Timothy Bennett is a financial advisor at Merrill in Frisco, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Bank of America since 2009 and has worked with Merrill Lynch Secured Based Lending since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Smith Rivera is a CFP®-designated financial advisor with six years of industry experience. She is currently with Vanguard Advisers, where she has worked for one year. Her prior roles include positions at Earnest One LLC and Vanguard Marketing Corporation, as well as experience at Dartmouth College. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios mostly composed of Vanguard funds and ETFs.

Hongmei Yu is a CFP® professional with eight years of industry experience, currently advising at Vanguard Advisers in Plano, TX. Her prior roles include positions at Merrill and BB&T. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates personalized asset allocations primarily through Vanguard funds and ETFs.

Landon Lingle is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building, protecting, and growing wealth by providing personalized financial strategies tailored to his clients' short-, mid-, and long-term goals. He serves as a resource for a range of financial matters, including investing, retirement planning, and preparing for unexpected events. In addition, he coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Landon's expertise covers family wealth management strategies, legacy planning, liquidity management, personal retirement planning, sports and entertainment, retirement income, and managing new wealth. He emphasizes comprehensive wealth planning, investment management, and risk mitigation. Drawing on experience in investments, tax-efficient strategies, and portfolio optimization, he works closely with clients to simplify complex financial decisions and provide guidance based on research and proven strategies. He holds a Bachelor's Degree from the Louisiana State University System and the Professional Investment Advisor (PIA) designation. Landon is involved with professional and community organizations, including Pi Kappa Alpha, the American Foundation for Suicide Prevention (AFSP), Habitat for Humanity, and United Way. Outside of his professional work, he engages in activities such as billiards, boating, chess, fishing, golfing, hunting, pickleball, scuba diving, spending time with family, and traveling.

Arik Garner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Jerry Shults Jr. is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2019, and previously at New York Life Insurance Co. and NYLIFE Securities LLC from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

Aruna Tummala is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and at Merrill since 2016. 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.

Dean Simmons is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2022, he worked at Fidelity Brokerage Services LLC and Rockgate Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Christopher Garcia is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Garcia is involved in several business ventures including a personal car service, a tax preparation firm, and a technology company. He is also a co-founder of a nonprofit organization supporting disabled adults to live independently and serves on the board of the Catholic Music Initiative. Ameriprise offers retirement-income planning services primarily to clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and asset management, with a focus on Ameriprise-managed accounts.

Daniel Arostegui is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Charles Schwab, Edward Jones, Principal Advised Services, and TIAA. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.

Patrick Cleary is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities L.L.C. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates to support client goals.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth Management. 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 financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

William Ransom is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Bank of America, N.A. 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 with model-based and discretionary investment strategies.

Aaron Kelly is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience in the financial services industry, specializing in wealth management strategies that are personalized to align with clients' values, priorities, and long-term objectives. Aaron works with individuals, multigenerational families, business owners, and corporate executives to help them simplify complex financial decisions and pursue their financial goals with confidence. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Aaron earned a Bachelor of Business Administration degree in Finance from the University of North Texas and is a member of the University of North Texas Alumni Association. His expertise includes investment management, retirement planning, college education planning, and tax minimization. Aaron's approach involves a comprehensive, goals-based wealth management strategy that considers all aspects of a client's financial life, including investment management, banking, lending solutions, philanthropic strategies, and legacy planning. Outside of his professional work, Aaron enjoys camping, golfing, and running.

Scott Davidoff is a CFA® charterholder with 29 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Merrill. He holds a Series 66 license and is based in Frisco, TX. 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 and offers both brokerage and advisory solutions.

Glenn May is a Wealth Management Advisor with Tarver, Campbell and May Wealth Partners in Texas, affiliated with Merrill Lynch Wealth Management. He works closely with clients throughout the United States, helping them simplify the complexities of their financial lives through proactive and informed approaches. Glenn advises clients on a range of financial needs including retirement planning, saving for college, purchasing homes, generating cash flow for lifestyle support, investment portfolio development, and wealth transfer strategies. Prior to his current role, Glenn spent over three decades with HP and Agilent, serving as Vice President of World Wide Sales Development and National Sales Development. He also served in the U.S. Air Force from 1974 to 1978. Glenn earned a Bachelor of Science degree in Electrical Engineering from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor designations. Glenn tailors his financial strategies to each family's unique priorities, providing clear communication and frequent contact. He offers a proactive process to help clients navigate investment market uncertainties and economic challenges. Outside of his professional work, Glenn enjoys photography, reading, and traveling.

Tenisha Blair is a financial advisor at Edward Jones in Plano, TX, holding the CFP® designation along with Series 65 and Series 63 licenses. She has 11 years of industry experience, including prior roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of her advisory work, she is involved as a travel agent with Inteletravel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gabriel Vallejo is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Intercam Advisors, IBC Bank, LPL Financial, and TD Ameritrade. He has also been involved with Believe Energy LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs with varying customization options.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.