Merrill Lynch Wealth Management

Dillon Gage Metals, located in Dallas, Texas, has been providing industry-leading precious metals trading and refining services to dealers, financial institutions, banks, and brokerage houses worldwide for over 45 years. They are authorized to purchase gold, silver, platinum, palladium, and rhodium bullion coins directly from major mints, including the U.S. Mint and the Royal Canadian Mint. Dillon Gage developed FizTrade.com, one of the industry's first online platforms for real-time physical precious metals trading. With FizTrade, clients can buy and sell a wide range of gold, silver, platinum, and palladium products, as well as access proprietary business management tools. Their refining services offer excellent returns on gold, silver, and platinum group metals, with quick processing times and upfront fees. Additionally, Dillon Gage provides secure and insured precious metals storage through their three dedicated depositories in North America.Generated from the website

Creative Planning, based in Addison, TX, is a leading financial advisory firm specializing in comprehensive wealth management services. With a focus on high-net-worth and ultra-affluent clients, the firm offers solutions in investment management, estate planning, strategic tax planning, and family office services. Under the leadership of President and CEO Peter Mallouk, Creative Planning is dedicated to a personalized approach that addresses the unique financial needs of clients across various stages of life. The firm also emphasizes legacy planning, charitable giving, and wealth transfer strategies to ensure generational wealth and impact. Generated from the website

Opes One, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.