R Stikeleather is a Wealth Management Advisor with Merrill Lynch Wealth Management and has been with Bank of America since 2000. He transitioned to financial services after a ten-year career in law enforcement and has accumulated over twenty-four years of experience in the financial industry. His role focuses on developing individualized financial strategies that address comprehensive financial well-being, including asset allocation, education funding, retirement savings, insurance analysis, debt management, and leveraging banking resources to simplify clients' financial lives. Stikeleather completed both his undergraduate and graduate studies at the University of North Carolina at Charlotte and previously attended the United States Air Force Academy. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), and others. His expertise emphasizes working with affluent clients to align portfolio management with their risk tolerance and financial objectives through access to Merrill's Investment Advisory Program. He resides in the greater Charlotte area with his wife, and they have three adult children and three grandchildren. Stikeleather is involved with professional organizations such as Back Creek ARP Church, Bonclarken Conference Center, and the University of North Carolina at Charlotte Athletic Foundation. His community involvement includes work with Forgotten Children Ministries in Honduras. Personal interests include adventure sports, golfing, scuba diving, skydiving, spending time with family, tennis, and yoga.

Ryan Lindberg is a financial advisor at Merrill based in Charlotte, NC, with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Linden Thomas and Company Securities LLC, and Bank of America. Outside of his advisory roles, he has experience with Noble Coffee Roasters. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Lopez is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Wells Fargo Clearing and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

April Mccarthy is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works as a consultant and independent contractor for Aloette, a company that sells skin care and makeup products through social media and in-person events. 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 institutional investors.

Drew Crawford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving executives and business owners, focusing on reducing tax burdens, managing compensation plans, and preparing clients for major life events such as selling a business or retirement. His consultative approach is rooted in his experience leading a management consulting team at PricewaterhouseCoopers, where he helped executives at Fortune 500 companies identify and resolve inefficiencies. Drew holds a Bachelor's and Master's degree, including an MBA, from Saint Bonaventure University. He has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He advises clients on executive compensation plans, corporate benefits, concentrated stock strategies, and restricted stock and stock options. Outside of his professional work, Drew continues to compete in tennis and is involved in his community through organizations such as Junior Achievement and Entrepreneur's Organization. He lives in Charlotte with his wife Holly and their children Brynn and Colin.

Mark Babyak is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2006. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Brian Smith is a financial advisor at Merrill based in Charlotte, NC, holding the Series 66 designation with 20 years of industry experience. He has been with Merrill since 2005 and has also worked at Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital markets services.

Samantha Wolffis is a financial advisor at Merrill with a Series 66 designation and eight years of experience in the industry. She has been with Merrill since 2018 and previously worked in the food service 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He serves individuals and families in the Carolinas, focusing on delivering personalized advice in retirement planning, portfolio management, tax minimization, retirement income, investment management, and estate planning. Eric leverages the resources of Merrill Lynch and Bank of America to provide comprehensive wealth management strategies aligned with his clients' priorities. He holds a bachelor's degree in financial planning from Winthrop University and has obtained the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Eric is dedicated to helping clients build, preserve, and transfer wealth through education, transparency, and tailored strategies. Outside of his professional pursuits, Eric enjoys fishing, running, and traveling.

Stephen Burgess is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing investment advice to individuals, families, and businesses by gaining a comprehensive understanding of their short- and long-term financial objectives. With 35 years of experience in the financial services industry, Stephen joined Merrill Lynch Wealth Management in 2008. Prior to this, he practiced as a Certified Public Accountant (CPA) for eight years. He holds a bachelor's degree in Accounting from Florida State University and has earned the Personal Investment Advisor (PIA) designation.

Carter Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Aon from 2018 to 2021 and has a background that includes time at The University of Georgia. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James King is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of finance, he owns a wedding and event photography business and serves on the Mecklenburg County Aquatic Council advisory board. 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 and profit-sharing plans, corporations, and charitable organizations.

Jared Busby is a financial advisor at Merrill Lynch Wealth Management and a member of The L/A Wealth Management Group. He specializes in developing personalized financial strategies designed to help clients pursue their long-term goals, focusing on areas such as college education planning, executive compensation, family wealth management strategies, and personal retirement planning. Jared holds a Bachelor's Degree from Clemson University and an MBA from the College of Charleston. He carries professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). With nearly six years of experience serving clients in Charlotte, NC, he applies a tailored approach, combining personal insight and professional expertise to align clients' financial goals with their passions and values. Originally from the Northern Virginia suburbs of Washington D.C., Jared enjoys outdoor activities such as fishing, hiking, camping, golf, and watching Charlotte FC soccer. He is also committed to community involvement and participates in volunteer work with local organizations.

John Anderson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2011, alongside his tenure at Merrill Lynch beginning in 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a range of investment strategies overseen by its CIO and platform team, with a focus on tax-efficient implementation and close affiliation with Bank of America’s broader banking and capital-markets platform.

Daniel Gillette is a Series 66 licensed financial advisor with Merrill in Charlotte, NC, having 18 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Ciotoli is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a director for Christ Lutheran Children's Center, a nonprofit organization. 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 institutions.

Ian McDade is a Private Wealth Advisor and founding partner of the McDade Group, an advisory team based in Charlotte, NC within Merrill Private Wealth Management. He focuses on serving a select number of individuals, families, and institutional clients with significant wealth, providing a high level of service to clients with $10 million to $100 million in investible assets. With over 28 years of experience in the financial services industry, Ian has advised founders, corporate executives, professionals, business owners, and institutions on succession planning, wealth transfer, philanthropic strategies, investment management, and preparing the next generation to manage significant wealth. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and the Certified Plan Fiduciary Advisor® designation. Ian earned a Bachelor of Science in Biology and German from Hampden-Sydney College and has completed executive education programs at several business schools including Stanford, Wharton, Georgetown, Chicago Booth, Harvard, and Dartmouth's Tuck School of Business. Ian is actively involved in his community, serving as a Founding Trustee of the PGA Foundation for the Carolinas and as a board member of GenOne, a nonprofit that supports first-generation college students from underserved communities. He lives in Charlotte, NC with his wife and three children.

Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Merrill since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. 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.

Sharon Morrow is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides personalized financial guidance to clients, focusing on aligning strategies with their individual goals and values. Sharon takes a relationship-driven approach, engaging deeply with clients to understand their aspirations beyond finances. Her expertise includes diligent planning, disciplined investment strategies, and ongoing communication to help clients navigate significant financial decisions with clarity and confidence. Sharon works with clients across various stages, whether preparing for retirement, growing wealth, or planning for future generations. She holds the Personal Investment Advisor (PIA) designation. Sharon earned her bachelor's degree from the University of South Carolina System. She lives near Uptown Charlotte with her husband and their two dogs. Outside of work, she enjoys traveling, hiking in the North Carolina mountains, practicing yoga, playing board games, and spending time with family and friends.