Nathan Maroney is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fort Worth, Texas. He began his career with Merrill Lynch in 2000 and focuses on providing individually tailored wealth management services to affluent individuals and business owners. Nathan works closely with clients and their other advisors, such as attorneys and accountants, to develop comprehensive strategies addressing total financial needs and goals. His expertise includes stock option analysis, retirement planning, life insurance analysis and funding, estate services and wealth transfer strategies, portfolio management, and planning for higher education. Nathan earned a Bachelor of Business Administration degree from the University of Texas at Arlington. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. By maintaining a disciplined process that allows him to serve a limited number of clients, Nathan delivers a consistent and personalized service model tailored to each client's needs and expectations. He lives in Fort Worth with his wife, Stephanie, their two sons, Aiden and Adley, and two step-children, Ella and Aidan. In his personal time, Nathan enjoys spending time with his family and playing soccer with friends.

Audrey Abergel is a Financial Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 2019 and is currently part of the Foster Treger team. Audrey focuses on building long-lasting client relationships and delivering a fully integrated approach to wealth management that extends beyond investment advice. Her services include personalized financial planning, retirement strategies, tax mitigation, and customized portfolio management, tailored to individual client goals and risk profiles. Audrey holds a Bachelor's Degree from Universite d'Aix en Provence, a Master's Degree from Ecole Superieure de Journalisme, and a Master of Business Administration with a Finance concentration from Texas Wesleyan University. She is a Personal Investment Advisor (PIA) and is fluent in English, French, and Hebrew. Audrey participates in professional and community organizations such as The Network Society with The Jewish Federation of Fort Worth and Tarrant County. Originally from Marseille, France, Audrey moved to Fort Worth, Texas in 2013. She balances her professional career with family life and has personal interests that include boating, cooking, fishing, horseback riding, music, running, singing, swimming, tennis, and traveling.

Wade Jewett is a Senior Financial Advisor with Merrill Lynch Wealth Management in Fort Worth, TX. He works closely with clients to help them make informed decisions about protecting and growing their wealth through personalized strategies. Wade’s client focus includes college education planning, family wealth management, personal retirement planning, and special needs planning. Wade graduated from the University of Oklahoma in 2002 and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill in 2014, he had a career in the medical device industry. Outside of his professional work, Wade is active in his community, coaching Fort Worth Youth Soccer and serving on the elder board of Trinity Presbyterian Church. He also volunteers with local schools, including Arlington Heights High School Fine Arts and Covenant Classical School. Wade lives in Fort Worth with his wife and their five children.

Wen Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience since 2012 in helping clients develop personalized financial strategies. Wen focuses on understanding clients' objectives, goals, and risk tolerance, offering guidance in areas including retirement income planning, college education planning, divorce transition, family wealth management strategies, legacy and LGBT wealth planning, small business strategies, and tax minimization. Wen aims to provide clear communication and strategies that seek to maximize returns while minimizing portfolio risk. Wen holds a Master of Business Administration with a finance concentration and a Master of Science in Biology from the University of North Carolina at Charlotte, as well as a bachelor's degree from Shanghai University of Traditional Chinese Medicine and Pharmacology. Wen has earned the Personal Investment Advisor (PIA) designation and is affiliated with the US-China Chamber of Commerce. Beyond professional commitments, Wen participates in community involvement through the Association of Chinese Professionals in DFW and volunteers with nonprofit organizations. Personal interests include cooking, dancing (ballet and ballroom), hiking, painting, woodworking, traveling, and spending time with family. Wen’s approach emphasizes working one-on-one with clients to create financial strategies aligned with their long-term goals.

Jennifer Parks is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously at SII Investments and Tulsa Community 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 plans, corporations, and charitable organizations.

