Savannah Amick is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2013 and also worked at Bank of America, N.A. beginning in 2024. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Beach is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial advising and more than 25 years with Merrill. He works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging Merrill’s investment insights alongside the banking and lending solutions of Bank of America. His practice focuses on areas including divorce transition planning, education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Jeffrey holds a Bachelor's Degree from Bob Jones University and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He dedicates himself to building strong, long-term relationships with a diverse client base to help them pursue both critical and aspirational financial goals. In addition to his professional work, Jeffrey participates actively in his community through involvement with the First Presbyterian Church Chancel Choir in Columbia, SC, and Grace Baptist Church in West Columbia, SC. His personal interests include music, reading, singing, and spending time with his family.

Kristine Ashley is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2018, previously working at various First Citizens entities from 2013 to 2018. Outside of her advisory role, she serves as an executor for a personal estate matter. 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.

Patricia Cartin is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and three years of industry experience. She 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 offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vaughn Reynolds is a financial advisor at Merrill based in Columbia, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ludmila Baynard is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and nine years of industry experience. She has worked at Bank of America, N.A. since 2015, including her current role at Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers, and offers services including trading, account administration, and custody support.

Graham Bokinsky is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Graham holds a Bachelor's Degree from the University of South Carolina System and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. He works closely with clients one-on-one to create flexible wealth management strategies that encompass proper retirement planning and transgenerational wealth considerations. Outside of his professional role, Graham is a Christian, husband, and father who values spending time with his family. He enjoys hiking and reading, and actively participates in community volunteer organizations, following the Merrill tradition of community involvement.

Larry Cobb is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Larry's approach involves understanding what is most important to his clients and mapping out personalized financial plans to pursue their goals while addressing any gaps. He maintains ongoing relationships with clients to adjust plans as their situations change. Larry earned his Bachelor's Degree from Limestone University. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Born and raised in Greenwood, South Carolina, Larry attended Greenwood High School, Piedmont Tech, and Lander University before transferring to Limestone University. He moved to Columbia, South Carolina, in 2016 with his wife. They have two sons and a third child on the way. Outside of work, Larry enjoys fishing, football, golfing, traveling, and spending time with his family.

Eric Group is a Financial Advisor with Merrill Lynch Wealth Management, serving clients primarily in the Columbia, South Carolina market. He focuses on comprehensive financial planning to help clients achieve their financial goals and maintain progress toward them as they approach retirement. Eric's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina System. Outside of work, Eric's personal interests include baseball, cooking, fishing, football, gardening, golfing, and music.

Brigid Mizell is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. She has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2021. 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 institutions.

Sherry Sons is a Series 66 licensed financial advisor with Merrill in Columbia, SC, where she has worked since 2009. She has 18 years of industry experience. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jason Mitchell is a financial advisor at Merrill in Columbia, SC, with 10 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2016. Outside of his advisory role, he owns a sole proprietorship unrelated to investment advisory services. 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 a range of clients, including individuals, high-net-worth investors, and institutions.

Jeremy Coliton is a Series 66-licensed financial advisor with Merrill in Columbia, SC, with four years of industry experience. Prior to Merrill, he worked at LPL Financial and David Wealth Management Group. He serves as a board member for the University of South Carolina Darla Moore School of Business young alumni group and is part of the Steering Committee for the United Way of the Midlands Young Leaders Society. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Katelyn Mc Kenzie is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020, following positions at Centaurus Financial Inc, Shannon, LLC, and Harry & Harry Two's. 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, pension plans, corporations, and charitable organizations.

Jonathan Foster is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He also works in golf services at Myers Park Country Club, where he manages the pro shop and locker room. 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, institutions, and charitable organizations.

Todd Atkins is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to develop flexible financial plans that align with their long-term goals. Todd's client focus areas include college education planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Todd began his career at Dean Witter in 1993 after earning a Bachelor's Degree in Economics from Liberty University in 1990 and a Master's Degree in Business Administration from Clemson University in 1992. His career highlights include training at the World Trade Center in 1993 and interviewing Sir John Templeton in 1994. He holds the designation of Personal Investment Advisor (PIA). Originally from Michigan, Todd grew up in Easley, South Carolina, and has lived in downtown Greenville for the past 30 years. He is involved in his community through volunteer work and has personal interests in chess, golfing, reading, history, and walking his dog in Falls Park.

John Dawalt is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since entering the financial services industry in 2000 and joining Merrill Lynch in 2003, he has concentrated on financial strategies tailored for high-net-worth individuals and retirement plans. His professional focus includes divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, sports and entertainment financial advising, tax minimization, and retirement income planning. John holds multiple professional designations, including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of Wisconsin-Stevens Point. John is a member of the Optimist Club and Vistage, and he contributes to the community through involvement with the Dutch Fork Touchdown Club. Outside of his professional pursuits, John enjoys boating, fishing, football, golfing, hunting, racquetball, and traveling. He resides in Irmo, South Carolina, with his wife Mandy and their two children.

Kevin Brazell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is one of the managing partners of WMB & Associates, where he focuses on providing customized wealth management strategies and estate planning services to high-net-worth families, executives, and business owners. He also serves as a client relationship manager, guiding clients through the retirement planning process and assisting them in maintaining their financial lifestyle. Kevin holds a Bachelor's Degree from the University of South Carolina. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Through his CEPA designation, he helps business owners build more valuable companies, align their personal goals, and increase the viability of their financial plans. In addition to his professional work, Kevin participates in his community by volunteering with organizations such as First Tee of Columbia and the Midlands Golf Foundation. His approach emphasizes understanding clients' life priorities to create personalized financial plans tailored to their goals and aspirations.

Thomas Kibler is a Senior Financial Advisor and partner on the Ellison Kibler & Associates team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on providing wealth management and investment advice to high-net-worth individuals, families, and private business owners. His practice places a core emphasis on exit planning for private business owners. Thomas holds a bachelor's degree in International Development & Global Relations with a minor in Economics from the University of the South in Sewanee, Tennessee. He has earned the Certified Exit Planning Advisor (CEPA) designation and the Personal Investment Advisor (PIA) credential. Thomas is dedicated to helping clients connect all aspects of their financial lives to pursue the goals that matter most to them. Outside of work, Thomas spends time with his wife Molly and their sons Bertie and Nat in Columbia, South Carolina. He also participates in adventure sports, fishing, golfing, hunting, and traveling, and volunteers with community organizations.

Jessica Miles is a Wealth Management Advisor and Senior Vice President at Ellison Kibler within Merrill Lynch Wealth Management. She joined Merrill in 2014 after earning a Bachelor's degree in corporate finance from the University of South Carolina. Jessica serves as the first female partner on one of Merrill's oldest wealth management practices. Her expertise includes financial planning for affluent individuals, retirement plans, foundations, and endowments. She holds the CERTIFIED FINANCIAL PLANNER® certification and offers personalized strategies to meet clients' unique needs and goals. Jessica's professional focus areas include divorce transition planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. Jessica resides in Columbia, South Carolina, and is involved in her community through service on the board of the Humane Society of South Carolina. Her personal interests include reading, spending time with family, and playing tennis.