Chelsea Smith is a Wealth Management Advisor and partner with The David Robertson Smith Group at Merrill Lynch Wealth Management in Baton Rouge, Louisiana. She focuses on wealth management planning and investment management, designing and implementing personalized strategies to help individuals, families, and business owners pursue their financial goals. She provides services in areas including family wealth management, legacy and philanthropic planning, liquidity management, retirement income, tax minimization, and portfolio management. Chelsea holds a Bachelor's degree from the Louisiana State University System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. She is an honorary member of the LSU Finance Academy. Prior to joining Merrill Lynch Wealth Management, she gained experience at UBS Financial Services and as an intern at Merrill. In addition to her professional work, Chelsea is involved in her community as a coach for Girls on the Run and a member of the Mary Bird Perkins Echo Alliance. She enjoys reading, traveling, and spending time with her family.

John Bevinetto is a Financial Advisor at Merrill Lynch Wealth Management, where he works as part of a team of five advisors dedicated to assisting clients in achieving their financial goals. He joined Merrill Lynch Wealth Management in January 2023 after nearly seven years practicing as a trial attorney throughout Louisiana. John graduated from Louisiana State University with a B.S. in Finance in 2012 and earned his J.D./D.C.L. from the Paul M. Hebert Law Center at Louisiana State University in 2015. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his role, he helps clients with various aspects of their financial lives, including investments, liabilities, estate, and retirement planning. Outside of his professional work, John enjoys spending time with his family, cooking, baseball, football, skiing, and traveling. He is also involved in raising money for local charities through participation in a competition barbecue team.

Caroline Walters is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she assists individuals, families, and business owners with financial planning and wealth management services. She supports investment planning and delivers personalized client service as part of the Davis Wealth Management Group, employing an institutional approach to create customized investment strategies tailored to clients' goals and risk tolerance. Caroline's expertise includes managing complex financial needs such as life transitions, milestone planning, and estate and succession considerations. She holds the Accredited Asset Management Specialist (AAMS) designation. She is involved with professional organizations including the LABI Emerging Leader's Council and the LABI Taxation & Finance Council. In addition to her professional work, Caroline participates in community activities such as the Mary Bird Perkins Cancer Center Echo Alliance.

Sara Simoneaux is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2021, she worked in the construction industry for over a decade. Outside of finance, she serves as a marketing consultant for Bultra Restaurant Group, where she manages social media and graphic design. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Cory Ludwick is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on developing comprehensive approaches tailored to clients’ unique financial situations, goals, and values, offering flexibility to adapt to changing market conditions. Cory provides clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America, addressing diverse aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Cory holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His education includes a High School Diploma from Seven Rivers Christian, coursework in finance at the University of Arizona Global Campus, and attendance at the University of Central Florida. Cory participates in community service consistent with Merrill's tradition of community involvement. Outside of his professional work, he enjoys baseball, basketball, football, golfing, swimming, and spending time with his family.

Donovan Davis is a Wealth Management Advisor leading the Davis Wealth Management Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1980 and has over 45 years of service in the wealth management field. The Davis Wealth Management Group serves wealthy individuals, families, institutional, and nonprofit clients, offering a comprehensive range of wealth management services. Donovan focuses on strategic asset allocation, manager identification, and wealth management planning. He holds a Bachelor's degree from the University of Louisiana System and a Master's degree from the Louisiana State University System. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Donovan is also affiliated with the American Israel Public Affairs Council (AIPAC). Outside of his professional career, Donovan is involved with Hillsdale College. He is married to Tricia and has two children, Christine and John.

Eric Waechter is the Senior Resident Director and a member of The Hopkins Waechter Wealth Management Group at Merrill Lynch Wealth Management. In this role, he focuses on developing wealth management strategies for high-affluent clients, providing customized and attentive services that address the complexities of each client's financial needs and goals. His approach integrates the broad financial services expertise of Merrill, combined with the banking and lending solutions of Bank of America, and includes collaboration with clients' external advisors to ensure comprehensive financial guidance. Eric holds a Bachelor's degree from the Louisiana State University System and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise include college education planning, executive and equity compensation services, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. Outside of his professional responsibilities, Eric serves on the Baton Rouge General Foundation Board of Directors. He also engages in personal interests such as cooking, running, spending time with his family, and traveling.

