Jennifer Scott is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Alpharetta, Georgia. She began her career at Merrill Lynch in 1995 and serves high net worth individuals and families, successful business owners, and corporate executives. Her practice focuses on wealth management planning, including portfolio management, retirement, tax minimization, wealth transfer, and legacy planning strategies. Jennifer holds a Bachelor's Degree from San Diego State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She particularly enjoys providing advice and guidance to clients transitioning into retirement. Residing in Alpharetta with her husband of over 30 years, Jennifer spends her spare time entertaining, traveling, and being with her three sons and two dogs.

Alexandra Negru is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. She has previously worked at Truist and Ameris Bank. Alexandra is listed as an owner of LinkedIOT Technologies LLC, a limited liability company, though she does not have active responsibilities in the business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kerri Jackson is a Series 66-licensed financial advisor with Merrill in Alpharetta, GA, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she serves as a power of attorney and successor trustee for her parents. 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 and profit-sharing plans, corporations, and charitable organizations.

Joseph Hunt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families, founders, executives, entrepreneurs, and individuals in sports and entertainment connect to a better financial life by providing access to a comprehensive range of personal banking services. These services include credit, investment, trust, cash management, and estate planning needs, leveraging resources from Merrill and Bank of America. Joseph's client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, and tax minimization. He holds a Bachelor's Degree from the University of Colorado System and holds the professional designation of Personal Investment Advisor (PIA). Additionally, he serves as a board member of the Chastain Park Conservancy. Joseph and his wife, Edith Anne, are Atlanta natives residing in Milton with their two children. Edith Anne is an entrepreneur and workout enthusiast. Joseph is passionate about coaching his children's sports teams, including soccer, football, and baseball, and enjoys motorsports such as cars, jetskis, and dirtbikes.

Stephanie Bonilla is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daisy Phelps is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Merrill since 2014 and previously worked at Stifel from 2013 to 2014. 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, and various institutional investors, supported by the internal Chief Investment Office and third-party managers.

Adrienne Doster is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and previously held roles at Macy’s, Recycling Rules!, and PruitThealth. 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 clients, and institutions.

Brett Hansen is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Atlanta, Georgia. He began his career as a financial advisor with Morgan Stanley in 2001 and joined Merrill in 2006. Brett holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. His services focus on wealth management planning, portfolio management, and tax-minimization strategies, supporting clients at all stages of wealth with a specific emphasis on retirement planning and investment management. Brett works with clients to prioritize their financial goals, evaluate their finances, and create straightforward, personalized plans. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Brett graduated from the University of Georgia with a Bachelor's degree in Business Administration, majoring in Finance. He was a Varsity Football Letterman, twice selected to the All SEC Academic Honor Roll, and is a two-time Scholar Athlete in the National Football Foundation College Hall of Fame. He was also named to the UGA 40 Under 40 Class of 2015. Brett is active in his community with involvement in The Jeanette Rankin Foundation and the Leukemia & Lymphoma Society. He enjoys outdoor activities, participating in sporting events, and spending time with his family. Brett lives in Alpharetta with his wife, Shannon, and their three children.

Charles Tallman is a Wealth Management Advisor with The Tallman Team at Merrill Lynch Wealth Management. In his role, he advises and guides families along their financial journey, with a specific focus on investment analysis. Charles often coordinates the goals and priorities of young adults within larger family wealth management strategies to help each family build a financial foundation with clarity for their future. He emphasizes strong analytical ability, deep problem solving, and a thorough focus on learning as essential traits in his practice. Charles rigorously studies how markets perform in relation to families' evolving lives and applies his judgment to help clients overcome challenges and meet their priorities. Staying informed on global economic dynamics and current events is a top priority in providing support to clients. Charles holds a Bachelor's Degree from Clemson University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is also a member of the Atlanta Clemson Club. Outside of work, Charles enjoys golfing, reading, and spending time with his family.

Janet Reynolds is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Greisinger is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Fidelity Investments, and Merrill. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harvey Snider Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1981. He leads a multigenerational family team, serving clients through various stages of their lives and collaborating with both his teammates and clients' outside counselors. His approach involves fostering open dialogue and understanding client families to develop customized strategies that align with their life goals, emphasizing risk management and enhancing cash flow and tax efficiency to sustain and grow wealth. He holds multiple professional certifications, including Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey graduated from the University of Alabama and serves on the Board of Visitors for the Culverhouse College of Business. He is also involved with the Norcross Touchdown Club, the Rober D. Fowler Family YMCA, and co-founded the Norcross High School Foundation for Excellence. Harvey's client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, retirement planning, philanthropic and socially responsible investing, and women and wealth. His personal interests include basketball, football, and gardening.

Patricia Christian is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working with Bank of America N.A. since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. With experience spanning a military career and professional sports, he brings a diverse perspective to wealth management that aligns financial resources with the evolving needs of clients and their families. He provides personalized wealth management plans tailored to clients' goals throughout their careers and into retirement. Harris graduated from the United States Naval Academy and served five years as a Surface Warfare Officer in the U.S. Navy. He then pursued a professional baseball career as a pitcher with the St. Louis Cardinals in 2015, marking the first time in nearly 100 years someone from the Naval Academy reached the major leagues. His tenure in sports ended following an elbow surgery after his single season in the major leagues. His military and sports experiences inform his approach to client service, emphasizing dedication and hard work. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in professional organizations such as the Chick-fil-a Peach Bowl and the Fellowship of Christian Athletes, serving on the Peach Bowl Board of Advisors and as a Character Coach with the Fellowship.

Christa Sutter is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, with prior experience at Morgan Stanley and Bank of America. Outside of her advisory role, she teaches first-grade Bible study at Woodstock Jasper Church on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Fredric Mannheimer is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Metro Atlanta area. He is part of the MG Group, which serves individual investors and businesses seeking professional advice and personalized relationships through a team-based planning approach. The group specializes in wealth management services, working primarily with business owners, corporate executives, and high net worth investors. Mannheimer's expertise covers a range of areas including investment management, retirement planning, education funding, family wealth preservation, estate transfer strategies, as well as business retirement plans and corporate financial strategies. He holds several professional designations, such as Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his Bachelor's Degree from Hofstra University. Outside of his professional work, Mannheimer has interests in basketball, football, music, reading, traveling, and spending time with his family.

Gina Holt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in wealth planning and investment advisory. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, emphasizing a comprehensive understanding of their full financial picture beyond just portfolio management. Gina's expertise includes college education planning, family wealth management, legacy and retirement planning, special needs planning, and wealth strategies for women and the LGBT community. She holds a Bachelor's Degree from Emory University and the Personal Investment Advisor (PIA) designation. Gina values a goals-based wealth planning process and prioritizes creating flexible strategies that align with clients’ priorities in changing market conditions. Outside of her professional role, she is engaged in her community through volunteer activities and enjoys spending time with her family, traveling, and following sports such as baseball and football.

Carole Tholen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she worked for 1.800MD, LLC for ten years. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Hogan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and joined Merrill Lynch in 2013. Jeff's work focuses on creating strategies and providing advice tailored to individuals, families, and businesses to help meet both their short- and long-term financial objectives. Jeff’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Jeff earned a bachelor's degree in Business Administration with a specialty in Finance from the University of Mississippi. Residing in Atlanta with his wife Kara and their three children, Jeff engages in baseball, basketball, biking, football, golfing, and spending time with his family. He is also involved in his community through Catholic Charities Atlanta and the Northside Youth Organization.

Terius Dolby is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016, following a decade at Banc of America Investment Services, Inc. and Bank of America, N.A. 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 various institutional investors.