MIAI, Inc.

Charles Rahm is a financial advisor at MIAI, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has worked at MIAI, Inc. since 2016 and has been associated with Maplewood Investment Advisors, Inc. since 2002. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms to deliver discretionary portfolio management and tailored investment solutions.

Daniel Dooley is a financial advisor with MIAI, Inc. in Dallas, TX, holding a PFS™ designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at Goodwin Browning & Luna Securities, Inc. and Integrated Advisors Network, LLC. He serves as a director of the Blanche Stanley Foundation, assisting in managing the foundation's assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for about 274 clients through a team of four advisors, delivering services via its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform.

Donald Hall is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. is a team-based advisory firm managing approximately $213 million for around 274 clients, providing investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm offers services through its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform, typically managing assets on a discretionary basis guided by client questionnaires and investment policy statements.

Robin Woodell is a CFP® professional with 18 years of industry experience, currently serving as an advisor at MIAI, Inc. He has held roles at firms including Penn Mutual Life Insurance Co and The Prudential Insurance Company of America. Outside of his advisory work, Woodell is the proprietor of Emerald Financial Group, which provides multi-line insurance, advisory services, and brokerage. MIAI, Inc. is a team of four advisors managing approximately $213 million for individuals, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, and retirement-plan consulting, utilizing proprietary programs and the Fidelity Managed Account Xchange platform to deliver discretionary portfolio management and customized investment solutions.

Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.