Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. 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 teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

John Brightman, Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on serving families and corporate clients. He is a senior partner with Brightman O'Connor Wealth Management at Merrill. John has been a financial advisor since 2001, all with Merrill. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a designated Retirement Benefits Consultant, delivering 401(k) retirement services to several corporations. His client focus areas include corporate benefits, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Kenyon College.

Julie Rodgers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1991, bringing over three decades of experience to her role. Julie specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. She holds a Bachelor of Arts degree from Webster University and earned the Certified Private Wealth Advisor® (CPWA®) designation in 2018. She also holds the Personal Investment Advisor (PIA) designation. These credentials reflect her advanced knowledge in addressing the complex needs of high-net-worth individuals and families. A native of St. Louis, Julie lives in Fenton with her husband, Paul, their son, Paul Jr., and their dog, Zeus. Her personal interests include fishing, hiking, reading, yoga, riding ATVs, practicing Pilates, and playing Mahjong. She values spending time with family and friends and maintaining an active, balanced lifestyle.

Tyler Dunaway is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2014. 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.

Nathan Foust is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has been with Merrill since 2019 and previously worked at Bank of America and AT&T. 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 institutions.

Aaron Thomas is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Aaron provides guidance on various financial topics, including general investing, retirement planning, and risk management for unexpected events. He also facilitates access to specialists within Bank of America for additional services such as banking, credit, home financing, and small business solutions. This allows him to offer comprehensive support tailored to the evolving needs of his clients. Aaron holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Aaron completed his high school education at Washington University in Saint Louis.

Margaret Fortner is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Edward Jones and as a success and executive coach at Emerge Enterprise, LLC. Outside of her advisory work, she serves as secretary for a limited liability company franchise called Heart Five Holdings. 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 internal and third-party teams.

Christopher Tilghman is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Bank of America, NA and Merrill since 2015. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Ashley Anderson is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and over 11 years of industry experience. Anderson has been with Merrill since 2006. 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 institutions.

Matthew Specter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2014 and joined Merrill Lynch in 2019. Matthew holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew focuses on providing a comprehensive approach to wealth management by understanding clients' financial situations, risk tolerance, and goals. His areas of expertise include managing new wealth, personal retirement planning, tax minimization, and retirement income. He combines personalized service with Merrill Lynch's investment insights and Bank of America's banking convenience to help individuals and families prioritize and pursue their financial goals. He earned a Bachelor's Degree from Saint Louis University and an MBA from Maryville University of Saint Louis. Matthew is also involved with the Jewish Federation of St. Louis. He resides in Chesterfield with his wife Ashley and their three children.

Kennedy Mayweather is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Kennedy works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve those objectives. Kennedy provides ongoing advice and adapts portfolio strategies as clients' situations evolve. Kennedy's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kennedy holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. Kennedy earned a High School Diploma from Collinsville High School. Outside of professional duties, Kennedy has interests in football, pickleball, running, and tennis.

Brent Klein is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 12 years before joining Merrill in 2022. 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 both model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Nguyen Miller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with high-net-worth individuals and multigenerational families to plan for the future by addressing their entire financial picture. Monica adopts a holistic approach to wealth management, starting with individualized financial plans tailored to align with clients' goals, needs, and personal objectives, particularly focusing on those experiencing life transitions such as divorce, widowhood, career changes, or inheritance. Monica holds a Bachelor's Degree in International Business and International Studies from Saint Louis University, where she graduated cum laude. She possesses professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional work, Monica is actively involved in community service, contributing her time and resources to organizations such as St. Jude, Susan G. Komen Breast Cancer Foundation, and the United Way of Greater St. Louis Inc. She resides in St. Louis City with her husband and their dog.

John Cooper is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience providing financial advice and wealth management, including 32 years at Merrill. John assists clients, particularly high-net-worth individuals, with concentrated stock strategies, retirement and estate planning, and private money management. His client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. John holds a Bachelor's Degree from Missouri Southern State University and holds the Professional Investment Advisor (PIA) designation. He follows Merrill’s tradition of community participation and volunteers with local organizations. Outside of work, John enjoys golfing, hiking, reading, traveling, and spending time with his family.

Michelle Hill is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill in 2024, she held various roles including positions at Dierbergs Markets and Nathaniel Reid Bakery. 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.

Andrew Fredman is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1993, he has worked with affluent individuals, families, and businesses to provide a comprehensive and holistic planning approach to wealth management. Andrew focuses on investment planning, tax minimization strategies, estate planning services, and developing personalized investment policy statements and asset allocations. He collaborates with Merrill specialists and clients’ other professional advisors to create a team approach aimed at total balance sheet wealth planning. Andrew holds a Bachelor of Science in Business Administration with a focus in Corporate Finance from Boston University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and additional credentials such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is also qualified through the Merrill Investment Advisory Program as a Portfolio Manager, able to manage discretionary portfolios utilizing personalized or defined strategies incorporating individual securities, Merrill Lynch model portfolios, and third-party investment strategies. Andrew lives in Creve Coeur with his wife Katy and their four children. Outside of his professional work, he enjoys spending time with his family, swimming, and traveling.

Wendy Simpson is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and 4 years of industry experience. She has been with Merrill since 2013. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diane Johnson is an International Wealth Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies tailored to clients’ unique goals, with expertise in areas such as college education planning, divorce transition planning, family wealth management, international wealth management, retirement income, and services for endowments, foundations, and non-profits. Diane holds a Bachelor's Degree from Illinois State University and maintains professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). She draws on Merrill’s investment insights and banking resources from Bank of America to provide comprehensive wealth management solutions. In addition, Diane is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys gardening, reading, and spending time with her family.

Stacy Wieser is a financial advisor at Merrill based in Clayton, MO, with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1989. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Van Rhein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients in financial advisory roles since 1996, focusing on areas such as managing new wealth, personal retirement planning, and retirement income. Timothy emphasizes a comprehensive, goals-based approach, working closely with clients to develop personalized financial strategies that align with their long-term objectives. Before entering financial services, Timothy practiced law in the St. Louis area. He holds a Juris Doctorate from St. Louis University School of Law and a Bachelor of Arts degree in Psychology from the University of Michigan–Dearborn. Timothy has earned professional designations including the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA). Outside of his professional career, Timothy is a member of the Missouri Athletic Club and is involved in his community as a soccer referee. He enjoys various sports including basketball, golf, running, soccer, and tennis, as well as traveling.