Jonathan Currence is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001, beginning his career after being hired as an intern during his time at Pennsylvania State University. Jonathan works closely with families to navigate personal finance and investments, focusing on broad-based wealth management planning with an emphasis on corporate stock awards, retirement planning, Railroad Retirement Benefits, and Social Security. He also addresses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, tax minimization, and retirement income. Jonathan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the Pennsylvania State University System and pursued studies at the Davis School of Gerontology at the University of Southern California. Residing in Charlotte, NC with his family, Jonathan enjoys spending time outdoors and participating in activities such as adventure sports, biking, hiking, running, table tennis, and yoga. He is involved with community organizations including Novant Health - Hemby Children's Hospital, Samaritan's Purse, and Ronald McDonald House of Charlotte.

Matthew Benson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America since 2014. 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 Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Daniel Brienza is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1994. He co-founded The Brienza Group with his brother, John, and serves clients who seek comprehensive financial advisory services tailored to their busy lives and multigenerational family needs. The team focuses on family wealth management strategies, legacy planning, tax minimization, and retirement income. Daniel holds a Bachelor's degree in Economics and Psychology from Wake Forest University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support the customized financial management services provided by The Brienza Wealth Management Group. Daniel resides in the Myers Park area of Charlotte with his wife, Lisa, and their three children. He is involved in community initiatives such as The Arts Empowerment Project and the Wake Forest Catholic Campus Ministry.

Rodriguez Webb is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. Webb serves on the WakeMed Foundation Board of Directors, where he contributes to board and committee activities, strategic governance, and fundraising efforts. 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.

Kyle Quinlivan is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America, N.A. and Wells Fargo Bank, N.A. Prior to his current role at Merrill, he spent two years at Wells Fargo. 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 plans, corporations, and charitable organizations.

Austin Wood is a Financial Advisor at Merrill Lynch Wealth Management. He works with high-income professionals to develop cohesive, forward-looking financial plans that integrate income, investment strategy, tax efficiency, cash flow decisions, and long-term objectives. His approach focuses on bringing structure, alignment, and purpose to clients' financial lives. Austin's expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, individual and corporate investment strategies, and retirement income. He helps clients bring clarity and confidence to their financial decisions, emphasizing intentional planning and thoughtful advice to achieve financial well-being. He holds a Bachelor's Degree from the Pennsylvania State University System and is a Personal Investment Advisor (PIA). Austin is also involved with the Penn State Alumni Chapter of Charlotte. Outside of his professional work, his personal interests include football, golfing, hiking, ice hockey, and music.

Michelle Staten is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and six years of industry experience. She has held roles at Bank of America and Merrill Lynch from 2019 to 2022, and has been associated with Merrill since 2001. Outside of her advisory work, Staten serves as chief judge for a local election precinct and is a member of the finance council at Holy Redeemer Catholic Church. 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 institutions.

Taylor Root is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. Taylor previously worked at Bank of America, N.A. and has experience dating back to a role at the University of South Carolina. 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 developed by its internal Chief Investment Office and third-party managers.

Ian Klass is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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.

Robert Frye is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and maintains several professional designations and certifications, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise centers on providing tailored financial planning to help clients achieve their personal and family goals with transparency and simplicity. Outside of his professional work, Robert enjoys spending time with his family and engaging in activities such as baseball, basketball, boating, football, golfing, music, scuba diving, softball, and volleyball.

Thomas Aronson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personal wealth management and advisory services to individuals and families, focusing on helping clients bring clarity, organization, and confidence to their financial lives. He emphasizes a coordinated approach that integrates wealth planning, investment advice, and access to banking and lending resources. Thomas specializes in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He believes that financial decisions are interconnected and works with clients to organize, simplify, and optimize their financial situations by creating personalized strategies that evolve with their life changes. He holds a Bachelor's Degree from Clemson University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Thomas enjoys billiards, golfing, pickleball, and spending time with his family.

Arnold Rosales is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2016. Prior to that, he worked at PNC Investments for one year. Outside of finance, Rosales owns and operates Method Entertainment LLC, a weekend party DJ service 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 supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Zook is a Series 66-licensed financial advisor with Merrill, based in Charlotte, NC, and has six years of industry experience. Prior to joining Merrill in 2020, she worked for 16 years at Carruthers & Roth, PA. She is also involved in an online bedding retail business, Thomas Lee Ltd., which she co-owns with her husband. 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.

Samantha Roberts is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Truist Investment Services, Truist Advisory Services, Wells Fargo Clearing Services, and Wells Fargo Bank. Her background also includes a position at Gaston College. 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.

Kristopher Burnham is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Merrill since 2013. His prior experience includes roles at LPL Financial and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Zimmerlink is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2010 and also works with Bank of America, N.A. since 2012. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Vaughan is a financial advisor with Merrill in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked with Merrill since 2008 and Bank of America since 2009. 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, retirement plans, corporations, and charitable organizations.

Angie Whittaker is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2006, including its affiliation with Bank of America since 2020. Outside of her advisory role, she is involved in managing several LLCs for private equity and venture capital investments, including serving as a general partner and managing member of Green Mountain Boys Capital Partners 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, pension plans, corporations, and charitable organizations.

Brian Gibb is a Senior Financial Advisor and partner in GvU, a Merrill Lynch Wealth Management team. He focuses on helping clients develop clear financial goals and works with them to make those goals a reality through personalized wealth management strategies. Brian and his team specialize in wealth management, strategic philanthropy, and business financial services for select families, non-profits, and private businesses. Before joining Merrill Lynch, Brian spent ten years as an executive in the manufacturing industry, where he gained experience in succession planning, securing funding for startups, working with banks to obtain commercial loans and lines of credit, and establishing healthcare and retirement benefit packages for employees. Brian leverages this experience alongside the global resources of Merrill Lynch to provide comprehensive financial services to his clients. He holds a Master of Business Administration from Case Western Reserve University and a Bachelor's degree from the University System of Ohio. Brian maintains an active presence in his community through volunteering with Junior Achievement. He resides in the Southpark area of Charlotte with his wife, Nicole, and their three children.

Matthew Branstrom is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 2011. In this role, he provides financial advisory strategies to individuals, businesses, and families, focusing on areas such as wealth planning, trust and estate services, education planning, executive compensation, and socially responsible investing. Prior to joining Merrill Lynch, Matthew began his career as a Mortgage Loan Officer with Bank of America. He holds a Bachelor of Science in Finance from The University of South Carolina’s Darla Moore School of Business and a Master's in Trust and Wealth Management from Campbell University. Matthew has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Matthew enjoys fishing, football, golfing, soccer, and spending time with his family, which includes his wife and their two daughters.