Michelle Hall is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Brennan Wealth Advisors and FSC Securities Corporation. In addition to her advisory work, she is an author. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Della Prather is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent nine years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jason Palm is a financial advisor at Edward Jones with a Series 66 designation and over 11 years of industry experience. He has worked primarily with Edward Jones, with a brief period of unemployment from 2024 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

David Test is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Avantax and Northwestern Mutual Investment Management. Outside of his advisory work, he serves on the board of Emily’s Place, a nonprofit focused on ending domestic violence, and is a group fitness instructor at local community centers. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for more than 10,000 advisors nationwide.

Mary Martha Pickens is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2009 and also maintains a long-standing affiliation with Bank of America. Outside of her advisory role, Pickens is involved in several nonprofit organizations, including serving as co-chair of the Cattle Baron's Ball for the American Cancer Society and holding board positions with the Crystal Charity Ball, The Retina Foundation, and Community Partners of Dallas. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rohan Garg is the Resident Director and Wealth Management Advisor at Merrill Lynch, where he works with business owners, serial entrepreneurs, and corporate executives, particularly those undergoing significant financial transitions such as the sale of a business or a major liquidity event. He leads a select team serving the uniquely successful and business owners through the lifecycle of their business, focusing on providing clarity and actionable plans that align with clients' long-term legacy goals through his proprietary framework, Personal Wealth Analysis®. With a professional background in financial services since 2013 and tenure at Bank of America / Merrill since 2015, Rohan brings expertise in areas including college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Texas System and maintains multiple professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his client work and leadership role at Merrill Lynch's Galleria office, Rohan is involved in professional and community organizations such as the Financial Planning Association and American Society of Engineers of Indian Origin. He serves on the leadership boards of the Asian Leadership Network and as Co-Chair of Bank of America's Asian Business Council, contributing to inclusion and professional growth within the organization. His community involvement includes mentoring students within Frisco ISD and delivering financial education through Bank of America's Better Money Habits® program across the Dallas-Fort Worth area. Rohan is fluent in Hindi, Urdu, and English and is personally interested in antiquing, baseball, basketball, music, reading, running, spending time with family, volleyball, and yoga.

Matthew King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a partner of Loftus & King Wealth Management, where he oversees business development efforts, manages client communication, and analyzes wealth management strategies. Prior to joining Merrill Lynch Wealth Management in 2011, Matthew was an investment advisor at Fidelity Investments, serving non-profit and for-profit organizations as well as business owners. His professional approach emphasizes helping clients preserve and grow capital, providing clear explanations of investment opportunities, market conditions, and portfolio returns. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a double major in Investment Finance and Real Estate Finance from the University of Arkansas in Little Rock. He resides in the DFW area with his wife and two children, enjoys spending time outdoors with his family, and is an active member of his church.

Timothy Bennett is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Bank of America since 2009 and has worked in Merrill Lynch-Secured Based Lending since 1999. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Landon Lingle is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building, protecting, and growing wealth by providing personalized financial strategies tailored to his clients' short-, mid-, and long-term goals. He serves as a resource for a range of financial matters, including investing, retirement planning, and preparing for unexpected events. In addition, he coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Landon's expertise covers family wealth management strategies, legacy planning, liquidity management, personal retirement planning, sports and entertainment, retirement income, and managing new wealth. He emphasizes comprehensive wealth planning, investment management, and risk mitigation. Drawing on experience in investments, tax-efficient strategies, and portfolio optimization, he works closely with clients to simplify complex financial decisions and provide guidance based on research and proven strategies. He holds a Bachelor's Degree from the Louisiana State University System and the Professional Investment Advisor (PIA) designation. Landon is involved with professional and community organizations, including Pi Kappa Alpha, the American Foundation for Suicide Prevention (AFSP), Habitat for Humanity, and United Way. Outside of his professional work, he engages in activities such as billiards, boating, chess, fishing, golfing, hunting, pickleball, scuba diving, spending time with family, and traveling.

Kelsey Taylor is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Equitable Advisors since 2018. Prior to her current role, she was employed at AXA Advisors and has experience in pediatric therapy and higher education. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor strategies based on client risk tolerance and financial goals.

Arik Garner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jana Martinez is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at firms including J.P. Morgan Securities and Merrill. Jana is also the managing member of Verity Innovations LLC, a marketing business focused on content creation for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Rachel Summerlin is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise in 2023, she worked for 13 years with the Frisco Independent School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth Management. 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 financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

Gwendolyn Fischer is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Arbonne, a nutrition company, where she sells products primarily to herself and her family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

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.