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.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation as well as Series 63 and 66 licenses. He has 31 years of industry experience, including nine years at Fidelity and 20 years at Edward Jones. Outside of advising, he owns Friday Square LLC, which rents office space in Aubrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence, with over 23,000 advisors and more than $1 trillion in assets under management.

Kenneth Harris Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and also works with Charles Schwab Trust Bank since 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm is known for its scale, integrated service model, and combination of advisory and brokerage capabilities.

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.

Abe Nayfa is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he is involved as an owner of a recreational ranch near Graham, Texas, and has investment interests in local bars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Wesley Camp is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2013 and has a longstanding association with Ottawa Financial Corporation dating back to 1994. Wesley also sells life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and more than $256 billion in assets under management.

Michael Vandegrifft is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Glast, Phillips & Murray, PC, and Fitness International dba L.A. Fitness. 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 within a non-discretionary advisory program.

Harry Wallace III is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he is involved with HT Legacy Ice, a corporation focused on automated ice machine operations in Celina, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kevin Robertson is a financial advisor with Merrill in McKinney, Texas, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000. Outside of his advisory role, he serves on the Scholarship Committee for the Foundation for Allen Schools, where he reviews and interviews scholarship applicants. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and a roster of manager-constructed strategies, supported by oversight from its CIO and tax-efficient implementation tools, and benefits from integration with Bank of America affiliates.

Craig Saunders is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving at the firm's Prosper, TX office. Outside of advising, he holds business ownership in real estate through CJS Family Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers 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.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Isaac Stevens Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 50 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 42 years before joining Raymond James in 2018. He is a part-owner of an independent printing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals, while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Sean Kemery is a financial advisor with J.P. Morgan Securities based in Prosper, TX. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Edward Jones and Dataminr Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.