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.

Leland Nunnally is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at firms including Edward Jones, LPL Financial, and Towerhouse Financial, where he is also president and owner. His other business activities include serving as an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Bradley Willis is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he helps clients build, manage, and preserve their wealth. He works closely with clients during life's transitions, whether planned or unplanned, to assist them in making sound financial decisions. His approach is grounded in a philosophy that emphasizes personalized financial strategies tailored to each client's long-term goals. With a Bachelor's degree from the University of Louisville, Bradley integrates his appreciation for history into his financial advisory practice. He recognizes that while change is inevitable, clients can respond with curiosity, courage, and calmness. His expertise encompasses areas such as college education planning, legacy planning, liquidity management, retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on providing objective, unbiased, and cost-effective advice, working collaboratively with clients and colleagues to develop solutions across investments, banking, borrowing, liability management, risk management, and trust and estate planning. Outside of his professional work, Bradley's personal interests include fishing, running marathons, and soccer. His commitment to clients is paralleled by his dedication to family, which serves as a reminder of the impact of his work on clients and their families now and in the future.

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.

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 24 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 a decade 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, offering a combination of non-discretionary and discretionary investment management options.

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.

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.

Jodie Mckevitt is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining RBC Capital Markets in 2020, she worked at Merrill for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Kirk Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting various investment strategies implemented by its network of investment adviser representatives.

Mary Wilson is a Series 66-credentialed financial advisor with 14 years of industry experience. She is currently with Merrill and Bank of America, having worked there since 2017 and 2018 respectively, and previously spent one year at Wells Fargo Clearing. Outside of her advisory role, Wilson teaches yoga and serves on the advisory board of Helping Our Heroes, a charitable organization supporting injured military members and their families. 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 institutional investors.

Louis Marx is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Merrill and Bank of America, and he is also the owner of DFW Pinball League, LLC, a competitive pinball league operator. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide network of advisors.

Stuart Snook is a CFP®-designated financial advisor with Edward Jones in Frisco, TX, where he has worked since 2013, totaling 12 years of industry experience. He serves on the Trust Advisory Committee for Trust Canon City, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and affiliated services through a large network of advisors and branch offices.

Timothy Montgomery is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was not employed in the financial sector. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Benilda Leah Lewis is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation. She has over three years of experience at Wells Fargo and previously worked at Globe Telecom for sixteen years. 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 and analytics to support diversified investment strategies.

Alec Jordan is a financial advisor at Wells Fargo Clearing with six years of industry experience. He previously worked at UBS Financial Services for seven years and began his career at KPMG. He holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to guide portfolio construction and manager selection.

Robert Montgomery is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America, N.A. He is based in Frisco, TX. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services underpinned by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Neal is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at MML Investors Services, MassMutual, and Northwestern Mutual. Neal serves as an alderman for the city of Van Alstyne, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting diverse investment strategies primarily implemented by its network of investment adviser representatives.

Angela Shaw is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2007. Based in Frisco, TX, her career has been focused on delivering investment services within a large institutional firm. 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.