Zachary Lewer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). Zachary focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, tax minimization, and retirement income. Zachary graduated with a Bachelor's Degree in Finance from the University of Georgia in 2014. Prior to joining Merrill Lynch, he worked at The Vanguard Group for nearly three years, finishing as a Senior Investment Consultant serving High-Net Worth clients. He is involved in several professional and community organizations including Christian Business Men's Connection, F3, Kingdom Advisors, New Canaan Society, and Plaza Baptist Church. Outside of his professional role, Zachary participates in community activities such as the South America Mission and The Billy Graham Library. He enjoys spending time exploring new restaurants, attractions, and areas of Charlotte with his wife Lauren and their two children, Luke and Lucy.

Nicole Zimmer is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her background includes roles at Indigo Sol and the University of North Carolina Wilmington, among others. 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.

Zachary Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He joined Merrill Lynch in 2016 and oversees the financial affairs of families and businesses. Zachary employs a goals-based process to establish and articulate clients' visions for their financial positioning at different stages of life. He then develops strategic plans or portfolios to help clients stay on track toward meeting those goals. He emphasizes professional guidance, integrity, and a high level of personal service. Before joining Merrill Lynch, Zachary spent eight years as a Regional Vice President with PFS Investments, Inc., where he built a financial practice in Hampton Roads, VA. He holds a Bachelor's Degree from St. Andrews Presbyterian College. Zachary is also a Personal Investment Advisor (PIA). Zachary resides in Matthews, North Carolina, with his wife and four children. He is active in his church, Carmel Baptist Church, and has served on the council of the Boys & Girls Club of Greater Charlotte. He also serves as a deacon and participates in benevolence activities at Northside Christian Church.

Brianna Tysinger serves as a Wealth Management Advisor with Merrill Lynch Wealth Management and is a member of the Rounds Wealth Management Group. Since joining Merrill Lynch in 2016, she has focused on wealth management planning by developing and maintaining investment strategies tailored to clients' evolving life priorities. Brianna emphasizes a comprehensive approach to meeting client needs by leveraging the full capabilities of her team and Merrill Lynch to present relevant opportunities and guidance. Her areas of expertise include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Brianna holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of South Carolina. Brianna resides in Charlotte with her husband and their labradoodle. Her personal interests include biking, cooking, hiking, interior decorating, music, reading, skiing, traveling, yoga, and spending time with family. She is committed to building trusted client relationships and providing personalized, adaptable financial recommendations aligned with clients' goals.

William Ferry Jr. is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brooke Thoden is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and having five years of industry experience. She has been with Merrill since 2019 and previously worked at Bank of America from 2006 to 2019. 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.

Thomas Thalman is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Merrill since 2002 and has been with Bank of America, N.A. since 2017. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Smith Jr. is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a fiduciary in several capacities, including power of attorney, executor, and trustee for family-related trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Yarborough is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A., Waddell & Reed, and Rhodes College. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Carson Tennyson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Arthur Rutenberg Homes and Better Homes and Gardens. He serves on the board of the Charlotte Tennis Association Pro League, where he recruits female professional tennis players and helps plan charity 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hideki Morales is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals and families to support informed and confident financial decision-making by focusing on their unique goals and priorities. His professional approach is grounded in building lasting relationships based on trust, transparency, and consistent communication. Mr. Morales has experience in financial services with expertise in family wealth management strategies, portfolio management, and retirement income planning. He holds FINRA registrations including the SIE, Series 7, and Series 66, along with a Life and Health insurance license. Additionally, he carries the Personal Investment Advisor (PIA) designation, which contributes to his broad perspective on clients' financial situations. He earned a Bachelor's Degree from Southern Connecticut State University and communicates fluently in both English and Spanish. Outside of work, Mr. Morales enjoys activities such as basketball, camping, cooking, golfing, hiking, music, soccer, and spending time with his family.

Christine Kearse is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has been with Merrill since 2017 and previously spent three years as a homemaker. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Lyman is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Merrill and Bank of America since 2016 and previously held roles at SunTrust Advisory Services and SunTrust Bank. Outside of her advisory work, she and her husband jointly own property used for his law practice. 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.

Caitlin Meloy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a silent investor in an Irish bar and serves as treasurer and board member of Beyond Stillness, a nonprofit supporting stroke survivors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutions.

Natalie Martin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at RBC Dominion Securities for four years and has a background that includes employment at Movati Athletic. 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 and profit-sharing plans, corporations, and charitable organizations.

Madison Martinez is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill, Madison worked at Wells Fargo Clearing and Bankers Life Advisory Services. Outside of finance, Madison has experience managing a dance challenge event and worked at a comedy theater. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rosalind Taylor is a CFP® professional with 14 years of industry experience. She is currently with Merrill and has previously worked at First Citizens Investor Services, First Citizens Bank, Foundation For the Carolinas, and Bank of America N.A. Taylor serves as an officer and director of the Robert B. Taylor III Foundation, a private nonprofit that distributes funds to charities annually, and is a committee member for the Dilworth Center’s capital campaign 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.

Joel Bunkley IV is a Wealth Management Advisor at Merrill Lynch Wealth Management in Charlotte, North Carolina. He joined Merrill Lynch in 2010 and focuses on simplifying wealth strategies and long-term planning for high-net-worth individuals, their families, and their businesses. His services include discretionary portfolio management, trust and estate services, sophisticated wealth and retirement planning, life insurance, long-term care insurance, as well as access to mortgage and lending services from Bank of America. Joel earned his Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina. He holds the Certified Private Wealth Advisor® designation sponsored by the Investments & Wealth Institute® at the Chicago Booth School and maintains Series 7 and 66 FINRA registrations. His expertise includes executive compensation, portfolio management, equity compensation services, tax minimization, and serving clients in sports and entertainment sectors. In his personal time, Joel enjoys golfing, live music, and exploring the North Carolina coastline and mountains with his family. His approach emphasizes understanding clients' values and goals through one-on-one conversations, helping them pursue life objectives while planning their legacy.

Aric Dambreville is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families in understanding their current financial positions, setting goals, and developing personalized strategies to pursue what matters most to them. Aric holds a Bachelor's Degree from Fayetteville State University and applies his education to support his clients' financial planning needs.

Brenda Millard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. She specializes in areas including corporate executive services, employee benefits planning, personal retirement planning, legacy planning, socially responsible investing, LGBT wealth planning, special needs planning strategies, and advising women and wealth. She holds a Bachelor's Degree from the State University of New York at Oswego and is a Personal Investment Advisor (PIA) professional designation holder. Brenda is committed to using a goals-based wealth management approach to help clients develop disciplined financial strategies to meet their objectives. Outside her professional role, Brenda is actively involved in community service, supporting organizations such as Mind Body Baby and Union Academy. She also enjoys cooking, spending time with her family, traveling, and watching movies.