Luke Thalman is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth planning, personalized investing, and tax minimization strategies, serving clients with focus areas including college education planning, corporate benefits, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and sports & entertainment. Luke holds both a bachelor's degree and a master's degree in financial planning from the University of Alabama. He has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Luke is involved in community mentorship programs such as the 57 Miles Initiative, IAM247, and UA mentoring. He enjoys basketball, biking, fishing, football, golfing, and spending time with his family.

Adam Growley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 18 years of experience in the financial industry and has spent the past decade as a portfolio manager at BlackRock, the world’s largest investment manager. Adam specializes in delivering customized financial strategies to both individual and institutional clients, including foundations and endowments. His areas of focus include institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. Adam holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of North Carolina. He earned both his bachelor's degree and Master of Business Administration (MBA) from Winthrop University, where he was a scholarship athlete in cross-country and track. He resides in Charlotte with his wife, Robin, and their twin boys, Walker and Gibson. Adam is involved in his community through activities such as school events and Cub Scouts. His personal interests include fishing, football, golfing, and spending time with his family.

Amy Thalman is a financial advisor at Merrill with 42 years of industry experience. She has held roles at Merrill since 1984 and has also worked at Bank of America, N.A. since 2011. Thalman holds Series 63 and Series 65 licenses. 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.

James Walsh is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. since 2017 and has been with Merrill since 2006. Outside of his advisory role, Walsh teaches a class for first-year business students at the University of North Carolina Greensboro. 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.

Sean James is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, he worked at Bank of America Private Bank and Gaskin Asset Management. Outside of financial advisory, he works as an independent contractor consultant for Uber Technologies. 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 a variety of client types.

Richard Long is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Bank of America for seven years and has academic experience from the University of Rochester and University of Tennessee (Knoxville). Outside of his advisory role, he is the owner and officer of Point Em Out Productions, L.L.C., a company providing event consulting and crowd management services. 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, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Baker is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at UBS Financial Services Inc and spent six years at the University of Delaware. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution. The firm is noted for its integration with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of investment strategies and tax-efficient services.

Sean Rounds is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of The Rounds Wealth Management Group. He leads the team's wealth management practice serving individual clients and their families. Sean is also a Senior Portfolio Manager in the Merrill Investment Advisory Program, working with clients to develop customized goals-based strategies for portfolio allocation and to address unique financial goals. His focus areas include planning, asset allocation, retirement income planning services, and relationship management. Sean began his investment management career in 1998, initially working with an insurance provider before joining Merrill Lynch Wealth Management in 2000. He has over 22 years of experience in the financial services industry. Sean is an honors graduate of The Ohio State University, holding a bachelor's degree in Marketing, Management, and Finance. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sean resides in Charlotte, North Carolina with his wife and three children. He enjoys spending time with his family, volunteering in church activities, traveling, golfing, and exercising.

Christopher Loveless is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2004. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Lail is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Merrill Lynch/Bank of America since 2010. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies that allow for client or advisor discretion, supported by extensive manager-constructed strategies and tax-efficient implementation tools.

Scott Keesee is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He previously worked at PNC Financial Services for 22 years. Keesee has a power of attorney role in a non-investment-related capacity outside his advisory work. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Mary Buchert is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America and Clemson University. She serves as Director of Mentorship for the Charlotte Young Professionals Group, coordinating relationships between young professionals and executives in the Charlotte area. 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 accounts.

Jabaree Pearson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in a comprehensive approach to understanding each client’s unique financial situation. He collaborates closely with clients to develop strategies that align with their personal goals and values, focusing on areas such as college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, and investment strategies tailored to individual and corporate needs. He also has expertise in serving athletes, entertainers, entrepreneurs, and business owners, particularly in advancing financial literacy, business growth, and exit planning. Jabaree holds the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) certification as well as the Personal Investment Advisor (PIA) designation. He earned his bachelor’s degree from East Carolina University. Outside of his professional work, Jabaree enjoys basketball, cooking, football, music, pickleball, traveling, and spending time with his family.

Thea Reddin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and at Bank of America, N.A. since 2025. Outside of her advisory role, she holds a partial ownership stake in H. Farm, LLC, a timber farm in North 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carson Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in supporting individuals and families with legacy wealth planning and multi-generational financial strategies. A native of Charlotte, he returned to his hometown after completing Merrill's internship program in St. Louis and being selected among forty individuals nationwide to participate in the Associate Financial Advisor Development Program. Since 2019, he has served as the next-generation advisor at King Nett Wealth Management. Carson holds a Bachelor's degree from the University of South Carolina's Moore School of Business, where he double majored in finance and marketing. He possesses multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® designation, the Certified Plan Fiduciary Advisor® credential, and the Retirement Benefits Consultant designation. His expertise extends to the institutional retirement business, positioning him to assist business owners with the establishment and maintenance of employer-sponsored retirement benefits. Outside of his professional role, Carson is an active member of the Charlotte Tri Delta Alumnae Chapter and supports St. Jude Children's Research Hospital. He enjoys running, spending time with his family, traveling, and is a dog owner to a six-year-old red Labrador named Gibbs.

Julietta Oree is a Wealth Management Advisor with extensive experience in the financial services industry. She focuses on providing personalized wealth management planning that includes education planning, family wealth management strategies, legacy planning, and tax minimization. Julietta is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA), and she holds a bachelor's degree in business administration from Hofstra University's Frank Zarb School of Business in New York. With over 25 years in the wealth management field, Julietta is a founding partner of the Nastasi Silver Group, overseeing more than $1.2 billion in assets. Her expertise spans retirement planning, investment strategy, tax optimization, and estate planning services, through which she aims to build long-term client relationships founded on trust and personalized service. Her work has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" and her team has been honored on the Forbes "Best-in-State Wealth Management Teams" list. Julietta resides in Cold Spring Harbor, New York, with her wife Linda, their two children, and family dogs. She enjoys spending time with her family and participating in outdoor activities such as golfing. Julietta is also active in several non-profit organizations and local charitable efforts.

Mary Booth is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2008 and is currently associated with Bank of America, N.A. Outside of her advisory role, she holds a power of attorney position for a fiduciary entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Caitlyn Halliday is a Wealth Management Advisor with BCG Private Wealth Management of Merrill Private Wealth Management. In her role, she focuses on building lasting relationships with clients by taking the time to understand their most important priorities for today, tomorrow, and the long-term future. Her client expertise includes areas such as college education planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, retirement income, and specialized support for women and wealth. Sara Caitlyn holds a Bachelor of Arts degree from the University of South Carolina, where she graduated Summa Cum Laude, was inducted into Phi Beta Kappa, and received the “Who’s Who Among American College Students” Award. She earned her Master of Business Administration (MBA) from Queens University of Charlotte. She also holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Originally from Charlotte, Sara Caitlyn and her husband, Andrew, reside there. She volunteers with InReach and enjoys personal interests including cooking, music, reading, spending time with family, watching movies, and practicing yoga.

Sarah Kunkle is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with individuals and families to develop personalized strategies that address short-, mid-, and long-term financial goals. Her approach includes providing guidance on general investing, retirement planning, education planning, family wealth management, women and wealth, and tax minimization. She also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Sarah holds a Bachelor's Degree from High Point University and has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), and Personal Investment Advisor (PIA). She is affiliated with the professional organization Phi Mu. Outside of her advisory role, Sarah’s personal interests include music, pickleball, reading, running, spending time with her family, and traveling.

Johnathon Filler is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes multiple roles at Indiana University and positions in education and community organizations. 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, institutions, and charitable organizations.