 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 a range of model-based and discretionary investment strategies developed by internal and third-party managers.

Mustafa El Deeb is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 designations and totaling eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, he had brief roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Denise Dorbritz is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, and has 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Whaley is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has held positions at VOYA Financial Advisors and Raymond James & Associates. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Christopher Campbell is a Senior Financial Advisor with Tarver & Campbell Wealth Partners at Merrill Lynch Wealth Management. He plays a significant role in overseeing client assets and delivering customized wealth management strategies to high-net-worth individuals, including business owners, executives, entertainers, and multi-generational families. Mr. Campbell focuses on family office-style services and comprehensive financial strategies that coordinate with other professionals such as CPAs and attorneys. His expertise includes guiding clients through critical financial milestones like liquidity events, business succession planning, and long-term wealth preservation. Mr. Campbell and his partners have received state and national recognition, including being named to the Forbes "2023 Best-In-State Wealth Management Teams" list and the Forbes "Top Next-Generational Wealth Advisors Best-In-State" list in 2024 and 2025. Mr. Campbell holds a Bachelor's Degree in Economics from Southern Methodist University and a Master's Degree in Finance from the University of Dallas. He has earned professional designations including Certified Exit Planning Advisor and Certified Divorce Financial Analyst to support his work with business owners and families facing complex financial situations. Outside of work, he is interested in outdoor activities such as boating, hiking, and training for triathlons.

Kate Dittrich is a financial advisor with Merrill in Frisco, TX. She holds a Series 66 designation and has three years of industry experience. Prior to joining Merrill, she worked at Texas Christian University and Desert Vista High School. Merrill 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 various institutional investors.

John Crawford is a financial advisor at LPL Financial based in Denton, Texas, holding a Series 66 designation with two years of industry experience. His prior roles include positions at DATCU Credit Union and Walter's Wedding Estates, alongside ongoing full-time education at the University of North Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse portfolio management options and research.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including 20 years at Edward Jones since 2006. Outside of his advisory role, he owns Friday Square LLC, which leases office space, including a long-term lease with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Malak Garcia is a Financial Advisor and partner with Tarver & Campbell Wealth Partners at Merrill Lynch Wealth Management. She and her team were named to the Forbes "2023 Best-In-State Wealth Management Teams" list as a member of Taylor & Tarver Wealth Partners. Malak and her partners focus on working with multi-generational families seeking family office-style services and structure along with tailored investment advice and guidance. Malak has over 25 years of experience in the financial services industry with expertise in estate planning services, retirement planning, tax planning strategies, and wealth structuring. She has extensive experience working with ultra high net-worth families. Malak holds several professional designations including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). A Dallas native, Malak attended Highland Park High School and studied Business Administration at the University of Texas System without obtaining a degree. She is involved in philanthropic opportunities benefiting causes such as Habitat for Humanity and autism-related organizations. Malak enjoys art, music, travel, reading, and spending time with her family.

Christian Brand is a CFP® certificant with 13 years of industry experience, currently practicing at Wells Fargo Clearing in Frisco, TX. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Westerburg is a financial advisor at Merrill with 16 years of experience at the firm and holds a Series 66 designation. Based in Frisco, TX, he has been with Merrill since 2010. Outside of his advisory role, he is a general partner at TCW LLC, where he is involved in purchasing home furnishings. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Suminski is a financial advisor at Ameriprise in McKinney, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at George Fox University and Cascade Athletic Clubs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Miguel Bernard is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abe Nayfa is a financial advisor with Edward Jones in Denton, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved as an investor and owner in several hospitality and recreational businesses, including bars and a ranch in Texas. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Southwest Securities, Inc. for 14 years before joining RBC Capital Markets in 2017. Smith serves as successor trustee for the John C. Crank Trust, administering trust directives without compensation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Branson Butler is a financial advisor at Merrill with Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.