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.

Thomas Davis is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds ownership interests in farmland rental properties in Kansas alongside his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 with Merrill in Tyler, TX, holding a Series 66 designation and bringing 11 years of industry experience. She 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.