Stephen Pfeffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1995 after earning a finance degree from Texas A&M University. Stephen holds several professional designations including CERTIFIED FINANCIAL PLANNER® and Retirement Benefits Consultant, a special internal title for advisors focusing on Corporate and Institutional retirement plans. He is recognized as a frequent speaker on investment planning and employer sponsored retirement plans. Stephen takes a comprehensive approach to managing wealth, focusing on listening to his clients' needs and developing strategies tailored to their goals. His areas of expertise include Corporate Executive Services, Family Wealth Management Strategies, Personal Retirement Planning, Investment Consulting for Defined Contribution Plans, and Special Needs Planning Strategies among others. Active in the Fort Worth community, Stephen has served as President of Trinity Habitat for Humanity and as President of the Fort Worth/Tarrant County Texas A&M Club. He and his wife, Mary, have three children and are members of Christ Chapel Bible Church. They have been residents of Fort Worth since 1995.

Jason Thompson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), and Personal Investment Advisor (PIA). Jason earned his Bachelor's Degree from Ouachita Baptist University. His expertise encompasses wealth management and investment advisory services within Merrill Lynch's platform.

Truett Knox is a Financial Advisor with Merrill Lynch Wealth Management, working as a member of the Knox Dennis group. Since joining Merrill Lynch in 2023, he has focused on servicing clients to help them accomplish their financial goals through a customized and consistent approach that covers wealth accumulation, preservation, and areas beyond traditional investments. Knox's expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, sports and entertainment finance, and tax minimization. He and his team provide financial solutions such as transferring wealth to younger generations, managing executive pay packages, and tax-efficient investing. He holds a Bachelor's Degree in Financial Management from Abilene Christian University, where he also played football and served as a Graduate Assistant coach. Knox's professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has interests in baseball, football, golfing, and hunting.

Corey Edwards is a financial advisor at Northwestern Mutual Investment Management in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at First Command Financial Services and active duty service in the United States Marine Corps. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers, functioning as a solicitor that screens and refers clients to third-party sponsors without managing client accounts directly.

Samantha Haster is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2011 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Casey Dutton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley and Ameriprise Financial Services. Located in Fort Worth, TX, his background also includes experience at MD Anderson Cancer Center. 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 provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Richards is a financial advisor at Merrill with 25 years of industry experience. He previously worked at Stephens Inc. and RBC Capital Markets. Richards holds Series 63 and Series 65 licenses. 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.

Ted Kelly Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial and wealth management advice and services. Since joining Merrill in 2009 from Banc of America Investments, he has provided high-net-worth clients with expertise in family wealth management strategies, legacy planning, portfolio management, wealth transfer and preservation, business services, retirement strategies, estate planning, and private money management. Kelly takes a disciplined approach to each client relationship, focusing on understanding individual client situations, goals, and needs to develop personalized wealth management strategies. Kelly holds a Bachelor of Business Administration in Finance from Texas Tech University, earned in 1986. He has earned professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His client work is informed by his deep knowledge of multi-generational wealth planning, asset allocation, portfolio management, and capital markets. Beyond his professional role, Kelly is active in his community and serves on the board of Furnished by Grace. He coaches boys’ and girls’ recreational and select basketball teams and is involved with the organization Embrace Grace. He is married to Michele and has two children. His personal interests include basketball, football, ice hockey, skiing, and spending time with his family.

Neal Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Neal emphasizes understanding his clients' full financial picture and collaborates with them to create personalized wealth management plans tailored to their goals and aspirations. With a background that includes a Bachelor's and Master's Degree from the University of Minnesota System, Neal holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Neal draws on extensive experience to assist clients in achieving growth objectives and protecting their assets. In addition to his professional work, Neal participates in community activities through the University of Minnesota Alumni Association. He also pursues personal interests such as dancing, music, and reading.

Kim Cell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. 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 to a range of clients including individuals, high-net-worth clients, and institutions.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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 institutional investors.

Fatima Romo is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) designation. Fatima earned her High School Diploma from Grand Prairie High School. She is fluent in both English and Spanish.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016 and previously worked at Darden-Eddie V's Prime Seafood. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.