Brandon White is a financial advisor at Merrill Lynch Wealth Management, a role he has held since April 2014. With 17 years of experience in investments and wealth management planning, he develops strategies and provides advice to individuals, families, and businesses by understanding their financial objectives over both short and long terms. Brandon's professional journey includes experience with a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. He is certified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards, Inc., and has completed advanced training in cash balance retirement plans. Additional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Jennifer Edmondson is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she works directly with clients to understand their financial situations and introduce them to solutions through Merrill and Bank of America. She assists clients in identifying their priorities and developing strategies to pursue their financial goals. Jennifer's expertise includes helping clients manage competing financial demands, such as purchasing a home, saving for college, caring for elderly parents, and preparing for healthcare needs. She provides one-on-one guidance to define goals and develop portfolio strategies tailored to individual needs. As situations evolve, she offers ongoing advice to adapt portfolios accordingly. She holds a Bachelor's Degree from Jacksonville State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jennifer is involved in her community through participation with the Anniston Lions Club and is a member of Hill Crest Baptist Church.

Reuben Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. His expertise includes advising individuals, business owners, non-profit organizations, and foundations. He focuses on understanding clients' goals, needs, and future ambitions to provide investment advice tailored to the client and their family, developing long-term relationships to help grow and preserve financial wealth. Mr. Johnson holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) degree from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) designation. He is actively involved in community service activities such as volunteering with the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. Outside of work and community involvement, he enjoys sports including football, basketball, golf, and tennis.

Nathan Turley is a financial advisor with Merrill in Anniston, Alabama, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 34 years with Merrill and 15 years with Bank of America. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Brown currently serves as the Associate Resident Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since October 1994. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Mr. Brown holds a Bachelor's Degree in Business Management from Jacksonville State University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of focus include legacy planning, personal retirement planning, and portfolio management services. Beyond his professional responsibilities, Isaac Brown is actively involved in his community. He serves on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is currently President. Additionally, he is a member and past president of the Anniston Rotary Club. He resides in Oxford, Alabama with his wife Carrie and daughter Wittney.