Risa Jones is a financial advisor with Merrill in Lubbock, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked at Merrill since 1987 and also has 17 years with Bank of America. Jones serves as a committee member for the American Cancer Society and the Monterey Church of Christ. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fulton is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to simplify financial matters and support their financial goals. He joined Merrill in 2025, returning to his hometown of Lubbock after careers in aviation sales and small business tax consulting. Sean's experience includes assisting clients nationwide with helicopter acquisition processes and helping small businesses obtain tax credits. He focuses on providing clear financial advice and guidance that aligns with clients' short, intermediate, and long-term objectives, including retirement planning, education funding, and wealth management. Sean holds a Bachelor's degree in Finance and Professional Selling from Baylor University and an MBA from Southern Methodist University. He holds the Professional Investment Advisor (PIA) designation. Sean lives in Lubbock with his wife, Haley, and enjoys baseball, basketball, fishing, football, running, traveling, yoga, and spending time with his family.

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals, families, and organizations to align their finances with their values and long-term goals. Since joining Merrill in August 2023, she has provided transparent guidance to help clients manage multiple financial priorities and make informed decisions. She serves clients locally on the South Plains and across the country. Kristyne began her career in the financial services industry in 2017 and has held FINRA Series 7 and Series 66 registrations since 2019. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. A native of Lubbock, Kristyne is raising her daughter and running her business in her hometown. Outside of her professional work, she enjoys spending time with her daughter and their pets, reading, listening to podcasts, and playing billiards.

Eric Pittman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2007 and focuses on retirement, insurance, and estate planning strategies for his clients. Eric earned a bachelor's degree from the College of Personal Financial Planning at Texas Tech University, where he emphasized business practices and family investment analysis. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to understanding each client's individual needs, Eric aims to provide personalized wealth management strategies that help clients achieve their financial goals. He is involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with the American Cancer Society and Hope Lodge – Lubbock.

Camille Northcutt is a Series 66-licensed financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2012. 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 teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Holcomb is a Financial Advisor with Merrill Lynch Wealth Management. He helps clients develop personalized wealth management strategies that are adaptable to changing market conditions and aligned with their individual financial goals. Austin provides access to investment insights from Merrill and offers banking and lending solutions through Bank of America. His areas of focus include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Austin holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Austin and his wife, Savannah, live in Lubbock with their children. They are active members of their local church and participate in their community. His personal interests include football, golfing, music, spending time with his family, and writing.

Larry Bradley is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and served as the Senior Resident Director of the Lubbock, Texas office from 2011 to 2022. Larry is a qualified Portfolio Manager who helps clients develop personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis for clients through the Firm's Investment Advisory Program. Larry holds a Bachelor of Business Administration in Finance from Texas Tech University and has earned the Certified Investment Management Analyst® designation. Throughout his career, he has focused on areas such as college education planning, family wealth management strategies, philanthropic planning, retirement income, and socially responsible investing. Larry is active in the Lubbock community and has participated in various charitable organizations including the Boy Scouts of America South Plains Council, the Children's Home of Lubbock Foundation, and the Fellowship of Christian Athletes Executive Board. He has also served on boards for the American Diabetes Association, University Medical Center Forum, and the Children's Orthopaedic Clinic at UMC. Larry is a graduate of the Chamber of Commerce Leadership Lubbock program and resides in Lubbock, Texas.

Brandon Hamilton serves as a Resident Director with Merrill, where he focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach involves working one-on-one with clients to develop flexible financial strategies aligned with changing market conditions. Outside of his professional responsibilities, Brandon participates in community volunteer activities consistent with Merrill’s tradition of local engagement. He enjoys baseball, basketball, football, running, and spending time with his family.

Kyle Laughlin is a Wealth Management Advisor associated with Merrill Lynch, bringing over three decades of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER® professional and has spent a significant portion of his career focused on understanding clients' goals, timelines, and risk-management concerns to tailor wealth strategies that support their present and future needs. Kyle began his career in 1994 after earning a Bachelor's Degree in Family Financial Planning from Texas Tech University. His early roles included serving as a Staff Financial Planner at a boutique firm in Baton Rouge, LA, and managing a local bank's non-depository investment product program in Lubbock, TX. These positions provided valuable experience working with both individual clients and corporate institutions. Over time, Kyle has developed a proactive approach to asset allocation, shaped notably by his experiences during the economic downturn and events of 2001. Joining Merrill Lynch marked a significant phase in Kyle's career, allowing him to focus on client relationships and assisting clients in pursuing their financial dreams. Outside of his professional activities, he enjoys cooking, fishing, gardening, photography, and spending time with his family.

Shawn Johnson serves as a Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their individual goals and the dynamic conditions of today's market. Shawn integrates access to Merrill's investment insights with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. Shawn holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Master's Degree from Oklahoma City University and a Bachelor's Degree from West Texas A and M University. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of service in the communities it serves.

Thomas Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, and retirement income. Thomas holds a Bachelor's Degree from Texas Tech University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also involved in the Texas Tech Therapeutic Riding Center, reflecting his commitment to community engagement. In his personal time, Thomas enjoys football, golfing, and hunting.

Matthew Miller is a financial advisor with Merrill in Lubbock, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2003 and Bank of America since 2009. Outside of his advisory role, he is involved in a family business where he teaches and coaches youth baseball pitching. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, incorporating strategic and tactical asset allocation and tax-aware options.