Nickolas King is a Financial Advisor with Merrill Lynch Wealth Management, where he integrates investment management with tax-aware and estate-conscious strategies to help clients align their financial decisions with both current priorities and long-term objectives. He focuses on supporting clients through life's transitions including divorce, retirement, and small business strategies, aiming to develop personalized wealth management strategies that are as flexible as changing market conditions. With over a decade of experience, Nickolas began his financial planning career after graduating from Flowery Branch High School and building a foundation in one of the nation's financial planning programs at the University of Georgia. He holds the Chartered Financial Consultant (ChFC) designation and Personal Investment Advisor (PIA) credentials, which support his approach to helping clients make informed decisions aligned with their values and life goals. Beyond his professional work, Nickolas has interests in chess, football, music, and pickleball. His work philosophy centers on helping clients uncover what matters most to them and their families to create strategies aimed at pursuing their financial goals with confidence.

Erica Chappell is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Ameriprise Financial. She is the registered agent and owner of EC Specialties LLC, a company used for tax purposes without her active involvement. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop and implement financial plans aimed at achieving financial freedom, focusing on understanding individual priorities and creating tailored strategies. He is part of a multi-generational advisory team specializing in retirement planning. Preston's expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds several 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). He earned a bachelor's degree from the University of South Carolina System. Outside of his professional work, Preston enjoys biking, fishing, running, skiing, soccer, and traveling.

Thomas Marshall is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients and their families to plan for their financial futures by developing personalized strategies tailored to various life stages, including planning for education, retirement, and healthcare costs. He collaborates with a team of advisors at Merrill Lynch to provide clients with comprehensive expertise and resources. Marshall holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Additionally, he maintains Series 7, 63, and 66 FINRA registrations. He earned his Bachelor's Degree from the University of South Carolina System.

C Spring II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and has been in the financial services industry since 1991. He focuses on developing strategies for individuals and institutions that consider risk tolerance, time horizon, liquidity needs, investment goals, and related costs. His approach to wealth management is consultative. He listens to and reviews clients' financial situations, considering their concerns and goals. He offers asset allocation recommendations that reflect clients' income and growth expectations. He takes into account clients' complete financial lives, including insurance, debt, education planning, wealth transference, and philanthropy. He follows up throughout the year to review performance and track changes in clients' financial pictures. C Spring II holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from the College of Charleston. His personal interests include cooking, golfing, hiking, and reading.