Jeffrey Esnard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families, individuals, and businesses to develop personalized financial strategies that align investments with their lifestyle and long-term goals. Jeff's approach emphasizes understanding clients’ questions, goals, and concerns to create comprehensive wealth management plans tailored to their priorities. Jeff's expertise includes family wealth management strategies, retirement planning, portfolio management, tax minimization, and investment consulting for defined contribution plans, among other areas. He leverages the investment insights of Merrill Lynch to assist clients in managing new wealth, employee financial health, and corporate investment strategies. Jeff holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Management from Louisiana State University and began his financial career as a mortgage banker. Jeff also attended the University of Mississippi without degree completion. Committed to the communities he serves, he volunteers locally and enjoys personal interests such as boating, fishing, hunting, running, skiing, traveling, and spending time with his family.

Paul Langston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to his clients' individual financial goals and changing market conditions. Paul provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America to support comprehensive financial planning. Paul holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Millsaps College. He is committed to working closely with clients one-on-one to develop flexible financial strategies aimed at pursuing long-term objectives. In addition to his professional role, Paul is engaged in community volunteer work, reflecting Merrill’s tradition of supporting the communities it serves.

Brandon Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, among other credentials. Brandon focuses on creating strategies tailored for individuals and their families aimed at meeting both short- and long-term financial goals. His work involves assessing clients’ life goals, risk tolerance, time horizon, and liquidity needs to develop comprehensive financial plans. Brandon graduated cum laude from Louisiana State University in 2021 with a bachelor’s degree in finance. He is part of Ginn Wealth Management, an advisory team based in Baton Rouge that is committed to delivering wealth management services founded on professionalism, consistency, and exceptional client service. His areas of expertise include managing new wealth, personal retirement planning, and portfolio management services. In addition to his professional work, Brandon is involved in community efforts with Keep Tigertown Beautiful of Baton Rouge. Outside of work, he enjoys golfing, hiking, running, traveling, and spending time with his family. He resides in Baton Rouge with his wife, Anna.

Jeffrey Dunbar is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded the Dunbar Group alongside his brother, Joey, in 2023. Jeffrey serves clients nationally, focusing on strategic financial guidance for business owners, executives, institutional clients, and non-profits, including organizations affiliated with the Catholic Church. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in Philosophy and Theology from Franciscan University of Steubenville and a master's degree from Louisiana State University. He and his wife, Bridget, have six children and actively participate in community organizations such as the Baton Rouge Soccer Club, Missionaries of Charity, Bishop Ott Men's Shelter, and Born to Run 5K. Their participation reflects an integration of faith and service in both their personal and professional lives.

Andrew Scholl is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he has been employed since 2002. He provides expertise in areas including education planning, employee benefits planning, family wealth management strategies, defined benefit plan services, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Marquette University in Milwaukee, WI, and graduated from Catholic High School in Baton Rouge, LA. Andrew is a Personal Investment Advisor (PIA). He resides in Baton Rouge with his wife, Caroline, and their three daughters, Lillian, Victoria, and Suzanna. His personal interests include chess, hunting, skiing, and traveling.

Chad David is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has been associated with Merrill Lynch since 1990, with a break between 2008 and 2015, and currently serves clients across the country by providing strategic financial guidance. Chad specializes in supporting high-net-worth retirees, business executives, individuals in the oil and gas industry, entrepreneurs, and their families. His services focus on helping clients navigate complex financial situations, managing asset growth, preservation, and transfer, as well as addressing retirement planning and executive compensation strategies. Chad holds the Personal Investment Advisor (PIA) designation and maintains several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65, along with Life and Health Insurance Licenses. He earned his Bachelor’s degree in Finance from Louisiana State University. Throughout his career, Chad has also served on the boards of various organizations, including CCLA and St. Jude Catholic School. He lives in Baton Rouge with his wife, Amy, and their six children. Outside of work, Chad enjoys playing golf and football, wine tasting, cooking, and is involved in community service as an usher at Sacred Heart Church.

Jordan Chauvin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2015 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Jordan utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients' financial needs. He specializes in serving high-net-worth individuals and families by providing personalized financial strategies that focus on family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Jordan works closely with clients to develop tailored strategies aimed at building, managing, and preserving wealth for current and future generations. Jordan earned his bachelor's degree in business from the E.J. Ourso College of Business at Louisiana State University. He enjoys biking, cooking, fishing, golfing, hunting, music, running, tennis, and spending time with his family.

