Jessica Huhn is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and joined Bank of America, N.A. in 2025. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Talbot is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and has 18 years of experience in the financial services industry. Byron specializes in addressing the wealth management needs of business owners and entrepreneurs, assisting them in balancing professional and personal financial goals. In his role, Byron leverages the investment insights of Merrill Lynch and the banking services of Bank of America to provide clients with comprehensive financial solutions. He focuses on developing tailored strategies that help clients, their families, and their businesses pursue both short- and long-term financial objectives. Byron holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Northcliff. Committed to community involvement, Byron participates in volunteer activities within the communities he serves. Outside of his professional responsibilities, he enjoys golfing, tennis, and traveling.

Aaron Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015, working alongside his father and brother. In his current role, Aaron leverages his financial expertise and cultural understanding to assist clients with complex wealth management needs. Aaron’s approach centers on attentive listening and thorough understanding of each client’s complete financial picture, life circumstances, and investment goals. He emphasizes personalized service and ongoing communication to tailor wealth strategies that reflect any changes in clients’ lives or risk tolerance. Aaron holds a bachelor’s degree in Finance and Economics from Texas Christian University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he resides in Dallas and enjoys playing golf, fishing, and hunting.

Elias Acosta is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he owns and manages a rental property. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefhanie Beard is a Series 66-licensed financial advisor with Merrill in Dallas, TX, with 18 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Beard serves as an advisory board member for Open Books, a charitable organization focused on literacy and fundraising. 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 investment strategies for individuals, high-net-worth clients, and institutions.

David Nethery is a Wealth Management Advisor based in Merrill Lynch's downtown Dallas office. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as credentials including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David joined Merrill Lynch Wealth Management in 1991 and serves a diverse group of affluent clients throughout the United States. David earned his Bachelor of Science in Business from Oklahoma State University, majoring in Accounting with concentrations in economics, finance, and computer science. Prior to his career in wealth management, he spent ten years as a Certified Public Accountant (CPA) working in the Management Consulting divisions of Arthur Andersen & Co. (now Accenture) and Ernst & Young. His approach to portfolio advising is traditional and non-discretionary, focusing on identifying, evaluating, and selecting individual stocks, ETFs, mutual funds, and bonds tailored to each client’s risk profile and objectives. This method provides clients with increased involvement, investment flexibility, and frequent communication. In addition to his professional duties, David volunteers by tutoring students from elementary through high school in underprivileged neighborhoods. He has chaired multiple golf tournaments aimed at raising funds to support college education for underprivileged children and has served on the board of Trinity River Mission, an organization dedicated to educating underprivileged youth in Dallas. In 2023, he was recognized as a member of the Nethery, Johnson & Associates team on the Forbes "Best-in-State Wealth Management Teams" list. David does not provide tax or legal advice in his current role with Merrill Lynch.

Donald Bickham is a financial advisor with Merrill based in Dallas, TX. He holds the Series 66 designation and has experience at Merrill and Bank of America, N.A. since 2026. His background also includes multiple roles at the University of Arkansas and prior work at Calvary Baptist Academy. 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.

Thanh H. Le, also known as Thomas H. Le, is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the investment and banking industry since 2006, offering experience that spans retail to managed assets. Before joining Merrill, Thanh worked with LPL Financial Services, UBS Financial Services, and Solomon Smith Barney, assisting clients with customized wealth plans and strategies. Thanh leverages his background in investment and banking to support clients in areas such as wealth management planning, investment management, portfolio allocation, asset analysis, lending, and insurance needs. He works closely with Asian professionals, business owners, and families, employing various strategies involving cash, stocks, bonds, ETFs, mutual funds, hedge funds, and money managers. His client focus includes college education planning, family wealth management, legacy planning, retirement income, small business strategies, and tax minimization. Thanh holds a Bachelor of Science degree in Computer Science from Delaware College and maintains FINRA Series 7 and Series 66 registrations, along with an insurance license. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English, Vietnamese, Yue (Cantonese), and Mandarin, Thanh resides in Texas with his wife and three daughters. Outside of work, he enjoys reading, fishing, golf, and spending time with his family.

Patrick Bowen is a Wealth Management Advisor and Equity Plan Consultant with Merrill Wealth Management, based in Dallas. He specializes in working with corporate executives, founders, business owners, and their families to address complex financial decisions and develop strategies aligned with their long-term objectives. His expertise includes equity compensation and stock plan strategies, concentrated stock and diversification planning, investment management, retirement income planning, estate and legacy planning, liquidity events and business transitions, and family wealth governance. Patrick began his career with Merrill Lynch in 2008 after interning with the firm in 2007. He initially worked in New York City as part of the Private Executive Services team within Private Wealth Management, serving senior corporate executives and their families across the country. He continues to collaborate closely with this team, providing specialized planning resources and insights. Patrick holds a bachelor's degree from the University of Arkansas and the Certified Investment Management Analyst® (CIMA®) designation, as well as credentials as an Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). Originally from Kansas City, Missouri, Patrick and his wife reside in the Kessler Park neighborhood of Dallas with their three children. He enjoys baseball, basketball, football, soccer, genealogy, reading, and spending time with his family.

David Stallman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served for over 35 years. He specializes in providing solution-based financial advice tailored to his clients' individual risk tolerance, time horizon, liquidity needs, overall investment goals, and cost considerations. His client focus areas include executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. David holds a Master of Business Administration degree from Southern Methodist University and studied Math and Economics at St. Lawrence University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, David's personal interests include fishing, football, gardening, reading, traveling, and spending time with his family.

Daniel Greene is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2005. Greene serves as a board member for The Crystal Charity Ball, a nonprofit organization supporting children’s charities in Dallas County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Wesley Black is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, including a period with Bank of America, N.A. Outside of his advisory role, he is a member of Leather Apron Capital LLC, a small investment firm that provides capital to local start-up companies during early funding rounds. Merrill, together 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Taeeon Kim is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Taeeon works to create personalized wealth management strategies that align with clients' life priorities and changing market conditions. Taeeon's approach involves understanding each client's full financial picture to develop flexible strategies tailored to their specific goals and aspirations. Taeeon's expertise includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and individual and corporate investment strategy. Taeeon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Taeeon earned a Bachelor's Degree from State University at Albany and communicates fluently in English and Korean. Outside of professional pursuits, Taeeon enjoys golfing, spending time with family, and traveling.