Kim Pearson is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and totaling 42 years of industry experience. She has been with Merrill since 1982. 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 developed by internal CIO teams and third-party managers.

Mary Henry is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Merrill since 2013. 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.

Jennifer Wall Campbell is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith ING and Bank of America, N.A. since 2010. 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.

John Frith Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with families and corporate clients to address a range of financial needs, including personal retirement planning, family wealth management strategies, employee benefits planning, and corporate benefits. John has been a financial advisor since 2001, all with Merrill Lynch. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He oversees retirement plan business as a designated Retirement Benefits Consultant, delivering 401(k) retirement services to corporate clients. He earned his bachelor’s degree from Kenyon College.

John Jones is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is also the general partner and managing member of Cypress Springs Investments, LLC, an estate planning vehicle. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Peterson is a Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993 and has spent 10 years with the Merrill Private Wealth Management Group office in Dallas. His work includes client-specific portfolio development, portfolio optimization, equity manager due diligence, and supporting alternative investment strategies such as hedge funds and private equity. David also contributes to option strategy formulation and execution, as well as assisting in restricted stock monetization processes. David's expertise covers 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. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). A native of Ohio and a lifelong Buckeye fan, David relocated to Dallas in 1989. Outside of his professional career, he is a professional bowler who competes in national tournaments and dedicates time to coaching the varsity bowling team at a high school in North Texas. His personal interests also include gardening, hiking, and woodworking.

Kevin Cochran is a Wealth Management Advisor affiliated with Merrill Resident Director and a member of the C&L Wealth Group at Merrill. He works with individuals, families, and business owners to simplify financial complexity and build confidence in their financial futures through collaborative planning that reflects clients' unique life priorities. His areas of expertise include investment management, retirement planning, tax-efficient wealth strategies, legacy planning, college education planning, divorce transition planning, family wealth management, LGBT wealth planning, portfolio management, small business strategies, special needs planning, and individual and corporate investment strategies. Kevin holds a Bachelor of Science degree in Finance from Missouri State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. His approach involves transparency and putting clients first, backed by Merrill's extensive resources and technology. Beyond his professional work, Kevin is involved with Cottonwood Creek Church in his community. He resides in McKinney with his wife Simona and has experience as a former business owner, which informs his understanding of the challenges faced by business owners in financial planning. Kevin's personal interests include baseball, basketball, boating, boxing, football, photography, soccer, and swimming.

Jerry Anguiano is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Southside Bank and D&N Grocery. 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 various institutional investors.

Seth Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial strategies tailored for business owners and wealthy families. With nearly 20 years in the financial services industry and six years at Merrill, he leads a specialized practice that leverages the extensive capabilities of Bank of America and Merrill, supported by a team of external professionals across various disciplines. His expertise encompasses corporate executive services, executive compensation, family wealth management strategies, and investment strategy, among other focus areas. Seth holds a Bachelor's Degree in Finance from Texas Tech University and has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He emphasizes a personalized approach that accounts for clients' perspectives and priorities, aiming to simplify complex investing challenges and help clients achieve their long-term financial goals. Beyond his professional role, Seth actively participates in community organizations. He currently serves as President of the Board of Directors for the North Texas Chapter of the Cystic Fibrosis Foundation, chairs the Dallas Corporate Leadership Breakfast, and is a member of both the Rotary Club of Park Cities and Bank of America's North Texas Chapter of Disability Advocacy Network. Outside of work, he enjoys various sports and spending time with his family.

Dioselina Ramirez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1998. Outside of her advisory role, she is involved in a sole proprietorship called Grow It Land Designs, where she dedicates time to customer service and plant nursery care. 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.

Daniel Greer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. Daniel began his career with Merrill Lynch in 2008 after graduating summa cum laude from Illinois State University, where he studied History and Economics. Prior to his career in finance, Daniel served in the United States Army as an infantry soldier with the 101st Airborne Division. His focus as an advisor includes education planning, executive compensation, family wealth management strategies, personal retirement planning, and portfolio management services. Born and raised near Chicago, Illinois, Daniel lives in McKinney, Texas with his wife Lauren and their two young children. He enjoys camping, hiking, music, spending time with his family, and writing.

Natalie Young is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cain, Watters & Associates, Kestra Financial, Polaris Greystone Financial Group, and Mercer Global Advisors. She serves as a board member and officer for the Frisco Women's League, a nonprofit focused on volunteerism and fundraising in North 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, and institutional investors.

Angela Dover is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Rock & Co LLC, Rockefeller Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 Odishoo is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team that works with business owners and successful individuals to align their financial lives with their personal priorities. His approach involves guiding clients through important financial decisions with a focus on clarity, confidence, and integrity. Robert specializes in assisting entrepreneurs with strategies for business growth, value maximization, liquidity events, and legacy planning. His expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, and investment consulting for defined contribution and defined benefit plans. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from the Marshall School of Business at the University of Southern California. Robert has experience as an entrepreneur, having co-founded AnnounceMyListing.com, a real estate social marketing platform. He and his family relocated to the Dallas Fort Worth metroplex in 2024. Robert has served in community roles including Market Community Outreach Chair for Bank of America's financial literacy program Better Money Habits and as a board member for Shakespeare Orange County. He supports Alzheimer's research.

Haris Monga is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current role, he has experience at Equitable Advisors, LLC, as well as in real estate and other businesses dating back to 2012. 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 individual and institutional clients.

Steven Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill Lynch Wealth Management in 1996 and has over 27 years of experience working on wealth management strategies that assist high net-worth families in pursuing their financial goals and simplifying the complexities of wealth. Steve holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Throughout his career, Steve has earned national recognition, including being named to Forbes Best-in-State Wealth Advisors from 2018 to 2023, Financial Times Top 400 Financial Advisors in 2016 and 2018, and Barron's Top 1,200 Financial Advisors from 2016 to 2023. He has also served as a coach in Merrill's Practice Management Development Program and on the national faculty of Merrill's Optimal Practice Model training platform, focusing on behavioral finance and building client-focused teams. In 2013, Steve received the Bank of America Corporation's David Brady Community Service Award, which honors employees demonstrating outstanding dedication to clients and community service. Steve earned a Bachelor's Degree from the Texas Tech University System and is a member of the Sigma Chi Fraternity. He and his wife, Lee, live in Frisco with their two children and have raised over $1.5 million for the fight against cancer.

Bonnie Karamalegos is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of her advisory role, she serves as a committee member for the Girls Inc. Bold Dreams Benefit in Dallas. Merrill 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 both model-based and discretionary investment strategies.

Victoria Rimpsey is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Bank of America, Merrill, and Edward Jones. 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.

Kenneth Chinn is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and to introduce them to solutions offered through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools necessary to manage their financial lives effectively. Kenneth holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his secondary education with a High School Diploma from Huntington Beach High School. His personal approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Emely Garcia is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2022, she was involved in academic roles at the University of North Texas College of Computer Science and Engineering. 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.