Alexander Epps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill Lynch in 2017. Alexander specializes in designing customized strategies to help a select group of high-net-worth individuals, families, and business owners pursue their short- and long-term financial goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Alexander's approach is planning-first, analyzing each client's full financial picture to build personalized plans that evolve with clients' changing needs. He holds a Bachelor of Arts degree in Business Administration from Austin College and is a Personal Investment Advisor (PIA). Outside of his professional life, Alexander enjoys an active lifestyle with his wife, Crystal, and their daughter, Hannah. They share interests in sports, travel, and spending meaningful time together. Alexander is also involved in the professional organization Let's Grow McKinney.

David Rouse is a CFP® professional with 32 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Equity Services Inc and National Life. Rouse also holds CPA credentials and is involved in tax preparation and accounting through his own practice and a partnership with Burkhart Peterson, CPA's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support a range of investment strategies.

Thanhha Ha is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Cambridge since 2010. Outside of her advisory role, she is an independent insurance agent and owns Pinecrest Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Michael Fontenot is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Sam Houston University. Since beginning his career in the financial services industry in 1993, Michael has developed expertise in creating customized financial strategies tailored to clients' individual needs. His areas of focus include financial strategies, retirement planning, college planning, investment planning, life insurance, and long-term care insurance. Michael emphasizes a diversified investment approach that considers clients’ risk tolerance and time horizons to manage risk and reduce vulnerability to market fluctuations. He is committed to regularly reviewing each client's financial plan to help them stay focused on their long-term goals. Michael is also engaged in community activities and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. His professional philosophy centers on working closely with clients one-on-one to develop personalized financial strategies aligned with their objectives.

Jayden Mcdougal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, Jayden worked at Fidelity Investments and has held various roles including positions in education and hospitality. 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.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Joseph Bear is a financial advisor with Wells Fargo Clearing based in Frisco, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Wells Fargo Bank, ServisFirst Bank, and Dune Allen Realty, along with academic experience at The University of Alabama and The Montgomery Academy. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Suzanne Ingram is a Wealth Management Advisor based in Frisco, Texas, affiliated with Merrill Lynch Wealth Management. She holds a Bachelor's degree from Texas A&M University and has accumulated over 20 years of experience in investing and wealth management. Suzanne specializes in a range of financial planning areas including college education planning, managing new wealth, personal retirement planning, individual and corporate investment strategies, and tax minimization. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Suzanne takes a client-centered approach to financial advising, aiming to create personalized strategies that align with her clients' unique goals and priorities. Outside of her professional responsibilities, Suzanne volunteers with the Hope Fellowship Church Children's Program. Her personal interests include biking, running, and singing.

Gary Booth is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2026. Prior to joining LPL, he worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. for 11 years. Booth also serves as a board member of Bancroft Bag, Inc. and is CEO of an accounting firm providing tax and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by research and third-party subadvisors.

Kelly Lynch is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent five years at Merrill. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Kim Pearson is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and totaling 42 years of industry experience. She has been with Merrill since 1982. 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 developed by internal CIO teams and third-party managers.

Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Raymond James in 2022, he spent 12 years at Hornor, Townsend, and Kent, Inc. He also serves as a Compliance Officer at Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Anderson is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank since 2013. 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 grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Dedrick Adell is a financial advisor at LPL Financial with 16 years of industry experience and holds the ChFC® and Series 63 credentials. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, and New York Life Insurance Company. Outside of his advisory work, he serves on the Board of Trustees for Friendship Baptist Church of The Colony and is involved with Holistiq Tax Planners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mary Henry is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with Merrill since 2013. 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 managed by internal teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Wall Campbell is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith ING and Bank of America, N.A. since 2010. 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.

Erica Pisciotta is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Janie Lehmer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 13 years of experience in the financial services industry and focuses on delivering personalized wealth management strategies tailored to clients' individual priorities and goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and tax minimization, among other areas. Janie holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Collin College. Active in her community, Janie serves on the North Texas Leadership Board for the Arthritis Foundation. As a North Texas native, wife, mother, and dog mom, Janie values the importance of understanding clients' life priorities beyond markets and returns. She aims to build lasting relationships by collaborating with clients to create financial approaches that align with their families, goals, and aspirations. Outside of work, Janie enjoys cooking, music, painting, reading, traveling, watching movies, writing, and spending time with her family.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

John Frith Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with families and corporate clients to address a range of financial needs, including personal retirement planning, family wealth management strategies, employee benefits planning, and corporate benefits. John has been a financial advisor since 2001, all with Merrill Lynch. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He oversees retirement plan business as a designated Retirement Benefits Consultant, delivering 401(k) retirement services to corporate clients. He earned his bachelor’s degree from Kenyon College.