Tara Spicer is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Great-West Life & Annuity Insurance Company/Empower Retirement for 17 years. Outside of advising, she is the owner and president of Notary Now, a notary public service based in North Carolina. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Carson Mcdaniel is a Wealth Management Advisor and Managing Director with The McDaniel/Lewer/Hellman Group at Merrill Lynch Wealth Management. He assists clients in developing and implementing long-term financial strategies to manage their personal and business finances, including focusing on estate planning and collaborating with clients' tax and legal specialists to develop comprehensive estate and wealth management plans. Carson is a qualified Portfolio Manager who provides traditional advice and guidance, as well as manages personalized or defined investment strategies on a discretionary basis that may incorporate individual stocks, options, bonds, model portfolios, and third-party investment strategies. Carson holds a Bachelor's degree in Finance from Oklahoma State University and completed an accredited certificate program at Yale University. He carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch in 2005, he worked for five years as a financial advisor at Morgan Stanley and spent two years on the trading floor at Dynegy in Houston, TX. Outside of his professional role, Carson is active in community and industry organizations including serving on the regional board of College Golf Fellowship and the OSU Spears School of Business Mentoring Program. He participates in the Merrill Christian Focus Group leadership council, is a Golf Digest Panelist, and is involved with Iron Sharpens Iron Ministries and Gospel Patrons. In his free time, he enjoys spending time with his wife Carol and their two sons, Parker and Dalton, and pursues interests such as golf, reading, and traveling.

Alyssa Burtis is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, she worked at Linden Thomas & Company Securities LLC for two years. Outside of her advisory role, she is involved in the hospitality industry as a banquet server for The Indigo Road Hospitality Group 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Robert Ziegler is a Private Wealth Advisor and partner at BCG Private Wealth Management, affiliated with Merrill Private Wealth Management. He works with ultra-affluent clients across the United States, focusing on delivering customized wealth management services that address the unique priorities of each family, including retirement planning, wealth transfer, and philanthropic strategies. Prior to joining BCG Private Wealth Management in 2017, Robert was a private wealth advisor at Bernstein Private Wealth Management, where he opened and led the Charlotte office and directed the firm's North Carolina activities. He also held executive roles at Bank of America over seventeen years and began his financial services career with J.P. Morgan & Co. in New York. Robert holds a Bachelor of Science in Business Administration from Georgetown University and an MBA from the University of Chicago Booth School of Business. He carries the Professional Investment Advisor designation (PIA). He serves on the Board of Trustees at Providence Day School and volunteers with Heart Math Tutoring at Billingsville Elementary School. He resides in Charlotte with his wife, JoDell, and their three children.

Matthew Price is a Financial Advisor at Merrill Lynch Wealth Management. He is a third-generation financial advisor who focuses on helping individuals and families achieve financial confidence. Matthew's approach to wealth management emphasizes understanding each client's unique story and creating tailored financial plans aligned with their goals, values, and aspirations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. Matthew continues his family's tradition of service by assisting clients in making informed financial decisions to support the lives they envision.

Tracey Saville is a financial advisor at Merrill with the Series 66 credential and has been with the firm since 2004. Based in Charlotte, NC, Saville has 22 years of industry experience. 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.

Devin Rogers is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Bank of America, The Vanguard Group, and consulting for Pure Barre, where he creates social media content related to workouts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, corporations, and charitable organizations.

Lauren Desmond is a financial advisor with Merrill based in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Bank of America and various organizations such as the Charlotte Country Club, Nascar, and St. Louis Blues Hockey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Henry Alston Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He partners with successful individuals, families, and businesses to help eliminate financial blind spots and ensure their financial foundations and structures are sound. His practice emphasizes tailored financial planning, customized investment strategies across public and private markets, tax optimization, estate planning, legacy planning, business succession planning, philanthropy, and banking and credit services through Bank of America. His expertise includes executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Henry holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from The University of North Carolina at Chapel Hill. Henry is involved in his community through board memberships with the Cabarrus Healthcare Foundation, Speedway Children's Charity, and the United Way of Greater Charlotte. In his personal time, he enjoys basketball, football, golfing, hunting, reading, and spending time with his family.

Lisa Cannon is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Merrill since 2009. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Regina Forest is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2007. Outside of her advisory work, she serves as an executor and holds power of attorney for a non-investment related entity in St. Johns, Florida. 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.

Matthew Hill is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, and has one year of industry experience. His prior work includes roles at Bank of America and 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 individuals, high-net-worth clients, and institutional investors.

Richard Tesh is a financial advisor at Merrill with Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Merrill in 2022, he worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank from 2016 to 2022, and at Wells Fargo Clearing from 2013 to 2016. Outside of his advisory role, he is a co-managing member of Happy Ours Properties, LLC, a business involved in residential real estate ownership. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Pence is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Merrill since 2015 and also at Bank of America since 2023. Outside of his advisory role, he owns and manages a local property, 203 Grandin LLC. 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.

Michael Rogers is a Private Wealth Advisor and founding member of The Bledsoe Cathcart Group within Merrill Private Wealth Management. He collaborates with individual clients and families to develop portfolio strategies and design customized portfolios. His responsibilities include assessing and selecting external investment managers and evaluating their investment offerings. Michael began his career in financial advising in 1997. He joined Merrill in 2007 after four years as Vice President of Wealth Advisory Services at U.S. Trust Company in Charlotte. Prior to that, he spent seven years as a Financial Advisor with Wachovia Securities and its predecessor, Wheat First Securities, also in Charlotte. His areas of focus include college education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. He earned a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. He is also designated as a Personal Investment Advisor (PIA). Active in his community, Michael supports Habitat for Humanity and the Men’s Shelter of Charlotte. He resides in Charlotte with his wife, Robin, and their three adult children and grandson.

Mary Elizabeth Cooper is a Financial Advisor with Merrill Lynch Wealth Management in Uptown Charlotte. She works with individuals, professionals, retirees, and families to develop personalized wealth management and financial planning strategies. Mary began her career in financial services in 2019 and joined Merrill in 2020. Mary holds a Bachelor's degree in Economics with minors in Psychology and English from Bryn Mawr College. She is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA Series 7, 63, and 66 registrations. Her expertise includes family wealth management strategies, managing new wealth, and working with women and wealth. She emphasizes building lasting client relationships and serving as a trusted resource throughout her clients' financial journeys. Outside of her professional role, Mary enjoys staying active through fitness and outdoor activities, exploring Charlotte, traveling, cooking, and spending time with her dog. She is involved in the Junior League of Charlotte and the Bechtler Museum.

Casey Smith is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he serves on the finance committee of the charitable organization Families Forward 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 strategies for individuals, high-net-worth clients, and institutional investors.

Kari Stoltz is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Merrill since 1991 and with Bank of America since 2013. Stoltz serves on the boards of several organizations, including the D. D. Park Conservancy, the North Carolina Museum of History Foundation, the North Carolina Chamber, and the University of North Carolina at Chapel Hill Board of Visitors. 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.

John Merritt III is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Banc of America Investment Services, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.