Drew Robertson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. He works with a diverse range of clients including families, professional athletes, business owners, executives, and organizations. Drew focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and sports & entertainment. Drew holds a Bachelor of Arts in Communication from Baylor University, where he was also a baseball player and a 10th-round MLB draft pick. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with professional organizations such as Baylor Alumni and Baylor Baseball Alumni. Outside of his professional work, Drew enjoys spending time with his family, golfing, and being outdoors. His personal interests include baseball, golfing, hiking, hunting, scuba diving, and spending time with his family.

Nathan Mcabee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Nathan works closely with clients to help them navigate areas such as college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds a Bachelor's Degree from Centenary College of Louisiana and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Personal Investment Advisor (PIA). He is committed to operating with integrity and ethics, consistently striving to do the right thing for his clients. Outside of his professional work, Nathan enjoys camping, gardening, hunting, and spending time with his family. He also values community involvement and dedicates time to volunteering with local organizations.

Sarah Barber is a Series 66 licensed financial advisor with Merrill in Tyler, Texas, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she is a general partner of Card My Yard Tyler, a yard greeting 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Steven Dickerson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth management with a focus on pre- and post-retirement financial strategies and retirement income management. Steven works closely with clients to understand their financial goals and aspirations, tailoring investment approaches to meet the unique needs of individuals and families. His expertise includes investment research, analysis, and portfolio development. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned a High School Diploma/GED from Baylor University.

Victoria Sorrell is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns a business in Jacksonville, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacquelyn Gutierrez is a financial advisor with Merrill in Tyler, TX, holding a Series 66 designation and 11 years of industry experience. Her prior work history includes roles at Bank of America, Edward Jones, and Merrill Lynch Pierce Fenner & Smith Inc. She serves as board secretary for Crowning Inclusion, a charitable and educational organization. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Leesa Hedge is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2008 and has concurrently worked at Bank of America, NA 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 institutions.

Gary Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, including over 10 years in the insurance sector before joining Merrill Lynch in 2000. Gary's role involves building client relationships, asset allocation modeling, and creating customized wealth management strategies for institutions and high-net-worth clients, with a focus on professionals and entrepreneurs nearing retirement. He is a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. In the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis. Gary holds several professional designations, including the Chartered Financial Consultant (ChFC) from the American College of Financial Services, the Chartered Advisor in Philanthropy (CAP), and the Chartered Retirement Planning Counselor (CRPC) offered through the College for Financial Planning Institutes Corp. He earned a bachelor's degree in business from Stephen F. Austin State University in Nacogdoches, Texas. He resides in Tyler, Texas, with his wife, Dorota, and their twin daughters, Isabella and Sophie.

Shannon Strickland is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1998 and has over 35 years of experience in the financial industry. Shannon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Shannon earned an Associate's Degree from Tyler Junior College and a Bachelor's Degree in Business Administration from the University of Texas at Tyler. He specializes in working with high-net-worth individuals to identify financial needs and goals, develop comprehensive wealth management strategies, and assist clients in tax-efficient wealth transfer. His client focus areas include college education planning, employee benefits, retirement income, portfolio management, small business strategies, and tax minimization. Residing in rural Bullard, Texas, Shannon shares his home with his two heelers, Junior and Sonny.

Mara Corley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Mara focuses on developing personalized financial strategies to help clients pursue their long-term goals through a comprehensive understanding of their full financial picture. She holds a Bachelor's Degree from Montclair State University and has earned multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mara's approach is grounded in a strong sense of character and commitment to guiding clients through various market cycles. Outside of her professional role, Mara participates in community volunteering and enjoys golfing, ice hockey, and traveling. Her personal philosophy emphasizes the pursuit of happiness as an ongoing process, which influences how she manages client relationships and priorities.

Gregg Davis serves as the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch, where he has been employed since 1994. Since 2009, he has held the position of Resident Director for Merrill's East Texas office. In his role, he focuses on developing wealth strategies tailored to clients' financial needs, including retirement income planning and investment portfolio management. He is also responsible for fostering a client-focused culture within the office. Gregg specializes in wealth management strategies, investment consulting for defined contribution plans, legacy planning, tax minimization, and retirement income planning. He has extensive experience working with corporate retirement benefit plans and assists businesses with lending, profit sharing, 401(k) plans, and liquidity events. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Retirement Benefits Consultant (RBC). He is a member of the Financial Planning Association and earned a bachelor's degree in finance from Stephen F. Austin State University. In addition to his professional commitments, Gregg serves on the board of the East Texas Food Bank and is involved with the Bank of America Charitable Foundation, Inc., where he contributes to grant decisions for community organizations in Smith County, Texas. A native Texan, he enjoys outdoor sports such as golf, hunting, and fishing. He lives in Tyler, Texas, with his wife, Rebecca, and their two children, Sarah and Cash.

