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.

Katheryn Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in community and charitable activities, including serving on the Junior League of Tyler’s Investment Committee and participating in fundraising and finance committees for local nonprofits and her church. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services such as financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.