Joseph Cuff is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Wynn is a Financial Advisor and Senior Portfolio Advisor with Tarver & Campbell Wealth Partners at Merrill. He helps oversee approximately $7.2 billion in client assets and liabilities as of December 2025. Eric advises high-net-worth individuals, family offices, and business owners across domestic and international markets, delivering purpose-driven wealth strategies aligned with clients' family, business, and philanthropic goals. Eric has a broad and technical background spanning wealth planning, portfolio construction, liability management, and risk oversight, with particular expertise in derivatives-based strategies, including options, structured solutions, and hedging techniques. He began his career at Fidelity Investments in 2012 while attending the University of Texas at Dallas in the evening, later working in oil & gas and insurance compliance before joining Merrill Lynch Wealth Management in 2017. Eric holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric serves on the leadership board of Bank of America's Asian Leadership Network and as a board member of the Dallas Market Asian Business Council. He is involved in community programs such as the Dallas Police Department Community Outreach Program and Habitat For Humanity. Eric lives in McKinney, Texas, with his wife Jia and their son Ian. Outside of work, he enjoys playing guitar, running, studying world history, cooking, gardening, music, reading, spending time with his family, traveling, and watching movies.

Johnny Nguyen is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation. He has three years of experience with Merrill and one year at Bank of America, N.A. Prior to his advisory roles, he spent eight years associated with Pho Lan Asian Bistro and seven years with the University of Oklahoma. 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, institutions, and charitable organizations.

Travis Taylor is a financial advisor at Merrill with Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Merrill since 1999 and previously worked at Bank of America. Taylor serves on the Social Enterprise Steering Committee at Grace Avenue United Methodist Church, focusing on revenue generation ideas. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Paula Czapko is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in personal retirement planning, women and wealth, and retirement income, working closely with clients to develop personalized financial strategies tailored to their individual goals. Paula has been in the financial industry since graduating from Texas Christian University, where she earned her bachelor's degree. She holds the Personal Investment Advisor (PIA) designation, reflecting her commitment to professional development and client service. In her personal time, Paula enjoys cooking, gardening, and horseback riding.

Margaret Sanchez is a financial advisor with Merrill in Frisco, TX, holding a Series 63 designation and 36 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is a co-owner of a family rental property business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Karen Hawthorne is a financial advisor with Merrill based in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill for 26 years, beginning in 2000. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies guided by internal and third-party managers.

Matthew Johnston is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Merrill since 2010, including roles at Bofa Securities, Inc. and Bank of America, N.A. since 2019 and 2026, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Charles Daniel is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Frisco, TX. He focuses on assisting business owners who are planning to exit within the next 3-5 years, helping them develop long-term wealth plans and maximize their assets. His approach includes personalized wealth management strategies tailored to individual goals and circumstances. With expertise in areas such as pre-sale planning for business owners, portfolio design, college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, Charles works collaboratively with clients and their families to provide thoughtful advice. He leads a team with over 50 years of wealth management experience, emphasizing comprehensive understanding of clients' financial situations and personal goals. Charles holds a Bachelor's Degree from the University of Southern California and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He is a member of the USC Alumni Association. In addition to his professional work, Charles is involved in community volunteering and enjoys cooking, golfing, tennis, traveling, and spending time with his family.

Cody Bradshaw is a Wealth Management Advisor and Senior Vice President, as well as a founding partner with JBMC Wealth Management Group. He began his career in 2001 and was named to the 2023 Forbes "Best-in-State Wealth Advisors" list. Cody holds the Certified Private Wealth Advisor® (CPWA) and Personal Investment Advisor (PIA) designations, reflecting his commitment to meeting ongoing credentialing requirements in wealth advisory. Cody specializes in developing personalized strategies that address the complex needs of families with substantial wealth. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. JBMC Wealth Management Group employs a holistic approach, focusing on the needs of multi-generational families. He earned a bachelor's degree from East Central University and an associate's degree from Carl Albert State College. Cody is an advocate for charities such as Wipe Out Kids Cancer and Team Conner, which support childhood cancer research. He resides in Frisco with his three sons and enjoys adventurous travel, sporting events, fly-fishing, boating, camping, fishing, football, hiking, scuba diving, and spending time with his family.

Tyler Samuels is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals and provides access to a broad range of investment insights and banking solutions through Merrill and Bank of America. Samuels holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Mississippi. He emphasizes working closely with clients one-on-one to help them pursue their long-term financial objectives. In line with Merrill's tradition of community involvement, Samuels actively participates in volunteer activities with organizations in his community.

