Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith since 2016. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2013. He also operates Seitz Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

William Ransom is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Simpson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible approaches that adapt to changing market conditions. James holds a Bachelor's Degree from Baylor University. He is also engaged in community activities, dedicating time to volunteer with local organizations, reflecting Merrill's tradition of community participation.

Aaron Kelly is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience in the financial services industry, specializing in wealth management strategies that are personalized to align with clients' values, priorities, and long-term objectives. Aaron works with individuals, multigenerational families, business owners, and corporate executives to help them simplify complex financial decisions and pursue their financial goals with confidence. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Aaron earned a Bachelor of Business Administration degree in Finance from the University of North Texas and is a member of the University of North Texas Alumni Association. His expertise includes investment management, retirement planning, college education planning, and tax minimization. Aaron's approach involves a comprehensive, goals-based wealth management strategy that considers all aspects of a client's financial life, including investment management, banking, lending solutions, philanthropic strategies, and legacy planning. Outside of his professional work, Aaron enjoys camping, golfing, and running.

Scott Davidoff is a CFA® charterholder with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a prior seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn May is a Wealth Management Advisor with Tarver, Campbell and May Wealth Partners in Texas, affiliated with Merrill Lynch Wealth Management. He works closely with clients throughout the United States, helping them simplify the complexities of their financial lives through proactive and informed approaches. Glenn advises clients on a range of financial needs including retirement planning, saving for college, purchasing homes, generating cash flow for lifestyle support, investment portfolio development, and wealth transfer strategies. Prior to his current role, Glenn spent over three decades with HP and Agilent, serving as Vice President of World Wide Sales Development and National Sales Development. He also served in the U.S. Air Force from 1974 to 1978. Glenn earned a Bachelor of Science degree in Electrical Engineering from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor designations. Glenn tailors his financial strategies to each family's unique priorities, providing clear communication and frequent contact. He offers a proactive process to help clients navigate investment market uncertainties and economic challenges. Outside of his professional work, Glenn enjoys photography, reading, and traveling.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Kenneth Finke is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Merrill since 2009. 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, and various institutional investors.

Frank Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and brings extensive experience from nearly 30 years leading family offices, serving affluent families with a broad range of complex financial needs. His expertise includes managing investments, overseeing real estate development projects, and handling acquisitions and sales of operating companies and real estate holdings. Frank utilizes Merrill's goals-based approach to wealth management to help clients identify opportunities and address their financial objectives. Frank holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Public Accountant. He earned a Bachelor of Science in Accounting and a Master of Business Administration in Finance from the Kelley School of Business at Indiana University. While he has accounting credentials, Frank does not provide legal or tax advice in his role at Merrill. As a long-time client of Merrill and Bank of America, he values the comprehensive range of products and services they offer to help families achieve their goals. Outside of work, Frank enjoys playing tennis and golf. He is focused on delivering personalized wealth management services that align with clients' life priorities and aspirations.

David Dominguez is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Fidelity Investments, USAA Investment Management Company, and J.P. Morgan Securities. Outside of financial services, he was involved with Advanced Collision Equipment for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Takaaki Morita is a financial advisor at RBC Capital Markets in Frisco, TX, holding Series 65 and Series 63 licenses. He joined the firm in 2026 after a brief tenure at J.P. Morgan Securities and has no prior industry experience. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

Joel Koelpin is a Series 65-licensed financial advisor with Edelman Financial Engines, based in Celina, TX, and has two years of industry experience. He previously worked at Fisher Investments and held various roles in education and banking before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Brian Janus is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry, including 20 years at Merrill Lynch. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp and a Bachelor of Science in Business from Miami University in Oxford, Ohio. Brian leads a team that includes fellow Financial Advisors Cindy Chaiten and Harvey Rosenberg, along with Registered Wealth Management Client Associate Jalen Johnson, working collaboratively to understand clients' financial objectives and risk tolerance. His expertise encompasses assisting multi-generational families and business owners with financial complexity, retirement planning, business succession, college savings, and legacy building. Brian leverages his firm's strategic and portfolio resources to address more complex financial needs of his clients. His early work experiences in a greenhouse and bakery have informed his appreciation for small business dedication, influencing his advisory approach with entrepreneurs. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, their three children, and their French Bulldog, Bear. He is actively involved in coaching basketball through CYO and Chagrin Falls travel programs, where he emphasizes discipline, dedication, and teamwork. His personal interests include golf, pickleball, fitness, traveling, and basketball.

Cary Tucker is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns Motherboard Ventures, LLC, a software and services company focused on parenting, and provides consulting support to a medical device business owned by a service-disabled veteran. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Bhavya Shukla is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in Corporate Executive Services, Education Planning, Tax Minimization, and Retirement Income. In her role, she focuses on helping clients bring structure, discipline, and perspective to their financial decisions, ensuring alignment with their broader objectives. Bhavya holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas at Austin. Fluent in Hindi and English, she provides strategic perspective and personalized guidance to help clients navigate the complexities of wealth management. Outside of her professional work, Bhavya enjoys painting, reading, and writing. Her approach emphasizes uncovering what matters most to clients and their families to create strategies that pursue their financial goals.