Misty Davis is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she owns Misty’s Miles Travel Consulting, LLC, a travel consulting business where she helps clients find travel deals. 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 institutional accounts.

Emily Chandlee is a Financial Advisor with Merrill Lynch Wealth Management. She works with both retail and institutional clients, assisting business owners and corporate executives with implementing and maintaining their retirement benefit programs. For retail clients, she focuses on developing wealth management strategies and helping clients make informed financial decisions. Emily has been in the financial services industry since 2006 and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science in Business Administration from the University of Central Florida and a Master of Business Administration from the University of Florida. Outside of her professional work, Emily enjoys spending time with her two sons and attending live music events.

Samuel Wajner is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly four decades of experience in the financial industry. He began his career in 1983, initially focusing on municipal bonds at a boutique firm, later joining Gibraltar Securities which became part of RBC Wealth Management. In 2008, he transitioned to Merrill Lynch to leverage the firm's resources and research capabilities, currently providing comprehensive wealth management advice to a diverse client base through a structured approach. Samuel holds multiple registrations with FINRA and NYSE, including Series 7, 9, 10, 24, 53, 63, and 65, as well as Life and Health Insurance licenses. He is a Certified Private Wealth Advisor® (CPWA®) and a Chartered Retirement Planning Counselor™, emphasizing ultra-high net worth client needs and retirement planning respectively. Additionally, he holds the Personal Investment Advisor (PIA) designation and continues to engage in ongoing education on portfolio management and financial industry compliance. Residing in Somerset County, New Jersey, Samuel participates in community initiatives such as Habitat for Humanity and Junior Achievement. He enjoys adventure sports, hiking, traveling, and spending time with his family. He is fluent in Polish, Russian, and English. Samuel advocates a client-centered philosophy, working closely with clients to develop personalized financial strategies aligned with their long-term goals.