Meredith Lovelace is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2019. Her prior experience includes positions at Morgan Stanley and Wells Fargo institutions. Outside of her advisory work, she is employed as a cashier at a grocery store in Wichita Falls, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, and offers model-based and discretionary investment strategies.

Casey Barry is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined the firm in 1994 and specializes in wealth organization for individuals, corporations, and non-profit institutions. Casey holds a Bachelor of Science degree in Economics from Tarleton State University, graduating Magna Cum Laude with supporting fields in government and finance. He maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Casey is actively involved in his local community through his volunteer work as a pilot with Angel Flight. He is married to Janie, and they have a daughter who attends Texas State University.

Abby Smith is a financial advisor with Merrill in Wichita Falls, TX, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2016 and is also affiliated with Herbalife International as an independent distributor and health coach on a minimal, part-time basis. Additionally, she serves as an executor for a family estate. 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, pensions, corporations, and charitable organizations.

Emily Graham is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been a member since 1995. In her role, she focuses on helping clients navigate life transitions and offers services including portfolio management, retirement planning, estate planning, trust services, and lending solutions, supported by Bank of America. She works closely with clients to develop personalized financial strategies aligned with their long-term goals. Emily's expertise covers a range of client focus areas such as college education planning, divorce transition planning, managing new wealth, personal retirement planning, and special needs planning strategies. She holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from Midwestern State University. She has worked in a team structure since 2005 and holds the title of Vice President at Merrill Lynch. Beyond her professional responsibilities, Emily participates in community service with organizations including the American Cancer Society, Bailey Educational Foundation, Junior League, and YMCA of Greater Tulsa. She is also involved with the YMCA and enjoys activities such as running, playing soccer, spending time with her family, and watching movies.

Sheri Green is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has been with Merrill and its predecessor Merrill Lynch Pierce Fenner & Smith Inc. since 1983. Based in Wichita Falls, TX, she has over three decades of continuous service at the firm. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Callender is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies by gaining a thorough understanding of his clients' financial situations and priorities. Mark leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies that adapt to changing market conditions and client needs. With expertise in areas such as education planning, legacy planning, personal retirement planning, tax minimization, and managing new wealth, Mark works one-on-one with clients to pursue their long-term financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Midwestern State University. Mark follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His personal interests include golfing, music, and traveling.

Eric Garner is a Resident Director with Merrill, specializing in personalized wealth management strategies that align with clients' individual financial goals. He focuses on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Garner is a Personal Investment Advisor (PIA) committed to building strong client relationships through teamwork and active client involvement. He holds a bachelor's degree in Physiology and Human Nutrition from Oklahoma State University. Garner lives in Wichita Falls with his wife Jennifer and their three children. He and his family are active in their community, supporting organizations including FBCWF and YMCA WF. Outside of his professional pursuits, his personal interests include baseball, cooking, fishing, golfing, music, and spending time with his family.