Gregory Degraeve is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing wealth through a comprehensive, personalized approach that begins with understanding each client's family, financial situation, and priorities. Gregory works closely with corporate executives and business owners to develop customized, goals-based wealth management strategies. His services include retirement and estate planning, portfolio construction, employee equity and stock option plans, succession and legacy planning, as well as lending strategies with access to Bank of America. Gregory joined Merrill Lynch in 2015 after holding several roles at John Hancock Investments, including Regional Vice President, Internal Business Consultant, and Broker Service Representative. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Plymouth State University. Gregory is fluent in English and French. In addition to his professional work, Gregory follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His personal interests include adventure sports, cooking, traveling, and spending time with his family.

Zachary Menard is a Financial Advisor at The Leland Group, where he has been providing financial guidance since March 2023. He has been active in the Financial Services industry since 2013. Zachary's professional background includes extensive experience in Retirement Planning, particularly for Workplace Retirement Plan participants, before transitioning to his current role. He collaborates with clients to develop wealth management strategies tailored to their individual financial goals and priorities. He holds a Bachelor of Science degree in Business Management from Skidmore College, with an interdisciplinary minor in Exercise Science and Physiology. Zachary is based in Peabody, MA, and spends his personal time playing hockey and being with his niece and nephew.

Brandon Bergstrom is a Private Wealth Advisor and the leader of The Leland Group at Merrill Private Wealth Management. He works closely with individuals, families, and nonprofit organizations to assist them in growing, preserving, and deploying their wealth thoughtfully. Brandon's practice focuses on supporting clients with diverse needs, including tax-efficient investment management, multi-generational strategies, philanthropic planning, and managing complex wealth scenarios. Brandon has been in the wealth management and investing industry since 2001. Throughout his career, he has worked with corporate executives, business owners, nonprofit organizations, and multi-generational families. He leads a team of specialists who coordinate to address the intersection of a client’s personal and professional wealth, ensuring that their financial objectives are met with precision and care. He holds a bachelor's degree from Trinity College. Brandon resides in Winchester, Massachusetts with his wife and two children. He enjoys outdoor activities such as skiing, adventure sports, fishing, gardening, reading, and traveling with his family.

Christopher Menard is a Private Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 2013. He serves a select group of high-net-worth individuals, families, and businesses by developing customized wealth management strategies that align with their objectives. Additionally, Christopher provides consulting services through Merrill Institutional Consulting to various institutions including hospitals, private foundations, nonprofits, and universities. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® certification, which is administered by the Investments & Wealth Institute® in conjunction with The Sloan School at the Massachusetts Institute of Technology. He earned his bachelor's degree from Trinity College. Christopher is part of The Leland Group, a team focused on supporting the wealth management needs of families, businesses, and nonprofits. His areas of expertise include education planning, family wealth management strategies, philanthropic planning, and socially responsible and ESG investing. He currently resides in Wellesley, MA with his wife and son.

Jonathan Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2005 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Jonathan is also a qualified Portfolio Manager and holds FINRA Series 7 and 66 registrations, being fully registered in all 50 states. He was recognized on the Forbes "Best-In-State Wealth Advisors" list from 2021 through 2026 and was named to the "Best-in-State Wealth Management Teams" list in 2025 and 2026. Jonathan specializes in providing tailored financial guidance to high net worth individuals, families, business owners, senior executives, and charitable organizations. His expertise includes disciplined asset allocation, open architecture investment management, tax-efficient strategies, concentrated stock management, alternative investments, retirement cash flow planning, exit planning for business owners, and trust and estate planning. He develops personalized financial strategies to meet the unique needs and long-term goals of his clients. He earned a Bachelor's degree in Economics and International Finance from Brandeis University. Jonathan is active in his community, serving as a board member for the Middleton Youth Softball Association and volunteering with local youth softball and soccer organizations. He lives on the North Shore with his wife and two daughters.

Jennifer Peterson is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2014. 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.

Karen Leland is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2006. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Darin Byrne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2013 after eleven years in the commercial real estate field. In his role, Darin works directly with clients to provide customized wealth management strategies tailored to their needs, goals, and priorities. He is a qualified Portfolio Advisor, delivering guidance through traditional advice and by recommending investment strategies from Merrill Lynch or approved third-party managers. Darin holds several professional credentials including the CERTIFIED FINANCIAL PLANNER™ certification, the CHARTERED ADVISOR IN PHILANTHROPY™ designation, and is recognized as a CERTIFIED PLAN FIDUCIARY ADVISOR™ professional. He earned his bachelor's degree from Amherst College. Residing in Winchester, MA with his wife and three sons, Darin is engaged in his community through coaching youth sports. He also enjoys golfing, music, singing, and spending time with his family.

Brian Snelson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He is a First Vice President and a longstanding member of The Leland Group. In his role, Brian works closely with clients to navigate complex financial decisions across life transitions, focusing on long-term planning, wealth preservation, and retirement readiness. Brian's expertise encompasses areas such as college education planning, employee financial health, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and also carries the Personal Investment Advisor (PIA) designation. Brian is a graduate of the University of Massachusetts with a bachelor's degree. He lives in Tewksbury, MA with his wife and enjoys spending time with his three adult children and grandchildren. His personal interests include biking, boating, football, golfing, hiking, running, skiing, and traveling.

Ashley Mcharrie is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she is also a partner in the Leland Group. She has been in the financial industry since 2006 and joined Merrill Lynch Wealth Management in 2015. Ashley provides consulting services to various institutions including hospitals, private foundations, nonprofits, and universities, and serves families with complex financial needs through investment management and access to Bank of America lending services. She holds a Bachelor’s degree in Finance from Babson College, where she graduated magna cum laude. Ashley is a CERTIFIED FINANCIAL PLANNER® practitioner, holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® certifications through the Investments & Wealth Institute™, and has completed the Merrill Lynch Longevity Training Program offered in conjunction with the University of Southern California. Ashley lives in Salem, Massachusetts, with her husband, John, and their daughters, Maggie and Chloe. Her personal interests include biking, singing, spending time with her family, and traveling.