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.

Vladislav Glouchkov is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include six years at JP Morgan Securities and JP Morgan Chase Bank, as well as a one-year tenure at Thrivent Investment Management. He serves on the finance committee of University Presbyterian Church. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and supported advisor team.

Brendan Carpenter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, both at Fidelity Investments. Earlier in his career, he worked as a Financial Advisor at AXA Advisors from 2016 to 2018. Brendan focuses on building meaningful and impactful relationships with clients, aiming to expand financial literacy and confidence to enable active participation in their financial journeys. He works closely with clients and communities to support their financial goals. Outside of his professional responsibilities, Brendan has personal interests in cars, fishing, golf, music, and outdoor adventures.

Conner Covington is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles in various companies including American Glass and Tyson. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base through its extensive advisor network and digital platform.

Daniel Son is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. As a Certified Financial Planner (TM), Daniel focuses on partnering with clients to understand their unique financial goals and developing clear, actionable financial plans tailored to their needs. He holds an Arkansas Insurance License. Outside of his professional work, Daniel's personal interests include family activities, food, football, golf, music, and snowboarding.

Claire Eller is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with J.P. Morgan Securities since 2013, including her current tenure starting in 2021 alongside JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary 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.

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.

Jeff Davis is a financial advisor with Ameriprise based in Frisco, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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.

Michael Anderson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. In addition to his financial career, he has experience with Texas Dreams Gymnastics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

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.

Maricelda Franco is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior experience includes six years with Merrill and twelve years with Hilltop Securities Inc./Momentum Independent Network Inc. 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. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at OSAIC, Woodbury Financial Services, Independent Financial Partners, and Equitable Advisors. Outside his advisory work, he is also an agent involved in the sale and service of traditional insurance products through Rycon Financial Group, LLC. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with diverse investment strategies.

Martha Solomon is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Inc., Cambridge Investment Research Advisors, and First Dallas Financial Group, Inc. Outside of her advisory role, she has an additional business activity as a power of attorney. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Mark Schechter is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Uber, Fidelity Management & Research, TIAA, and Legg Mason Wood Walker. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative manager due diligence to deliver customized written asset allocation advice, with clients retaining final decision-making authority.

Jeffrey Ockwood is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jesse Sekatawa is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Vanguard, he worked at TIAA and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants using a goal-based, algorithm-driven approach. The firm manages a large client base through digital platforms and a team servicing model, primarily utilizing Vanguard funds and ETFs in its portfolios.

Lori Shelby is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with 16 years at the firm and a total of 5 years in the industry. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Darian Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Bank of America and Merrill. 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. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.