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.

Kelly D'ambrosia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deborah Federick is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Federick also owns Federick Associates, LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamie Richardson is a financial advisor with Raymond James Financial in Frisco, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Raymond James since 2002 and is also an associate at Southside Bank, where he has served since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance work through a municipal advisor affiliation.

Robert Odishoo is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team that works with business owners and successful individuals to align their financial lives with their personal priorities. His approach involves guiding clients through important financial decisions with a focus on clarity, confidence, and integrity. Robert specializes in assisting entrepreneurs with strategies for business growth, value maximization, liquidity events, and legacy planning. His expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, and investment consulting for defined contribution and defined benefit plans. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from the Marshall School of Business at the University of Southern California. Robert has experience as an entrepreneur, having co-founded AnnounceMyListing.com, a real estate social marketing platform. He and his family relocated to the Dallas Fort Worth metroplex in 2024. Robert has served in community roles including Market Community Outreach Chair for Bank of America's financial literacy program Better Money Habits and as a board member for Shakespeare Orange County. He supports Alzheimer's research.

Clinton Merka is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions in mortgage financial services and sales solutions. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Claudia Wesson is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advising, she is a silent partner in a real estate business, DWC Real Estate LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Patrick Lee is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is a limited partner in a commercial real estate raw land development venture, River's Edge LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies, supported by firm-approved tools and methodologies for modeling financial outcomes.

Antonio Aguilar is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Strategic Advisers Inc., Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors prior to joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a distinctive role in advising multiple registered investment companies and utilizing AI-driven methodologies.

Haris Monga is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current role, he has experience at Equitable Advisors, LLC, as well as in real estate and other businesses dating back to 2012. 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 a range of individual and institutional clients.

Steven Nagel is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill Lynch Wealth Management in 1996 and has over 27 years of experience working on wealth management strategies that assist high net-worth families in pursuing their financial goals and simplifying the complexities of wealth. Steve holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Throughout his career, Steve has earned national recognition, including being named to Forbes Best-in-State Wealth Advisors from 2018 to 2023, Financial Times Top 400 Financial Advisors in 2016 and 2018, and Barron's Top 1,200 Financial Advisors from 2016 to 2023. He has also served as a coach in Merrill's Practice Management Development Program and on the national faculty of Merrill's Optimal Practice Model training platform, focusing on behavioral finance and building client-focused teams. In 2013, Steve received the Bank of America Corporation's David Brady Community Service Award, which honors employees demonstrating outstanding dedication to clients and community service. Steve earned a Bachelor's Degree from the Texas Tech University System and is a member of the Sigma Chi Fraternity. He and his wife, Lee, live in Frisco with their two children and have raised over $1.5 million for the fight against cancer.

Marla Johnston is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the Town of Weston City Council and is president of the North Texas Deanery Council of Catholic Women. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services, primarily through Ameriprise-managed accounts.

Veronica Murillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior work includes roles at FIT Money, LLC, Lyft, Truine Network, and Banc of America Investment Services, Inc. She is based in Frisco, TX. 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, supported by a broad network of more than 22,800 advisors.

Bruce O'Leary is a financial advisor at Edward Jones in Allen, TX, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in various roles across community organizations and businesses. His background includes involvement with multiple churches and leadership roles in media and technology companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Justin Dockter is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Frisco, TX. His career includes positions at TD Ameritrade and JP Morgan Securities. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

William Marley is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Uvest Financial Services Group, Inc., CUNA Brokerage Services, Inc., and Cetera Wealth Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bonnie Karamalegos is a financial advisor with Merrill, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of her advisory role, she serves as a committee member for the Girls Inc. Bold Dreams Benefit in Dallas. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Nathan Lingrosso is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 12 years before joining Merrill in 2023. 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 a range of model-based and discretionary investment strategies.

Peter Chung is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise in various roles since 2020. Outside of his advisory work, he has co-owned a retail business, Paris Nail Bar LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm employs a non-discretionary approach and integrates its investment research and third-party data to develop personalized Recommendation Reports.