Eustace Fernandes is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ameritas Investment Corp, and Waddell & Reed. Fernandes is also the owner and founder of TLC Financial Services LLC, an insurance agency. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad financial services platform.

Christopher Mankoff is a financial advisor with LPL Financial in Plano, TX, holding the CFP® and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at JPMorgan Securities, TD Ameritrade, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

James Royal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving High-Net-Worth Individuals and Families, focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. James has been in the financial services industry since 1985 and joined Merrill Lynch Wealth Management in 2008. He holds a bachelor's degree in Economics & Finance and a Master's in Business Administration from Baylor University. He is a Personal Investment Advisor (PIA) professional designation holder. Outside of his professional work, James enjoys football, hiking, reading, running, spending time with his family, swimming, and traveling.

Adam Noll is a Senior Financial Advisor and leader of the Noll & Campbell Wealth Management team, headquartered at The Star in Frisco, Texas. He joined Merrill in 2015 and achieved Senior Vice President status within five years. He holds the Series 7 and 66 FINRA Registrations and the Personal Investment Advisor (PIA) designation. Adam's team employs a multi-disciplinary approach encompassing investment management, tax mitigation, retirement planning, alternative investments, trust and estate planning, financial planning, private banking through Bank of America, and charitable giving, among other services. Adam earned a Bachelor of Science in Business Administration with a concentration in Marketing from Northern Kentucky University. He is involved in mentoring younger advisors at Merrill through the Advisor Development Program. Adam and his team focus on serving a select number of high net worth families, helping clients articulate their goals, develop asset allocations specific to their objectives, and navigate life transitions such as retirement, children's education, business sales, job changes, and family changes. Outside of his professional responsibilities, Adam participates in community involvement through Big Brothers and Big Sisters. He enjoys coaching soccer and basketball, golfing, swimming, working out, and spending time with his wife Linzie and their sons, Landon and Dillon.

Jake Krominga is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes positions at Goldman Sachs (The Ayco Company, L.P. / Mercer Allied) and MBO Partners - PWC Managed Review. 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 integrates centralized due diligence, quantitative and qualitative research, and utilizes an ESG eligibility framework.

Jessica Watts is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Bank of America, BMW of Plano, Denton ISD, and Prestonwood Christian Academy. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angel Walden is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His background includes roles at JPMorgan Chase Bank and LPL Financial, as well as involvement in entrepreneurial ventures such as operating a sports bar and photography business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis with a focus on eligible strategies and incorporates ESG considerations.

Peter Tarantino is a financial advisor at UBS Financial Services in Plano, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Phillip Jacobson is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at multiple Fidelity entities, including Strategic Advisers since 2002. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Travis Nguyen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 credentials. Outside of his advisory role, he is an owner and silent partner in a food and beverage business called Anh Hai Ca Phe. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Sergio De Paoli is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial strategies tailored to their unique circumstances, priorities, and objectives. He focuses on helping clients achieve both short- and long-term goals while considering investment risks, emphasizing professional and long-term client relationships. Sergio has progressed through several roles within Fidelity Investments, including Investment Solutions Representative at multiple levels from 2023 to 2026, and Customer Relationship Advocate from 2022 to 2023. His experience encompasses providing attentive support and balanced guidance to enable informed financial decision-making. Outside of his professional work, Sergio enjoys baseball, beach activities, fitness, football, social events with friends, and soccer.

Joanna Clark is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Bank of America NA for six years and HSBC for three years. Outside of her advisory role, she is a director of a family-owned entity that holds title to a vacation property. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Zamora is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Equitable Advisors. Outside of his advisory role, he maintains a general life and health insurance license. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, emphasizing personalized asset allocation with Vanguard funds and ETFs.

Mark Caputo is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 46 years of industry experience. Prior to joining Wells Fargo in 2016, he spent over two decades at various Morgan Stanley entities. Outside of his advisory work, he is a member of the Public Arts Planning committee for the City of Lewisville, TX, and owns SAGE Natural Resources, LLC, which focuses on gas drilling leases. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nita Rathod is a Series 66 credentialed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities since 2022. Her prior roles include positions at JPMorgan Chase Bank and Wells Fargo Clearing. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG frameworks.

John Anstoetter is a Series 66 licensed financial advisor with Vanguard Advisers, where he has worked since 2023. He has four years of industry experience, including roles at The Vanguard Group, Inc. and Principal Financial Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Damion Brown is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he held roles at firms including Ameriprise Financial Services, Fisher Investments, and Massachusetts Mutual Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Joy Simar is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLife Securities LLC, and New York Life. Her other activities include involvement in non-variable insurance through various agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities via a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Janet Ryan is a financial advisor at Merrill with Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2009 and has worked at Bank of America, N.A. since 1997. Outside of her advisory role, she serves as a committee employee and co-chair for a major culinary fundraising event at the North Texas Food Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mark La Roe is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior career includes positions at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company. Outside of his advisory role, he serves on various charitable and community organizations, including co-chairing the Southwest Region for The Hospital of St. John of Jerusalem and holding board roles with the Order of St. John and the Dallas Symphony Organization. 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, and institutional investors.