David Shirley is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, leveraging his expertise in investment strategies and wealth management. David holds the professional designation of Personal Investment Advisor (PIA). He earned his bachelor's degree from the Louisiana State University System. His background and credentials support his work in helping clients achieve their financial goals through tailored investment solutions.

Danielle Creppel is a Series 66-licensed financial advisor at Merrill with 17 years of industry experience. She has been with Merrill Lynch since 1994. 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.

Paul Ortego is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that align with their individual goals and the dynamic nature of market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Paul holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Louisiana State University. He is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of service in the communities it serves.

Ryan Malone is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this role since joining the firm in 1999. Ryan specializes in providing financial planning and investment management services. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Ryan earned a bachelor’s degree in finance from Louisiana State University in 1998, following his graduation from Baton Rouge High School. Ryan resides in Baton Rouge with his wife, Erica, and their three children. He enjoys traveling, fishing, and spending time with his family.

William Weimar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in connecting clients with tailored financial plans and processes to support their unique ambitions. His approach focuses on helping clients plan for key personal objectives, including funding education, securing retirement lifestyles, addressing potential healthcare costs, and creating long-term family financial strategies. William holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the Louisiana State University System. He emphasizes integrating all aspects of a client's financial life to prioritize and pursue their most important goals.

Amanda Rothrock is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 after earning a Bachelor’s degree in Finance from Louisiana State University. Amanda holds several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Amanda has been a CFP professional since 2003 and earned the CIMA designation in 2007 through the Investments & Wealth Institute at the University of Pennsylvania’s Wharton School. She manages client portfolios using a variety of strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Amanda resides in Baton Rouge, Louisiana.

Carmen Torres Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has held positions at Merrill since 2021 and previously worked at OneMain Financial and RK Mehrotra State Farm. Prior to her career in finance, she worked in the restaurant industry and spent time in education. 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.

Sarah Bevinetto is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2014, respectively. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Dustin Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates directly with clients to develop personalized wealth management strategies that align with their individual financial goals and the evolving market environment. He leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to support comprehensive financial planning. Dustin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. He is committed to serving the community and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Susan Lang is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of her advisory role, she serves on fundraising committees for the Guardian Day Foundation and Launch Therapy Center, helping to plan and execute community benefit events. 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.

Lance Hopkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1999, he has assisted clients in developing comprehensive wealth management strategies that focus on financial planning, strategic asset allocation, and risk budgeting. Lance works closely with clients to structure plans that address goal achievement and effective risk management, specializing in legacy planning, personal retirement planning, and retirement income. Lance earned a bachelor's degree in accounting from The University of Louisiana at Lafayette. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Outside of his professional role, Lance enjoys fishing, hunting, and spending time with his wife Mandi and their two daughters, Ryley and Reese.

Michael Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management in the Baton Rouge office. He provides wealth management services to a diverse client base in South Louisiana, including business owners, professionals, corporate executives, and affluent families. Michael’s practice focuses on comprehensive financial planning, helping clients manage, preserve, and transfer their wealth while addressing investments, liabilities, estate planning, business assets, and financing needs. Michael began his career in the financial services industry in 1986 and joined Merrill Lynch in 2002. He holds the CERTIFIED FINANCIAL PLANNER™ designation and the Personal Investment Advisor (PIA) credential. Michael earned a Bachelor's degree from the University of Florida’s Warrington College of Business, graduating with honors. Outside of his professional work, he enjoys hiking, music, photography, tennis, and woodworking.

John Davis is a Financial Advisor at Merrill Lynch Wealth Management, part of the Davis Wealth Management Group. He joined Merrill in 2024, bringing a decade of professional experience from various fields including logistics and cybersecurity. John is committed to helping clients navigate their financial opportunities and challenges with confidence, providing personalized advice and comprehensive strategies supported by the resources of Merrill and Bank of America. John holds a Bachelor's Degree from Texas Christian University's Neely School of Business. He holds the Personal Investment Advisor (PIA) designation. His expertise enables him to address a broad range of wealth management, investment, retirement, lending, and banking needs. Outside of his professional role, John enjoys cooking, football, golfing, hunting, pickleball, reading, and tennis. He recently relocated to Baton Rouge from Dallas, TX and values building meaningful relationships with his clients to provide tailored financial guidance.

