Kenneth Chinn is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and to introduce them to solutions offered through Merrill and Bank of America. His work focuses on empowering clients with the knowledge and tools necessary to manage their financial lives effectively. Kenneth holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his secondary education with a High School Diploma from Huntington Beach High School. His personal approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Bruce Lewin is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James, B. Riley Wealth Management, and LPL Financial. Outside of advising, he is involved as an insurance agent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Emely Garcia is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2022, she was involved in academic roles at the University of North Texas College of Computer Science and Engineering. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Lindsay Jones is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. In addition to her advisory role, she owns and operates LHJ Holdings LLC, managing practice-related expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nathan Anderson is a financial advisor with Osaic Wealth based in McKinney, Texas. He holds Series 63 and Series 65 credentials and has 17 years of industry experience, including 16 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory role, Anderson serves as president of the McKinney North Stars Hockey Club, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its scale, complex affiliate network, and a multi-advisor platform that includes comprehensive financial planning and access to third-party investment managers.

Cameron Hall is a financial advisor at LPL Financial in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Salem Media Group and Brennan Wealth Advisors. He is also a notary public in Frisco. 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 services and investment platforms, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Rebecca De Anda Licona is a Financial Advisor at Merrill Lynch Wealth Management, where she leads a boutique practice focused on comprehensive financial planning and guidance. She works closely with clients to develop personalized strategies that address a range of financial areas including retirement planning, college education funding, small business strategies, estate and legacy planning, philanthropic giving, tax minimization, and portfolio management. Her approach emphasizes understanding the unique priorities and goals of each client and their family. Rebecca holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She completed her high school education at Allen High School and earned an Associate's Degree from Collin College. Outside of her professional work, Rebecca enjoys antiquing, cooking, interior decorating, photography, spending time with her family, and traveling.

Kyle Piechotta is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and with two years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using proprietary research, algorithmic tools, and a collaborative approach with financial advisors.

Zachary Farris is a financial advisor at J.P. Morgan Securities in Frisco, TX, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, including roles at Jpmorgan Chase Bank and previously at Sam's Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes derivatives and commodities capabilities.

Ann Holder is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked with Merrill since 2012, as well as with Cetera prior to that. Outside of her advisory role, she is the owner of Insurance Architects, LLC, a limited liability company. 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 individual and institutional clients, including high-net-worth individuals and charitable organizations.

Andrew Mcgrath is a CFP® with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America and Merrill from 2011 to 2019. Outside of his advisory role, he holds partial ownership in a garage door business based in Waco, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and utilizes modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Diana Read is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, including a concurrent role at City National Bank since 2018. Outside of her advisory work, she owns and operates a horse breeding business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Vernon Kim is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 other institutions through a large network of investment adviser representatives. The firm provides a variety of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Erik Solis is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Comerica Bank, Greenbriar Financial Services, LPL Financial, and Raymond James. Outside of his advisory work, he is the managing member of Federated Funding, LLC, a company involved in managing a small portfolio of residential real estate properties. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its advisory solutions.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Madeline Nichols is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank as well as Equitable Advisors and AXA Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Zachary Friday is a financial advisor at Edward Jones in Celina, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with DBND Publishing and operated Vapor-ettes LLC. He also has experience as a publisher receiving royalties from Amazon. 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, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Connor Murphy is a financial advisor at Merrill with 5 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Equitable Advisors, and Axa Advisors. Outside of finance, he spent several years involved with professional rugby clubs, including the Houston SaberCats and London Irish Rugby Club. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Steven Martinez is a financial advisor with Wells Fargo Clearing in Denton, TX, holding a Series 63 designation and 28 years of industry experience. His career includes six years at A. G. Edwards & Sons, Inc. prior to joining Wells Fargo Clearing in 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.