Financial Literacy & Personal Finance Advisory Board

Bryan T. Adkison

CWS Vice President

Wealth Advisor

Phone #: (817) 420‐5074

Office: 1000 N. Walnut Creek Dr. Mansfield, TX 76063

Bryan T. Adkison: CWS Vice President | Wealth Advisor, Frost Brokerage Services, Inc.

Greer L. Christian

Community Development Officer

Wells Fargo Bank

Phone #: (817) 334-7184

Office: 201 Main Street, Suite 504 Fort Worth, TX 76012

Greer L. Christian: Community Development Officer, Wells Fargo Bank

Ken Goodgames

CEO

Consumer Credit Counseling Service of Greater Dallas

Phone #: 214‐540‐6813

Office: 8737 King George Drive Dallas, Texas 75235

Ken Goodgames: CEO | Consumer Credit Counseling Service of Greater Dallas

Timothy Hutto

Managing Partner

New York Life Insurance Company

Phone #: (817) 878‐3282

Office: 777 Main Street, Suite 3800 Fort Worth, TX 76102

Timothy Hutto: Managing Partner | New York Life Insurance Company

Beverly D. Johnson

Senior Financial Advisor

Financial Gravity Wealth

Phone #: 469‐301‐2312

Office: 800 North Watters Rd., Suite 120 Allen, Texas 75013

Beverly D. Johnson: Senior Financial Advisor | Financial Gravity Wealth

Michael Liersch

Ph.D.

Head of Behavioral Finance

Merrill Lynch Wealth Management

Michael Liersch: Ph.D. | Head of Behavioral Finance | Merrill Lynch Wealth Management

Roy C. Lopez

Community Development Officer

Federal Reserve Bank of Dallas

Phone #: 214‐922‐5718

Office: 2200 N. Pearl Street Dallas, Texas 75201

Roy C. Lopez: Community Development Officer, Federal Reserve Bank of Dallas

John Merrill

Portfolio Manager

Tanglewood Wealth Management

Phone #: 713‐840‐8880

Office: 1400 Post Oak Boulevard, Suite 550 Houston, Texas 77056

John Merrill : Portfolio Manager, Tanglewood Wealth Management

Andrew Porter

Director

Behavioral Finance

Phone #: 212‐236‐1861

Office: 225 Liberty Street New York, New York 10281

Andrew Porter : Director | Behavioral Finance, Merrill Lynch Wealth Management

Dale M. Turner

CFEI

Executive Director Animas Foundation

Office: Dallas, TX 75234

Dale M. Turner: CFEI | Executive Director Animas Foundation

Robert Underwood

Vice President of Marketing

Texas Trust Credit Union

Phone #: (972) 595‐1299

Office: 5850 W I‐20, Ste. 130 Arlington, TX 76017

Robert Underwood: Vice President of Marketing, Texas Trust Credit Union

Eloy A. Villafranca

Community Affairs Officer

Federal Deposit Insurance Corporation

Phone #: 972‐761‐8010

Office: 1601 Bryan Street RM 35112 Dallas, TX 75201

Eloy A. Villafranca : Community Affairs Officer, Federal Deposit Insurance Corporation

Sharon L. Washburn

Second Vice President

Financial Advisor

Financial Planning Specialist

Phone #: (214) 696‐7067

Office: 8383 Preston Center Plaza, Suite 400 Dallas, TX 75225

Sharon L. Washburn: Second Vice President | Financial Advisor | Financial Planning Specialist, Morgan Stanley