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.

Stephanie Kunego is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Teaching Strategies and spent eight years at Istation (Amira Learning). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored, ongoing advice based on proprietary research and collaborative planning with clients’ advisors.

Alan Dull is a financial advisor at Fidelity with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1993. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Ricky Shamblin is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Merrill since 1993 and has also been affiliated with Bank of America, N.A. since 2009. Shamblin holds a power of attorney role with an entity named J D. S located in Richardson, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Joseph Logsdon is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 16 years before joining Raymond James in 2021. Outside of his advisory role, he is president of Logsdon Wilson Wealth Advisors, LLC, a support company he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Maria Cassagnol is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Her work history includes roles at Brighton, PFSI Investments Inc., Home Depot, and Primerica Financial Services. Outside of her advisory duties, she is involved in managing a peer-to-peer rental hosting business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations created and managed by third-party asset managers.

Mustafa El Deeb is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. His prior work includes roles at 24 Hour Fitness, NRT, LLC, and Bank of America N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Denise Dorbritz is a CFP®-certified financial advisor with Edward Jones in McKinney, TX, and has 22 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His career includes long-term roles at Cuna Mutual Group and Cuna Brokerage Services, along with multiple engagements at LPL Financial and CUSO Financial Services. He also participates as a speaker in investment-related seminars and workshops. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with a variety of portfolio management options supported by internal and third-party research.

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 Senior Financial Advisor and Portfolio Manager with Tarver & Campbell Wealth Partners at Merrill Lynch Wealth Management. He plays a key role in helping oversee the practice, focusing on delivering customized wealth management strategies to high net worth individuals and families, including business owners, executives, entertainers, and multi-generational families. Mr. Campbell's expertise lies in guiding clients through pivotal financial milestones such as pre- and post-liquidity events, business succession planning, and long-term wealth preservation. He emphasizes providing family office style services, personalized guidance, and comprehensive financial strategies utilizing a total balance sheet approach in coordination with clients' CPAs, attorneys, and other specialists. His practice has received state and national recognition, including being named to the Forbes "2023 Best In State Wealth Management Teams" list and the Forbes "Top Next Generational Wealth Advisors Best In State" list in 2024 and 2025. Mr. Campbell holds a Bachelor's Degree in Economics from Southern Methodist University and a Master's Degree in Finance from the University of Dallas. He has attained professional designations including Certified Exit Planning Advisor and Certified Divorce Financial Analyst to better serve business owners and families.

Xexilia Barajas is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. Her prior experience includes multiple roles at Fidelity and its affiliates from 2011 to 2023, followed by positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities beginning in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary process that combines quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to investment recommendations.

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 and Centerline Electric before joining Morgan Stanley in 2017. Outside of finance, she is the sole proprietor of Gallery 7A, an art and culture business in Newhall, California. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Cristian Ibarra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and the University of Texas at El Paso. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Ailey Langley is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan in 2022, Langley worked at Equitable Advisors and Axa Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.