Aaron Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families make informed decisions about their financial futures by developing personalized financial strategies based on each client's goals and priorities. He takes a relationship-driven approach to wealth management, emphasizing long-term collaboration. Aaron's expertise lies in turning client goals into clear financial strategies and providing guidance through every stage of life. He aims to simplify complex financial decisions and tailor advice to the unique needs of each client. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University.

Michael Miller is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 strategies designed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Cruse IV is a financial advisor at Edward Jones with seven years of industry experience. His previous roles include work at JPMorgan Chase Bank and involvement with Gateway Church in Southlake, TX, where he also served as a contracted musician. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Juan Villamizar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Hightower Securities, and Fidelity, where he worked for 15 years in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to support its investment approach.

Constantina Cox is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017 and previously at Merrill from 2012 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Parker Thompson is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments. Outside of advisory work, he is a part owner of SWAN LLC, a business involved in real estate investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate both in-house and third-party investment managers along with various portfolio management and financial planning services.

Caleb Smith is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial and Merchant Wealth Management, he gained work experience in various roles across hospitality, education, and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and utilizes model portfolios and third-party research across discretionary and non-discretionary management strategies.

Gregory Welsh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping families, small business owners, and non-profits develop and execute successful financial strategies tailored to their unique goals. His expertise includes corporate executive services, divorce transition planning, family wealth management, philanthropic planning, and socially responsible investing. Mr. Welsh holds the Chartered Retirement Planning Counselor (CRPC) designation and has an educational background that includes a high school diploma from John Marshall High School and studies at Oklahoma State University. He is affiliated with professional and community organizations such as 316 Counseling Centers. Beyond his professional work, Mr. Welsh enjoys baseball, football, golfing, and spending time with his family. He is a lifelong fan of Kansas basketball and Kansas City Chiefs football. His approach centers on uncovering clients' priorities to create strategies that pursue their financial goals while promoting generosity and client best interests.

Damion Robertson is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Tanner Luehrs is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of advising, he is the owner of Luehrs Golf Equipment. 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 institutions.

Shea Gordon is a financial advisor with LPL Financial based in Frisco, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial and Private Advisor Group, LLC since 2018 and was previously with Stratera from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

Catherine Jenkins is a Series 66 licensed financial advisor at Edward Jones in Frisco, TX, with seven years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for a hair care product company through a network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors across more than 15,000 branches.

James Pruter is a Series 66-licensed financial advisor with Merrill in Frisco, TX, where he has worked since 2013. He has 16 years of industry experience. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jeff Dinkins is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Amanda Cecil is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2016. Cecil serves on the advisory board of Heart House Dallas, a charitable organization. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Soheb Masani is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 65 and Series 63 registrations and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023, with prior roles at Wells Fargo and Axis Bank Ltd. Outside of financial services, he has experience with Silva Bottling Company and Savoy Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Brandon Moore is a financial advisor with LPL Financial in Argyle, TX, holding a Series 66 credential and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. and Invest Financial Corporation. Outside of advising, he is involved in writing and is also an artist and musician. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

Michael Marasco is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Antonio Loeza is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, N.A., Citibank, and Kiero Corp. He has been with Merrill and Bank of America since 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.