Kelly Bolton is a Senior Financial Advisor and the founder of Bolton and Associates Wealth Management with Merrill. She holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Kelly is a Managing Director with extensive expertise in investment and asset management, working to help families, businesses, and foundations achieve financial well-being while preserving and growing their wealth. Her practice is committed to providing attentive and consistent care to clients with simplicity and transparency. Kelly graduated from the University of Alabama System with a bachelor's degree. Throughout her career, she has received various recognitions, including the David Brady Award from Merrill in 2002. She has been named to Forbes' "Best-In-State Wealth Advisor" list from 2018 through 2026 and has been recognized on Forbes' "Top Women Wealth Advisors Best-in-State" list from 2022 through 2026. Additionally, Bolton and Associates has been awarded Forbes' "Best-in-State Wealth Management Team" list from 2023 through 2026. Kelly is also a recipient of SHOOK Research and Working Mother magazine's "Top Wealth Advisor Moms" list for several years. Outside of her professional responsibilities, Kelly is involved in her community through organizations such as the Community Foundation of Memphis, March of Dimes, Poplar Pike Arts Foundation, and Regional One Medical Center.

Andrew Frascone is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and experience outside finance with Arcis Golf and educational institutions. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, also serving with JPMORGAN Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment management entities.

Estela Rodriguez Rangel is a financial advisor with Fidelity in Dallas, TX, holding Series 63, 65, and 66 licenses and has 10 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Nationwide Investment Services Inc., and Fidelity Investments. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lashundra Strother is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in her son's trucking business and serves as CEO of a motivational speaking venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and is notable for its extensive advisor network and affiliated financial services.

Nathan Wood is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience at Carr Riggs and Ingram and Lotus Fiduciary Group. Before entering the financial industry, he worked in education from 2016 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through its network of investment adviser representatives, utilizing various investment strategies and technology tools.

Jason Mann is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Daniel Mahle is a financial advisor with LPL Financial in Arlington, TX, holding Series 63, 65, and 66 designations and 26 years of industry experience. His prior roles include work with Joda Realty Group, Waddell & Reed, and Edward Jones. He has also been associated with Sanjeev Kumar since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

E Lawrence Smith is a CFP® with 18 years of industry experience, currently serving at Osaic since 2025. He previously spent 14 years at Lincoln Financial Advisors Corporation. Outside his advisory role, he is president of ELS Vision Wealth Management, offering commission-based insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and institutional clients, providing both brokerage and advisory services. The firm employs a model-based investment process with multiple program options, supported by a complex affiliate network and private-equity ownership.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Dominik Kokor is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Vandergriff Honda and Prime Trading LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Victoria Ferrusca is a financial advisor at Morgan Stanley in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Securities, Charles Schwab, and Fidelity Brokerage Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Valkenaar is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors Incorporation, and Investment Professionals, NIC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Ampelio Villa is a Series 66-credentialed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Arlington, TX. His prior experience includes roles at Bank of America, Merrill, and Fidelis Elite Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Winston Trotter is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and bringing ten years of industry experience. He has worked with Ameriprise since 2014, with intervals outside the firm, and manages his own advisory business under Valentine Britt LLC. Outside of financial advising, Winston serves as a referee for high school and college basketball games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides structured retirement planning focused on dependable income and tax-aware withdrawal strategies, leveraging in-house research and external data.

Zachary Wold is a financial advisor at Thrivent Investment Management based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is a business partner in a real estate venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing various financial topics, with options to combine planning and managed-account services under a consolidated billing system.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.