Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide structure and clarity in their financial lives. Dylan aims to understand what matters most to his clients—whether it be building wealth, preparing for retirement, navigating major life transitions, or creating long-term financial security—and develops strategies aligned with those goals. His areas of expertise include investment strategy and portfolio management, retirement planning and income planning, planning around major financial decisions and transitions, aligning personal and business financial priorities for owner-led businesses, and managing risk to prepare for unexpected events. Dylan focuses on simplifying complexity and providing ongoing guidance as circumstances and markets evolve, helping clients make informed and confident decisions over time. Dylan holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. He carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

Julie Wilsey is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Merrill since 2007 and has also worked at 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.

David Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Morgan Stanley, Instacart, Uber, Lyft, UnitedHealthcare, and Management and Network Services. His current roles at Merrill and Bank of America began in 2022. 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 and profit-sharing plans, corporations, and charitable organizations.

Cathy Clary is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as Secretary for the Women of the Moose Chapter 354 and as Chaplin for the FOE #376 Women's Auxiliary in Delaware, Ohio, assisting with meeting documentation and organizing fundraising volunteers. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Jarrett is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in working with business owners, corporate executives, and multi-generational families to address complex wealth-management needs and life transitions. He is part of the Cenname Team, a nationally recognized group within Merrill, which focuses on helping clients improve, protect, and simplify their business and personal financial lives. With decades of practical experience, Charles offers problem-solving skills and an intimate knowledge of best practices tailored to the distinctive circumstances of his clients. Charles advises business owners through multiple phases of their business lifecycles, aligning their business, personal, and financial goals to enhance the transferable value of their businesses and prepare for potential transitions. He also works extensively with senior executives managing concentrated or restricted stock positions, collaborating with clients' other advisors to foster thorough and coordinated strategies. His areas of expertise include corporate executive services, family wealth management strategies, employee benefits planning, tax minimization, and retirement income planning. Charles holds a Bachelor's degree in Business Administration from Georgia State University, earned in 1981. He has obtained multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He is a member of several professional organizations and is involved in philanthropic activities with various community foundations and organizations. His personal interests include fishing, hiking, and traveling.

Audrey Tuckerman is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. She works closely with high-net-worth individuals, families, and institutions, helping them think strategically about their wealth and expedite a path to their financial priorities. Audrey advises families with complex financial lives, assisting CEOs, CFOs, and other executives in managing compensation, investments, trust and estate planning, banking, lending, and philanthropy. She also advises successful female executives and affluent women navigating significant career and family transitions. With over 25 years of experience, Audrey specializes in guiding clients through complex financial transitions, including divorce, inheritance, and leadership succession. She began her career in investment banking in New York City and graduated from Tulane University. Audrey combines technical expertise with clear communication to help clients focus on their personal and professional goals. Audrey is actively involved in her community, having served as Chair of the Jewish Columbus Board of Trustees and on the boards of the Center for Family Safety and Healing, The Columbus Academy, and United Way of Central Ohio. She also supports the YWCA Family Center and contributes to nonprofit organizations through leadership and service. Audrey lives in Bexley, Ohio, and enjoys golfing, pickleball, reading, running, skiing, and yoga.

Abraham Szabo is a financial advisor at Merrill in Columbus, Ohio, holding a Series 66 credential with one year of experience. His prior work history includes roles at Purdue University, Swensons Drive-In, Xavier University, and Andrews Osborne Academy. 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 various institutional investors.

Theodore Jones is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Bank of America, The Prudential Insurance Company of America, Pruco Securities LLC, Key Investment Services, KeyBank, and PNC Bank. Outside of his advisory role, he is involved in real estate as a realtor and works with the City of Columbus Recreation and Parks in a maintenance capacity. 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.

