Thomas Slater is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating customized portfolios tailored to meet the diverse objectives of his clients. His approach involves diligent planning and utilizing the broad range of products offered by Merrill Lynch, combined with the banking convenience and lending solutions available through Bank of America. He focuses on areas such as liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a Bachelor's Degree from the University of California Los Angeles and holds the Personal Investment Advisor (PIA) professional designation. He emphasizes delivering investment insights and exploring financial possibilities by leveraging support from Merrill’s global network of specialists. Outside of his professional role, Thomas enjoys hiking, reading, running, swimming, and tennis.

Stephen Weathers serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. His role focuses on providing clients with comprehensive wealth planning experiences supported by the global resources of Merrill. He works closely with clients to identify their financial goals and organize their finances accordingly, with an emphasis on financial stewardship that manages risk and identifies opportunities. Stephen and his team specialize in helping individuals plan for retirement income. They assist clients in transitioning from employment income to investment income by integrating various elements such as 401(k) plans, pensions, stock options, and Social Security into a cohesive planning strategy. The team emphasizes availability, proactive outreach, attention to detail, and a commitment to exceeding client expectations while focusing on clients' highest priorities and long-term aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Financial Consultant (ChFC) designation, and is recognized as a Personal Investment Advisor (PIA). Stephen earned his Bachelor's Degree from the University of Tennessee System. In his personal time, he enjoys golfing, reading, and spending time with his family.

James Royal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving High-Net-Worth Individuals and Families, focusing on areas such as Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. James has been in the financial services industry since 1985 and joined Merrill Lynch Wealth Management in 2008. He holds a bachelor's degree in Economics & Finance and a Master's in Business Administration from Baylor University. He is a Personal Investment Advisor (PIA) professional designation holder. Outside of his professional work, James enjoys football, hiking, reading, running, spending time with his family, swimming, and traveling.

Adam Noll is a Senior Financial Advisor and leader of the Noll & Campbell Wealth Management team, headquartered at The Star in Frisco, Texas. He joined Merrill in 2015 and achieved Senior Vice President status within five years. He holds the Series 7 and 66 FINRA Registrations and the Personal Investment Advisor (PIA) designation. Adam's team employs a multi-disciplinary approach encompassing investment management, tax mitigation, retirement planning, alternative investments, trust and estate planning, financial planning, private banking through Bank of America, and charitable giving, among other services. Adam earned a Bachelor of Science in Business Administration with a concentration in Marketing from Northern Kentucky University. He is involved in mentoring younger advisors at Merrill through the Advisor Development Program. Adam and his team focus on serving a select number of high net worth families, helping clients articulate their goals, develop asset allocations specific to their objectives, and navigate life transitions such as retirement, children's education, business sales, job changes, and family changes. Outside of his professional responsibilities, Adam participates in community involvement through Big Brothers and Big Sisters. He enjoys coaching soccer and basketball, golfing, swimming, working out, and spending time with his wife Linzie and their sons, Landon and Dillon.

Jessica Watts is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Bank of America, BMW of Plano, Denton ISD, and Prestonwood Christian Academy. 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, pension plans, corporations, and charitable organizations.

Joanna Clark is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and one year of industry experience. She previously worked at Bank of America NA for six years and HSBC for three years. Outside of her advisory role, she is a director of a family-owned entity holding vacation property with no investment activities. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Janet Ryan is a financial advisor at Merrill with Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2009 and has worked at Bank of America, N.A. since 1997. Outside of her advisory role, she serves as a committee employee and co-chair for a major culinary fundraising event at the North Texas Food Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mark La Roe is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2018 and held positions at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company from 2014 to 2018. Outside of his advisory role, La Roe is involved with several nonprofit organizations, serving as co-chair of the Southwest Region for The Hospital of St. John of Jerusalem, a board member of The Priory in the USA of the Order of St John, chairman of the Senior Council at Church of the Incarnation, and participating on boards for the Salvation Army of North Texas and the Dallas Symphony Organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Christopher Huggins is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique financial ambitions. His work involves assisting clients in pursuing personal goals such as funding education, preparing for retirement and healthcare costs, and developing long-term family financial plans. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes attendance at Sierra Nevada College, Solano College, and the University of Mississippi, as well as a High School Diploma from Ben Eielson Sr High. Outside of his professional responsibilities, Christopher's interests include baseball, drawing and sketching, fishing, hiking, hunting, scuba diving, skiing, woodworking, traveling, and spending time with his family.