Mark Falling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and has focused his client practice in East Texas since 2011, previously working in the Dallas/Fort Worth areas. Mark delivers a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client’s long-term goals. Mark’s expertise covers areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, portfolio management, and tax minimization. He holds a Bachelor’s Degree from the University of Oklahoma and is designated as a Personal Investment Advisor (PIA). Mark is active in professional and community organizations, including the South Tyler Rotary Club and Junior Achievement, and volunteers with the Salvation Army Christmas Bike Build and the East Texas Food Bank. Outside of his professional work, Mark enjoys fishing, gardening, hiking, music, reading, traveling, practicing yoga, and spending time with his family. His approach to financial advising is grounded in clear communication and collaboration with clients to develop strategies aligned with their individual aspirations.

Johnna Fullen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has built her career since joining in 1999 following her graduation from college and completion of an internship at the Merrill Fort Worth office. Throughout her 27-year tenure, she has progressed through multiple roles including operations, client associate, and registered senior client associate. As part of The LMT Wealth Management Group, she provides services to a variety of individual, family, and business clients. Her work focuses on building client relationships and offering asset allocation guidance tailored to clients' financial situations and goals. Johnna holds dual bachelor's degrees in finance and marketing from Texas Christian University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, divorce transition planning, family wealth management, non-profit services, managing new wealth, retirement planning, philanthropic planning, socially responsible investing, women and wealth, and retirement income. In addition to her professional work, Johnna is actively involved in community organizations including the Women's Fund of Smith County, Children's Advocacy Center of Smith County, PATH, and Hospice of East Texas. She serves on various boards and committees, mentors high school girls interested in philanthropy, and participates in professional groups such as the Texas Christian University Alumni Association and Kappa Alpha Theta Alumni Association. Johnna resides in Tyler with her husband and their child who is attending the University of Texas at Austin.

Tyler Lamb is a Senior Financial Advisor with Merrill Lynch Wealth Management. With more than 17 years of experience, he specializes in assisting individuals, families, and businesses with managing and preserving their wealth. Tyler’s approach centers on long-term investment planning, focusing on prudent stewardship of capital to help clients achieve financial independence. Tyler holds a Bachelor's Degree from the University of Phoenix with a concentration in Business Finance and accounting. He possesses FINRA Series 7 and 66 registrations, Life Insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to his current role, he gained experience in banking, lending, and trust management. His client focus areas include retirement income, legacy planning, family wealth management strategies, portfolio management, tax minimization, and education planning. Outside of his professional work, Tyler is active in his community as a member of The Church of Garden Valley in Lindale. He enjoys spending time with his wife and three children, and engages in outdoor activities such as bass fishing and gardening.

Trey Lawson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with founders, executives, and multigenerational families to navigate complex wealth decisions, integrating investment strategy, tax awareness, and long-term planning to assist clients in preserving, growing, and transferring their wealth. Trey advises clients during pivotal moments such as business transitions, liquidity events, and management of concentrated positions, employing a disciplined and institutional approach to portfolio construction and risk management. His practice extends to institutional consulting, including services for select endowments, foundations, and nonprofit organizations. Trey holds the Certified Investment Management Analyst (CIMA) designation, which is taught in conjunction with the Yale School of Management. He earned a bachelor's degree from Cameron University and also holds the Personal Investment Advisor (PIA) designation. His work has been recognized nationally, including listings in Forbes' "Top Next-Gen Wealth Advisors Best-in-State" (2023–2025) and "Best-in-State Wealth Management Teams" (2023–2026). He resides in Tyler, Texas with his wife, Jacie, and their three children. Trey serves on the board of Bethesda Health Clinic and is active with Grace Community Church. His personal interests include fishing, golfing, hunting, skiing, and spending time with his family.

Timothy Meads is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Merrill since 1987 and concurrently at Bank of America since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity and is a board member of the East Texas A&M Foundation, supporting scholarships and grants. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has held roles including financial advisor and sales manager for the greater Dallas market. Andrew works with a diverse range of clients, including business owners, families, non-profit organizations, and widows, focusing on strategies that align with their individual financial goals. His expertise encompasses college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, services for endowments and foundations, small business strategies, and retirement income. Andrew holds a Bachelor of Arts in Communication from Baylor University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional commitments, Andrew is an Eagle Scout and has served as an Assistant Scoutmaster. He participates in community organizations such as Leadership Tyler Class 24, the Hospice of East Texas Young Ambassador Program, and has volunteered with CASA for Kids of East Texas and the Rose Capital West Little League. He resides in Tyler, TX, with his wife and three children. In his personal time, Andrew enjoys fishing, golfing, hunting, and traveling.

