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.

Robert Friday is a financial advisor with Edward Jones in Aubrey, TX, holding the ChFC® designation as well as Series 63 and 66 licenses. He has 31 years of industry experience, including nine years at Fidelity and 20 years at Edward Jones. Outside of advising, he owns Friday Square LLC, which rents office space in Aubrey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence, with over 23,000 advisors and more than $1 trillion in assets under management.

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.

Jayme Burk is a CFP® with eight years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. Prior to joining UBS, Jayme worked at Booz Allen Hamilton from 2015 to 2017. Jayme is a member of the board of directors for the Young Women's Preparatory Network, a nonprofit focused on supporting single-gender, college-preparatory public education in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Cem Baber is a financial advisor at Vanguard Advisers with four years of industry experience and holds a Series 66 designation. Prior to joining Vanguard in 2022, he held positions at Dearborn & Creggs and Northwestern Mutual, as well as roles in educational institutions including the University of Houston. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Rusty Rutledge is a CFP® professional with 24 years of industry experience currently serving with Vanguard Advisers. His background includes roles at ETEXfinancial, Inc., ETEXinsurance Services, Inc., and Birara LLC, where he is involved in property ownership. He has maintained insurance licenses in Texas since the mid-1990s. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and Vanguard funds. The firm manages a large client base through a combination of digital delivery and a team servicing model.

Lynn Corniello is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a real estate business and manages the day-to-day operations of a financial management LLC. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Miguel Bernard is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. 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, pension plans, corporations, and charitable organizations.

Karl Kaprelian Jr. is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Morgan Stanley and E*Trade Securities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, with an emphasis on digital delivery and scalable client service.

Abe Nayfa is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he is involved as an owner of a recreational ranch near Graham, Texas, and has investment interests in local bars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Southwest Securities, Inc. for 14 years before joining RBC Capital Markets in 2017. Smith serves as successor trustee for the John C. Crank Trust, administering trust directives without compensation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Lionel Ibonga is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Triptych LLC and Ameriprise Financial. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.