Mark Paukune is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. His prior experience includes roles at Bank of America N.A. and J.P. Morgan Securities Inc. He serves as an advisory board member for All Saints Episcopal School in Fort Worth, Texas. 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, institutions, and charitable organizations.

Amy Crue is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. for 16 years before joining Merrill in 2022. 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, and institutions.

Benjamin Reyes is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BBVA Securities, BBVA Wealth Solutions, BBVA Insurance Agency, and Wells Fargo. Reyes is based in Frisco, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ernst is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Ernst is also associated with Bank of America, N.A., where he has been employed since 2002. 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.

Harry Loftus III is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill and its affiliate Bank of America since 2009. Merrill, along with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Joseph John Nittolo is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He also provides services for endowments, foundations, non-profits, and small business strategies, assisting clients with retirement income and financial goal development. Joseph holds a Bachelor's Degree from the University of Scranton and is a Personal Investment Advisor (PIA). He works closely with clients to understand their individual financial priorities and creates flexible strategies aimed at achieving their short-, mid-, and long-term objectives. His approach integrates Merrill Lynch’s investment insights along with Bank of America’s banking and lending solutions. Outside of his professional role, Joseph has personal interests including baseball, cooking, fishing, gardening, golfing, hunting, ice hockey, swimming, yoga, and spending time with his family.

Shruti Vasa is a Series 66 designated financial advisor at Merrill with 8 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathanial Wilk is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works with Massey, Belville, Samuels & Associates. He specializes in investment advice and strategic goal planning focused on wealth accumulation, preservation, and tax-efficient growth for clients navigating the digital economy. Nathanial focuses on helping business owners and executives grow and preserve their personal wealth. Nathanial has been part of the financial services industry since 2014 and joined Merrill in 2018. Prior to Merrill, he worked at Goldman Sachs in investment fund accounting and at Ernst & Young as a senior auditor serving banking and asset management clients. He holds an active Texas Certified Public Accountant (CPA) license and earned a Bachelor of Arts in Spanish from the University of Wisconsin at Madison as well as a Master in Accountancy from North Dakota State University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Nathanial enjoys activities such as boating, boxing, camping, football, golfing, skiing, skydiving, spending time with his family, surfing, and traveling. He is also involved in community organizations including the American Corporate Partners (ACP).

Ramon Pizana III is a Series 66-licensed financial advisor at Merrill with one year of industry experience. His prior work includes roles at Bank of America, PNC, Regions Bank, BBVA, and Chase. Outside of finance, he owns and operates an automotive window tint service in Brownsville, Texas. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Roberto Cespedes is a Financial Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience in the financial services industry, he specializes in wealth management, retirement planning, investment strategies, risk management, and comprehensive financial solutions. Roberto serves clients in both English and Spanish, focusing on international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of North Texas and a Master of Business Administration (MBA) from the University of Texas System. Roberto's professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout his career, he has emphasized personalized guidance and strategic planning to help clients achieve their financial objectives. Outside of his professional work, Roberto enjoys hiking, music, photography, spending time with his family, swimming, tennis, and watching movies.

Christopher Beach is a Senior Financial Advisor with Merrill Lynch Wealth Management. His practice is deeply rooted in family values, reflecting his personal experience of being adopted from an orphanage in Vietnam in 1975. He focuses on helping clients navigate financial decisions to support their families through various life stages. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, and retirement income. Christopher holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree from Southern Methodist University. Outside of his professional role, Christopher is involved in community organizations such as Serve Hope, Academy 4, and Emprende Global. He enjoys biking, golfing, hiking, spending time with his family, and traveling.