Brandon Shen is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 14 years of experience in financial management and capital market wealth strategies. He utilizes a comprehensive and client-first approach to assist individuals and families in building personalized wealth management strategies. His expertise spans areas including lending, investments, tax minimization, estate planning, insurance, retirement planning, portfolio management, and credit. Throughout his career, Brandon has served clients across various financial institutions both in China and the United States. His previous roles include Client Service Manager and Assistant Vice President at Standard Chartered Private Bank, Assistant Vice President and Private Client Banker at J.P. Morgan Chase Bank, Vice President and Private Client Advisor at US Trust, Bank of America Wealth Management, and Senior Vice President and Private Banker at BBVA Global Wealth. He holds a Bachelor's Degree from the University of Southern California and the Personal Investment Advisor (PIA) designation. Brandon is fluent in English and Mandarin. Outside of his professional responsibilities, Brandon enjoys reading, watching movies, and spending time with his wife and two children, engaging in activities such as figure skating and swimming. He approaches his work by collaborating closely with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Christina Kutej is a financial advisor at Merrill with the Series 66 designation and two years of industry experience. She has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Scott Coombes is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a part owner of the San Antonio Flea Market, a vendor sales business. 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.

Thomas Bridgman II is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through life transitions such as divorce, retirement, and business transitions. He focuses on serving first-generation, self-made individuals approaching key financial inflection points. He has developed the BRIDGE Process, a six-step financial advising framework designed to bring clarity and stability during uncertain times. His expertise includes college education planning, family wealth management strategies, retirement income planning, tax minimization, small business strategies, and addressing the financial health of employees and women. Thomas holds several professional designations, including ChFC®, CDFA®, CPFA®, AAMS®, CRPC™, and CRPS™. He earned accredited certificates from The American College and The College for Financial Planning. As the creator and host of Thursdays with Thomas, he delivers financial education and insights regularly on LinkedIn, covering topics ranging from market perspectives to leadership and personal reflections. Beyond his professional work, Thomas is involved in his community through organizations such as Grace of Grapevine, GraceBridge, Meals on Wheels of Collin County, and The Alzheimer's Association. He also serves on the media ministry team at Prestonwood Baptist Church and participates in groups including the Dallas Business Club, Master Networks, and the Texas Legends Owners Club. His personal interests include football, golf, ice hockey, music, reading, singing, tennis, and traveling.

Morgan Kennedy is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009 and Bank of America since 2003. Outside of his advisory role, he is a partner in a family real estate investment LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Buffie Anderson is a Financial Advisor with Tarver & Campbell Wealth Partners and the Merrill Lynch Wealth Management line of business. She partners with clients and trusted professionals to create, grow, and protect wealth, helping them achieve their most meaningful life goals. Buffie is integral in developing relationships with new and existing clients, focusing on areas such as family wealth management, college education planning, special needs planning, and services for endowments, foundations, and non-profits. Buffie earned her Bachelor's Degree in Finance and Real Estate from Texas Tech University. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her prior experience includes working as a Registered Sales Associate at Merrill, assisting in financial and estate planning for high net-worth clients, as well as experience in alternative investments like Oil and Gas, Qualified Opportunity Zones, and DSTs. Beyond her financial career, Buffie has been involved in community initiatives inspired by her family's experiences. She founded Prosperity Place, a 501(c)(3) non-profit organization providing therapy resources for children with special needs. She has served as a citizen member on the Presidential Committee of Individuals with Intellectual Disabilities and as Chairperson of the Parent’s Advocacy Committee for Angels of Care, a pediatric nursing agency. Currently, Buffie is working with a group to start The GreenHouse, a non-profit offering day-habilitation services for adults with complex special needs. A native Texan from Olney, she enjoys spending time with her three children and pursues interests including basketball, cooking, dancing, football, interior decorating, scuba diving, and skiing.

Kurt Mathison is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018 and had a prior 13-year tenure at Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Krystal DeLeon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she serves ultra-high net worth and high net worth individuals and families. Her client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Krystal holds a Bachelor's degree in Human Sciences from Texas Tech University and an MBA from Texas Woman's University. She is a Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is a member of professional organizations including the Investments and Wealth Institute and Marquis Who's Who. In addition to her professional work, Krystal is involved in community service as the Denton County Co-Chair for Bank of America Volunteers and as a board member of Single Mom Scholars Dallas, where she supports financial education for single mothers. She is bilingual in Spanish and English. Krystal resides in Argyle, Texas, with her four children.

Jackson Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since graduating from Abilene Christian University with a B.B.A in Business Management in 2003. Jackson has achieved the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). He specializes in wealth management by developing customized strategies aimed at helping clients meet both their short-term and long-term financial objectives. Jackson primarily works with successful families who have accumulated $3 million or more in investable assets and are approaching or in retirement. His focus is on providing clarity, simplicity, and confidence in financial decisions, particularly in areas such as retirement income structuring, tax efficiency, risk reduction, and organizing complex financial lives. He serves a range of clients, including business owners nearing transitions, corporate executives, professionals, and families navigating inherited wealth. Residing in Fairview, Texas with his wife Elizabeth and their three children, Jackson is active in his local community and church. He enjoys spending his personal time with family engaging in outdoor activities such as camping, hiking, visiting National Parks, fly fishing, and spending time at their family ranch. Jackson and his family support organizations including Arms of Hope, Christian Works for Children, Hope for Haiti's Children, and Eastern European Missions. Additionally, Jackson is involved in community initiatives such as Habitat for Humanity, Meals on Wheels, and Thrive Ministry.