Alvaro Galvis Pineda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their personal and family financial goals through comprehensive wealth management strategies. His work involves planning for college education, managing corporate benefits, advising on divorce transition planning, and providing institutional investment consulting among other specialized services. Alvaro holds a Bachelor's Degree from Florida International University and maintains several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is bilingual in Spanish and English. He is active in various professional organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, and participates in community involvement initiatives including Big Brother Big Sister, Meals by Grace, and United Way. Alvaro also engages in personal interests including cooking, dancing, golfing, horseback riding, spending time with his family, and tennis.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Patrick Ballance is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Patrick also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University System of Georgia. Patrick's approach involves understanding clients' priorities to offer ongoing advice and support as their needs evolve.

Barrett Brightwell is a Wealth Management Advisor at Merrill Lynch Wealth Management who specializes in Private Wealth Management for families and Corporate Retirement Plans. He has over 17 years of experience in customizing wealth strategies, with expertise in areas such as family wealth management strategies, legacy planning, philanthropic and values-based investing, tax minimization, and services for endowments, foundations, and non-profits. Barrett holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Tennessee at Chattanooga with a double major in Finance and Economics, attending on a full athletic scholarship and lettering four years as a tight end on the football team. Residing in Buckhead with his wife Rachael and their two sons, Barrett actively participates in competitive tennis through the United States Tennis Association (USTA) and Atlanta Lawn Tennis Association (ALTA). In addition to tennis, his personal interests include football, golf, music, reading, running, skiing, soccer, and traveling. Barrett emphasizes a holistic approach to financial advising with a focus on connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.

Stephen Mckinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since August 19, 2013. Stephen holds several professional designations, including Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with FINRA-Series 7 and 66. Stephen earned his Bachelor's and Master's degrees from The University of Alabama, obtaining a Master's degree in Applied Economics from its Manderson Graduate School of Business with honors. His expertise focuses on delivering wealth management services that address complex financial decisions and simplify clients' lives to help them achieve their financial goals and desired lifestyles before and during retirement. His client focus areas include College Education Planning, Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Stephen lives in Brookhaven with his wife Katie and their family. Outside of his professional work, he enjoys adventure sports, boating, football, golfing, music, skiing, and spending time with his family. In 2023, he was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of The Snider Team.

Michael Bates is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been serving as a financial advisor since 2000, bringing over two decades of experience to his role. Prior to joining Merrill Lynch, he spent ten years working in the Commercial Insurance brokerage industry. Michael specializes in planning-based asset management with a focus on retirement, educational savings, and estate planning for high net worth individuals and families. His expertise includes legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He provides personalized financial strategies developed through one-on-one consultation designed to help clients pursue their long-term goals. He holds a Bachelor's Degree from the University of Tennessee and carries the Personal Investment Advisor (PIA) designation. Michael is also involved in the community through his participation in the Rotary Club of Forsyth County and Habitat for Humanity. He resides in Cumming with his wife Susan and enjoys running, tennis, and spending time with his family.

Charles Ikner is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, international wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Ikner has over six years of banking experience and more than eight years of business and management experience. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University System of Georgia and is proficient in both English and Spanish. Beyond his professional commitments, Charles enjoys baseball, basketball, boxing, cooking, football, hiking, music, soccer, spending time with his family, and traveling. His mission is to provide personalized financial guidance that helps individuals and families make confident decisions, build lasting wealth, and achieve their most important goals.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Donna Joyner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with individuals, families, and their businesses to help them understand the direction and scope of their financial lives. Donna emphasizes learning what clients want to accomplish with their wealth and resolving their concerns through tailored guidance. She has more than two decades of experience assisting clients with complex needs at the intersection of wealth, careers, families, and long-term goals. Donna holds a Bachelor's Degree from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). Her expertise includes college education planning, women and wealth, and tax minimization. She is recognized for her technical insight, empathy, and commitment to high standards of service. Donna and her team have been ranked multiple times by Forbes and Barron's, including #1 in Georgia on the Forbes "Best-in-State Wealth Advisors" list and inclusion in Barron's "Top 100 Women Financial Advisors". Engaged in her community, Donna supports organizations dedicated to the well-being of children and youth such as Murphy-Harpst Children's Center, Hopewell Youth Association, and BEATs Inc. In her personal time, she enjoys baseball, cooking, gardening, reading, spending time with her family, watching movies, and practicing yoga.

Daniel Maldonado Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families create financial legacies by developing and implementing personalized wealth management strategies tailored to their individual goals. His areas of focus include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and completed his high school education at Nicolas Sevilla. He is bilingual in Spanish and English. Outside of his professional role, Daniel enjoys baseball, basketball, reading, woodworking, writing, traveling, spending time with his family, and watching movies.

Donald Smith is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory work, he serves as a power of attorney and estate administrator for family members. 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 both model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Keith Clemens is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for 40 years, providing personalized wealth management strategies tailored to clients' individual financial goals. Keith works closely with clients to develop flexible strategies that adapt to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Keith holds professional designations as a Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). He earned a bachelor's degree from Florida State University. Keith is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of community participation. Outside of work, his personal interests include adventure sports, fishing, golfing, running marathons, swimming, tennis, and yoga.

Robert Greisinger is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. He serves as a co-trustee for several entities outside of his advisory role. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and extensive manager-constructed offerings, with an emphasis on tax-efficient implementation and integration with Bank of America’s broader financial platform.

Richard Henshaw III is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work history includes roles at Bank of America, Prehmus Financial Partners, CANA Communications, and Telecom Network Solutions, Inc. He has been with Merrill and Bank of America since 2021. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Langwell is a financial advisor at Merrill with six years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Outside of her advisory role, Langwell is the owner of two small businesses, including one focused on the production of chocolate and confectionary items. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Plowman is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their wealth by creating personalized strategies that align with their individual priorities and the changing market conditions. He collaborates with clients to develop plans centered around their families, goals, and aspirations. John has access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial needs. Since 2018, John has worked extensively with clients, focusing on transforming liquidity events into lasting generational wealth. His expertise includes strategic pre-exit planning and developing tax-efficient pathways that help business owners maximize their exit and transition on their own terms. He holds the Personal Investment Advisor (PIA) designation. John earned a high school diploma from Blessed Trinity Catholic High School, attended Texas AandM University System without conferring a degree, and holds a bachelor's degree from East Carolina University. He participates in community activities through involvement with Wilderness Works. Outside of his professional work, John enjoys camping, fishing, football, golfing, music, pickleball, running, and spending time with his family.

T. Bruce Nelson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He specializes in delivering tailored wealth management strategies, focusing on areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Bruce works closely with a select group of business owners, executives, families, individuals, and organizations across the country, aiming to support their financial objectives through strategic, client-centered advice. Bruce's approach integrates collaboration with clients' accountants, attorneys, and tax professionals, ensuring comprehensive financial planning that aligns with clients' goals, risk tolerance, and time horizons. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bruce earned his bachelor's degree from Fordham University in 1982. Beyond his professional commitments, Bruce is active in ministry opportunities and is involved with organizations such as Bill Glass Ministries and the National Association of Plan Advisors. He resides in Marietta with his wife Hallie and values family deeply, considering his clients as part of an extended family network.

William Leader is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, and Gotcha Mobility. He has also been involved with The University of Alabama and Hinsdale Swim Club. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.