Jaynish Gandhi is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and 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, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Efrain Garcia is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Bank of America, Ameriprise, and The Vanguard Group, among other firms. His background also includes roles in client services and continuing education. 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 institutional accounts.

Michael Pak is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wedbush Securities, Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment options.

Dominick Santangelo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has devoted his career to assisting clients in achieving their financial objectives, including retirement planning, wealth preservation, and tax management strategies. Dominick's professional experience spans advising and leadership roles at Morgan Stanley, Wells Fargo, and Merrill Lynch, providing him with a strong foundation in the banking and financial services industry. His expertise encompasses a broad range of client focus areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, portfolio management services, and retirement income. Dominick utilizes Merrill's extensive planning tools and product offerings to develop tailored financial plans that address clients' unique goals and priorities. Dominick holds an Accredited Certificate Program from Queensborough Community College and the Personal Investment Advisor (PIA) designation. Originally from Brooklyn, New York, he has lived and conducted business both within the United States and internationally. Outside of his professional work, Dominick enjoys activities including basketball, bowling, cooking, football, golfing, music, running, swimming, tennis, and spending time with his wife Traci and their three children, Dominique, Michael, and Claire.

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.

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.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.

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 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, with prior roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its unique regulatory registrations and affiliations.

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.

Robert Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services and Cuna Mutual Group. Smith also participates as a speaker and seminar leader for CU Conferences. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

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.

William Fruit is a financial advisor with Edward Jones in Allen, TX, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 14 years of industry experience, including nine years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Campbell is a financial advisor at Merrill in Frisco, TX, with 15 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients through managed account programs, discretionary portfolio management, and brokerage services. The firm offers multiple investment strategies overseen by its CIO and platform teams, and benefits from integration with Bank of America’s broader banking and capital markets platform.

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.

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 financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 six years of industry experience. His work history includes multiple roles at Ameriprise since 2019 and prior positions at George Fox University and Cascade Athletic Clubs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice 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.