Sheila Kaplan is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 1987. She specializes in investment management for families, focusing on preserving wealth and structuring portfolios aimed at growth, income, and quality. Additionally, she assists clients with trust management to support their lifestyles during working years and retirement, as well as managing special situations involving asset management. Ms. Kaplan holds a Master's degree in Computer Science from New York University and a Bachelor's degree from Queens College, where she was a member of Phi Beta Kappa. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her community involvement includes volunteering with the Article II Society at the Center for Presidential History at Southern Methodist University and participating in special events at the Dallas Museum of Art. Outside of her professional work, she has interests in hiking, music, reading, running, and traveling.

T Frye is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Frye collaborates one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Frye provides access to Merrill's investment insights along with banking and lending solutions from Bank of America to support clients' wealth management needs. Frye holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Texas A&M. Committed to community involvement, Frye participates in volunteer activities with local organizations, reflecting the Merrill tradition of serving the communities where clients live and work.

R Teal is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, R Teal has focused on serving the ultra-high-net-worth client segment, specializing in concentrated stock strategies and providing access to family office services. Their expertise encompasses the evaluation of equity, fixed-income, and alternative investment strategies. As a certified Portfolio Manager within Merrill’s Investment Advisory Program, R Teal manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions, often on a discretionary basis. Prior to joining Merrill Lynch, R Teal worked at The Boston Group, an investment banking firm in Los Angeles, California. R Teal holds a Bachelor's degree in Business Management from Texas Tech University and maintains Professional Investment Advisor (PIA) designation credentials. Outside of work, R Teal is a member of Dallas National and Lakewood Country Clubs and enjoys golfing, music, and spending time with family.

Scarlet Landry is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies tailored to clients' individual financial goals. Her client focus areas include liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Scarlet holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Plainview High School. Committed to community engagement, Scarlet regularly volunteers with local organizations, reflecting the Merrill tradition of community participation.

Richard Mills serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and has been active in financial services since 1984, bringing decades of experience to his role. His work centers on developing personalized wealth management strategies tailored to his clients' educational, retirement, and estate planning objectives. He holds a bachelor's degree from Southeastern Louisiana University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. These credentials support his commitment to addressing the complexities of wealth management and helping clients plan for secure financial futures. Richard relocated to Dallas, Texas, after Hurricane Katrina in 2005. He is a father of two and maintains interests outside his professional life, including martial arts, where he holds a black belt in Shotokan karate, as well as hunting, fishing, and sailing.

Dodee Frost Crockett is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, Texas. She leads Crockett & Associates, a multigenerational wealth management team, and brings over three decades of experience in helping clients develop financial strategies aligned with their personal values and goals. Dodee works with a diverse clientele including senior corporate executives, women in transition, professional athletes, and entertainers, providing guidance on areas such as family wealth management, legacy planning, philanthropic planning, socially responsible investing, and tax minimization. Dodee holds a Master of Theological Studies degree with high honors from the Perkins School of Theology at Southern Methodist University. She has earned multiple professional designations including Chartered Advisor in Philanthropy (CAP®), Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®), Certified Divorce Financial Analyst (CDFA®), and Personal Investment Advisor (PIA). Her expertise and commitment to client service have been recognized through numerous honors, including repeated listings in Barron’s and Forbes annual rankings of top women wealth advisors, induction into Barron’s Hall of Fame, and the 2016 Philanthropic Leadership Award from the Baylor Healthcare Foundation. In addition to her professional pursuits, Dodee is actively involved in community and nonprofit organizations. She serves on the boards of Public Radio Exchange (PRX) and KERA Radio/Television, co-chairs the executive board at her alma mater’s theological school, and participates in the Women’s Economic Leadership Council of the Texas Women’s Foundation. Dodee and her husband, Billy Crockett, support the arts through their recording studio in Wimberley, Texas, which serves as a venue for local musicians and community events. Her approach to wealth management emphasizes stewardship and the meaningful use of financial and social capital to make a positive community impact.

Christopher Myers is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and Bank of America since 2012. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Glenn is a financial advisor at Merrill in Dallas, TX, with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill since 2011, as well as previously at Banc of America Investment Services and Morgan Stanley DW Inc. Outside of his advisory work, he is co-owner of a family rental property. 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 investors.

Katherine Meredith is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill since 2021 and has prior experience with Bell Nunnally & Martin LLP. Meredith has also been involved with nonprofit organizations such as The First Tee of Greater Dallas and the Perot Museum of Nature and Science. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Kavian Mc Millon is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, AXA Advisors, and Primerica. Mc Millon was also involved with the Foundation for Community Empowerment from 2013 to 2017. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Catherine Scott is a Financial Advisor at Merrill Lynch Wealth Management based in Dallas. She specializes in family wealth management strategies, managing new wealth, personal retirement planning, and advising women on wealth matters. Catherine's professional focus is on understanding what matters most to her clients and their families, helping them create strategies to pursue their financial goals. She holds both a Bachelor's and Master's Degree from Southern Methodist University. Catherine has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, underscoring her commitment to professional development and expertise in financial advising. Outside of her professional role, Catherine enjoys boating, drawing and sketching, music, painting, playing pickleball and soccer, and spending time with her family.

Christina Vilmar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the team after a career in marine biology and focuses on helping clients define and prioritize their financial goals to prepare for their future. Christina holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christina follows a disciplined process that begins with getting to know each client and their family, understanding their financial situation, and identifying what matters most to them. She builds customized plans based on these goals, assisting clients with developing potential solutions and providing investment guidance aligned with their short- and long-term objectives. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, philanthropic planning, and services for endowments, foundations, and non-profits. She earned a bachelor's degree from The University of Texas in Austin and a master's degree from The University of Miami. Christina is a member of the Quilters Guild of Dallas and volunteers with Night OWLS at Highland Park United Methodist Church. Her personal interests include boating, camping, dancing, gardening, scuba diving, sewing, singing, skiing, traveling, and yoga.

Conner Neal is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Goldman Sachs & Co. LLC and United Capital Financial Advisers LLC. Outside of his advisory role, Neal is the owner of Chansen Partners LLC, a for-profit business. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charities.

Peter Tanguy is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. The firm, 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.

Meagan Strahan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Texas Woman's University, Bank of America, Dallas College, and Kohl's. Merrill 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. The firm utilizes internal Chief Investment Office teams and third-party managers to implement investment strategies.

Daniel Mc Veigh is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill and its affiliated firms since 1995 and has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a national board member and treasurer for Sigma Phi Epsilon Fraternity and is on the board of directors for Every Avenue, a nonprofit supporting housing and food-insecure students. Mc Veigh is also an owner of a family-held business, McVeigh Family Properties LLC. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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 investors.

Karol Evans is a financial advisor with Merrill in Dallas, TX, holding a Series 63 designation and 30 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. 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.

Jason Gabriele is a financial advisor with Merrill based in Dallas, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Merrill since 2001 and concurrently associated with 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.