Shane Wilson is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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.

Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. 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.

Christian D. Garrett is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2000 and is based in Alpharetta, GA. 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 using model-based and discretionary strategies developed by internal and third-party managers.

Thomas Kikly is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held positions at Accumulation Wealth Strategies, Inc. and Principal Securities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rishab Singh is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs, providing clients with comprehensive financial advice and access to Bank of America specialists across various banking and financing solutions. Singh holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina and a High School Diploma from Green Hope High School. He is also affiliated with the professional organization Phi Delta Theta. In addition to his professional work, Singh participates in community activities such as Habitat for Humanity.

John David Ballance is a Senior Financial Advisor and Managing Director based in Alpharetta, Georgia, affiliated with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997, with prior experience at Wachovia Securities before joining Merrill in 2008. John specializes in providing comprehensive financial guidance, including portfolio management through personalized or defined strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment options. John and his team follow a "client first" approach, developing tailored financial strategies tailored to each client's unique needs and life stages. They assist clients throughout their financial life cycle by evaluating financial situations, setting goals, implementing strategies, and conducting regular reviews. His expertise encompasses family wealth management, liquidity management, retirement planning, small business strategies, and retirement income solutions. He also collaborates with professionals to support clients with trusts, complex retirement strategies, and estate planning services. John holds a Bachelor's Degree from the University of Georgia and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in his community through Northpoint Church and serves as a youth football coach. His approach emphasizes relieving clients of financial stress to help them lead fulfilling and successful lives.

Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Zachary Scott is a financial advisor with Merrill Lynch Wealth Management who specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He brings a results-driven approach to his practice, focusing on uncovering what matters to clients and their families to create strategies tailored to their financial goals. Scott's professional background includes 15 years of leadership experience in the U.S. Army Infantry and six years as a Firefighter/Advanced EMT, which provided him with skills in communication, problem solving, accountability, and relationship management. These experiences contribute to his ability to build trusted client relationships and understand each client's unique objectives. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Scott earned his High School Diploma from Creekview High School and has attended courses at the University System of Georgia and Liberty University. Outside of work, he enjoys activities such as baseball, camping, fishing, golfing, hiking, horseback riding, running, spending time with his family, and traveling.

William De Cardenas is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined in 2021. He specializes in serving high net worth families and entrepreneurs by developing personalized financial strategies tailored to their long-term goals. With 15 years of experience in the financial services industry, William focuses on areas including family wealth management strategies, portfolio management services, small business strategies, special needs planning, tax minimization, and retirement income. He has expertise in alternative investments, offering clients access to diversified holdings such as hedge funds, private equity, private credit, and real assets to help manage risk and potentially enhance returns. William earned a bachelor's degree in International Relations from Florida International University in 1993 and a Master of Jurisprudence in Wealth Management from Texas A&M University School of Law in 2019. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Bilingual in English and Spanish, he is a member of the Emmaus professional organization and volunteers with St. Timothy's Catholic Church. Outside of work, William enjoys baseball, biking, boating, football, golfing, and hiking.

Steven Tholen is a Senior Financial Advisor based in Alpharetta, Georgia, and a member of The Snider Team at Merrill Lynch Wealth Management. He brings more than 35 years of experience in the financial services industry. Steven began his career as a Financial Advisor at Merrill before spending 21 years in the asset management industry in senior leadership roles. Prior to returning to Merrill Lynch Wealth Management, he founded and led a consulting firm offering strategic advisory services to asset management companies. His investment expertise includes traditional equity and fixed income strategies as well as alternative investments such as hedge funds, fund-of-funds, and private equity across multiple asset classes. Steven and his team provide concierge-level wealth planning and investment management services focused on privately held business owners, current and former corporate executives, and their families. They are currently accepting new clients who can benefit from their experience and the resources of Merrill and Bank of America. Steven holds a Bachelor's Degree from The Citadel and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. He is a member of the Citadel Alumni Association and a USMC Veteran. Outside of work, Steven enjoys cooking, fishing, hunting, and traveling. He also participates in community volunteer activities consistent with Merrill's tradition of community involvement.

Nicholas Ballance is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients navigate complex financial decisions by developing personalized strategies that align with their unique goals and priorities. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He also has experience working with clients in sports and entertainment sectors. Nicholas holds a Bachelor’s Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. He and his team utilize a Personal Wealth Analysis® approach to provide clients with financial certainty while minimizing risk. Nicholas aims to simplify the investing process and support clients through important life stages such as funding education, planning retirement, and managing wealth. Outside of his professional work, Nicholas enjoys spending quality time with his family and has interests that include basketball, cooking, football, music, pickleball, reading, tennis, and watching movies.

Kristopher Nintzel O'Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2013 and serves families approaching retirement, focusing on personal retirement planning, legacy planning, philanthropic planning, and portfolio management services. Kris is a third-generation Merrill Financial Advisor whose approach emphasizes developing robust plans tailored to clients' long-term goals. He uses Merrill's Personal Wealth Analysis® to help clients make informed decisions about retirement timing, spending, and portfolio structure. In 2018, Kris was selected as a Coordinator for the Financial Advisor Development Program in Merrill's Atlanta Buckhead Complex, where he mentors new advisors. He holds several professional designations including Retirement Management Advisor® (RMA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). Kris earned both his MBA and BBA from Georgia Southern University. Outside of his professional duties, he volunteers with The Shepherd Center and enjoys music, performing as a drummer, guitarist, and vocalist.

Louise Legault is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in finance. She began her career in 2005 as a Financial Center manager at Bank of America and transitioned to her current role in 2020. Louise focuses on family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Her areas of expertise include wealth management strategies, liability management, insurance, and investment management. She assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. As a Senior Portfolio Advisor, Louise manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Louise holds a degree in Information Technology from Cegep du Vieux-Montreal and a high school diploma from Polyvalente Chanoine Armand Racicot. She is a Personal Investment Advisor (PIA) and is proficient in French and English. Beyond her professional pursuits, she enjoys cooking, golfing, knitting and crocheting, reading, table tennis, and tennis.

Krupaben Patel is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Merrill, Patel worked at Bank of America, Hill Advisor Group, The Vanguard Group, and other financial firms. Patel has volunteered with the University of Georgia's Volunteer Income Tax Assistance service and Aspire Clinic. 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, pension plans, corporations, and charitable organizations.