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.

Lawrence Carara is a financial advisor with Raymond James Financial in Allen, TX, holding a Series 66 credential and 15 years of industry experience. He worked at Edward Jones for 11 years before joining Raymond James in 2022. Outside of advising, he is founder and chair of the board of the Grapple & Grow Foundation, a nonprofit focused on supporting underprivileged children through sports grants, and owns a business leasing a plane to a flight school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and maintains affiliations that support municipal and public finance work as well as specialized retirement plan advisory services.

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. He has been with Merrill Lynch since 1993 and has spent 10 years with the Merrill Private Wealth Management Group office in Dallas. His work includes client-specific portfolio development, portfolio optimization, equity manager due diligence, and supporting alternative investment strategies such as hedge funds and private equity. David also contributes to option strategy formulation and execution, as well as assisting in restricted stock monetization processes. David's expertise covers college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). A native of Ohio and a lifelong Buckeye fan, David relocated to Dallas in 1989. Outside of his professional career, he is a professional bowler who competes in national tournaments and dedicates time to coaching the varsity bowling team at a high school in North Texas. His personal interests also include gardening, hiking, and woodworking.

Scott Cunningham is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes positions at Bank of America, Merrill, Citigroup Global Markets, and Prudential Equity Group. Outside of his advisory work, he holds a partial ownership in a business that purchases, repairs, and resells Jeeps. 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 a range of brokerage and advisory solutions supported by research and analytics.

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 with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Securities America Advisors, Sanus Modo LLC, and Sana Via Inc. Outside of his advisory work, he is involved with Tulla Patisserie and Cafe. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment options, supported by a large network of advisors and advanced operational tools.

Dioselina Ramirez is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1998. Outside of her advisory role, she works part-time at Grow It Land Designs, a sole proprietorship focused on customer service and plant nursery care. 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, institutions, and charitable organizations.

Michael Crews is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2011. He also operates Ricker Retirement Specialists, engaging in insurance sales related to annuities and life insurance. Outside of his primary advisory roles, he is involved as an author and public speaker for Saturday Everyday. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, and institutional platforms supported by research and advisor-facing technologies.

Timothy Kiley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held roles at Bank of America, N.A. and Merrill. 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.

Traci Bridgman is a Series 66-licensed financial advisor with Edward Jones in Allen, TX, where she has worked since 2018. She has three years of industry experience with prior roles at Sign-O-Rama and Wellbridge Healthcare. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alexander Esco is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Mercer and has academic experience at Northeastern University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Anna Blekher is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 43 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

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 with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cain, Watters & Associates, Kestra Financial, Polaris Greystone Financial Group, and Mercer Global Advisors. She serves as a board member and officer for the Frisco Women's League, a nonprofit 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.