Kyle Cote is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2020. His practice focuses on wealth management strategies, liability management, insurance, and investment management. Kyle assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. He works with a diverse client base, including those seeking guidance in college education planning, corporate executive services, divorce transition planning, family wealth management, personal retirement planning, sports and entertainment, and retirement income. Kyle earned a Bachelor's Degree in Financial Management and a Master of Business Administration in Corporate Finance, both from Clemson University. During his time at Clemson, he played football from 2015 to 2018, earning recognition as the special teams player of the year in 2018. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Committed to community involvement, Kyle follows Merrill Lynch’s tradition of volunteering in the communities he serves. Outside of his professional work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

Joseph Folline Sr. is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner of the Folline King Group. He has been with Merrill Lynch since 2002, following a decade of experience in corporate banking. Joseph focuses on providing investment planning and advice to individuals and families who have experienced liquidity events such as business sales or stock transactions. He also assists corporate executives with guidance on equity award plans and concentrated stock positions, employing portfolio strategies that prioritize risk management. Joseph holds a Bachelor's degree in Economics and History from Washington & Lee University and has earned several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC™) designation, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is registered with FINRA under Series 7, 31, and 66 licenses. Outside his professional work, Joseph has served on the Board of Trustees at Hammond School, including a role as Chair, on the Board of Visitors at the University of South Carolina, and the Vestry of Trinity Cathedral. He and his wife Lura have three adult children.

Sabrina Bell is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 managers.

Gregg Frierson is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2010. Outside of his advisory work, he serves as president of the Wake Forest Columbia Area Alumni Club, organizing social and informational events for alumni. 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.

Jenna Friendly is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked for twelve years at Clark's Termite & Pest Control. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Williams is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995 and Bank of America, N.A. since 2017. 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.

Paul Cash is a Senior Financial Advisor with Merrill Lynch Wealth Management in Columbia, South Carolina. In his role, he assists clients in establishing long-term financial objectives and developing customized portfolio strategies. Paul has been with Merrill Lynch Wealth Management since 1995. He focuses on corporate benefits, family wealth management strategies, and individual and corporate investment strategy. He holds a Bachelor's Degree in Business Administration from Lander University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is a member of the South Carolina Wealth Advisors (SCWA) and is involved in his church community. His personal interests include golfing, hunting, reading, and tennis.

Frank Purdy IV is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on creating personalized financial strategies tailored to his clients' long-term objectives. Frank's client focus areas include institutional consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, and tax minimization. Frank holds a Bachelor's Degree from the University of South Carolina System. He also holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Personal Investment Advisor (PIA) designations. Within his role, he applies analytical skills to build and maintain customized portfolios that reflect client objectives, risk tolerance, cash flow needs, and liquidity requirements. He is involved with professional organizations including Eastminster Presbyterian Church and Junior Achievement. Outside of work, Frank enjoys baseball, basketball, cooking, and football.

John Swearingen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilb Group and Bauknight Pietras & Stormer, P.A., along with entrepreneurial experience running The Vicious Biscuit LLC and involvement in the restaurant industry. 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, high-net-worth clients, and institutional investors.

Jeffrey Kennard is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. He leverages investment insights from Merrill and banking solutions from Bank of America to support his clients. Jeffrey holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from the University of South Carolina System. He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His approach centers on working one-on-one with clients to develop tailored financial strategies aimed at pursuing their long-term objectives.

David Wells IV is a financial advisor at Merrill with a Series 66 designation. He has held positions at Merrill since 2025 and previously worked at Muncaster Financial Group and North Greenville University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Taylor is a Series 66-licensed financial advisor with Merrill in Columbia, SC, where she has worked since 2016. She has two years of industry experience. 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 managers.

