William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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 and profit-sharing plans, corporations, and charitable organizations.

Anna Jane Morrall is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with less than one year of industry experience. Her background includes roles at Bank of America, Merrill Lynch, and Paloma Park, as well as work outside finance at Migliori's Pizzeria and Daniel Island Golf Club. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sherry Mitterer is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and four years of industry experience. She has previously worked at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses both in-house and third-party investment managers and offers customizable portfolio options including tax management and responsible-investing screens.

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lance Sutton is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and New Bath Technologies. 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 both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Donald Goodwin is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and previously worked at Amazon.com, Inc. and Wells Fargo Clearing. 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 for individuals, high-net-worth clients, and institutional investors.

Hannah Ubanoski is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. She has held positions at RBC Wealth Management and Ernst & Young, LLP, among others. 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 advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Emmanuel Allende is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. His prior roles include positions at The Home Depot, Massachusetts Mutual Life, Allied Universal, Dial America, and Lincoln Financial Advisors Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party management teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Smelser is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Cambridge Investment Research Advisors and its related entity since 2009. Outside of her advisory work, she serves as a FINRA dispute resolution arbitrator and is involved in buying and selling horses as well as operating a bid and installation business for blinds. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and providing account implementation across multiple platforms and custodians.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Lana Mangold is a CFP® certificant with 44 years of industry experience, currently serving at Cetera. Her prior roles include positions at Sagepoint Financial, OSAIC, and Transamerica Financial Advisors. She also works as an independent contractor giving group presentations for Compsych. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Zulema Larumbe is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. She has been associated with Merrill since 2000. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Jared Ottmers is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2015. In addition to his advisory role, Ottmers owns Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.