Malcolm Wall is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop personalized financial plans that align with their individual goals and priorities. His work involves assisting clients with funding education, preparing for retirement and potential health care expenses, and creating strategies to achieve long-term family objectives. Malcolm holds a Bachelor's Degree from the Louisiana State University System. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Joy Stoneham is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been active in the financial industry since 1994, focusing on financial strategies tailored for individuals, families, and businesses. Joy holds a bachelor's degree in Finance from Northeast Louisiana University. She also holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her advisory work, she is a published financial columnist. Joy resides in Baton Rouge with her husband, Scott, and her son, Carter. Her professional approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Samuel Robertson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Baton Rouge, Louisiana. He has extensive experience in financial services, having started his career at Merrill Lynch in 2001 following a 20-year career with Exxon Mobil. After a brief departure from the firm in 2008, he rejoined Merrill Lynch in 2015 where he continues to serve clients primarily in the petroleum and chemical industries. Robertson’s approach to financial advising emphasizes understanding clients’ priorities, resources, and goals to develop customized strategies that address various aspects of their financial lives. He focuses on strategic asset allocation and managing investments during the distribution phase of retirement. As a Senior Portfolio Manager, he manages Personalized and Defined Strategies on a discretionary basis, incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds the Series 7, 31, and 66 FINRA registrations as well as Life and Health Insurance Licenses and the Personal Investment Advisor designation. He earned an Accredited Certificate from Baton Rouge Vocational Technical College. Outside of his professional role, Robertson resides in Greenwell Springs, Louisiana with his wife Michelle. They have two adult children and four grandchildren. His personal interests include hunting, fishing, and following LSU sports. He also volunteers with the Dream Day Foundation, supporting St. Jude Children’s Research Hospital through fundraising and advocacy.

Clifton Mount is a Wealth Management Advisor with expertise in providing consultative financial advisory services to assist clients in accumulating and preserving their wealth. He has over two decades of experience in the financial services industry and utilizes a holistic approach to understand clients' goals and evaluate their unique strengths and weaknesses. Clifton collaborates with a team of specialists to develop personalized financial strategies aimed at helping clients pursue their long-term objectives. His client focus areas include college education planning, personal retirement planning, retirement income, and education planning. Clifton holds a Bachelor's degree in Business Management from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Retirement Planning Counselor™ designation. Additionally, he possesses brokerage, life, accident and health, and variable annuity insurance licenses. Clifton is dedicated to providing clear guidance and easy-to-understand advice to assist families in achieving financial success. Outside of his professional career, Clifton is involved with the Alpha Tau Omega Fraternity and the Sacred Heart of Jesus Church. His personal interests include biking, football, golfing, music, pickleball, running, and spending time with his family.

Rachel Hurtt is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2021, she worked at The Bone and Joint Clinic of Baton Rouge, Snelling Employment LLC, and Walt Disney World Parks and Resorts. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Robyn Richards is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to that, she was with J.P. Morgan Securities and JPMorgan Chase Bank NA from 2008 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Stephanie Evans is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Bank of America and Merrill since 2011. Outside of her advisory role, she is involved as an infant and child sleep consultant with a family business called Little Dreamer BR. 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.

Terence Ginn is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 2001. He is professionally designated as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Terence assists clients in managing various aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs. Terence's expertise focuses on retirement income planning, wealth building strategies for individuals and families, and company retirement plan management such as 401(k), 403b, and defined benefit plans. He utilizes goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and rebalancing to help clients maximize their wealth. His approach emphasizes communication, goal tracking, portfolio management, and advice delivery, supported by a dedicated team. He holds a Master's degree from Southeastern Louisiana University and a Bachelor's degree from Louisiana State University System. Terence lives in Baton Rouge with his wife, Kim, and their two sons. In his spare time, he enjoys outdoor activities including hiking and kayaking, as well as spending time with his family.

Alicia Courville is a financial advisor with Merrill in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2015 and more recently joined Bank of America, N.A. in 2026. Outside of finance, she owns and operates a retail and arts and crafts business called Mimi’s Closet. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christie Ollar is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2022, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2022, and she has a background that includes four years at Sprint. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karli Becnel is a Financial Advisor at Merrill Lynch Wealth Management and a member of the TBS Group. She joined Merrill in 2020 and transitioned from various client service roles to her current advisory position. Karli focuses on understanding her clients’ goals and helping them achieve those objectives through personalized financial analysis and ongoing service. Her areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli holds a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Personal Investment Advisor (PIA), and holds Series 7 and 66 FINRA registrations. Additionally, she is licensed in Wisconsin for life and health insurance. Karli is a member of the Financial Occupations Club for University Students and participates in community involvement through the ALS Association. Outside of her professional commitments, Karli enjoys cooking, reading, tennis, and volleyball. Her approach integrates thought leadership and insightful strategies to create actionable financial plans tailored to her clients' risk tolerance, time horizon, liquidity needs, and investment goals.