Emily Welch is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Welch serves as a power of attorney for family members on investment-related matters. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Don Lilly is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1998. As a qualified Portfolio Manager, he provides clients with personalized advice and manages investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He offers services such as personal wealth management, wealth transfer, legacy planning, and assistance in establishing or managing company retirement plans for business owners. Don holds a Bachelor of Business Administration degree from Baylor University. He is a Personal Investment Advisor (PIA) and utilizes his experience and credentials to tailor asset management strategies suited to the specific needs of each client. He manages strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Originally from Tyler, Texas, Don and his wife Amy, whom he married in 1985, have two children and two grandsons. They are active members of Green Acres Baptist Church. Don enjoys spending time with his family and engaging in outdoor activities such as hunting and fishing. Together, Don and Amy enjoy traveling around Texas to visit small towns and off-the-beaten-path locations.

Christopher Maloney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016, bringing with him experience from his previous role as a Financial Center Manager for Bank of America in Tyler, Texas, where he worked for eight years. In his current role, he focuses on delivering personalized wealth management strategies that begin with understanding each client's goals and needs. Chris's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works to assist individuals and families in managing their financial needs by integrating both investment and banking services, with banking services provided through Bank of America, N.A. Chris graduated from Abilene Christian University in 2003 with a Bachelor's degree in History. He holds the Professional Investment Advisor (PIA) designation. Residing in Tyler, Texas with his wife, Christina, and their four children, Chris is actively involved in his local church. His personal interests include traveling, fine dining, and enjoying movie nights with his family.

Michael Sanders is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Vasso & Associates, Ameriprise Financial Services, and the University of Texas at Tyler. 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 investors, pension plans, corporations, and charitable organizations.

Andrew Sherman is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients plan for significant life events such as retirement, business transitions, sending children to college, and home purchases. His approach involves ongoing, tailored financial planning that seeks to understand each client's unique family situation and priorities. Andrew's expertise includes managing new wealth, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. He graduated from Texas A&M University with a degree in Economics and Financial Planning and has also studied at the University of Texas at Tyler. Raised in East Texas, Andrew resides in Tyler with his wife, Hannah, and daughter, Charlotte. He is involved in his community through participation with the Brownsboro Girls Little Dribblers program. His personal interests include baseball, basketball, chess, cooking, football, golfing, hunting, skiing, spending time with family, and traveling.

Jordan Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with families, professionals, and non-profit organizations to develop customized financial strategies. His focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and tax minimization. Jordan is a 2003 graduate of the United States Naval Academy and served as a United States Marine Corps Officer, holding roles such as Logistics Officer, Student Officer Instructor, Foreign Military Advisor, and Operations Officer. He participated in multinational operations in Japan, Korea, Iraq, and Afghanistan. He holds the Personal Investment Advisor (PIA) designation and is a member of several professional organizations, including Catalyst 100, Leadership Tyler Class 29, Marine Corps Association, National Eagle Scout Association, USNA Alumni Association of North Texas, and USNA Blue and Gold Officer. Jordan is also involved in community organizations such as Troop 333, Boy Scouts of America, and the U.S. Naval Academy Blue and Gold Officer Program. Outside of his professional role, Jordan resides in Tyler, Texas, with his wife and five children. His personal interests include fishing, hiking, and spending time with his family. He is an Eagle Scout and a combat veteran who emphasizes long-term relationships with clients through strategic, goal-centered financial planning.

Byron Meads is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 65 licenses and totaling 47 years of industry experience. He has worked at Merrill since 1979 and has been affiliated with Bank of America, NA since 2009. Outside of advising, he owns and operates Meads Farm and serves as a board member for Tyler Friends of the Poor, a charitable organization focused on supporting disadvantaged populations. 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, and institutional investors with model-based and discretionary investment strategies overseen by internal and third-party managers.

Shelbi Reister is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Southside Bank, Tyler Junior College, Brookshires Grocery Company, and Arp ISD. 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, retirement plans, corporations, and charitable organizations.

Kimberli Caughron is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991, beginning her career as a Registered Client Associate before transitioning into the Financial Advisor role. Kimberli currently serves as the relationship manager with the Sauer Wolf Vivies Group, collaborating closely with her father, Robert Sauer, with whom she shares over 23 years of teamwork experience. Her expertise includes providing commercial and private lending programs through Bank of America, as well as offering customized wealth management strategies. Kimberli holds the Personal Investment Advisor (PIA) designation and completed her high school education at American Heritage School. She is committed to delivering personal attention and long-term client relationships through her extensive experience in client services and relationship management.

