Tray Parks is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2005 and is part of Johnson Parks & Associates, a financial strategies team that serves a select group of families and corporate executives from industries such as oil and gas, insurance, and higher education. The team focuses on helping clients develop long-term financial strategies to meet retirement and educational goals, and to manage unforeseen personal and business challenges. Tray's areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategy. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree from Sam Houston State University and graduated from Bryan High School. Tray resides in Bryan with his wife Stacey and their daughters, Taylor and Abbey. Outside of work, he spends time with his family, enjoys playing golf, reading, and remains actively involved in the Bryan/College Station community.

Ryan Johnson is a financial advisor at Merrill in College Station, TX, with six years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2017. Prior to his advisory career, he was employed at the University of Kentucky and San Jacinto College. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Putz Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career over 27 years. He works with a small number of families and closely held businesses, assisting in the organization and management of their financial matters. His focus areas include private money management, structured investments, private placements, hedge funds, and commodity trading advisors. He collaborates closely with clients' attorneys and certified public accountants to address estate and tax minimization strategies. Mr. Putz holds several professional designations including the Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Texas A&M University in 1983. He is also a certified member of the Merrill Special Needs Advisory Network. In addition to his professional work, Mr. Putz serves on the Board of Advisors for the Salvation Army Bryan/College Station and has held leadership roles in the Bryan ISD Education Foundation, 12th Man Foundation, Boy Scouts of America, and the Texas Agricultural Aviation Association. He is a member of various organizations including the Texas Aggie Band Association, Brazos County A&M Club, American Bonanza Society, and Aircraft Owners and Pilots Association. He and his wife, Rhonda, are active members of Christ Methodist Church in College Station, Texas.

Charlee Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. She joined Merrill Lynch in 2012 and brings a commitment to understanding her clients' life priorities to her advisory role. Charlee works to develop personalized wealth management strategies that align with her clients' goals and values, focusing on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, socially responsible investing, and tax minimization. Before joining the financial services industry, Charlee spent eight years working in women's college basketball at Texas A&M University, where she culminated her career by winning the 2011 NCAA National Championship. She holds a Bachelor's degree from Southern Methodist University and is also a Personal Investment Advisor (PIA). Her professional approach emphasizes clear communication, personalized service, and ongoing financial education. Charlee is involved in her community, including supporting the American Red Cross. She and her husband, along with their three daughters, actively participate in the Bryan-College Station community, supporting Texas A&M Athletics and their daughters' activities. Her personal interests include baseball, basketball, dancing, football, golfing, hiking, photography, running, spending time with family, and traveling.

Lynde Jackson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on managing the wealth and finances of affluent families through nurtured relationships that span generations, providing proactive and long-term financial strategies and planning. Lynde works with clients to identify and understand their primary financial goals and develops investment and planning approaches to pursue those goals, serving as a financial ally for clients and their succeeding generations. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lynde earned her Bachelor's Degree from Arizona State University and completed her high school education at Gorham High School. Lynde is involved in her community through participation in organizations such as She Serves, Elevate BCS, 100 Women of BCS, Brazos Fellowship, The Theatre Company, and holds officer positions in BHS Parent Teacher Student Organization, Theatre Booster, and Choir Booster. She grew up in Maine and has established roots in Bryan/College Station, Texas, where she is fully immersed with her family, including her husband and two children.

Stacey Parks is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2005. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wade Myatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1997 and joined Merrill Lynch in 2012. Wade focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals. His areas of expertise include education planning, family wealth management, retirement planning, portfolio management, socially responsible and values-based investing, as well as strategies tailored for women, sports and entertainment professionals, and corporate clients. Wade's approach to wealth management is consultative. He takes time to listen to each client's financial situation, preferences, and goals before offering asset allocation recommendations that reflect their income and growth objectives. He follows up with discussions covering investments, retirement, estate planning, and philanthropic services. As a specially qualified Senior Portfolio Advisor, he builds and manages custom investment strategies using Merrill Lynch model portfolios and third-party strategies. In the firm's Investment Advisory Program, he can manage strategies on a discretionary basis. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Wade earned a Bachelor of Science degree in Psychology from Texas A&M University. He enjoys spending time with his family, including his wife Yolanda, children Zachary and Joshua, his wife Amber, and granddaughters Malina, Cecilia, and Colette. Wade and his team are involved with local communities and charitable organizations such as Habitat for Humanity.

Amy Schielack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the insurance and financial services industry, focusing on wealth management and financial planning tailored to the unique goals of her clients. Amy's services include retirement and income planning, financial modeling, cash flow analysis, risk assessment and management, and portfolio management services. Amy began her career in the insurance and financial services sector as a senior in high school and later opened her own State Farm agency practice in Austin, Texas. She holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). Amy earned her bachelor's degree from Texas A&M University and obtained a Certificate in Nonprofit Leadership from The Bush School at Texas A&M in 2021. Amy is actively involved in her community, including participation with the Junior League of Bryan/College Station and Long Way Home Adoptables. Outside of her professional life, she enjoys cooking, dancing, football, music, and spending time with her husband Greg and their two children. Her family embraces outdoor activities such as fishing, camping, Jeeping, and riding four-wheelers.

Timothy Johnson is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch, where he has been serving clients since 2009. He focuses on providing disciplined and personalized financial strategies tailored to meet each client's unique needs and priorities. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment consulting for defined contribution plans, among other specialized services. Tim graduated with a bachelor's degree from Texas A&M University and holds the Professional Investment Advisor (PIA) designation. He is part of Johnson Parks & Associates, a financial strategies team that works with families and corporate executives from industries such as oil and gas, insurance, and higher education to prepare long-term financial plans addressing retirement, education, and unforeseen personal and business challenges. Residing in College Station with his wife Sharon and their two children, Haley and Ryan, Timothy spends his free time engaged in cooking, reading, and participating in the Bryan/College Station community.

David Rhodes is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a member of the firm since 1996. He leads The Rhodes Group, partnering with his sister Sabrina Rhodes and their team to provide comprehensive wealth management services. David and his team serve a diverse client base across Texas and the United States, including professionals, business owners, retirees, and institutions, focusing on personalized strategies that address cash flow management, debt minimization, tax mitigation, wealth transfer, and business succession. David employs a dynamic and disciplined investment approach, offering discretionary management of client portfolios to adapt to changing market conditions and individual circumstances. His advisory philosophy emphasizes understanding clients' life priorities to create personalized financial plans that align with their goals and aspirations. The Rhodes Group values long-term client relationships, meeting clients at their convenience and fostering multi-generational connections by treating clients like family. A 1983 graduate of Texas A&M University, David holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is an active participant in the Texas Golf Association and contributes to community organizations including Habitat for Humanity, Golf Reach, First Tee, the Conroe Symphony, and the Brenham Band. Outside of work, David enjoys activities such as golf, hunting, fishing, woodworking, and spending time with his family.

David Gray is a financial advisor with Merrill in College Station, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2010. Outside of his advisory role, he provides part-time baseball pitching lessons to local neighborhood kids. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Soules is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients create personalized financial strategies to address their unique needs, goals, lifestyles, and pursuits. His practice emphasizes informed decision-making in areas such as personal retirement planning, tax minimization, and retirement income. David holds a Bachelor's Degree from Texas A&M University and is a Personal Investment Advisor (PIA). He leverages Merrill's wealth management capabilities to provide innovative solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. He develops long-term, generational relationships with his clients. Outside of his professional role, David is a husband and father of three. He engages in community volunteering and enjoys fishing, football, golfing, music, and spending time with his family.