Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He offers investment services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His coverage areas include multiple counties in West Virginia and Pennsylvania. Robert's expertise encompasses retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, CDs, equity and fixed-income strategies, estate planning strategies, IRAs, SEP IRAs, and Simple IRAs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Tyler Consolidated High School. He is actively involved in community organizations such as Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. Robert also participates in several professional and community groups including Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Generation WV, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce.

Todd Fulks is a financial advisor with Merrill in Bridgeport, WV, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at Merrill since 2004 and has been with Bank of America, N.A. since 2017. 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.

Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.

William Pulice II is a financial advisor with Merrill in Bridgeport, WV, holding Series 63 and Series 65 licenses with 29 years of industry experience. His career includes tenures at Merrill from 1998 to 2009 and again from 2019 to the present, as well as Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he acts as a power of attorney for a family member. Merrill, along 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.

Joshua Stear is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with individuals and families to develop financial plans that align with their life priorities and goals, utilizing resources and investment insights from Merrill and Bank of America. His areas of focus include family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. Mr. Stear holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program at Wake Forest University. He holds the Professional Investment Advisor (PIA) designation and is actively involved in professional organizations such as the North Central West Virginia Estate Planning Council and Rotary International. Outside of his professional role, Joshua is engaged in various community organizations including Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. He enjoys spending time with his family and pursuing interests such as antiquing, baseball, biking, hiking, running, and traveling.

David Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in North Central West Virginia and Southwestern Pennsylvania. He specializes in providing investment and wealth management services tailored to individual client priorities and goals. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, retirement planning, and socially responsible investing. David's approach focuses on creating personalized financial strategies that align with clients' life objectives, measuring success by evaluating progress and making adjustments as needed. David holds a Bachelor's Degree from West Virginia University and holds the Personal Investment Advisor (PIA) designation. He actively participates in community volunteering and enjoys adventure sports, boating, camping, fishing, football, golfing, skiing, soccer, spending time with his family, and traveling.

J. David Jackson serves as an Associate Resident Director with Merrill, bringing a comprehensive approach to wealth management that begins with understanding clients' individual financial goals. Combining the investment insights of Merrill with the banking and lending solutions of Bank of America, he works closely with clients to develop personalized strategies that address a wide range of financial objectives, including college education planning, legacy planning, retirement income, and socially responsible investing. Mr. Jackson began his career with Merrill in Charleston, West Virginia, in 1993. He holds a Bachelor's degree in Business Administration with an emphasis in Accounting from West Virginia University, earned between 1988 and 1992. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, he participates in volunteer activities and spends his personal time engaged in adventure sports, skiing, traveling, and with his family.