Rahel Demissie is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously worked at Bank of America for 19 years before joining Merrill in 2025. Outside of her advisory role, she serves as a power of attorney for family members, managing routine financial transactions and acting on their behalf when needed. 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.

Alexander Bush is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. Alexander supports clients in various areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, women and wealth, sports and entertainment, and tax minimization. He emphasizes building personal relationships and providing focused attention to meet the distinct needs of his clients. He holds a Bachelor's Degree from Kennesaw State University and has earned professional designations such as Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alexander serves as the Board Chair for Athletes for a Better World, reflecting his commitment to community involvement and supporting athletes beyond their professional careers.

Christopher Mc Gregor is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Merrill Lynch Pierce, Fenner & Smith, Inc. since 1993, as well as at Bank of America, N.A. since 2011. 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 clients including individuals, high-net-worth clients, and charitable organizations.

Laura Strong is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Based in Alpharetta, GA, she has served clients through one of the largest financial institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Al Oliva II is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 35 years of experience in business and financial services, he has built his practice around providing service, planning, advice, and guidance to clients and their families. Born and raised in Westchester County, NY, Al was actively involved in sports during his youth and pursued a Bachelor Degree in Finance from Ithaca College, graduating in 1991. He moved to Atlanta in 1994 and held various roles in the mortgage industry, including underwriter and branch manager, before embarking on his career at Merrill in 2009. Leveraging Merrill's resources, he customizes wealth management plans that address clients' comprehensive financial goals. Al holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He currently resides in Johns Creek, GA, where he enjoys playing golf, riding motorcycles, working out, and fishing.

Ernest Guilliams III is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2009. Outside of his advisory role, he manages a family farm and participates in several local councils related to planned giving and estate planning in Georgia. 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.

Joann Pauley is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sam Snider is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Snider Team, recognized on the 2023 Forbes Best-in-State Wealth Management Teams list. He specializes in college education planning, personal retirement planning, and women and wealth. Sam works closely with clients to build confidence in their financial futures by creating personalized life plans that address their most important goals. Sam holds a bachelor's degree from the University of Alabama and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. His professional affiliations include the Kiwanis Club of Atlanta and the Pi Kappa Alpha Atlanta Alumni Association. Outside of his work, Sam participates in community activities through organizations such as the Winship Cancer Institute's Friends of Winship and Hillside Inc. He enjoys boating, football, golfing, skiing, tennis, and yoga.

Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. 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, and various institutional investors.

Ryan Flannagan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing, implementing, and maintaining comprehensive family wealth management plans. His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue meaningful goals. Ryan and his team utilize a planning-based methodology that begins with organizing both financial and personal matters, refining client priorities, and understanding investment personalities to develop strategies aligned with each family's unique needs. Ryan holds a bachelor's degree in finance from Florida State University. He has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2010, Ryan has concentrated on assisting families, endowments, foundations, non-profits, and small businesses with services such as personal retirement planning, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Outside of his professional work, Ryan is involved in his community through Buckhead Church, Northside Youth Organization, and ServeMerge. He enjoys spending time with his wife, Kristi, and their two children, Holli and Hayes, and participates in coaching and mentoring children through various sports teams and church volunteer activities.

Adam Sitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 21 years of experience in the financial services industry. He holds the position of Senior Vice President and Senior Portfolio Advisor, leveraging his expertise to guide individuals and families in achieving their financial goals. Adam is certified in the Merrill Investment Advisory Program since 2018 and holds the Personal Investment Advisor (PIA) designation. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Adam's approach involves creating customized financial strategies that align with his clients' unique needs, focusing on wealth preservation, distribution, and transfer to help establish a lifetime retirement income stream and legacy. Adam earned his bachelor's degree from Kennesaw State University. He is involved in community organizations such as the Veterans Empowerment Organization and the Emory-Children's Cystic Fibrosis Center of Excellence. Outside of his professional commitments, Adam enjoys adventure sports including biking and skiing, and values spending time with his wife Meghan and their two children, Elizabeth and Henry, in Sandy Springs.

Giovanna Godina is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, T. Rowe Price, and The TJX Companies Inc. Outside of her advisory work, she is involved in rental property management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Gresham is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015. Outside of her advisory role, she has a connection to a family-owned holding company and several spouse-operated businesses. 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, and institutions.

Robert Larsen is a Wealth Management Advisor at Merrill Lynch Wealth Management with nearly two decades of experience at the firm. He holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Larsen specializes in advising high net worth clients, families, and foundations on financial strategies, retirement services, wealth preservation, and transfer. He earned his bachelor's degree from the University System of Georgia and is a graduate of the Terry College of Business at The University of Georgia where he graduated cum laude with an honors degree in Business Administration with a concentration in Finance and Investment Management. Larsen is recognized for his mission to understand client priorities deeply and to design, implement, and track customized wealth management strategies that align with their goals. Larsen is active in his community and involved with The Jeannette Rankin Foundation. His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among others.

Brett David is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 20 years, assisting high-net-worth families and business executives in executing financial strategies that align with their personal and business-related goals. Brett leads The Simmons – David Group, which has been providing financial advice and wealth management services for more than 35 years. Their clientele includes affluent families, corporate executives, and successful business owners, with an emphasis on comprehensive wealth management encompassing financial and portfolio strategies, wealth transfer and preservation, business services, retirement planning, and estate planning. Brett holds a Bachelor's degree from the Georgia Institute of Technology in Aerospace Engineering. Prior to joining Merrill, he worked in the petroleum industry managing a territory in the Mid-Atlantic states and contributed to the creation of an e-learning company focused on continuing education for large, not-for-profit organizations. He possesses professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides in Alpharetta, GA with his wife, Marni, and their children, Peyton, Caelin, and Maclaine. Brett's client focus areas include college education planning, legacy and family wealth management, personal retirement planning, portfolio management, tax minimization, and strategies tailored for women and wealth.

Rachel Wight is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles in fitness and orthotics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Shazia Punjwani is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several SunTrust entities prior to joining Merrill in 2020. 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.

Constance Collins is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Luptowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He helps individuals and families pursue their financial goals through personalized wealth management strategies. His approach begins with understanding each client's full financial picture and objectives, enabling him to tailor flexible strategies that adapt to changing market conditions. He also provides clients access to Merrill's investment insights and the banking and lending solutions of Bank of America. Thomas’s expertise includes personal retirement planning, portfolio management services, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Master’s Degree from Loyola University Chicago and a Bachelor’s Degree from Eastern Michigan University. Outside of his professional work, Thomas enjoys baseball, basketball, football, hiking, and spending time with his family.

Michael Lynch is a financial advisor at Merrill with 13 years of experience at the firm and a total of 10 years in the industry. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Lynch serves as a finance committee member and advisory board member for the charitable organization Skate Like a Girl. 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.