Harrison Koon is a Series 66-licensed financial advisor based in Birmingham, AL, currently affiliated with Merrill. He has been with Merrill and Bank of America, N.A. since 2026. Prior to his current role, he gained experience at the University of Alabama and held positions outside of finance, including work with Ike's Beach Service and Russell Marine. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ulysses Myers II is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career beginning in 1992. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of Samford University, Ulysses holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach to wealth management emphasizes effective communication and listening to clients' evolving goals through different stages of life, considering priorities such as finances, work, family, health, and giving. Outside of his professional role, Ulysses has interests in fishing, golfing, table tennis, and traveling. He is also involved with Hunter Street Baptist Church.

Bryan Morgan is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996. He is also affiliated with Bank of America, N.A. since 2022. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lacey Maxwell is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, BBVA, and Wells Fargo Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aimee Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the Bluestein Wealth Management Group in 2018, bringing comprehensive and integrated wealth management planning to her clients. Aimee has been in the financial services industry since 2007 and focuses on developing strategies and advice tailored to individuals, their families, and their businesses, aiming to understand their short- and long-term financial objectives. Throughout her 18-year career in wealth planning, Aimee has concentrated on life insurance, employee benefits, and coaching advisors. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, and retirement income. She holds several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aimee earned her bachelor's degree from Auburn University. Beyond her professional work, Aimee and her husband, Jud, live in Birmingham with their two children. They are active in their community and support organizations such as the McWane Science Museum, Oak Mountain Schools, and St. Mark's Catholic Church. She serves as a founding member of the Women's Business Council within the Greater Shelby County Chamber of Commerce and has been involved with the Birmingham United Soccer Association and St. Mark the Evangelist Parish Council. Aimee's personal interests include horseback riding, soccer, spending time with family, and traveling.

Robert Moore is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in managing a personal rental property jointly with his spouse. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager-selection capabilities and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.

Robert Comer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 at Sands Brothers Asset Management before joining Merrill Lynch in 2000. Robert focuses on guiding clients through the retirement planning process and places emphasis on understanding and meeting their individual needs. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Robert earned a Bachelor’s degree in Economics from Hampden-Sydney College in Virginia, where he was a member of the Economics Honor Society Omicron Delta Epsilon. Outside of his professional work, Robert enjoys coaching his daughters in their athletic activities and participating in outdoor pursuits such as hunting, scuba diving, and swimming. He and his wife, Laura, are active members of the Canterbury United Methodist Church and reside in Birmingham, Alabama, with their two daughters.

William Crabb is a Wealth Management Advisor and Merrill Resident Director with over 12 years of experience in financial advising. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from The University of Alabama and a Master of Business Administration (MBA) from the University of Alabama at Birmingham. In his role, William focuses on a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client's long-term goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He works closely with clients to understand their financial objectives and develop strategies aligned with their needs. William is also involved in his community through participation in organizations such as the Monday Morning Quarterback Club. Outside of his professional commitments, he enjoys baseball, football, golfing, running, and spending time with his family.

C. Logan Taylor III is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley team. He has been recognized on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list. In his role, Mr. Taylor focuses on understanding clients and their families to provide tailored financial solutions, including investment growth, cash flow management, insurance, and credit products offered through Merrill and Bank of America. Mr. Taylor brings over thirty years of experience in wealth management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Personal Investment Advisor (PIA) designation. He is a former President of the Alabama Securities Dealers Association. His educational background includes a master's degree from the Thunderbird School of Global Management and a bachelor's degree from Emory University. Outside of his professional work, Mr. Taylor is involved with several community organizations in Birmingham, including the Birmingham Art Museum, Red Mountain Theatre, the Vestavia Chamber of Commerce, and Vestavia Hills Baptist Church. He resides in Vestavia Hills with his wife and two daughters. His interests include outdoor activities, travel, languages, cooking, art, and history.

Andrew Pratt is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked for the Catholic Diocese of Birmingham, Alabama. Pratt serves as Vice President of Fundraising on the board of the Phoenix Club of Birmingham, a charitable organization supporting the Boys and Girls Club of Birmingham. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 10 years of experience in the finance industry and has been part of the Merrill team for more than 3 years. Based in Birmingham, Michael focuses on serving high net worth individuals and business owners, assisting them with wealth accumulation, retirement income distribution planning, and tax-efficient wealth transfer strategies. Michael holds a Bachelor's Degree in Finance from the University of Alabama. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas encompass divorce transition planning, employee benefits planning, family wealth management, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael enjoys spending time with his wife, playing guitar, watching Alabama football, as well as engaging in adventure sports, cooking, golf, music, reading, swimming, and watching movies. He is also committed to community involvement and volunteers with local organizations.

