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 at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Wells Fargo, and JPMorgan Chase Bank. Roman is currently based in Plano, Texas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Caesar Serrano is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of experience in the industry. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo for three years and has a diverse background in various roles outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Christian Brand is a CFP® certificant with 13 years of industry experience, currently practicing at Wells Fargo Clearing in Frisco, TX. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

Artesian Young is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard Advisers, Young held roles at firms including Charles Schwab, Bank of America, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach focused on personalized asset allocations and portfolios largely constructed from Vanguard funds and ETFs.

Lionel Ibonga is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ameriprise Financial, Triptych LLC, and JPMorgan Chase Bank. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Adam Legler is a Series 66-licensed financial advisor with seven years of industry experience, currently with Vanguard Advisers in Plano, TX. His career includes roles at The Vanguard Group, Vanguard Marketing Corporation, Prosperity Bank, and prior service in the Israel Defense Forces. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily made up of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

David Edwards is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Daniel Bruns is a Wealth Management Advisor with more than 18 years of experience at Merrill Lynch Wealth Management. He focuses on developing wealth planning roadmaps that account for the risk premium of capital assets, with major client focuses including retirement planning, income generation strategies, interfamily wealth transfers, and financial independence. Daniel's personalized approach involves working closely with clients to understand their values, prioritize life goals, and structure investment strategies that support their financial objectives, aiming to simplify complexity and provide clear, disciplined guidance. Daniel holds several professional designations, including Certified Investment Management Analyst (CIMA), Accredited Asset Management Specialist (AAMS), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). His education includes a Bachelor's degree from the University of North Texas and an Associate's degree from Collin College. He is also a graduate of Leadership Allen Fairview Class 30, reflecting his dedication to community involvement and local leadership. Outside of his professional responsibilities, Daniel enjoys hiking, reading, running, and traveling. He volunteers for local nonprofit organizations and continues to engage in personal and professional learning.

Branson Butler is a financial advisor at Merrill with Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.