Tara Walters is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. She is an officer of Esto Dux GP, LLC, a for-profit investment-related entity based in Dallas. 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 a range of individual and institutional clients.

Michael Parrelly is a Private Wealth Advisor and founding partner of the FP Group, with over 16 years of experience serving high net worth clients in the Dallas-Fort Worth Metroplex. He specializes in addressing the financial needs arising from sudden liquidity, inheritance, divorce, and other life-changing events, with particular expertise in guiding private company management teams to successful financial outcomes. Prior to joining Merrill Private Wealth Management, Michael held the position of Executive Director at J.P. Morgan's Private Bank, where his responsibilities expanded across investment analysis, portfolio management, wealth planning, lending advice, and banking solutions. Michael earned a Bachelor's Degree in Finance from the Eli Broad College of Business at Michigan State University, where he also played collegiate football. He completed the financial planning education component at the University of Texas and holds an Executive Education in Executive Presence & Influence from Wharton. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Active in the community, Michael participates with organizations such as the Dallas Film Society and Storehouse of Collin County. He lives in Dallas with his family and has interests that include travel, cinema, and culinary experiences.

Isabella Gough is a financial advisor at Merrill in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her career includes roles at Merrill Lynch, Bottomline, TreasuryXpress, and KMB Collection, as well as a period at The University of Mississippi. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Sherah Yoder is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1996, also working with Bank of America since 2022. Outside of her advisory role, she serves on the advisory board of the nonprofit Breast Cancer Can Stick It and is a board member and fundraising committee lead for the Plano Metropolitan Ballet. 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, pension plans, corporations, and charitable organizations.

Teresa Drummond is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Nicholas Sehr is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Capital One Investing, LLC. He is based in Dallas, TX. 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 plans, corporations, and charitable organizations.

Dwight Emanuelson Jr. is a Private Wealth Advisor with Merrill Private Wealth Management, where he has been a member since 1984. As one of the founding members of the group, he serves as the primary equity strategist. His responsibilities include evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies tailored for high-net-worth clients. Dwight's expertise extends to serving ultra-affluent individuals and families, including entrepreneurs, corporate executives, private equity and hedge fund principals, professional athletes, and non-profit organizations. Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in Economics and French. He holds the Personal Investment Advisor (PIA) designation and contributes to professional organizations such as The Family Place, UT Southwestern, and the North Dallas High School Mentor Program. In addition to his professional career, Dwight participates in community involvement through mentoring teens and supporting organizations like The Family Place, which assists battered women, and UT Southwestern Medical. He has served on the board of trustees of Washington and Lee University, as well as the boards of The Family Place and the advisory board of The Cattle Baron's Ball.

Albert Gough is a Private Wealth Advisor and the founder of The Gough Group, a wealth management team within Merrill Private Wealth Management. Based in Dallas, he serves a select group of successful business owners, foundations, and family offices throughout the United States. His role involves acting as both a wealth planner and portfolio strategist, providing clients with integrated wealth management planning and access to banking services through Bank of America. Albert's expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Prior to joining Merrill in 2008, he was a Private Wealth Advisor with Neuberger Berman. Before that, he held executive leadership roles in the pharmaceutical industry in operations, finance, sales, and marketing. He holds a Bachelor of Business Administration from Texas Christian University and a Master of Business Administration from the University of Dallas. Albert has earned the Certified Private Wealth Advisor® designation. He is involved with the Ursuline Academy of Dallas Foundation in the community. In his personal time, Albert enjoys biking, fishing, reading, soccer, spending time with his family, and traveling.

Diana Yacob is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, with additional experience at Raymond James & Associates, Wells Fargo Clearing Services LLC, and JP Morgan. 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, pension plans, corporations, and charitable organizations.

Michael Russ is a Private Wealth Advisor with Merrill Private Wealth Management. He serves high net worth families with a focus on family wealth management strategies, liquidity management, managing new wealth, portfolio management services, and sports and entertainment clients. With over 40 years of experience, Michael specializes in values-based wealth management, discretionary investment management, concentrated stock management, and structuring fixed income portfolios. Before joining Merrill, he spent 23 years at Goldman Sachs advising high net worth families and individuals. He holds a Bachelor of Arts in Economics from Davidson College and a Master’s degree from the University of Texas. Michael holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael enjoys basketball, fishing, golfing, spending time with his family, table tennis, tennis, watching movies, and practicing yoga.

William Corbellini is a Private Wealth Advisor at Merrill Private Wealth Management. He joined Merrill in 1984 and is a founding member of the group. He helped architect the team's investment approach and specializes in the ultra-high-net worth segment, providing custom strategic plans and asset allocations tailored to each client's goals. Bill earned a bachelor's degree in finance from the University of Colorado and served as an officer in the US Air Force. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Outside of work, Bill enjoys skiing, surfing, biking, bungee jumping, and hiking. He and his wife, Jane, live in Dallas, TX with their three children. They are involved with several organizations including Big Thought, Ability Connections, Colorado University's Leeds School of Business, and the Parsons Scholar Program.

Andrew Gough is a financial advisor based in Dallas, TX, affiliated with Merrill. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Since 2012, he has worked at both Merrill and Bank of America, N.A. 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.

Joseph Firth is a Private Wealth Advisor specializing in comprehensive financial strategies tailored for business owners and ultra-high net worth individuals. He collaborates closely with clients to prioritize and pursue their most important financial goals, ensuring that family members are engaged in the decision-making process. His role includes business development and providing balance sheet and debt solutions leveraging his position at Bank of America. Before joining Merrill Private Wealth Management in 2018, Joseph spent four years in Chicago working at a Fifth Third Bank predecessor institution. There, he gained extensive experience in commercial real estate, healthcare, and middle market lending, performing financial and industry analyses, risk assessment, and evaluating cash flows, collateral, leverage, and liquidity of borrowers. He is a Certified Exit Planning Advisor professional and holds a Bachelor's degree in Finance with a minor in Spanish from Texas Christian University. Joseph serves on the boards of the Epilepsy Foundation of Texas and The Lamplighter School's alumni board. In his personal time, he enjoys outdoor activities that include his dog, Stella, as well as spending time with family and friends and following Dallas sports.

Kimberly Rubin is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2010 and concurrently associated with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Sami Abboud is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and with 23 years of industry experience. He has worked at Merrill since 1999 and at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonard Kortekaas is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He specializes in advising ultra high net worth clients on complex wealth management strategies. Len serves a diverse clientele including senior executives, entrepreneurs, hedge fund and private equity principals, as well as foundations and institutional clients. His expertise encompasses investment manager evaluation, portfolio construction, and risk assessment. He is also a founding member of The Tracy Group, providing customized planning strategies through a family-office experience. Len began his career in financial services in 1994 at Goldman Sachs & Co., advancing to Vice President in Private Wealth Management. He later spent six years as Director of Private Banking at Credit Suisse before joining Merrill Private Wealth Management in 2014. He holds a B.S. in Mechanical Engineering from the United States Military Academy at West Point and an M.B.A. in Finance from the UCLA Anderson School of Management. Len is also a Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Outside of his professional work, Len serves on the board of The Travis Manion Foundation, a national non-profit veterans service organization. He has supported Junior Achievement of Southern California since 2006 and has been involved with The Mission Continues. Len is married with three daughters and resides in Los Angeles, California. His personal interests include boating, golfing, skiing, snowboarding, and surfing.