Harry Bradford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and institutions to help them pursue their financial goals, focusing on clarity and long-term relationships. Harry's approach involves understanding each client's unique needs to assist with preservation, growth, and transfer of wealth. Harry has over twenty years of experience in investment management and wealth strategy. Before joining Merrill Lynch, he held senior roles at several firms, including serving as a Senior Portfolio Manager at the McDonald Group, a single family office, and as a Senior Vice President and Wealth Consultant at Fi-Plan Partners. His career also includes positions at RBC Bank, Morgan Asset Management/Regions Financial, and UBS/Paine Webber. Additionally, Harry led his own asset management firm for three years, gaining insight into the challenges and opportunities faced by business owners. He earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. Harry holds the Personal Investment Advisor (PIA) designation.

Michael Ruffine is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to each client's comprehensive financial picture and evolving market conditions. Michael provides access to Merrill's investment insights as well as the banking and lending solutions available through Bank of America. He holds the designation of Personal Investment Advisor (PIA) and has pursued studies at Brookdale Community College, San Jose State University, and De Anza College, in addition to earning a high school diploma from Leland High School. Michael is committed to community involvement and volunteers with organizations that serve the communities where he works.

Jared Anderson is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to his current role, he has worked at Bank of America, N.A. and has been involved in the moving industry in various capacities. Outside of his advisory work, he occasionally assists with weekend work at Liberty Moving. 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.

Susan Sloan is a Financial Advisor at Merrill Lynch Wealth Management. She has over 15 years of industry experience, including 12 years in banking and 3 years in financial advising. In her role, Susan helps clients navigate complex financial decisions and create personalized strategies tailored to their individual goals. Her expertise includes corporate executive services, wealth management for women, tax minimization, and retirement income planning. By leveraging resources from Merrill Lynch and Bank of America, she offers a connected approach combining investment guidance, banking and borrowing solutions, digital tools, and financial planning. Susan holds a Bachelor's Degree from Auburn University and is a Personal Investment Advisor (PIA). She is active in her community, serving as an Ambassador for the Vestavia Hills Chamber of Commerce and participating in organizations such as The Red Barn and the Vestavia Hills Library in the Forest. Outside of work, her personal interests include antiquing, boating, cooking, gardening, interior decorating, and running.

Cynthia Matthews is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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.

Brian Woodke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in helping clients navigate the transition from accumulating wealth to managing spending during retirement. His approach includes probability modeling, tax mitigation strategies, and portfolio engineering to support sustainable income streams throughout retirement. Brian holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA) designations. He is a graduate of the University of Alabama with a Bachelor's degree in corporate finance. He has been recognized on Barron's "Top 1,200 Financial Advisors" and Forbes "Best-in-State Wealth Advisors" lists from 2019 through 2023. In addition to his professional work, Brian is involved in youth sports and has held leadership roles such as Commissioner of the Over the Mountain Basketball League and Mountain Brook Youth Football. He enjoys fishing, gardening, and spending time with his family.

Guy Wilder is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' long-term goals by gaining a comprehensive understanding of their full financial picture. His services include college education planning, institutional investment consulting, legacy planning, managing new wealth, portfolio management, tax minimization, and retirement income strategies. Wilder holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Alabama System and is involved in professional organizations such as GBBA. Additionally, he actively participates in community initiatives like the Monday Morning Quarterback Club. Outside of his professional work, Guy Wilder enjoys spending time with his family, traveling, and engaging in activities such as baseball, cooking, football, golfing, and running.

Jackson Cardwell is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Merrill since 2022 and Bank of America, N.A. since 2026. He has also worked in education at the University of Alabama, Huntsville High School, and Hampton Cove Middle School. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party managers.

Rick Lessley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income, working closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. His approach integrates access to investment insights from Merrill and banking services from Bank of America. Rick holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Alabama. Rick emphasizes the importance of understanding clients' families and priorities, aided by collaboration with colleagues at Merrill to support clients in achieving their financial objectives. Outside of his professional role, he participates in community volunteering and enjoys fishing, hiking, reading, running, and spending time with his family.