Mary Martha Pickens is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2009 and also maintains a long-standing affiliation with Bank of America. Outside of her advisory role, Pickens is involved in several nonprofit organizations, including serving as co-chair of the Cattle Baron's Ball for the American Cancer Society and holding board positions with the Crystal Charity Ball, The Retina Foundation, and Community Partners of Dallas. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rohan Garg is the Resident Director and Wealth Management Advisor at Merrill Lynch, where he works with business owners, serial entrepreneurs, and corporate executives, particularly those undergoing significant financial transitions such as the sale of a business or a major liquidity event. He leads a select team serving the uniquely successful and business owners through the lifecycle of their business, focusing on providing clarity and actionable plans that align with clients' long-term legacy goals through his proprietary framework, Personal Wealth Analysis®. With a professional background in financial services since 2013 and tenure at Bank of America / Merrill since 2015, Rohan brings expertise in areas including college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Texas System and maintains multiple professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his client work and leadership role at Merrill Lynch's Galleria office, Rohan is involved in professional and community organizations such as the Financial Planning Association and American Society of Engineers of Indian Origin. He serves on the leadership boards of the Asian Leadership Network and as Co-Chair of Bank of America's Asian Business Council, contributing to inclusion and professional growth within the organization. His community involvement includes mentoring students within Frisco ISD and delivering financial education through Bank of America's Better Money Habits® program across the Dallas-Fort Worth area. Rohan is fluent in Hindi, Urdu, and English and is personally interested in antiquing, baseball, basketball, music, reading, running, spending time with family, volleyball, and yoga.

Andrew Liss is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2014, serving in various capacities including Investment Consultant, Relationship Manager, Fixed Income Specialist, and roles focused on retirement and investment solutions. His career spans over 11 years in the financial services industry. Andrew is a Certified Financial Planner (CFP4) and holds an Arkansas Insurance License. He partners with clients to develop comprehensive financial plans, emphasizing trust and integrity in his practice. Andrew is committed to helping clients work towards their financial goals while ensuring they feel confident and informed about their financial decisions.

Grace Ku is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc., where she has worked since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Amy Legate is a CFP® professional with 23 years of experience in the financial services industry. She is currently associated with LPL Financial and has previously worked at Ameriprise Financial Services and 360 Wealth Management. Her career includes multiple tenures at LPL Financial and experience with Cfo4 Life, L.P. Amy is also a licensed notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms while supporting advisors with a range of discretionary and non-discretionary investment strategies.

Cristian Marceleno is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 designations and possessing one year of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., and Altruist Financial, LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and primarily investing in Vanguard funds and ETFs.

Matthew King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a partner of Loftus & King Wealth Management, where he oversees business development efforts, manages client communication, and analyzes wealth management strategies. Prior to joining Merrill Lynch Wealth Management in 2011, Matthew was an investment advisor at Fidelity Investments, serving non-profit and for-profit organizations as well as business owners. His professional approach emphasizes helping clients preserve and grow capital, providing clear explanations of investment opportunities, market conditions, and portfolio returns. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a double major in Investment Finance and Real Estate Finance from the University of Arkansas in Little Rock. He resides in the DFW area with his wife and two children, enjoys spending time outdoors with his family, and is an active member of his church.

Steve Herrmann is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a broad platform that includes institutional trading, wealth management, and capital markets services.

Swaroop Agrawal is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. prior to his current position. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios built mainly from Vanguard funds and ETFs, emphasizing scalability and digital delivery.

Rosie Dabbaghi is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017 and was previously employed at Woodforest National Bank. Outside of her advisory role, she is a managing member of H17H LLC, an e-commerce business selling home and kitchen products on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that uses both quantitative and qualitative research.

Lorena Boyd is a financial advisor at Morgan Stanley in Plano, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support client financial plans.

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.

Kelsey Taylor is a financial advisor at Equitable Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2018. Prior to her current role, her background includes positions outside of financial services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party programs and discretionary portfolio management, serving a broad client base from non-high-net-worth individuals to institutional clients.

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.

Fernando Feliciano is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America and has held various roles outside finance, including in the restaurant industry. 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, institutions, and various client types.

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.