Alexander Epps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill Lynch in 2017. Alexander specializes in designing customized strategies to help a select group of high-net-worth individuals, families, and business owners pursue their short- and long-term financial goals. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Alexander's approach is planning-first, analyzing each client's full financial picture to build personalized plans that evolve with clients' changing needs. He holds a Bachelor of Arts degree in Business Administration from Austin College and is a Personal Investment Advisor (PIA). Outside of his professional life, Alexander enjoys an active lifestyle with his wife, Crystal, and their daughter, Hannah. They share interests in sports, travel, and spending meaningful time together. Alexander is also involved in the professional organization Let's Grow McKinney.

David Rouse is a CFP® professional affiliated with LPL Financial, bringing 33 years of experience in the financial industry. His prior work includes roles at Equity Services Inc, National Life, and United Planners' Financial Services of America. He is also a CPA involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Thanhha Ha is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2010 and previously held roles at B. Riley Wealth Management and Morgan Stanley & Co. LLC. Ha is also an independent insurance agent for various companies and owns Pinecrest Financial in Allen, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and access to unaffiliated third-party advisers and proprietary model strategies.

Damian Escobar is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009, previously working at Bank of America and Banc of America Investment Services. 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.

Michael Fontenot is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Sam Houston University. Since beginning his career in the financial services industry in 1993, Michael has developed expertise in creating customized financial strategies tailored to clients' individual needs. His areas of focus include financial strategies, retirement planning, college planning, investment planning, life insurance, and long-term care insurance. Michael emphasizes a diversified investment approach that considers clients’ risk tolerance and time horizons to manage risk and reduce vulnerability to market fluctuations. He is committed to regularly reviewing each client's financial plan to help them stay focused on their long-term goals. Michael is also engaged in community activities and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. His professional philosophy centers on working closely with clients one-on-one to develop personalized financial strategies aligned with their objectives.

Jayden Mcdougal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, Jayden worked at Fidelity Investments and has held various roles including positions in education and hospitality. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Cantleberry is a Financial Advisor with Merrill Lynch Wealth Management, based in Dallas, Texas. He works closely with individuals, families, and business owners to align their wealth with their liquidity needs and financial objectives, with a particular focus on retirement planning. John develops custom wealth plans for clients and uses scenario analysis to simulate the impact on their financial lives and potential wealth. John has over a decade of experience in the financial services industry. Prior to joining Merrill Lynch in 2017, he served as President of a private equity fund focused on residential investment property. He also cofounded a residential real estate firm in Dallas, which acquired over 600 houses under his leadership, and directed business development for B2R Finance, a Blackstone company financing investment properties. His career began in engineering and management roles at General Motors, American Airlines, Siemens, and Corning. He earned a Bachelor’s Degree in Mechanical and Electrical Engineering from Kettering University, graduating Cum Laude, and an MBA from the Wharton School of the University of Pennsylvania. John holds the Personal Investment Advisor (PIA) designation and is proficient in German, Spanish, and English. He previously served on the advisory board for the Carr P. Collins Salvation Army facility in Dallas from 2011 to 2017. John lives near Lake Lewisville in The Colony, Texas, with his wife, Jane, and enjoys outdoor activities, fitness, golf, sports cars, electric vehicles, history, and traveling.

Prashant Pillalamarri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, trusts, and small to mid-size business owners, developing customized financial strategies tailored to each client's unique needs and goals. His approach prioritizes building trust and understanding clients’ full financial pictures to provide personalized wealth management solutions. Prashant’s expertise spans a broad range of areas including college education planning, family wealth management, retirement planning, legacy planning, investment consulting for defined contribution plans, and international wealth management. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His comprehensive planning approach covers investments, tax minimization strategies, insurance, and estate planning. He earned a Master’s Degree in Engineering from the University of Iowa and a Bachelor’s Degree in Engineering from the University of Bombay. Prashant is fluent in English, Marathi, Gujarati, and Hindi. He is involved in community organizations including the American Cancer Society and the Pay it Forward Fertility Foundation. In his personal time, he enjoys cooking, ice hockey, music, spending time with his family, and watching movies.

Joseph Bear is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank, ServisFirst Bank, and Dune Allen Realty, as well as academic positions at The University of Alabama and The Montgomery Academy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party analytics.

Suzanne Ingram is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management based in Frisco, Texas. She holds a Bachelor's Degree from Texas A&M University in Economics and has over 20 years of experience in investing and wealth management. Suzanne's expertise encompasses college education planning, managing new wealth, personal retirement planning, investment strategy, and tax minimization. Throughout her career, Suzanne has developed comprehensive skills across portfolio construction, risk analysis, retirement and estate planning. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She specializes in retirement planning with a focus on trust and estate strategies. Beyond her professional role, Suzanne engages with her community through volunteer work with the children's program at Hope Fellowship Church. Her personal interests include biking, running, and singing.

Gary Booth is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior experience includes over a decade at Raymond James Financial Services Advisors and an earlier tenure at LPL Financial. Outside of advising, he is CEO of an accounting firm and serves as a board member for Bancroft Bag, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and notable scale in non-advisory financial services.

Kelly Lynch is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent five years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored plan solutions.

Kim Pearson is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and totaling 42 years of industry experience. She has been with Merrill since 1982. 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 developed by internal CIO teams and third-party managers.

Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. His career includes prior roles at Hornor, Townsend, and Kent, Inc., Northwestern Mutual Investment Management, and other firms. He also serves as a Compliance Officer for Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Anderson is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Dedrick Adell is a financial advisor with LPL Financial, holding the ChFC® designation and over 16 years of industry experience. His prior career includes roles with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, New York Life, and Prudential. He is also a member of the Board of Trustees at the Friendship Baptist Church of The Colony, where he participates in ministry and church business affairs. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Mary Henry is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. She 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 plans, corporations, and charitable organizations.

Jennifer Wall Campbell is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith ING and Bank of America, N.A. since 2010. 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 plans, corporations, and charitable organizations.

Erica Pisciotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo since 2016 and previously held positions at RBC Capital Markets and Citigroup Global Markets. 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 with over 14,000 financial advisors and combines proprietary research with third-party analytics in its investment approach.

Janie Lehmer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 13 years of experience in the financial services industry and focuses on delivering personalized wealth management strategies tailored to clients' individual priorities and goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and tax minimization, among other areas. Janie holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Collin College. Active in her community, Janie serves on the North Texas Leadership Board for the Arthritis Foundation. As a North Texas native, wife, mother, and dog mom, Janie values the importance of understanding clients' life priorities beyond markets and returns. She aims to build lasting relationships by collaborating with clients to create financial approaches that align with their families, goals, and aspirations. Outside of work, Janie enjoys cooking, music, painting, reading, traveling, watching movies, writing, and spending time with her family.