John Jones is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is also the general partner and managing member of Cypress Springs Investments, LLC, an estate planning vehicle. 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 plans, corporations, and charitable organizations.

Matthew Dann is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. In addition to his advisory role, he teaches an insurance and risk management course related to CFP topics at Southern Methodist University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Thomas Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. 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. The firm’s advisory approach 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.

Brian Sieling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and focuses on providing personalized, client-centered financial strategies. Brian works closely with clients to address areas such as retirement income planning, special needs planning, legacy planning, and portfolio management, and he collaborates with other professionals including attorneys and CPAs to deliver comprehensive wealth management solutions. Brian earned a Bachelor's Degree in Mechanical Engineering from Texas Tech University System. His approach emphasizes clarity and simplicity in helping clients navigate their financial lives. He serves a broad client base including current and retired oil and gas industry employees, engineers, business owners, and families with special needs children. Drawing from his experience as a parent of a special-needs child, Brian has particular expertise in guiding families through the complexities of special needs trusts and related government assistance. Beyond his professional responsibilities, Brian is involved in community organizations such as MainGait Therapeutic Horsemanship and North Texas Team Hoyt. He also enjoys a variety of personal interests including sports, reading, and spending time with his family.

Robert Leach is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, National Association for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Peterson is a Financial Advisor at Merrill Lynch Wealth Management, where he has been delivering customized investment and wealth strategies since 1993. His work focuses on portfolio management and development, portfolio optimization, equity manager due diligence, and strategies involving hedge funds and private equity. He also contributes to option strategy formulation and execution, as well as assisting clients with alternative investment strategy processes and restricted stock monetization. David began his career with Merrill Lynch Wealth Management, including a 10-year period with the Merrill Private Wealth Management Group in Dallas. Since joining the Frisco team in 2013, he has concentrated on retirement planning, estate planning, working with tax specialists, banking assistance, and various aspects of personal and family wealth management such as college education planning, legacy planning, philanthropic planning, tax minimization, and retirement income. A native of Ohio, David relocated to Dallas in 1989 and holds a High School Diploma from Bowling Green High School. He earned professional designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional career, he has competed as a professional bowler for over 30 years and pursues interests in classic muscle cars, including buying, selling, and assisting friends in restoring and building custom car interiors.

Scott Cunningham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Bank of America and Merrill since 2009. Outside of his advisory work, he has a minority ownership interest in a company that purchases, repairs, and resells Jeeps. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Kevin Cochran is a Wealth Management Advisor affiliated with Merrill Resident Director and a member of the C&L Wealth Group at Merrill. He works with individuals, families, and business owners to simplify financial complexity and build confidence in their financial futures through collaborative planning that reflects clients' unique life priorities. His areas of expertise include investment management, retirement planning, tax-efficient wealth strategies, legacy planning, college education planning, divorce transition planning, family wealth management, LGBT wealth planning, portfolio management, small business strategies, special needs planning, and individual and corporate investment strategies. Kevin holds a Bachelor of Science degree in Finance from Missouri State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. His approach involves transparency and putting clients first, backed by Merrill's extensive resources and technology. Beyond his professional work, Kevin is involved with Cottonwood Creek Church in his community. He resides in McKinney with his wife Simona and has experience as a former business owner, which informs his understanding of the challenges faced by business owners in financial planning. Kevin's personal interests include baseball, basketball, boating, boxing, football, photography, soccer, and swimming.

Robert Smith is a financial advisor with RBC Capital Markets in Frisco, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining RBC, he worked at City National Bank and has experience in diverse roles including at Royal Oaks Country Club and Whiting-Turner. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jerry Anguiano is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Southside Bank and D&N Grocery. 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, and various institutional investors.

Holli Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she is involved in community activities including serving as a judge and choreographer for a dance instruction and contest organization and as a board member of a local high school athletic booster club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored advisory programs that combine in-house and third-party investment management with options for tax management, responsible investing, and alternative assets.

Seth Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial strategies tailored for business owners and wealthy families. With nearly 20 years in the financial services industry and six years at Merrill, he leads a specialized practice that leverages the extensive capabilities of Bank of America and Merrill, supported by a team of external professionals across various disciplines. His expertise encompasses corporate executive services, executive compensation, family wealth management strategies, and investment strategy, among other focus areas. Seth holds a Bachelor's Degree in Finance from Texas Tech University and has earned professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He emphasizes a personalized approach that accounts for clients' perspectives and priorities, aiming to simplify complex investing challenges and help clients achieve their long-term financial goals. Beyond his professional role, Seth actively participates in community organizations. He currently serves as President of the Board of Directors for the North Texas Chapter of the Cystic Fibrosis Foundation, chairs the Dallas Corporate Leadership Breakfast, and is a member of both the Rotary Club of Park Cities and Bank of America's North Texas Chapter of Disability Advocacy Network. Outside of work, he enjoys various sports and spending time with his family.

Samuel Koessl is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory role, he is involved with Tulla Patisserie and Cafe, a business unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Dioselina Ramirez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1998. Outside of her advisory role, she is involved in a sole proprietorship called Grow It Land Designs, where she dedicates time to customer service and plant nursery care. 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.

Joseph Jones is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 and is known for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Timothy Kiley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Merrill and Bank of America prior to joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Parkin is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Daniel Greer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. Daniel began his career with Merrill Lynch in 2008 after graduating summa cum laude from Illinois State University, where he studied History and Economics. Prior to his career in finance, Daniel served in the United States Army as an infantry soldier with the 101st Airborne Division. His focus as an advisor includes education planning, executive compensation, family wealth management strategies, personal retirement planning, and portfolio management services. Born and raised near Chicago, Illinois, Daniel lives in McKinney, Texas with his wife Lauren and their two young children. He enjoys camping, hiking, music, spending time with his family, and writing.

Natalie Young is a financial advisor at Merrill with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Cain, Watters & Associates, Kestra Financial, Polaris Greystone Financial Group, Reilly Financial Advisors, and Lighthouse Financial Services. Outside of her advisory role, she serves as a board member and officer for the Frisco Women's League, a nonprofit organization focused on volunteerism and fundraising in North Texas. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Dover is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Rock & Co LLC, Rockefeller Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 and profit-sharing plans, corporations, and charitable organizations.