Kenneth Finke is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and brings extensive experience from nearly 30 years leading family offices, serving affluent families with a broad range of complex financial needs. His expertise includes managing investments, overseeing real estate development projects, and handling acquisitions and sales of operating companies and real estate holdings. Frank utilizes Merrill's goals-based approach to wealth management to help clients identify opportunities and address their financial objectives. Frank holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Public Accountant. He earned a Bachelor of Science in Accounting and a Master of Business Administration in Finance from the Kelley School of Business at Indiana University. While he has accounting credentials, Frank does not provide legal or tax advice in his role at Merrill. As a long-time client of Merrill and Bank of America, he values the comprehensive range of products and services they offer to help families achieve their goals. Outside of work, Frank enjoys playing tennis and golf. He is focused on delivering personalized wealth management services that align with clients' life priorities and aspirations.

Andrea Deeley is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in holistic wealth planning. She works closely with successful families, business owners, executives, CFOs, and retirees to develop personalized financial strategies that align with their long-term goals. Her areas of focus include retirement planning, family wealth management, legacy planning, business transition strategies, college education planning, philanthropic planning, tax minimization, and portfolio management services. Andrea holds professional designations as a Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an accredited certificate program at The American College of Financial Services and attended Liberty University. Andrea collaborates with her clients and their trusted advisors to ensure comprehensive coordination of their financial lives. Beyond her professional role, Andrea is committed to community involvement and volunteers with local organizations. Her personal interests include baseball, fishing, traveling, and spending time with her family. She is married with three children, including two young adult daughters and a teenage son.

Bhavya Shukla is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Corporate Executive Services, Education Planning, Tax Minimization, and Retirement Income. In her role, she focuses on helping clients bring structure, discipline, and perspective to their financial decisions, ensuring alignment with their broader objectives. Bhavya holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas at Austin. Fluent in Hindi and English, she provides strategic perspective and personalized guidance to help clients navigate the complexities of wealth management. Outside of her professional work, Bhavya enjoys painting, reading, and writing. Her approach emphasizes uncovering what matters most to clients and their families to create strategies that pursue their financial goals.

Allyson Baker is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Bank of America and Fidelity Brokerage Services. Outside of advising, she owns a freelance photography business based in Chicago. 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, and institutions.

Andrea Torcates is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, she worked at EY and held positions in education and hospitality. 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 broad range of clients including individuals, high-net-worth clients, and institutional entities.

Jillian Dits is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America and Luther King Capital Management. Outside of finance, she works as a sculpting instructor at Align Studio in Dallas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Habib Murad is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation. He began his advisory career in 2026 and has prior work experience in the automotive and technology sectors, including roles at General Motors and KUKA Systems North America. Outside of his advisory role, he is involved with JEE Tech USA Inc. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vernon Crawford is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Bank of America, N.A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Amy Best is a financial advisor with Merrill in Frisco, TX, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Merrill since 2009 and has been affiliated with Bank of America, N.A. since 2003. Outside of her advisory role, she serves as the Allocations Committee Chair and a board member for Variety The Children's Charity of St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 charitable organizations.

Aaron Smith is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at PHX Financial and US Pawn, among other roles. He served in the US Marines from 2012 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market modeling techniques.

Michael Miller is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 strategies designed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tanner Luehrs is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he owns Luehrs Golf Equipment. 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.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 17 years of industry experience. 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 clients, pension plans, corporations, and charitable organizations.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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.

Antonio Loeza is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, N.A., Citibank, and Kiero Corp. He has been with Merrill and Bank of America since 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Julaine Cichy is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a volunteer co-chair for the Women's Auxiliary to Children's Medical Center’s annual fundraising campaign in Plano, Texas. 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, and charitable organizations.

Kelsey Gaona is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2019. 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, and institutions.

Taylor Cook is a financial advisor at Merrill Lynch Wealth Management. He specializes in serving professionals, executives, business owners, and families who value thoughtful planning, clear communication, and a long-term perspective regarding their finances. Taylor focuses on providing comprehensive financial strategies and investment management services tailored to meet the needs of business owners and families. His expertise includes retirement planning, asset allocation, and wealth preservation, supported by his designations as a Chartered Retirement Planning Counselor™ and an Accredited Wealth Management Advisor™. Taylor assists clients during significant life events such as career transitions, business growth, retirement, inheritances, and other situations that require informed financial decisions affecting various aspects like cash flow, taxes, benefits, and estate planning. Taylor holds a bachelor's degree in business administration from the University of North Texas. Outside of his professional work, he is dedicated to family and friends and pursues interests including baseball, bass fishing, golf, and college football. He also engages in ongoing education and community activities.