Kathryn Wallace is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Bank of America, Ivy Distributors, Waddell & Reed, and Banc of America Investment Services. 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 managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reagan Weatherby is a financial advisor with Equitable Advisors in Argyle, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Reagan has worked primarily with Equitable Advisors since 2018, with prior roles at Fidelity Personal and Workplace Advisors, Fidelity Investment, and Fidelity Brokerage Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party models and providing ERISA fiduciary services to qualified plans.

John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Magdalena Galindo is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds Series 63 and Series 65 designations. Magdalena has been with Edelman Financial Engines since 2008, including its predecessor entity, Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Douglas King is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2013 and also works with Stocker Woods Financial and the University of North Texas. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Gary Briggs is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alejandra Virik is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Goldman Sachs Personal Financial Management for seven years. 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 plans, corporations, and charitable organizations, utilizing both internal and third-party portfolio management teams.

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.

John Hanson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Prosperity Bank since 2014 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Hanson is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and analytical tools, and supports clients through its advisory programs and partnerships, including municipal and public-finance services.

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.

Mark Heck is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with 24 years of industry experience. His career includes prior roles at SCF Investment Advisors, Advisor Resource Council, and Valic Financial Advisors. Outside of advisory work, he is involved with Dallas Financial Wholesalers, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, as well as at Jpmorgan Chase Bank since 2019. Prior to this, she was involved with North Texas Bingo for six years. 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 searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

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 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 Certified Financial Planner™ at Edward Jones with 23 years of industry experience, all of which has been with the firm since 2003. She holds the Series 63 and Series 66 licenses and is based in McKinney, TX. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

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 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.