Anna Miller is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002. Prior to her current role, she was employed at Bank of America N.A. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Olsen Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing customized planning strategies for affluent families, senior executives, business owners, and multigenerational households. His work involves simplifying complex financial decisions and coordinating strategies related to wealth management, retirement planning, executive compensation, business succession planning, and trust and estate planning considerations. Thomas is a CERTIFIED FINANCIAL PLANNER® professional and holds several additional designations including Accredited Asset Management Specialist, Accredited Portfolio Management Advisor, Accredited Wealth Management Advisor, Certified Exit Planning Advisor, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Sports & Entertainment Accredited Wealth Management Advisor. Born and raised in Charlotte, North Carolina, he graduated from Charlotte Catholic High School and earned degrees in Economics & Finance and Sustainable Business & Community Development from Catawba College. During college, he was involved in campus leadership and athletics. He serves on the Catawba College Alumni Board of Directors and is dedicated to leadership and mentorship. Outside of work, Thomas enjoys spending time with his family and follows soccer, football, and hockey.

Christine Goldsmith is a Senior Financial Advisor and a partner of The CBC Group at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and has been with Merrill since 2008. Christine focuses on financial planning and portfolio strategies for individuals and families, as well as corporate retirement and deferred compensation plans. She holds the Retirement Benefits Consultant (RBC) designation from Merrill and has earned several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional® (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Divorce Financial Analyst® (CDFA®) designations. Christine works with corporate clients on retirement benefits, including plan design, investment selection, and providing education and support to participants and investment committees. She is passionate about assisting individuals and families through difficult life transitions, particularly in divorce financial analysis. Christine graduated from North Carolina State University with a Bachelor of Arts degree in Interdisciplinary Studies, focusing on law, political philosophy, and finance. Born in Charlotte, Christine returned there in 2000 and lives with her husband Eric and their three sons. In her spare time, she enjoys playing tennis, running, spending time with her family, watching youth soccer, attending football games, and traveling.