James H. Newcomb is the Senior Resident Director and Wealth Management Advisor at Merrill, serving the Abilene area. He leads the Abilene Merrill Office and focuses on developing personalized wealth management strategies tailored to clients’ specific financial goals. His client expertise includes family wealth management, legacy planning, managing new wealth, services for endowments, foundations and non-profits, personal retirement planning, portfolio management, and advising women and wealth. Jim joined Merrill in 1994 after six years in commercial banking. He holds a Bachelor of Business Administration degree in Finance from Hardin Simmons University (1986) and a Master of Business Administration from Texas Tech University (1990). He maintains FINRA registrations Series 7, 63, 65, 9, and 10, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since 2004, he has served as the Resident Director of Merrill’s Abilene office and attained the title of Senior Resident Director. Outside of his professional role, Jim is active in the community, having served on various non-profit boards and coaching youth sports. He currently serves as Texas Wildlife Association Region 2 Director, and sits on the boards of Hardin Simmons University School of Business Advisory and Ben Richey Boys Ranch. Jim enjoys antiquing, fishing, golfing, music, reading, and spending time with his wife Michele and their two children.

Steven Wegrzynowicz is a Financial Advisor with Merrill Lynch Wealth Management. He works with business owners, healthcare professionals, and families to develop financial plans focused on long-term goals. His approach emphasizes thoughtful financial decision-making, education, and building lasting partnerships. Before his career in financial advising, Steven spent over a decade teaching English at Cooper High School in Abilene, where he helped students develop skills for their futures. He holds a Bachelor of Business Studies in English Education and a Master of Arts in English, both from Hardin-Simmons University. Steven participates in community service through his board membership at the Presbyterian Medical Care Mission in Abilene. Outside of work, he enjoys biking, chess, cooking, golfing, reading, running marathons, swimming, and spending time with his wife and two children.

Angela Truelove is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently affiliated with Merrill and Bank of America, NA, having worked at Merrill Lynch since 2006 and at Bank of America since 2017. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Malissa Elliott is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2015. Outside of her advisory role, she owns a rental property in Abilene, Texas. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Lindi Bruning is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in mid-2021. She brings nearly 19 years of experience in the financial industry, including 15 years in management at Bank of America. Her client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services, among other areas. Lindi earned a Bachelor of Science in Economics with a minor in Business from Texas A&M University in 2004. She holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond her professional work, Lindi is actively involved in community organizations such as the Junior League of Abilene, Abilene A&M Club, Junior Achievement of Abilene, Love & Care Ministries, and Meals on Wheels of Abilene. She balances her career with family life alongside her husband Bryan and their three children.

Susan Moss is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1996 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she owns a crafts business and serves on the boards of Meals on Wheels Plus Abilene and the J. D. Chapter of the National Daughters of the American Revolution, where she is Treasurer. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.