Readella Pettway is a financial advisor at Merrill with 20 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years prior to joining Merrill in 2021. 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.

John Mccardell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2004 and focuses on working with founders and corporate executives of public and private companies throughout the country. His sector concentration includes families in finance and technology, though he has experience across various industries. John specializes in wealth management services such as executive compensation, family wealth strategies, retirement income planning, philanthropic planning, portfolio management, and tax minimization. John holds a bachelor's degree with a double major in business economics and political science from Randolph-Macon College in Ashland, Virginia. He carries the Personal Investment Advisor (PIA) designation. His team was ranked number one in South Carolina in the 2023 Forbes "Best-in-State Wealth Management Teams." John has also been recognized on Barron's Top 1,200 Financial Advisors list from 2018 to 2023. He resides in Charlotte, North Carolina, and has been involved with organizations including the Randolph-Macon President's Society, Columbia Museum of Art Contemporaries, and Big Brothers/Big Sisters.

William Greiner Jr. is a financial advisor at Merrill in Charlotte, NC, with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Bank of America, The Vanguard Group, and multiple roles at Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 clients, pension plans, corporations, and charitable organizations.

Jacob Rhoads is a Financial Advisor at Merrill Lynch Wealth Management. He partners with professionals to connect planning, investments, and broader financial resources into one cohesive strategy. His work focuses on supporting clients as they approach or navigate important financial decisions tied to career changes, retirement timing, or consolidating investment accounts. Jacob brings structure and clarity to complex financial situations to help align decisions with long-term goals and priorities. His expertise covers a range of areas including education planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Jacob's approach is personal and straightforward, emphasizing clear, practical financial plans designed to support confident long-term decision making without unnecessary complexity. Jacob holds a Bachelor's Degree from the University of South Carolina and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys cooking, golfing, reading, skiing, spending time with his family, and watching movies.

Stephen Duckett is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, professionals, and business owners in making confident financial decisions through personalized wealth management and goal-based planning. Since joining Merrill in May 2024, he has focused on developing customized strategies around wealth accumulation, retirement planning, investment management, risk management, and legacy planning. With over a decade of experience in financial services, including advisory roles at Worth Advisors, Wells Fargo Advisors, and UBS Financial Services, Stephen has developed a disciplined and client-centered approach. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Christian Brothers University after attending Xavier University in Ohio. Stephen is originally from Memphis and now resides in Charlotte. Outside of his professional life, Stephen has community involvement with Junior Achievement of Memphis. He enjoys activities such as golf, travel, fitness, exploring new restaurants, and spending time with his dog, Jax.

Christina Blackmon is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Keith Johnson is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2004 and Bank of America since 2010. Based in Charlotte, NC, his career includes extensive experience within these firms. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Bartol is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Ellison, Kibler & Associates (Merrill Lynch) since 2022 and previously was employed by The Vanguard Group, Inc. outside of the advisory field. 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 strategies supported by internal and third-party managers for a range of individual and institutional clients.

Sean Blatcher is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at BlackHawk Industrial and has experience in healthcare and hospitality sectors. 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, and institutional investors.

Jacob Alexander is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop strategies to pursue them. His approach includes ongoing advice and portfolio adjustments as clients' situations change. He also provides access to specialists for banking, credit, home financing, and small business solutions through Bank of America. Jacob's expertise includes college education planning, personal retirement planning, and portfolio management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Davidson College. His professional philosophy centers on helping clients uncover what matters most to them and their families to create effective financial strategies. Outside of his professional work, Jacob has interests in cooking, football, and golfing.

