Kenneth Finke is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and brings extensive experience from nearly 30 years leading family offices, serving affluent families with a broad range of complex financial needs. His expertise includes managing investments, overseeing real estate development projects, and handling acquisitions and sales of operating companies and real estate holdings. Frank utilizes Merrill's goals-based approach to wealth management to help clients identify opportunities and address their financial objectives. Frank holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Public Accountant. He earned a Bachelor of Science in Accounting and a Master of Business Administration in Finance from the Kelley School of Business at Indiana University. While he has accounting credentials, Frank does not provide legal or tax advice in his role at Merrill. As a long-time client of Merrill and Bank of America, he values the comprehensive range of products and services they offer to help families achieve their goals. Outside of work, Frank enjoys playing tennis and golf. He is focused on delivering personalized wealth management services that align with clients' life priorities and aspirations.

Rene Gonzalez III is a financial advisor at J.P. Morgan Securities in Plano, TX, with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Greengold Trading, and RJ Reynolds Tobacco. 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 program.

Nahla Turner is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily built from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Corina Green is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers and programs, along with notable offerings in non-securities products such as affiliated trust custody and insurance services.

James Almond is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2009 and previously worked at Cetera Wealth Services for 19 years. Almond serves as a board member of the Red River Institute of History, a nonprofit organization. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kenneth Belter II is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several major firms, including Wells Fargo Clearing, Robert W Baird, and Citigroup Global Markets. 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 clients approaching or in retirement with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. His career includes prior roles at JPMorgan Chase Bank, Fidelity Brokerage Services, USAA Investment Management Company, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Kenneth Garcia Trevino is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His background includes roles at Morgan Stanley, Ernst and Young, and Luxemborg Trading LLC prior to joining J.P. Morgan Securities. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG frameworks and leveraging a range of regulatory registrations that support broader derivatives and commodities capabilities.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Michael Mc Means is a financial advisor with UBS Financial Services in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Richard Middleton II is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Brian Brown is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and it incorporates an ESG eligibility framework in its recommendations.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Sergio Berumen is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill from 2012 to 2022, and he has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2022. 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’s advisory process integrates quantitative screening and qualitative research with forward-looking market assumptions to develop model asset allocations within an ESG eligibility framework.

Keaton Anderson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and Fidelity Investments. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with proprietary models to construct diversified portfolios largely composed of Vanguard funds and ETFs.

Takaaki Morita is a financial advisor with RBC Capital Markets in Frisco, TX. He holds Series 65 and Series 63 credentials and has been in the industry since 2026, with prior experience at J.P. Morgan Securities and several roles before entering the financial sector. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to each client's risk profile, leveraging both in-house and third-party investment managers.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Andrea Deeley is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in holistic wealth planning. She works closely with successful families, business owners, executives, CFOs, and retirees to develop personalized financial strategies that align with their long-term goals. Her areas of focus include retirement planning, family wealth management, legacy planning, business transition strategies, college education planning, philanthropic planning, tax minimization, and portfolio management services. Andrea holds professional designations as a Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an accredited certificate program at The American College of Financial Services and attended Liberty University. Andrea collaborates with her clients and their trusted advisors to ensure comprehensive coordination of their financial lives. Beyond her professional role, Andrea is committed to community involvement and volunteers with local organizations. Her personal interests include baseball, fishing, traveling, and spending time with her family. She is married with three children, including two young adult daughters and a teenage son.

Edgar Barrera Amaya is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked briefly at Family First Life and spent three years in the restaurant industry. 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 due diligence and includes broader derivatives and commodities capabilities.