Joseph Logsdon is a CFP® professional with 23 years of experience in the financial advisory industry. He has worked at Raymond James Financial since 2021 and previously spent 16 years at LPL Financial and two years at Merrill. He is the president of Logsdon Wilson Wealth Advisors, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach incorporating risk profiling and modeling tools to help clients plan and implement investment strategies.

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.

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.

Charles Ryan is a financial advisor with Fidelity in Plano, TX, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, he worked at KB Home and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and fund‑of‑funds, use of AI and algorithmic methods in research, and established governance procedures.

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.

Xexilia Barajas is a Certified Financial Planner (CFP®) with 15 years of industry experience. She currently works at J.P. Morgan Securities and has held several roles within the broader JPMorgan and Fidelity organizations since 2011. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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.

Amanda Little is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Federal Escrow for one year before joining Morgan Stanley in 2017. Outside of finance, she is the sole proprietor of Gallery 7A, an art and culture business based in Newhall, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and models to help guide client outcomes.

Cristian Ibarra is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on 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 to build model asset allocations, incorporating broader derivatives and commodities capabilities.

Alexis Safie serves as the Regional Director of Wealth Management at Fidelity Investments, a role she has held since 2022. In this capacity, she leads and supports Planning Consultants, Wealth Management Advisors, and Senior Relationship Managers who collaborate with affluent families to develop comprehensive wealth strategies. Her work focuses on legacy planning, family engagement, and providing a team-based approach to connecting clients with resources. Prior to joining Fidelity Investments, Alexis worked at JP Morgan from 2018 to 2022 as an Account and Operations Manager, Vice President, where she gained experience in managing client accounts and operations. Outside of her professional responsibilities, Alexis has personal interests in fitness, golf, and parenthood.

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.

Barbara Tsinakis is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 21 years of industry experience. Her prior roles include positions at Charles Schwab and Merrill. She is currently based in Plano, TX. 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 portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware strategies.

Victoria Roman is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has 15 years of industry experience. Her prior experience includes roles at Wells Fargo, Edward Jones, and Primerica. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence with quantitative and qualitative research and supports implementation through affiliated investment management entities.

Caesar Serrano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking market assumptions and incorporates a range of investment strategies, including ESG criteria.

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.