Quincy Page is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, previously serving ten years in the United States Navy before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Roland is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 18 years of experience in the financial services industry. Prior to this, Brian served nearly a decade in the U.S. Army, including roles in the U.S. Army's ceremonial unit known as "The Old Guard" and as a 2nd Lieutenant in the U.S. Army Corps of Engineers with deployments to Korea, Kuwait, and Operation Iraqi Freedom 1 from 2003 to 2004. Brian's professional focus is on delivering a disciplined, consistent, and customized wealth management experience by understanding clients' whole lives to develop tailored financial strategies and recommendations. Brian holds a Bachelor of Arts degree in Criminology with a minor in History from Ball State University and a Master's degree from Georgetown University School of Continuing Studies, completed in 2019. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2016 and the Sports and Entertainment Accredited Wealth Management Advisor™ designation in 2021. Additionally, Brian possesses several professional designations including CFP, CPFA, CRPC, PIA, RAFA, and SE-AWMA. His military background and risk management expertise support his approach to comprehensive wealth planning, client reviews, and money management. Residing in Ft. Mill, South Carolina, Brian lives with his wife Gigi and their children Clare and Thomas. He is involved in community organizations such as the American Legion, Top of the Week Rotary Club, Veterans of Foreign Wars (VFW), and Veterans Bridge Home. His personal interests include basketball, boxing, camping, golfing, hiking, reading, running marathons, spending time with family, and traveling.

Kelly Walker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Wells Fargo Clearing, and WELLS FARGO Advisors, 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Kitzmiller is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Vanguard Group, Inc. and Toast. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mary Damstetter is a financial advisor at Merrill with 25 years of industry experience. She has held positions at Merrill since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. She holds Series 63 and Series 66 licenses and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Folger is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011, concurrently serving at Bank of America 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 strategies designed by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anson Marcotte is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Capital Automotive Real Estate Services, and RSM US LLP. 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.

Christopher Kingsley is a Financial Advisor at Merrill Lynch Wealth Management, where he advises successful individuals, families, executives, and business owners on financial issues associated with wealth creation. His areas of focus include portfolio diversification, concentrated stock strategies, tax-efficient investing, alternative investments, liquidity planning, lending solutions through Bank of America, wealth transfer, and risk management. Prior to joining Merrill in 2021, Christopher worked as a Project Manager for a marine construction company, developing skills in planning, problem-solving, and client service that he has applied throughout his financial career. He began his tenure at Merrill on the Estate Settlement Services team, assisting beneficiaries and families with inherited assets and future financial planning. In 2024, he joined the Premium Elite team as a Relationship Manager, working with high-net-worth and ultra-high-net-worth clients on investment strategies, estate planning, complex trading needs, and wealth management solutions. Christopher holds a Bachelor's Degree from Cambridge College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved in his community by serving at his church and enjoys activities such as baseball, boxing, cooking, football, golfing, pickleball, skiing, and spending time with his family.

Robert Hewett is a Senior Financial Advisor with extensive experience in the financial services industry. He has served as a financial advisor and portfolio manager under the Registered Investment Advisor (RIA) platform, managing separate accounts and investment funds. His client base has included high net worth individuals, endowments, family offices, and select institutions. Throughout his advisory career, he has provided private investment opportunities and worked within a hybrid broker-dealer model involving capital raises and private equity placements. Before his advisory roles, Robert gained experience in banking and investment banking at institutions acquired by Bank of America and Wells Fargo, as well as Stephens Inc. His background includes involvement in capital markets transactions such as mergers and acquisitions, equity and debt offerings, lending, and various advisory services. He has worked closely with families, business owners, entrepreneurs, and executives to support their growth, liquidity events, and wealth management, with a focus on the financial institutions sector. Robert holds a Bachelor’s degree from the University of North Carolina at Chapel Hill and is a Chartered Financial Analyst® (CFA®) charterholder. He also holds the Personal Investment Advisor (PIA) designation. A native of North Carolina, he has spent much of his career in Charlotte, NC, and Atlanta, GA. His personal interests include adventure sports, basketball, boating, fishing, football, golfing, hunting, music, family time, and traveling.

Felix Von Uklanski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He plays a key role in providing oversight over investment platform, portfolio manager, and individual security selection for his team. Felix applies his expertise to support clients in areas such as Family Wealth Management Strategies, International Wealth Management, Small Business Strategies, and Socially Responsible, Values Based, and ESG Investing. Originally from Cologne, Germany, Felix has extensive experience in the financial services industry, having worked with some of the largest investment banks in Amsterdam, Houston, London, and New York. He holds a Master’s Degree from Southern Methodist University and has earned several professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Felix lives in the SouthPark area of Charlotte with his wife Amy and their two children. He is actively involved as a board member and volunteer with various local and international nonprofit organizations. Outside of his professional commitments, Felix enjoys hiking, playing soccer, traveling, and spending time with his family.