Kayla Thomason is a Series 66-licensed financial advisor with Merrill in Bowling Green, KY, with six years of industry experience. Her career includes roles at Service One Credit Union and Bank of America, N.A., and she has taught yoga classes as a registered instructor. 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, and institutions with model-based and discretionary investment strategies.

Kyle Gabehart is a Financial Advisor at Merrill Lynch Wealth Management, where he serves as a Merrill Financial Solutions Advisor. In his role, he works closely with clients to understand their financial priorities and develop strategies aligned with their short-, mid-, and long-term goals. Kyle offers guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen expenses. He also provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Kyle holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Kentucky University. His approach involves ongoing discussions with clients to address their goals, concerns, and questions, allowing him to provide continuous advice and support as their financial needs evolve.

Joseph Laverty serves as a Financial Advisor within Merrill Lynch Wealth Management in Bowling Green, KY. He works collaboratively with clients to develop tailored financial plans and investment strategies that address their unique goals. Joseph's client focus includes areas such as college education planning, employee benefits, family wealth management, liquidity management, retirement planning, philanthropic planning, portfolio management, and small business strategies. Joseph holds a Bachelor's Degree from Ohio State University and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with Merrill Lynch Wealth Management and is committed to simplifying complex financial concepts to provide an immersive planning experience tailored to each client. Outside of his professional work, Joseph is involved with the Salvation Army and enjoys personal interests such as football, golfing, running, and tennis.