Alex Johnson is a Financial Advisor with Merrill Lynch Wealth Management, based in the Columbia, South Carolina office. He assists clients in developing personalized financial strategies aimed at supporting their long-term financial goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, and individual and corporate investment strategy. Prior to joining Merrill Lynch, Alex served as a U.S. Army Officer, where he held roles in financial management and international disbursing operations. He holds a Bachelor's Degree in Business Management with a concentration in Financial Economics from Norwich University and is currently pursuing his MBA at the Darla Moore School of Business. Alex is a Personal Investment Advisor (PIA) and serves on the Leadership Columbia Advisory Board. Outside of his professional work, Alex enjoys chess, running, and spending time with his family.

Juanita Vitali Cox is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior roles include positions at First Citizens Investor Services, First Citizens Bank, and Ameris Bank. She serves as Vice President on the board of the South Carolina Philharmonic, a nonprofit organization dedicated to symphonic music and education. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Loggins is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill in various capacities since 2017. Outside of his advisory role, he serves as a head coach for a youth travel baseball program in Columbia, South Carolina. 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.

Lindsey Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in wealth management at Merrill Lynch in 2013 and joined The Vaughan Group in 2020. Lindsey works closely with individuals and families to plan for their unique financial futures, focusing on managing new wealth, personal retirement planning, and retirement income. She graduated from the University of South Carolina with a bachelor's degree in Journalism and Mass Communications. Lindsey holds the Personal Investment Advisor (PIA) designation. She is an active member of First Presbyterian Church and the Junior League of Greenville, reflecting her commitment to community involvement. Lindsey resides in Greenville, South Carolina with her husband, John, their daughter, Addison, and their golden retriever, Owen. In her spare time, she enjoys spending time at the lake with her family and cheering on the Gamecocks.

Jonathan Wynkoop II is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Bank of America and Leventis Financial. He serves on the board of the USC Association of Letterman and is involved in developing an online clothing brand. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lindsey Griffin is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2019. Griffin serves as a committee member for SustainSC, a nonprofit focused on economic growth and conservation in South Carolina, and is a board member of the Emerging Leaders Division of the South Carolina Bankers Association. 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.

F Ronald Dennis is a Private Wealth Advisor at Merrill Lynch Wealth Management, where he has spent his entire career since joining in 1994. He serves the complex financial needs of ultra-high-net-worth families, trustees of family and charitable trusts, and captive insurance companies. In his role, he collaborates closely with clients and their personal advisors to develop and implement strategies aimed at managing financial risk, aligning cash flow needs, and minimizing taxes. He also serves as a Managing Director and Merrill Institutional Consultant, leading a team within the firm's Global Institutional Consulting group that provides financial advice to captive insurance companies. Ronnie Dennis holds several certifications, including the Certified Exit Planning Advisor (CEPA) and the Certified Investment Management Analyst (CIMA) designations. He is an associate of the International Center for Captive Insurance Education (ICCIE) program and a Merrill Institutional Consultant. Mr. Dennis earned a Bachelor of Science degree in Finance and Real Estate from the University of South Carolina. Outside of his professional work, his personal interests include reading, running, bird hunting, and offshore fishing.

Cathy Hinson is a financial advisor with Merrill in Columbia, South Carolina, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2000 and with Bank of America, N.A. since 2023. Outside her advisory role, she is a co-owner of a family rental property business in North Carolina. 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 individuals, high-net-worth clients, and various institutional investors.

Robert Banish is a financial advisor with Merrill in Columbia, SC, holding a Series 66 designation and 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 and previously spent eight years with First Citizens Asset Management and three years with First Citizens Investor 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Margaret Randle is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at FP1 Strategies and Martin Horn, Inc. prior to joining Merrill. Her background also includes roles outside of finance, such as involvement with Wofford College Football. 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 supported by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Anderson is a financial advisor at Merrill with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, LPL Financial, and CUNA Brokerage 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Wilcox is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2013 and has also been with Bank of America N.A. since 2024. 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 with both model-based and discretionary investment strategies.

Benjamin Ferguson is a financial advisor at Merrill in Columbia, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Bank of America, Wingstem Wealth, Insight Global, and Newday Financial. Outside of finance, he has been involved with Reflections Media Carolinas since 2020 and has also worked with Camera Monkey Media and Clemson University. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Inabinet Jr. is a Wealth Management Advisor with the Folline King Group at Merrill Lynch Wealth Management in Columbia, South Carolina. He focuses on serving high-net-worth business owners, corporate executives, retirees, and professional athletes, developing tailored wealth management strategies to address their unique financial needs and goals. Jeffrey has obtained the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, the Sports and Entertainment Accredited Wealth Management Advisor™ designation, as well as FINRA Series 7 and 66 registrations and Life & Health Insurance licenses. He is a graduate of the University of South Carolina, where he also played football for five years as the starting deep snapper. He is involved with the University of South Carolina Lettermen Association. His approach integrates services including asset management, social security, Medicare, executive suite services, estate planning in collaboration with legal and tax professionals, philanthropy, and personal banking through Bank of America.

Aaron Rowland is a financial advisor with Merrill in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he works as a ride-share and food delivery driver for Uber and Lyft. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Robert Elrod is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in guiding clients through education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Robert holds a Bachelor's Degree from the University of South Carolina System. He has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach focuses on aligning financial plans with clients’ individual perspectives and priorities to help them achieve their long-term goals.