Angela Blythe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at J.P. Morgan Securities since 2019, with prior roles at Capital One Advisors and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Farish is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Melissa Witbeck is a financial advisor at Vanguard Advisers with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a range of customization options and tax-aware features.

Aysylu Shaykhieva is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2014. Outside of her advisory role, she has partial ownership interests in rental properties, managing administrative and maintenance duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Andrew Ingram II is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Plano, TX. Edward Jones is a full-service wealth management firm serving more than 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.

Vincent Gutierrez is a CFP® with five years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Plano, TX. Prior to joining Vanguard, he held positions at Schwab Wealth Advisory, Charles Schwab & Co., J.P. Morgan Securities, and other firms. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm emphasizes a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, with portfolios primarily invested in Vanguard funds and ETFs.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for six years and Wedbush Securities Inc. for thirteen years. Aguilera is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harry Loftus III is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and its affiliate Bank of America since 2009. Merrill, along with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Eduardo Benavides is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and has previously worked at Uber, JPMorgan Chase Bank, and Strategic Financial Group, among other positions. 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 advisory process includes centralized due diligence and integrates quantitative and qualitative research with forward-looking capital market assumptions.

Robert Frey is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Allison Lopes is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 license and six years of industry experience. She has been with Morgan Stanley since 2019, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to joining Morgan Stanley, she worked at McKesson and Adeptus Health. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Jacob Wilson is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at LPL Financial LLC and Wells Fargo Clearing. Outside of his advisory work, Wilson serves in the U.S. Air Force Reserve. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.

Devante Williams is a financial advisor at Charles Schwab in Frisco, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, Merrill, Bank of America Corporation, and Primerica Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Deysi Torres Garcia is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities, she worked at Merrill Lynch and JPMorgan Chase Bank, N.A. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach combines quantitative screens and qualitative research supported by a centralized due diligence team.

Joseph John Nittolo is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He also provides services for endowments, foundations, non-profits, and small business strategies, assisting clients with retirement income and financial goal development. Joseph holds a Bachelor's Degree from the University of Scranton and is a Personal Investment Advisor (PIA). He works closely with clients to understand their individual financial priorities and creates flexible strategies aimed at achieving their short-, mid-, and long-term objectives. His approach integrates Merrill Lynch’s investment insights along with Bank of America’s banking and lending solutions. Outside of his professional role, Joseph has personal interests including baseball, cooking, fishing, gardening, golfing, hunting, ice hockey, swimming, yoga, and spending time with his family.

Ryan Eichner is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in the education sector with Plano ISD and Grapevine-Colleyville ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jason Hoofnagle is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held prior roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory work, he owns several car wash businesses and serves as co-executor of an estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through its brokerage or advisory programs.

Logan Kincade is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Equitable Advisors and Tack Advisors. Outside of finance, he formed a lawn and landscape business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions, offering a broad range of derivative and commodities capabilities not commonly held by similar institutional advisory programs.

Yasmeen Frazier is a Series 66 licensed financial advisor with eight years of industry experience, currently with J.P. Morgan Securities in Plano, TX. She has worked at several firms including Fidelity Investments, Charles Schwab, and Thrivent Financial. Outside of finance, she is involved with GD News GD Fashion. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research in its advisory process and offers notable derivatives and commodities capabilities.

Shruti Vasa is a Series 66 designated financial advisor at Merrill with 8 years of industry experience. She has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.