Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Dallas, Texas. She joined Merrill in 2007 and works exclusively with ultra-high-net-worth individuals and families. Kristina has experience serving clients from diverse backgrounds, including U.S. Ambassadors, Pentagon officials, Silicon Valley executives, real estate developers, NFL Hall of Fame families, entrepreneurs, and multi-generational sugar farmers in Baton Rouge. She specializes in investment selection and portfolio construction tailored to each client's unique objectives. Her expertise includes managing large-volume equity transactions such as IPOs and secondary offerings, as well as utilizing private alternative investments, foreign exchange, derivative, and fixed income instruments. Kristina is dedicated to creating comprehensive, goals-driven strategies that simplify complex financial decisions and support long-term objectives. Kristina holds a bachelor's degree from the University of Houston with a concentration in Finance. She completed the Program in Financial Planning at Southern Methodist University and the Investment Management Theory & Practice CIMA program at the Yale School of Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®) practitioner. Outside of her professional work, Kristina enjoys cooking, music, swimming, traveling, yoga, and spending time with family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Matthew Palmer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and its affiliates since 2013, following earlier roles at Chase Investment Services Corp. and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence using quantitative and qualitative research, with offerings that include ESG considerations and broad derivatives and commodities capabilities.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kirk Greer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in asset management and the customization of wealth and retirement planning strategies. Kirk has also contributed to the firm by managing the training program for new advisors in the Plano office and serving as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk holds a Bachelor's degree in Economics from Southwestern University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Outside of his professional role, Kirk coaches sports teams and leads campouts, having coached his three daughters’ sports teams for a total of 25 seasons and led more than a dozen YMCA Adventure Guide campouts. He is involved in his community through Cottonwood Creek Church and Emily's Place. Kirk enjoys hiking, fishing, boating, camping, golfing, football, reading, skiing, table tennis, and spending time with his wife, April, and their family.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Bank of America, Merrill, and Ameris Bank. 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 and fund searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, supporting non-discretionary portfolio management with a focus on Eligible Strategies and ESG considerations.

Nicole Fry is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2016 in various capacities. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Adam Carter is a financial advisor with Ameriprise Financial Services, LLC, holding a CFP® designation and Series 65 and 63 licenses. He has seven years of industry experience, including prior roles at Bank of America, Merrill, Fifth Third Securities, and Fifth Third Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating investment research, algorithmic tools, and collaboration with advisors to provide tailored recommendation reports.

Arash Hashemi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his role in providing investment guidance to clients. Arash Hashemi earned a Bachelor's Degree from the University of Houston System. His educational background supports his expertise in financial management and wealth advisory services.

Nicholas Ovshak is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Fidelity Brokerage Services, Ameriprise Financial Services, FPS Financial, and Arrow Electronics. He also spends a small portion of his time engaged in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while operating alongside extensive non-advisory financial activities.

Kurt Petersen is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Bank of America, N.A., Merrill, and Wells Fargo Clearing. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Robinson is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at RFG Wealth Advisory and INVEST Financial Corporation. Robinson also operates Scott L Robinson Advisors LLC, a business entity established for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Potts is a CFP® with 49 years of industry experience, currently serving at Osaic since 2023. He previously worked at SagePoint Financial for 11 years and has been affiliated with Signature Planning Inc. for over two decades, where he is also president of the corporation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers integrated brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple investment programs delivered through a complex network of affiliated entities.

Richard Bernstein is a financial advisor with Edward Jones in Prosper, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Cooper Land Company and held various positions in other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large national network of financial advisors and branch offices.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.