William Paulk is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2002, concurrently serving at Bank of America since 2009. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Richard Migliore is a Private Wealth Advisor and the managing partner of Ellison Kibler, a wealth management and institutional consulting practice within Merrill. Ellison Kibler was ranked 18th in the 2026 Barron's "Top 250 Private Wealth Management Teams" in the U.S. He began his career with Merrill Lynch Wealth Management in 1994 and focuses on portfolio strategies for high-net-worth individuals, retirement plans, endowments, and foundations. He holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Richard has also trained Merrill Financial Advisors through the Peer-to-Peer National Faculty Program and has lectured for Barron's. He graduated Summa Cum Laude from the University of Kentucky with a degree in Finance. Richard has served on numerous charitable boards including Habitat for Humanity, the Cutler Jewish Day School, the Humane Society, and Heathwood Hall Episcopal School. He is originally from Buffalo, NY and has interests in camping, ice hockey, skiing, and traveling.

Merry Robinson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial advice to individuals, families, professionals, entrepreneurs, and business owners. She focuses on building long-term relationships and delivering tailored strategies that adapt as her clients' lives and financial goals evolve. With over 20 years of experience in business development, relationship management, leadership, and financial services, Merry helps clients in areas such as investment and wealth management, retirement planning, cash flow and liquidity strategies, education planning, business owner financial planning, estate and legacy considerations, and long-term wealth accumulation and preservation. Merry holds the Personal Investment Advisor (PIA) designation and has completed a Non Accredited Certificate Program from Western Governors University. Outside of her professional work, she enjoys cooking, football, gardening, golfing, music, reading, softball, spending time with her family, swimming, and traveling.

L Johnson is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Merrill since 1979, alongside a tenure at Bank of America, N.A. since 2009. 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, supported by specialized trading, account administration, and custody services.

Robert King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. With over 20 years of experience, Robert focuses on helping clients build and grow income streams to support a multi-decade retirement of rising costs. Robert joined Merrill Lynch Wealth Management in 2002 after working for five years in commercial real estate banking. He earned a Bachelor's Degree in Finance from Wofford College and holds the Personal Investment Advisor (PIA) designation. Robert has obtained the FINRA Series 7, 31, and 66 registrations. Outside of his professional work, Robert enjoys running, traveling, and spending time with his wife Juliana and their two daughters, Lucy and Dottie.

Renelle Herndon is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in providing personal wealth strategies tailored to the unique needs of her clients, with a focus on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income. Renelle holds a Bachelor's and a Master's degree from Stetson University, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She works closely with clients to develop, implement, and manage individualized wealth plans that address budgeting, cash flow analysis, wealth transfer strategies, retirement planning, and portfolio management services. Renelle is active in her local community and volunteers across many organizations, engaging in efforts that support and enhance the area where she lives and works.

Jeanna Lizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is part of the Middlebrooks/Lizzi Group, which brings a combined 36 years of experience in the financial industry. The group emphasizes accessibility and service to provide clients with a first-class experience, aiming to help them grow and preserve their assets through personalized wealth management strategies. Jeanna's areas of expertise include strategic wealth management, income optimization, and customized retirement solutions. She focuses on client-centered planning in areas such as college education planning, legacy planning, LGBT wealth planning, personal retirement planning, tax minimization, and socially responsible investing, among others. She holds the designations of Chartered Financial Consultant (CHFC) and Personal Investment Advisor (PIA). Jeanna earned her Bachelor's Degree from the University of South Carolina System. She participates in community service with organizations such as Big Brothers Big Sisters, Crisis Ministries, Habitat for Humanity in several counties, Meals on Wheels, My Sister's House, The Animal Mission, and Women Helping Women Achieve. Outside of her professional and community work, Jeanna enjoys adventure sports, basketball, cooking, gardening, hiking, photography, reading, running, spending time with her family, and traveling.

Susan Yaeger is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005. Outside of her advisory role, she serves as a committee member for the Leukemia and Lymphoma Society's Light the Night fundraiser and manages administrative responsibilities for a family-owned charter service on Lake Marion in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.