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.

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.

Bradley Hinson is a CFP® professional with 12 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He is also a trustee of Think Twice Ministries in Corinth, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across various segments, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options 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.

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.

Steven Lindberg is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, LPL Financial, and Equitable Advisors. Outside his advisory role, he serves as president of Lindberg Financial LLC, which sells insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through various programs. The firm utilizes a model-based investment approach emphasizing asset allocation, portfolio optimization, and discretionary management options.

Scott Wagoner is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2009 and has concurrently worked with Bank of America N.A. since 2007. Outside of his advisory role, he serves on the golf committee at Royal Oaks Country Club, organizing tournament formats for the club's men's golf association. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karey Rebello is a CFP® professional with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2026. Prior to this, Rebello worked at IWG Investment Advisors LLC for five years and at LSF Capital LLC for two years. Outside of advising, Rebello is a 50% owner of LS Financial Group LLC, which holds a minority interest in an affiliated insurance firm. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension plans, and charitable organizations. The firm manages assets across multiple platforms, supporting discretionary and non-discretionary management alongside proprietary model strategies.

J Stiles is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michael Pavell is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America. Outside of his advisory role, Pavell volunteers as Chair of the Finance Committee at Fort Worth Bible Church and serves on a scholarship committee for the Crescent Scholarship Foundation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brett Blair is a financial advisor at LPL Financial in Denton, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at SPC and Sigma Financial Corporation. Blair is involved in managing Blair Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools across a large network of advisors.

Janine Hartman is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Goldman Sachs, Fidelity Investments, and JP Morgan Chase. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paige Kendrick is a financial advisor with Merrill in Frisco, Texas, holding a Series 66 credential and 15 years of experience at the firm. She serves as a board member of Ascend Dallas, a nonprofit focused on empowering women and addressing poverty through confidence and skill-building programs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Mccampbell is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Hilltop Securities Inc. from 2016 to 2021 before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Bogie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.