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.

Jared Cole is a financial advisor at Raymond James Financial Services Advisors Inc. in McKinney, TX, holding a Series 66 designation and with 19 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2017. In addition to his advisory role, he is acting trustee of a family trust and serves as branch manager and financial advisor for Cole Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services.

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.

Matthew Gonzalez is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Prior to joining Raymond James in 2026, he spent 10 years at J.P. Morgan Securities and one year at JP Morgan Chase Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Richard Rutledge is a financial advisor at Edward Jones in Lewisville, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Rutledge Auto Group. 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 through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

James Truong is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 designations. He has less than one year of industry experience, with prior roles including positions at Le Eye Institute and Texas Financial Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research to develop model asset allocations and offers services supported by various affiliated investment-management entities.

Jennifer Heckart is a Series 66-licensed financial advisor at Edward Jones in Frisco, TX, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns Easy Breezy Rentals LLC, a rental business based in Frisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Le Gette is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Jordan held various roles including positions at Panera Bread 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 select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Jasmine Holiday is a financial advisor with Morgan Stanley in Plano, TX, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2013, with prior roles at Wells Fargo Clearing and Ameriprise. Outside of her advisory work, she is a partner at M & J Holiday LLC, a recreation-focused business based in McKinney, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s research.

Roberto Perdomo Jr. is a financial advisor at J.P. Morgan Securities based in Plano, TX. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2026. Prior to his current role, he was affiliated with Trinity Wealth Securities, L.L.C., and has experience managing student investment funds and various other roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with specialized derivatives and commodities capabilities.