Curtiss Kaufman is a Series 66-licensed financial advisor with Merrill, based in Frisco, TX. He has 17 years of industry experience and has worked at Merrill since 2009, including time associated with Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

John Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in investment advising, focusing on designing and implementing the equity portions of client portfolios. John works with clients on a range of financial planning areas including college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. John earned a Bachelor of Business Administration in Finance with an emphasis on Econometrics from Southern Methodist University’s Edwin L. Cox School of Business. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, John enjoys running, marathon running, surfing, skiing, playing chess, listening to music, reading, and spending time with his family.

Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Tyler Von Richter is a financial advisor at Stifel based in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2024, he spent ten years at Call Box. Outside of advisory work, he is the owner and manager of an LLC involved in rental property management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Michael Gage is a CFP® professional with 31 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of GAGE RO WORKING CO LLC, a business involved in apartment rentals. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Sanjiv Shukla is a financial advisor with Raymond James Financial who holds Series 66 and Series 63 designations and has 23 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and its affiliated entities since 2015. Outside of his advisory role, Shukla is also an independent insurance agent involved in the sales of disability and life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chris Boley is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Titan Hoop-It-Up Club, a booster club for a high school basketball team in Frisco, Texas. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Tommy Pierce is a Private Wealth Advisor with Merrill Lynch Wealth Management, where he has been a team member for 18 years. He specializes in wealth management planning, single stock risk management, non-traditional investments, liability planning, and business succession planning, focusing on high net worth families and business owners. His experience includes identifying opportunities and assessing risk for corporate executives and business owners, aiding in the development of sophisticated strategies in today's marketplace. Tommy holds the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute at the University of Chicago Booth School of Business and the Certified Exit Planning Advisor (CEPA) designation. He earned his Bachelor's degree with an emphasis in Finance from Lamar University, where he received All-Academic honors and other awards while playing Division I baseball. Alongside his professional career, Tommy and his wife Ashley are active in the Frisco community, participating with Preston Trail Community Church and Casa Hogar Orphanage. They have twin daughters and contribute to local charitable activities.

Cynthia Tran Alecio is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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.

Alexa Celis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2016 as a relationship manager and Client Associate after beginning her career at Bank of America in 2012. In 2018, she advanced to the role of Financial Advisor on her current team. Alexa holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., along with Series 7 and 66 FINRA registrations. She earned a Bachelor of Science degree in Finance with a concentration in Financial Planning from the University of Texas at Dallas. Fluent in both English and Spanish, Alexa focuses on helping clients with areas such as retirement planning, managing new wealth, education planning, portfolio management services, and women and wealth. Outside of her professional work, Alexa enjoys hiking, traveling, volleyball, yoga, and spending time with her family. Her approach centers on understanding clients’ values and goals to develop financial strategies aligned with their life priorities.

Bradley Willis is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients build, manage, and preserve their wealth. He supports clients through various life transitions, whether planned or unplanned, to help them make sound financial decisions. At Willis Wealth Management, his approach is influenced by an appreciation for history and a respect for the forces that shape markets, families, businesses, and individual lives. This perspective guides his mission to provide fearless advice by combining human wisdom, trusted relationships, sophisticated tools, and advanced analytics. Willis focuses on several client areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. His advice emphasizes listening and understanding client goals and circumstances, acknowledging that financial decisions are connected to personal priorities and life experiences. He collaborates with clients and colleagues to address the four cornerstones of wealth management: investments; banking, borrowing, and liability management; non-portfolio risk management; and trust and estate planning services. He holds a bachelor's degree from the University of Louisville and has earned professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional work, Bradley Willis enjoys fishing, running marathons, and playing soccer.

John Mc Dowell is a financial advisor at Raymond James & Associates in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he spent ten years at Texas A&M University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Lucinda Clark is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. She has held roles at Finchly Finance and Legacy Financial Advisors, where she served as Director of Operations. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement services delivered through a large nationwide network of independent advisors.

Mary Ferrell is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Merrill since 1984. Outside of her advisory role, she owns rental properties managed by outside companies. 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 using model-based and discretionary investment strategies.

Steve Chrisman is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and manages a rental property in Mountain Village, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Rodney Browning is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following ten years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and integrates brokerage, custody, and advisory services on a large scale.

Cary Wood is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ameriprise Financial Services, UBS Financial Services, Morgan Stanley, and OSAIC. In addition to his advisory role, Wood serves as a Captain in the Army National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a tailored investment approach involving both in-house and third-party managers to address client risk profiles.

Michael Woods is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Denton, TX. He has worked at Cambridge since 2009 and previously spent 10 years at Stocker Woods Financial, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Gregory Fallon is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with families and business owners to simplify the complexities of wealth and develop personalized strategies aligned with their financial goals. Gregory's client focus areas include family wealth management strategies, liquidity management, portfolio management services, small business strategies, tax minimization, and retirement income. He takes a comprehensive approach to financial planning by evaluating both sides of the balance sheet to ensure that all aspects of a client's financial life are coordinated toward their objectives. Gregory emphasizes understanding each client's unique circumstances, priorities, and aspirations to deliver personalized advice combined with Merrill's resources to help clients make informed decisions. Gregory holds a Bachelor's Degree in Finance and Economics from the University of New Hampshire and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys basketball, boating, fishing, football, golfing, spending time with his family, and traveling.