Eric Matthews is a CFP® with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Plano, TX, having previously worked at J.P. Morgan Securities and JP Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

Scott Kimpson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Plano, TX, bringing 25 years of industry experience. His career includes roles at 1st Global Advisors Inc., Avantax Investment Services, and Chase Bank, among others. He is currently engaged with NIL Professional Services & Consulting alongside his position at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research supported by a centralized manager solutions team.

Tayshaun Smith is a Series 66-licensed advisor with J.P. Morgan Securities in Plano, TX, where he has worked since 2024. He has two years of industry experience, including prior roles at JPMorgan Chase Bank, DoorDash, and various other organizations. 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 is supported by centralized due diligence combining quantitative and qualitative research, and the program offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

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.

Esteban Romero is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Vanguard and its affiliates since 2022 and previously worked at TIAA from 2016 to 2022. 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 investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Robert Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Workplace Planning Consultant. He brings over 32 years of experience in the financial industry, having held various positions including Executive Vice President and Managing Director at Financial Fitness for Life from 2018 to 2020, Director and Retirement Consultant at Allianz Global Investors from 2014 to 2018, Vice President and Defined Contribution Consultant at BlackRock from 2010 to 2014, and Institutional Advisor at AllianceBernstein from 1999 to 2010. His career also includes roles as a Retirement Plan Wholesaler at John Hancock Investments, Financial Institution Wholesaler at Invesco, and Sales Service Representative at USAA. Robert holds an Arkansas Insurance License. He applies a disciplined and personal approach to his work, influenced by his time as a collegiate wrestler and his roles as a husband and father.

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.

Alan Dull is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a focus on multi-manager and fund-of-funds structures.

Alfonso Valente is a financial advisor with Raymond James Financial in Plano, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial since 2008 and served with the City of Plano from 2016 to 2017. Valente is also involved in business ventures including ownership roles at Bell & Valente Wealth Services, Bell & Valente, LLC, and RAK Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

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.

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.

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.