Shawn Herring is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Nike and Bank of America. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Troy Braga serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In this role, he focuses on assisting affluent individuals, retirees, and business owners with managing various aspects of their financial lives, including tax-efficient strategies, retirement planning, wealth preservation, and philanthropic planning. Troy strives to build strong client-advisor relationships by providing access to the best financial resources and developing personalized financial strategies. Before joining Merrill Lynch in 2014, Troy accumulated twelve years of experience in diverse corporate finance positions. He holds a bachelor's degree in Finance and Human Resources Management from the University of Idaho and earned an MBA from Washington State University. Troy maintains several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, Troy is involved in community organizations such as the Innovia Foundation Kootenai County Leadership Council, Kootenai Health Foundation, and The Salvation Army Kroc Center Board. He also enjoys outdoor activities including basketball, biking, camping, fishing, hiking, running marathons, skiing, traveling, and spending time with his family.

Stewart Meggs is a financial advisor with Merrill who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. 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 supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Mark Easterday is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He specializes in retirement planning and holds the Chartered Retirement Planning Counselor (CRPC) designation, among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark's expertise encompasses retirement and college planning, estate issues, insurance, and managing significant liquidity events such as business sales and inheritances. He particularly works with clients who have irregular incomes, helping them budget and invest effectively to achieve financial independence. Mark collaborates with clients across multiple states and leads a team including a Registered Wealth Management Client Associate. He earned a Bachelor's Degree in Business-Finance from the University of Southern California and previously graduated from San Gorgonio High School. Mark resides in Coeur d'Alene, Idaho with his wife, Cherice. They are involved in their community, supporting the North Idaho State Fair and Rodeo Foundation and engaging with their Christian church. His personal interests include golf, fishing, football, horseback riding, and music.

Breanna Valencia is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in Coeur d’Alene, Idaho and the surrounding communities. With 10 years of experience in financial services, she works with individuals and families to develop personalized financial strategies that align with their long-term goals and evolving priorities. Her areas of expertise include investment management, retirement planning, education planning, family wealth management, legacy planning, tax minimization, and small business strategies. Breanna holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Oak Ridge High School and attended the University of Nevada - Reno. She is committed to building long-term relationships based on trust and transparency, taking the time to understand what matters most to her clients to help them pursue their financial goals. Breanna provides ongoing advice and guidance as clients' needs change. Outside of her professional role, Breanna enjoys spending time with her family and engaging in activities such as camping, cooking, gardening, golfing, hiking, hunting, music, running, and skiing.

Ben Richards is a Senior Financial Advisor and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) at Merrill Lynch Wealth Management. He began his advisory career in 2003 and joined Merrill Lynch in 2011. Ben works with successful individuals, families, and business clients, using a holistic approach and innovative strategies to connect the diverse areas of clients' financial lives to their most important goals. His areas of focus include values-based investing, income investing and income distribution planning, charitable and asset transfer strategies, and risk management in capital preservation and asset growth. Ben holds a bachelor's degree in International Business and Economics from Western Washington University. Prior to his education, he lived in Norway and was involved in mountaineering and outdoors survival training at Valdres FHS. Ben has served on multiple community boards related to childhood education and senior care organizations, contributing his professional talents to their missions. He and his wife Jennifer, along with their children Freya and Owen, participate actively in local events and enjoy outdoor activities in the Pacific Northwest.

Richard Gentile is a financial advisor with Merrill Lynch Wealth Management who brings a diverse professional background to his current role. He began his career serving six years as a US Navy Nuclear Engineer aboard a fast-attack submarine, where he worked in the engineering department. Following his military service, he spent six years working in data centers before transitioning to financial services. Gentile earned a Bachelor's degree in Business Management from the University of Redlands using the GI Bill. Encouraged by his financial advisor, he pursued a career in financial advising, where he holds the Professional Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, portfolio management services, small business strategies, tax minimization, and retirement income. In addition to his professional pursuits, Gentile is involved with the Veterans of Foreign Wars. He enjoys adventure sports, chess, cooking, gardening, hiking, hunting, music, reading, and skiing. Gentile emphasizes a personalized approach to wealth management, aiming to help clients uncover what matters to them and develop strategies to pursue their financial goals.

Ashley Lenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as an accountant in the banking industry before joining Merrill Lynch in 2021. Ashley earned both her bachelor's and master's degrees in accounting from the University of Wisconsin - Milwaukee. She holds registrations in FINRA Series 7 and Series 66 and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Ashley’s expertise includes executive compensation, family wealth management strategies, endowments and foundations services, legacy planning, managing new wealth, personal retirement and philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Her approach emphasizes understanding each client's needs and aspirations and involves collaborating with clients' tax and legal advisors to tailor wealth strategies. She uses resources available through Merrill Lynch and the banking convenience of Bank of America to support client success. In addition to her professional work, Ashley is active in the Coeur d'Alene community. She serves on the boards of the North Idaho College Foundation and the Coeur d'Alene Rotary Club and is a member of the Women's Gift Alliance and the Rotary Club of Coeur d'Alene. Outside of her career, Ashley enjoys spending time with her family, which includes her husband and daughter, and engages in activities such as exercising, skiing, golfing, traveling, and spending time outdoors with her dogs.

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.