Kelly Eason is a financial advisor with Merrill in Baton Rouge, LA, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2007 and has been associated with Bank of America, N.A. since 2023. 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 investment strategies.

Rebecca Hinton is a Financial Advisor at Merrill Lynch Wealth Management. She serves high-net-worth individuals, their families, and their businesses, focusing on strategies to help them achieve both short-term and long-term financial goals. Her approach to wealth management is consultative and personalized, emphasizing the importance of aligning financial plans with clients' unique ambitions. Rebecca holds a Bachelor's Degree from Louisiana Tech University and a Juris Doctorate Degree from the Louisiana State University System. She holds the designation of Personal Investment Advisor (PIA) and is a member of the Estate and Business Planning Council of Baton Rouge. Outside of her professional role, Rebecca is involved in the community through her participation in Elan Cotillion.

Thomas Piland is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill Lynch since 2004 and Bank of America since 2011. Outside of his advisory role, he owned and managed a public accounting firm in Baton Rouge until 2005 and participates in his local church’s offertory collection count team. 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.

Savannah Kelleher is a Financial Advisor with Davis Wealth Management Group, part of Merrill Lynch Wealth Management. She has experience working with individuals, families, and business owners to simplify and organize their financial lives. Savannah focuses on providing customized wealth plans that are regularly tracked and updated to meet clients' evolving needs and life goals. Savannah began her career in financial services at UBS before joining Merrill Lynch in 2015 as a Wealth Management Client Associate. She holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Louisiana State University System. Her areas of focus include college education planning, personal retirement planning, women and wealth, and tax minimization. In addition to her professional work, Savannah is involved in community organizations such as the Mary Bird Perkins Cancer Center. She volunteers with animal rescue groups and participates in events like the Susan G. Komen Race for the Cure. Her personal interests include traveling, boating, fishing, football, genealogy, hunting, interior decorating, skiing, soccer, and spending time with her family.

Richard Hinton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2007. Richard is a second generation Financial Advisor who focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term financial goals. Richard holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation awarded by The National Association of Plan Advisors (NAPA), the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. He earned a Bachelor of Science degree in Accounting from Louisiana Tech University in 2002. He follows the Merrill tradition of community involvement and volunteers by coaching sports for his children and their friends. Outside of his professional work, Richard enjoys spending time with his family, playing tennis and volleyball, and traveling.

Scott Shirley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2013, he has focused on assisting clients in growing and preserving personal wealth, as well as addressing personal and company retirement planning needs. His expertise also includes business financing, liabilities, cash management, and estate planning services. Scott holds a Bachelor's Degree in International Business from Louisiana State University and a Juris Doctorate from Mississippi College School of Law. He maintains the Professional Investment Advisor (PIA) designation. While Scott’s background includes legal education, he does not provide legal advice in his role at Merrill Lynch. Banking products and services are provided by Bank of America, N.A.

Magen Smith is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2008. 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 developed by internal CIO teams and third-party managers.

James Collins is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies aimed at helping clients pursue their long-term goals. He leverages the investment insights of Merrill as well as the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to the individual needs of his clients. James holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. He is committed to working closely with clients to understand their full financial picture and build strategies aligned with their personal objectives. In addition to his professional responsibilities, James participates in community volunteer activities consistent with Merrill's tradition of community engagement.

Brian Sartin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 and specializes in creating customized financial strategies for high net worth business owners, professionals, corporate executives, and families. Brian assists clients in managing all aspects of their financial lives, including investments, liabilities, estate planning, cash management, and business financing needs through Bank of America. His expertise also extends to corporate retirement benefits, such as 401(k) and other defined contribution plans. Brian holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a graduate of Louisiana State University's E.J. Ourso College of Business Administration, where he earned a bachelor's degree in Finance. He has completed the Merrill Longevity Training Program in partnership with the University of Southern California Davis School of Gerontology. Residing in Zachary, Brian is active in his local community and dedicates time to volunteering with organizations in the area. His personal interests include baseball, fishing, football, hiking, traveling, and spending time with his family. He approaches his work with the philosophy of collaborating one-on-one with clients to develop personalized financial strategies that support their long-term goals.