Millie Rovny is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and 8 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is involved in seasonal work at Washington Farms, an assisted living facility in Athens, and performs data entry and customer follow-up for a pressure washing business. 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, and institutional investors with model-based and discretionary investment strategies supported by internal and third-party managers.

Meg Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2010, following eight years of experience at a local regional firm. In her role, she develops personal relationships with clients to provide goals-based wealth management strategies that address key areas of their finances. Meg's areas of expertise include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, and women and wealth. She holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated from the University of Georgia's Terry College of Business and has completed training at Wharton's Executive Education Program. Outside of her professional work, Meg enjoys cooking, gardening, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She is a mother of two children, Maggie and William.

Joseph Frierson Jr. is a financial advisor at Merrill with Series 63 credentials and 59 years of industry experience. He has worked at Merrill since 1966 and has also been affiliated with Bank of America since 2009. 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.

James Boyles Jr. is a financial advisor at Merrill with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1985, also working at Bank of America since 2009. Outside of his advisory role, he is a lease owner of Lamar Advertising in Augusta, GA. 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.

John Hudson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the ARH Wealth Management team, focusing on delivering personalized wealth management strategies and exemplary client service. John has been with Merrill Lynch since 1994, serving in various roles including Senior Resident Director of the Athens, Georgia office for nearly 20 years. His responsibilities encompass wealth management planning, estate planning strategies, cash management, and credit and lending services through Bank of America. Over his career, John has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). John earned his bachelor's degree in Business from Valdosta State University. John resides in Athens, Georgia with his wife, Lisa, and their two children, Hayden and Jacob. He is an active member of Athens First United Methodist Church and has served on its finance and staff parish relations committees. His personal interests include quail hunting, bass fishing, and following Clemson and University of Georgia athletics.

Marshall Morgan is a Wealth Management Advisor with The Currie Morgan Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2016 and joined Merrill in 2019. Marshall focuses on helping clients develop personalized financial strategies to achieve their short- and long-term financial goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Georgia with a bachelor's degree in Finance. During his time there, he was the starting kicker for the UGA Football Team for four years and finished as the fourth all-time leading scorer in program history. After his athletic career, he transitioned into financial services, working initially at Raymond James and later at SunTrust before joining Merrill. Marshall and his wife, Madison, reside in Athens, Georgia with their three children. He participates actively in the local and university communities through involvement with organizations such as AnchorPoint (SANE, Inc.), UGA Football Letterman Club, UGA Hockey Foundation, Camp Sunshine, Extra Special People, UGA Relay for Life, and the Miss UGA Scholarship Competition. Outside of work, he enjoys spending time with his family, golfing, watching college football, playing indoor soccer, and enjoying outdoor activities.

William Boyles is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and at Bank of America, N.A. since 2013. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, by providing managed account programs, discretionary portfolio management, and brokerage execution through a combination of personal advisors and affiliated entities. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America’s broader banking and capital markets platform.

Jodi Watson is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1992. 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 by offering model-based and discretionary investment strategies designed and implemented by internal and third-party managers.

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. 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 and profit-sharing plans, corporations, and charitable organizations.

Joshua Childs is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has worked closely with physicians’ practices to address their 401(k) needs and supports clients who are actively accumulating wealth. He assists clients in preparing for key financial milestones such as retirement and business sales. His approach emphasizes maintaining frequent and timely communication to build strong client-advisor relationships. Joshua serves a diverse clientele including healthcare administrators, attorneys, business owners, and corporate executives, helping them manage new wealth and plan for retirement income, college education, tax minimization, philanthropic goals, and portfolio management. He coordinates with clients’ CPAs and attorneys to ensure comprehensive financial planning that aligns with their evolving circumstances and risk tolerance. He holds a Bachelor’s degree in Finance from The Terry College of Business at the University of Georgia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joshua resides in Athens, Georgia with his wife and daughter. He contributes to his community by volunteering with the Sparrows’ Nest to serve food to the homeless and participates in mission trips to Jamaica.

Joseph Frierson III is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Merrill since 1994 and has additionally been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the sole owner of a rental property in Athens. Merrill 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.

