Emily Polito is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in wealth planning and retirement planning, with a focus on creating comprehensive, written financial plans that address the full financial picture of her clients. Emily helps clients prioritize and pursue their most important financial goals through personalized wealth management strategies. Emily joined Merrill in 2012 in the Wilmington, Delaware office. In 2017, she relocated to Dallas with her family. Her areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, and supporting women and wealth. She holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Emily earned her Bachelor's Degree from Trinity College. Outside of her professional work, she enjoys camping, cooking, hiking, reading, and spending time with her family.

Fernando Canizalez is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation. He has worked in the financial services industry since at least 2014, with experience at Bank of America and Southside Bank. 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 and third-party managers.

Coy Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas, including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as legacy planning and personal retirement planning. Coy works closely with clients to develop personalized financial strategies tailored to their long-term goals, incorporating investment insights from Merrill and banking and lending solutions from Bank of America. Coy holds a Bachelor's Degree in Finance from the University of Alabama. He maintains professional designations such as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Coy is actively involved in volunteering within his community and enjoys adventure sports, cooking, football, golfing, music, reading, swimming, watching movies, and spending time with his family.

Melyse Mpiranya is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes positions at Husch Blackwell, LLP, Kirkland and Ellis, LLP, Lavelle Law, Ltd., and Loyola University Chicago School of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jose Reygadas is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial guidance to high net worth individuals, families, small businesses, trusts, and foundations. His areas of expertise include corporate executive services, family wealth management strategies, legacy planning, retirement income, and portfolio management services. Originally an electrical engineer with a bachelor's degree from the University of Texas at El Paso, Jose transitioned to financial advising in 2011 to better align his personal values and goals with his professional work. He joined Bank of America in 2015 and moved to a wealth management role with Merrill in 2016. Jose holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of work, Jose serves as chairman of Ducks Unlimited in Allen, TX. He enjoys adventure sports, baseball, boxing, cooking, fishing, football, hiking, hunting, skiing, and spending time with his family, with whom he shares busy weekends filled with various sports activities.

Andrew Gough is a financial advisor based in Dallas, TX, affiliated with Merrill. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. Since 2012, he has worked at both Merrill and Bank of America, N.A. 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.

Wouter Stokman is a financial advisor with Ameriprise in Mansfield, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for seven years and Capital One Investing for two years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Stuart Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), indicating his specialization in personal investment strategies. Stuart earned his Bachelor's Degree from The University of Texas. His educational background, combined with his experience at Merrill Lynch, supports his ability to serve clients in managing their wealth and investment portfolios.

Michael Hearne is a Series 66-registered advisor with J.P. Morgan Securities in Dallas, TX, with 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, and previously spent over two decades at Carson Private Capital, Inc. and Carson Management Company, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to build model asset allocations, with offerings that include broader derivatives and commodities capabilities.

Aaron Armstrong is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Bank of America Merrill Lynch, Fortress Investment Group, Northwestern Mutual Life Insurance, and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market analysis.

Charles Peyton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a board member for the Midlothian Chamber of Commerce and as secretary for the Midlothian Development Authority, both nonprofit organizations. 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 and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Sean Flood is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has two years of industry experience and previously worked at the California Milk Advisory Board, AgWest Farm Credit, The Home Depot, and Target. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliate resources.

Andrew Norton is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 license and 17 years of industry experience. His prior work includes positions at Lincoln Wilson Gallery, Morgan Stanley, and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria in recommendations.

Eric Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. 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 searches, and customized performance reporting. The firm's advisory approach combines quantitative screens and qualitative research, utilizing an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

David Stentz is a financial advisor with LPL Financial in Bedford, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Fort Worth Community Credit Union. Outside of finance, he has been involved with RTC Holdings, Inc, a company connected to youth ministry activities, since 2014. 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 a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

George Kalema is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial advisory services to his clients, helping them manage and grow their wealth. Details about his experience, education, credentials, and personal interests have not been provided.

Javier Fuentes is a financial advisor at Merrill with 15 years of industry experience. He has been with Merrill since 2015 and holds Series 63 and Series 66 designations. 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 strategies utilizing internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Moore is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Merrill for 23 years and at Bank of America, N.A. for 15 years. He is based in Dallas, TX. Merrill serves a wide range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by a platform integrated with Bank of America affiliates and a variety of tax-efficient investment strategies.

Kevin Gravley is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 credential and 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years before joining Ameriprise in 2020. Gravley is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a collaborative, non-discretionary process focused on dependable income sources and tax-aware withdrawal strategies.

Robert Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 23-year tenure at Merrill. Outside of his advisory work, he serves on the Board of Trustees for the FSU Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.