Kyle Parkin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

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 at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Kestra Financial, Cain Watters & Associates, and Mercer Global Advisors. Outside of her advisory role, she serves as President and Board Member of the Frisco Women's League, a nonprofit organization 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee 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.

Kristin Correro is a financial advisor at Edward Jones, holding a Series 66 designation with over nine years of experience. Her prior experience includes working at Faith Lutheran Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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.

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.

Amy Wang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America Merrill Lynch and JPMorgan Chase Bank. Outside of her advisory role, she is an owner of a rental property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

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.

Bonnie Karamalegos is a financial advisor at Merrill with 21 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Merrill and JPMorgan Chase in various capacities since 2005. She serves as a committee member for the Girls Inc. Bold Dreams Benefit Committee in Dallas, supporting the organization’s fundraising efforts. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eddie Dixon III is a financial advisor at Edward Jones in Frisco, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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.