I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Tray Parks is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2005. He employs a disciplined process that prioritizes understanding each client’s unique needs, concerns, and priorities. Tray is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds a Bachelor of Science degree from Sam Houston State University and is a graduate of Bryan High School. Tray works with a select group of families and corporate executives across industries such as oil and gas, insurance, and higher education, focusing on long-term financial strategies including retirement and educational planning. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Tray resides in Bryan, Texas, with his wife Stacey and their daughters Taylor and Abbey. Outside of work, he spends time with his family, playing golf, reading, and remaining actively involved in the Bryan/College Station community.

Robert Putz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over two decades of investment advisory experience at Merrill Lynch, where he works with families and closely held businesses to organize and manage their financial matters. His areas of focus include private money management, structured investments, private placements, hedge funds, commodity trading advisors, and investment consulting for defined contribution plans. He collaborates with clients’ attorneys, certified public accountants, and commercial bankers to address lending, estate, and tax planning needs, taking a comprehensive approach to financial strategies. Mr. Putz holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning Institutes Corp., Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, and Retirement Benefits Consultant (RBC). He is a certified member of the Merrill Special Needs Advisory Network and affiliated with the Merrill Christian Focus Group. He earned a Bachelor’s degree from Texas A&M University in 1983. In addition to his advisory role, Mr. Putz has been involved in various civic activities, serving in leadership positions with the Bryan ISD Education Foundation, 12th Man Foundation, Boy Scouts of America, and as past president of the Texas Agricultural Aviation Association. He is also a member of organizations such as the Texas Aggie Band Association, Brazos County A&M Club, American Bonanza Society, and Aircraft Owners and Pilots Association. Mr. Putz and his wife, Rhonda, are active members of Christ Church in College Station, Texas.

Charlee Miller is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing a client-centered approach to financial planning that emphasizes understanding individual life priorities. Since joining Merrill Lynch in 2012, Charlee has focused on helping clients define their goals and develop tailored wealth management strategies designed to adapt to life’s changes. Her practice incorporates insights from Merrill Lynch and the banking services of Bank of America to create comprehensive financial solutions. Charlee holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is also recognized as a Personal Investment Advisor (PIA). She earned her bachelor's degree from Southern Methodist University and previously spent eight years working in women’s college basketball at Texas A&M University, concluding with a national championship in 2011. Charlee’s areas of expertise include college education planning, family wealth management, legacy planning, retirement strategies, socially responsible investing, small business strategies, and tax minimization. A native of Edmond, Oklahoma, Charlee is active in her community with involvement in the American Red Cross. She and her husband, Steve Miller, reside in Bryan-College Station with their three daughters. The family enjoys supporting local activities and Texas A&M athletics. Charlee’s personal interests include baseball, basketball, dancing, football, golfing, hiking, photography, running, traveling, and spending time with family.