Christopher Lawson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to this, he was employed at Bank of America, N.A., and Capital One Investing, LLC, and also spent time at Nicholls State University. 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 investors.

Stephanie Dobson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2024, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2024. Dobson is also a board member of Books for Newborns, a charitable organization in St. Louis that provides books to newborns. Merrill, along 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.

Christopher Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a broad range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from the University of West Florida. He completed his high school education at St Louis Country Day School. Outside of his professional work, Christopher enjoys football, golfing, ice hockey, and spending time with his family.

James Kemp is a financial advisor with Merrill in Clayton, Missouri, holding a Series 66 designation and possessing 10 years of industry experience. He has been affiliated with Merrill and Bank of America since 2015. Kemp serves as a committee member for multiple nonprofit organizations in the St. Louis area, including Doorways, an interfaith housing organization for individuals living with HIV/AIDS, and participates in fundraising and community initiatives related to the arts and local charities. 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, and institutional investors, combining internal expertise with third-party managers to implement customized portfolio solutions.

Philip Taxman is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Merrill since 1991 and has been with Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Oetting is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Clayton, Missouri. He joined Merrill Lynch at the end of 2010 after two years of experience in a brokerage firm in St. Louis. David and his team provide comprehensive financial services and advice to a select group of clients including business owners, executives, highly compensated employees, and families with multi-generational wealth. David earned a Bachelor's degree from Vanderbilt University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc. His expertise includes corporate benefits, family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. He is involved with the Donald Danforth Plant Science Center in the community. David was born and raised in St. Louis and attended Mary Institute and Country Day School.

Gregory Kraus serves as the Senior Resident Director at Merrill, where he focuses on personalized wealth management strategies tailored to clients' long-term financial goals. He leverages investment insights from Merrill combined with banking and lending solutions from Bank of America to create flexible financial plans that respond to changing market conditions. Gregory holds a Bachelor's and a Master's degree from Southern Illinois University System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also contributes his expertise through participation in organizations such as the American Red Cross Planned Giving Council, Concordance Academy of Leadership, and the SIU-Carbondale School of Accountancy Board of Directors. Outside of his professional responsibilities, Gregory is involved in community service with groups like the American Red Cross, MS Society, Pedal the Cause, and Stray Rescue. His personal interests include golfing, cycling, running, attending sporting events, and spending time with family.

Mark Hampton is a Senior Financial Advisor at Merrill Lynch Wealth Management and a co-founder of The Hampton Group, which he formed with his father in 2014. Together, they provide holistic and realistic wealth management strategies for non-profit organizations and multigenerational families primarily in St. Louis and 23 other states. Mark's approach to financial planning emphasizes understanding clients' past achievements and experiences to develop personalized strategies that align with their financial comfort levels and goals. Mark's expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. His work includes advising investment committees and boards of foundations and non-profits on compliance, risk tolerance, investment policy services, administration of gifts and funds, charitable gift annuities, loans for capital projects, and establishment of rainy day funds. He integrates technical and fundamental analysis to build tailored portfolios for individuals and institutions. Mark holds a Bachelor's degree in Finance and Entrepreneurship from Marquette University's School of Business and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community activities, serving as Chairman of the St. Monica Parish Council, and has previously held roles as Assistant Scoutmaster for Boy Scouts of America Troop 624 and board member of the Repertory Theatre of St. Louis. Mark resides in Creve Coeur, Missouri, with his wife Stephanie and their four daughters.

Harry Ratliff is a Vice-President and Wealth Management Advisor at Merrill Lynch Wealth Management in Clayton, Missouri. He has over 30 years of experience in the financial services industry, providing wealth management services to institutions, families, and businesses. In his role, he works with clients to develop and implement customized financial strategies that consider diversification, risk tolerance, liquidity needs, time horizon, investment goals, and cash flow. As a specially qualified Senior Portfolio Advisor, Harry builds and manages custom investment strategies using Merrill Lynch model portfolios and third-party options, and he may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Harry holds a Bachelor of Science in Business Administration from the University of Missouri–St. Louis. He maintains Series 7 and 66 FINRA registrations and holds licenses to sell insurance in Missouri, Illinois, Maryland, and Florida. His professional designations include Certified Investment Management Analyst (CIMA), Chartered Advisor in Philanthropy (CAP), and Retirement Income Certified Professional (RICP). In addition to his professional work, Harry is actively involved in the St. Louis community. He serves as a Director for Mid-America Transplant and is a Trustee of The Missouri Historical Society. Previously, he has also served on the board of Christian Hospital. Harry is married to Gloria Ratliff.

Matthew Mikel is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that align with their unique life priorities and financial goals. His approach emphasizes understanding the full financial picture and creating flexible strategies suited for changing market conditions. Matthew brings years of hands-on experience to his practice, focusing on areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. He assists business owners, corporate executives, and multigenerational families in simplifying complex financial needs and creating actionable plans for their long-term aspirations. He holds a Bachelor's Degree from the University of Central Missouri and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Matthew enjoys antiquing, baseball, camping, fishing, football, interior decorating, music, singing, spending time with his family, and traveling.

Liesl Miller is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2005 following a sixteen-year corporate career spanning multiple disciplines including finance, accounting, sales, logistics management, investor relations, and public relations. Liesl is a member of the Slocomb Livingston Group, which offers personalized wealth management services tailored to senior executives and families, combining global investment resources with a high-touch client experience. Liesl’s expertise encompasses a wide range of wealth management strategies such as investment advisory services, retirement and estate planning, philanthropic planning, employee stock option strategies, and concentrated stock management. She focuses on client areas including college education planning, corporate executive services, family wealth management, legacy planning, liquidity management, and portfolio management. Liesl holds a Bachelor of Science in Accounting from St. Louis University and a Master of Business Administration from Washington University in St. Louis. She holds professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Liesl has been recognized on multiple occasions in Forbes lists, including the "Best-in-State Wealth Management Teams," "Top Women Wealth Advisors Best in State," and "Best in State Wealth Advisors" for the years 2023 through 2025. Beyond her professional work, she is involved with the National Children's Cancer Society and Rett Syndrome and participates in community service with Habitat for Humanity. Her personal interests include gardening, hiking, traveling, and spending time with her family.

David Awbrey is a financial advisor at Merrill with 20 years of industry experience, including 17 years at Merrill. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he serves as an administrator for a fiduciary entity in Kirkwood, Missouri. 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 developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Vanessa Metz is a Series 66-licensed financial advisor with Merrill, based in Clayton, MO, with 11 years of industry experience and over 26 years at Merrill. She co-authored a paper used on the Wharton RetireSecure site. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.