Sarah Southerland is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing financial guidance and developing customized wealth management strategies tailored to client goals. Her areas of focus include family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. Sarah holds a bachelor's degree in marketing from Baylor University and an MBA from the University of Texas System. She is a Personal Investment Advisor (PIA) and a member of The Women's Fund of Smith County. Her professional experience includes managing complex portfolios and supporting clients through various stages of wealth management. She is actively involved in community organizations such as the Children's Advocacy Center of Smith County, Girl Scouts Northeast Texas, Selah Life Choices, Whitehouse ISD Education Foundation, and Green Acres Baptist Church. In her personal time, Sarah enjoys interior decorating, music, singing, spending time with her family, and traveling.

Lori Scott is a financial advisor with Merrill in Tyler, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Merrill since 2011, following prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she is involved with Dream Believer, LLC. 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 model-based and discretionary investment strategies.

Fred Khalaf is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing two decades of experience in business finance across various industries. Fred has held positions including financial manager at a Fortune 100 company and business owner, providing him with extensive insight into the financial challenges faced by individuals and business owners. Fred specializes in wealth management strategies focusing on areas such as college education planning, family wealth management, legacy planning, retirement income, and small business strategies. He collaborates with clients to develop long-term investment plans aimed at achieving their specific financial goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fred completed his Bachelor's Degree within the University of California System and earned a Master's Degree in Business from the University of Texas at Austin. He participates actively in the Tyler community through involvement with All Saints Episcopal School Tyler, Azalea Academy for Exceptional Adults, Cattle Barons' Chuck Wagon Gang, and the Texas Rose Festival Strutters. Fred and his wife, Christi, have two daughters and attend Christ Episcopal Church. In his personal time, he enjoys basketball, football, golfing, soccer, traveling, and spending time with his family.

Chelsea Cooper is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2014. In her role, she collaborates with clients to connect various aspects of their financial lives, helping them identify and prioritize goals such as college education planning, family wealth management, legacy planning, retirement income, and tax minimization. Her approach emphasizes personalized solutions tailored to the unique circumstances and aspirations of each client. Chelsea earned a bachelor's degree in public relations from The University of Texas at Austin and holds the Personal Investment Advisor (PIA) designation. Born and raised in Tyler, Texas, she remains engaged with her local community through service on the board of directors for The Junior League of Tyler, participation in the Children's Ministry Team at Marvin Methodist Church, and volunteer work with the Texas Rose Festival Association. She is also an active member of the Pi Beta Phi Alumnae. Chelsea lives in Tyler with her husband, Patrick, and their children.

Ashley Fettig is a financial advisor with Merrill in Tyler, Texas, holding a Series 66 license and four years of industry experience. Prior to joining Merrill in 2021, she worked at Southside Bank for 12 years. Outside of advising, she and her husband own Fettig Investments, a business managing four rental properties purchased before 2022. 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 plans, corporations, and charitable organizations.

Misty Francis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America since 2015 and Merrill since 1984. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 and third-party managers.

Lisa New is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Tyler, Texas. She joined the LMT Wealth Management Group in early 2013. Lisa holds the Chartered Retirement Planning Counselor (CRPC) designation awarded through the College for Financial Planning Institutes Corp. Lisa specializes in serving high net worth individuals and multi-generational families with retirement, legacy wealth planning, and family wealth management strategies. Her approach begins with taking time to understand each client's financial situation and priorities, followed by providing customized Personal Wealth Analyses to help clients visualize and pursue their financial goals. She is part of a team recognized by Forbes as a "Best-in-State Wealth Management Team" from 2023 to 2026. A lifelong East Texan, Lisa earned a Bachelor’s of Business Administration in Finance from The University of Texas at Tyler. She and her husband Patrick reside in Bullard with their daughters. Lisa is actively involved in her community and church, including memberships and leadership roles with organizations such as Flint Baptist Church, Beyond Business, Bullard Education Foundation, Tyler Executive Women's Network, and others. She has been recognized by the Bank of America Global Volunteer Honor Roll in 2021 and 2024 for her volunteer contributions.

Maureen Troiano is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch 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. 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 managers.

Holli Shull is a Senior Financial Advisor with Merrill Lynch Wealth Management in Tyler, Texas. She has been with Merrill Lynch since 2012, providing wealth management planning, investment portfolio management, and retirement plan analysis for her clients. Holli holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Holli earned her bachelor's degree in business marketing from The University of Texas at Tyler. She focuses on helping clients identify and prioritize their financial goals and develops wealth management strategies tailored to their individual needs. Her areas of expertise include family wealth management, legacy planning, retirement income, individual and corporate investment strategies, and services for defined benefit plans. Outside of her professional role, Holli is active in her community, having served as past president of The Junior League of Tyler and continuing as a Sustainer and volunteer. She has also served on the board of the East Texas Crisis Center and is involved with the Texas Rose Festival Association. Holli and her husband, Collin, live in Tyler with their two daughters, Charlotte and Emma. Her personal interests include cooking, gardening, spending time with family, and playing tennis.