Marcus Childs is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining the firm in 1986. Over his career, Marcus has provided personalized wealth management advice and guidance to a diverse client base, including physicians, health care administrators, attorneys, business owners, and corporate executives across Georgia and nationwide. He focuses on helping clients prepare for key financial transitions and offers services such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management. Marcus's approach involves conducting in-depth analyses of clients' financial situations and aspirations, creating clear blueprints to guide their decision-making processes. He holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from the University System of Georgia. Marcus's professional work is supplemented by collaborations with clients' CPAs and attorneys to establish philanthropic and estate planning strategies. Outside of his professional responsibilities, Marcus is actively involved in community and charitable organizations. He and his family support Operation Restoration Christian Home for Boys in Trenchtown, Jamaica, and are engaged with groups including the American Heart Association, Athens Area Community Foundation, Atlanta Lab Rescue, Food Bank of NE Georgia, and the Oconee Humane Society.

Diaundra Hall is a Financial Advisor at Merrill Lynch Wealth Management who helps individuals, families, and business owners make confident financial decisions through personalized advice and long-term planning. She focuses on building lasting relationships by understanding what matters most to her clients and developing strategies tailored to their unique goals and circumstances. Her areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and sports and entertainment. Diaundra holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned an Associate's Degree from Athens Technical College and a High School Diploma from Cedar Shoals High School. Beyond her professional commitments, Diaundra is involved in community organizations such as the Ashton Hope Keegan Foundation and the Boys & Girls Club. In her personal time, Diaundra enjoys cooking, dancing, football, gardening, music, reading, spending time with her family, traveling, and watching movies. She is an Athens native dedicated to being a trusted resource for clients through every stage of life.

Allan Wiltshire III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of a team that works with a limited number of families, professionals, and business owners to simplify their complex financial lives. Allan has a background that includes nine years of service as a U.S. Marine, where he served as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). He applies the planning and problem-solving skills developed during his military career to assist business owners, physicians, corporate executives, and other individuals and families in managing their financial futures. His expertise areas include employee benefits planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Originally from Georgia, Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Allan is involved with the Citadel Alumni Association and UGA Terry MBA Veterans. He participates in community activities including serving at his church and volunteering with a women's health non-profit organization. Allan also enjoys reading, running, spending time with his family, traveling, and watching movies.

Samuel Hudson is a Financial Advisor with the Frierson Hudson Wealth Management Group at Merrill Lynch Wealth Management. He works with families, business owners, and foundations to assist them in making confident financial decisions. Samuel emphasizes a relationship-driven approach and aims to provide tailored guidance aligned with each client's individual goals. Drawing on his background in nonprofit leadership and banking, Samuel helps clients understand their financial situations and plan efficiently toward their objectives. His services encompass family wealth management strategies, legacy planning, and managing new wealth, offering analyses that consider assets, liabilities, and longer-term aspirations. He holds a bachelor's degree from Berry College and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel lives in Athens, Georgia with his family and is involved in the community through Redeemer Presbyterian Church and the local SORBA mountain biking chapter. He enjoys biking, reading, and spending time with his family.

James Edwards serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With 41 years of experience at Merrill, he specializes in delivering customized wealth management strategies tailored to clients’ unique financial situations and long-term goals. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible approaches that address changing market conditions and varied client needs. James focuses on a range of client areas including college education planning, retirement income, family wealth management, legacy planning, and services for endowments, foundations, and non-profits. His approach emphasizes understanding clients deeply, asking thoughtful questions, and listening carefully to ensure strategies reflect what matters most to each individual and their family. He holds the designation of Personal Investment Advisor (PIA), a Bachelor’s degree from Presbyterian College, and a High School Diploma from Cedar Shoals. Outside of his advisory role, James participates actively in community organizations such as Recording For The Blind and Rotary. His personal interests include football, golfing, hunting, and spending time with his family.

Christen Faith is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Bank of America, Old Navy, and Aveda. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tom Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals, families, corporate executives, and small businesses to develop personalized financial strategies that align with both their short- and long-term goals. His areas of expertise include executive compensation, family wealth management, legacy planning, and retirement planning, among others. Tom coordinates and tracks customized wealth management plans by collaborating with a team of specialists within Merrill. Tom holds a bachelor’s degree in Economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant, reflecting his commitment to professional standards in financial advising. He leverages his education and extensive experience to assist clients with investment guidance and estate planning. Residing in Athens, GA, Tom is involved in local community organizations including the Athens YMCA and Athens First United Methodist Church. He lives with his wife, Laura, and their three children. Outside of his professional work, Tom enjoys basketball, football, golfing, reading, running, skiing, tennis, and spending time with his family.

Joanne Renshaw is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2017 and previously held a position at Bath and Body Works from 2012 to 2017. 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 plans, corporations, and charitable organizations.

Benjamin Roberts III is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and concurrently affiliated with Bank of America since 2009. Merrill serves a wide client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient strategies and benefits from integration with Bank of America's banking and capital-markets platform.