Megan Bolt is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Transamerica Investors Securities, The Vanguard Group, and First Citizens Bank. Outside of her advisory work, she operated a business called Bolt Boutique from 2022 to 2025. 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 strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Gorham Jr. is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with five years of industry experience. His prior work includes roles at Bank of America and Endurance International Group. 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 plans, corporations, and charities with model-based and discretionary investment strategies.

Steven Gower is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial career, he was affiliated with the College of Charleston and the Acoaxet Club. 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, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Paul Pham is a financial advisor at Merrill in Charlotte, NC, with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Vanguard Marketing Corporation. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Spencer Haiges is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience with prior roles at LPL Enterprise and The Hershey Company. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Davis Fox is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to Merrill, he worked at Wells Fargo Clearing Services and Bank of America, N.A., among other firms. Fox has also been involved with the Town of Mattapoisett Recreation and Public Schools over multiple years. 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, pensions, corporations, and charitable organizations.

Vincent Papais is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked in property management and real estate-related roles at MYND Property Management and Roofstock, as well as in retail and hospitality positions. 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, and various institutional accounts.

Louis Maier V is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various roles including teaching at Clemson University and other educational institutions. 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, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jake Gusler is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Brew Movers, Winthrop University, and Carolina TIKI. 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, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Emilio Raymond is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and has also worked at Bank of America, N.A. since 2018. Outside of his advisory role, Emilio is associated with a non-investment-related business entity named S A R, where he holds power of attorney. Merrill, along 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 catering to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angelique Uku is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Capital Ford of Charlotte and Procter & Gamble. Merrill, along 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, and institutional investors.

Meshach Sarkorh is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, OSAIC, SagePoint Financial, Wells Fargo Clearing, GoHealth, and Rinehart Realty. He is based in Charlotte, NC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caleb Luckett is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. His career includes roles at Bank of America and Robinhood Markets, Inc. Merrill, along 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Reynolds is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Renasant Bank and Alex Group LLC. He also has a background that includes studies at Valdosta State University and employment at Publix Supermarkets. 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 with model-based and discretionary investment strategies.

Patrick Thompson is a financial advisor at Merrill in Charlotte, NC, with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including independent insurance agent and positions at The Leaders Group Inc and Passerelle Partners. 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.

Ethan Lancaster is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Bank of America, N.A., DYSIS, and Wells Fargo Clearing Services. Merrill, along 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.

Joshua Mccollum is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at Merrill and Bank of America. His prior work includes roles at Wells Fargo Advisors, Dexian LLC, Red Truck Men, and the University of North Carolina at Charlotte. 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.

Johnson Anumah is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to Merrill, he worked at Bank of America N.A. in Charlotte, NC. Outside of finance, he is involved in professional bodybuilding and serves as a brand ambassador and fitness coach for nutrition companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noel Cook is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, Robinhood Financial, Wells Fargo Advisors, and The Vanguard Group. Outside of his advisory work, he owns a limited liability company focused on fixing and flipping mobile homes and residential properties. 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, and institutions.

Cameron Miller is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 registrations and has two years of industry experience. Prior to joining Merrill in 2025, he worked at Equitable Advisors LLC from 2023 to 2025 and has experience in various other roles outside the financial industry. 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 and profit-sharing plans, corporations, and charitable organizations.