Deanna Ingrassia is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Based in Charlotte, NC, she provides advisory services through a well-established firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Guile is a Senior Financial Advisor at The Croom Guile Group at Merrill Lynch Wealth Management. He has over 20 years of experience helping clients create, grow, preserve, and distribute their wealth through a dedicated process of financial planning. Michael provides comprehensive wealth management services by leveraging the resources of Bank of America and Merrill, combined with a personalized approach typical of a boutique firm. His expertise spans retirement income planning, asset allocation strategies, wealth preservation, estate and trust services, as well as tax-efficient investing. Michael's consultative approach focuses on improving clients' financial well-being by addressing asset allocation, cash flow management, and debt reduction, often coordinating with clients' tax and legal advisors to optimize financial outcomes. Michael holds a Bachelor's Degree from UNC Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Prior to his financial services career, he served in the 82nd Airborne Division of the United States Army. He resides in Huntersville with his wife and two daughters. His personal interests include boating, golfing, and traveling.

Stephanie Roundy is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked for two years at the Law Office of Kelli Y Allen and spent ten years as a contract paralegal for Latham Vocational Services. 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.

Megan Bright is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked in various roles at East Carolina University and Harris Teeter. Outside of her advisory role, she continues to work part-time as a cashier at Harris Teeter. 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.

Dalton Kleinhen is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Outside of his advisory role, he has been involved in online selling of used clothes and shoes through Mercari since 2015. 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 institutional investors.

Nicholas Baumgarten is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in customizing wealth planning strategies for a limited number of high net-worth families, focusing on areas such as concentrated stock positions, tax-minimization strategies, retirement income planning, trust and estate planning services, and education planning strategies. He works collaboratively with clients' attorneys, accountants, and other advisors to coordinate and manage tailored financial plans. Nicholas holds a Bachelor of Science in Business Administration from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. He is also designated as a Personal Investment Advisor (PIA). Originally from the greater Cleveland, Ohio area, Nicholas moved to Charlotte, North Carolina in 2009. Outside of his professional work, Nicholas enjoys traveling with his growing family, playing tennis, and participating in community activities.

Christian Rorie is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Duke University. He volunteers with Junior Achievement as a workforce readiness coach and has served as a fellow for the Black Student Athlete Summit, where he led workshops on financial literacy for student athletes. Merrill 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, institutions, and charitable organizations.

Stephen Rook is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he partners with the Parker-Rook Group. He specializes in areas including Corporate Executive Services, Executive Compensation, Legacy Planning, LGBT Wealth Planning, Tax Minimization, and Retirement Income, helping clients simplify their financial lives to focus on what is most important to them. Stephen earned his bachelor's degree from the University of North Carolina at Chapel Hill. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for 2022-2023. Outside of his professional work, Stephen enjoys running, swimming, and yoga. He and his family reside in Charlotte, North Carolina. He has been involved in community activities, including participation with Y-Guides.

Douglas Labrosse is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Byerley LaBrosse Group. He joined Merrill Lynch in 2011 and focuses on providing financial strategies for high net-worth individuals, families, and small business owners. His services include retirement planning, education planning, wealth preservation, trust and estate planning, tax minimization, and investment management. Doug is a native of Charlotte and holds a bachelor's degree in Economics & Commerce and Political Science from Hampden-Sydney College. He also earned a high school diploma from Charlotte Catholic High School. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of his professional work, Doug enjoys golfing, reading, and spending time with his family. He is involved with the Charlotte Sports Foundation and Charlotte Succession.

Matthew Gardner is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of the Hall Crawford Group. He specializes in assisting corporate executives, business owners, and nonprofit organizations with complex financial planning needs, including executive compensation, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. Matthew graduated summa cum laude from Campbell University with a degree in Trust and Wealth Management and earned his MBA from the same institution. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation sponsored by the American Bankers Association. Prior to joining Merrill Lynch in 2014, he led a team at Wells Fargo managing personal trusts, investment management accounts, endowments, and foundations. Outside of his professional work, Matthew is devoted to his family and community. He is married to his high school sweetheart, Janeé, and is a father to two children, Theo and Emilia. He volunteers with several local charitable organizations including Social Venture Partners, The Arts and Science Council, The Bridge Foundation, and United Way of Central Carolinas.

Kaley Youngcourt is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 credential and previously worked at UBS Financial Services for several years. Prior to her advisory career, she was affiliated with Roger Williams University and Masuk High School. 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.

Jacob Spitz is a Team Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2026. He works alongside his father, Jeffrey Spitz, to provide wealth management services through portfolio asset allocation aimed at achieving clients' financial and retirement goals. His role focuses on helping individuals and families pursue both short- and long-term financial objectives. Jacob specializes in areas including college education planning, family wealth management strategies, personal retirement planning, and portfolio management services. He develops personalized financial strategies and manages investment portfolios by thoughtfully allocating assets according to each client's goals, risk tolerance, and time horizon. He holds a Bachelor's degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. Outside of work, Jacob's personal interests include cooking, hiking, spending time with family, traveling, and watching movies.

Joao Simao De Oliveira is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Morgan Stanley and Bradesco Bank, among other institutions. 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, and institutional investors.

Gregory Croom is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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.

Adam Bolger is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been with Merrill since 2018. Prior to his current role, he worked at Winthrop University and Hungry Howies. 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.

Melissa Thor is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience, all with Merrill since 2014. She has no notable outside business activities. 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.

Elizabeth Mandaleris is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2013. 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Deborde is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 22 years of investment management and planning experience to his role. He specializes in areas such as college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a Portfolio Manager, he manages personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor's Degree from the University of South Carolina and has completed an Accredited Certificate Program at Queens University of Charlotte. Danny is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor™ designee. Additionally, he holds the Personal Investment Advisor and Sports & Entertainment designations. Danny is a married father of two who participates actively in his community, focusing on children's sports activities and family-oriented charities. Outside of work, he enjoys adventure sports, biking, boating, fishing, gardening, golfing, hiking, spending time with his family, swimming, and tennis.

Sabrina Pignataro is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC and Cunningham Financial. Prior to her advisory career, she held various roles in the hospitality industry and attended the University of North Carolina at Wilmington. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

William Turner is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Charlotte, where he leads Turner and Associates. He provides personalized financial guidance to clients from diverse backgrounds, including business owners, executives, physicians, and multi-generational families. His expertise covers areas such as wealth accumulation, tax-sensitive portfolio design, retirement planning, cash-flow management, and wealth transfer strategies. William holds a Bachelor's Degree with a double major in Finance and Real Estate from Appalachian State University. He is credentialed with several designations including Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, and Certified Exit Planning Advisor (CEPA). These qualifications support his comprehensive approach to addressing clients' financial goals. Active in his community, William has volunteered with organizations like the Mens Shelter of Charlotte (Roof Above) and has participated in city-based trash cleanup initiatives. He has also served in leadership roles within his homeowners' association and at Christ Episcopal Church. Outside of his professional and community engagements, William enjoys cycling, skiing, golfing, and spending time with his wife Catherine, their three adult children, and their Aussiedoodle.