Brian Truckly is a Wealth Management Advisor and partner with The Truckly Group, a family-office style team at Merrill Lynch in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families to help them navigate their wealth through all phases of life. Brian's approach to financial planning focuses on understanding what is most meaningful to his clients to create personalized wealth strategies aimed at simplifying their finances. With eight years of experience at Merrill Lynch, Brian specializes in areas including generational wealth transfers, tax minimization, business succession strategies, healthcare in retirement, charitable giving, and equity compensation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which holds him to a fiduciary standard and a code of ethics in providing personalized advice. Brian and his senior partner were named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. He has also been invited to speak to next-generation advisors and at Ohio State University about financial planning and career development. Brian grew up in Dublin, Ohio, and graduated from The Ohio State University with a degree in Consumer & Family Financial Services. He currently resides in Grandview Heights. In his free time, Brian engages in philanthropic activities supporting local families and enjoys golfing, pickleball, attending concerts, following Buckeyes and Pittsburgh Steelers football, and traveling with family and friends.

Cody La Neve is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with successful individuals and families to provide comprehensive financial advice that addresses the complexities associated with wealth management. His approach involves helping clients define their goals and selecting portfolio strategies designed to achieve those objectives, while adapting plans as clients' situations change. Cody's expertise spans family wealth management strategies, portfolio management services, tax minimization, retirement planning, and estate considerations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Ohio State University. Outside of his professional responsibilities, Cody enjoys activities such as baseball, bowling, chess, cooking, fishing, golfing, hiking, pickleball, woodworking, and spending time with his family.

Lauren Bodziony is a financial advisor with Merrill in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and has been with Merrill and Bank of America, N.A. since 2022. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Austin Mortimer is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has held roles at Bank of America, Merrill, Citrin, PPG Industries, New Albany Country Club, and Ohio State University. Outside of his advisory work, he is the owner of Not For Sale, LLC, an S Corporation based in Columbus, Ohio. 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.

Jesse Troike is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in customized personal wealth management and investment planning. Since joining Merrill in 2017, he has focused on areas including employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jesse earned a Bachelor's Degree in Accounting and Pre-Law from Ohio University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes building strong relationships with clients to fully understand their needs and develop personalized financial strategies that align with their long-term goals. Jesse also seeks to educate his clients in navigating the evolving global market to maximize their financial potential. Outside of his professional role, Jesse enjoys adventure sports, golfing, hiking, hunting, running, and watching movies. He often spends his weekends engaging in these activities and spending time with family and friends.

Stephen Mangum is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a principal since joining in 2003. He specializes in crafting risk-managed financial and retirement strategies for clients and believes in providing simple explanations for recommendations regardless of their complexity. Steve has been recognized on the Forbes Best-in-State Wealth Advisors list from 2019 through 2026. Additionally, he travels nationwide to train new Merrill advisors on practice management strategies and speaks to new employees about transitioning into financial services. Steve holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from The Ohio State University and an Associate's degree from Salt Lake Community College, where he also played baseball. Originally from Upper Arlington, Ohio, Steve resides in Dublin, Ohio, with his wife Aubrey and their four daughters. Outside of his professional career, Steve is involved in coaching his daughters in soccer and enjoys watching them participate in basketball, swimming, dance, and golf. He supports Ohio State University's sports teams, a connection strengthened by his father's 30-year tenure teaching at the Fisher College of Business. Steve is active in his church and has coached high school baseball.

Jay Bucher is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill in 2015 and works with ultra-high-net-worth clients and their families to address the complex challenges and opportunities associated with substantial wealth and unique financial circumstances. Before joining Merrill, Jay began his career as a financial analyst at another financial services firm, where he conducted business valuations for mergers, acquisitions, and joint ventures. His expertise includes analyzing financial markets, identifying trends and opportunities for wealth management strategies, and assisting clients in understanding and navigating the complexities of financial markets. Jay holds a bachelor's degree in business and finance from the University of Tennessee. He has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE).

Valerie Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1992 and has built longstanding relationships with her clients. Prior to joining Merrill, Valerie gained experience working four years at Wachovia Securities and Fidelity. Valerie holds multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her high school diploma from Madison Central. Valerie resides in Dublin with her husband, Stephen. They enjoy traveling and spending time with friends and family. They have two children, both attending The Ohio State University.

Jeffrey Nieman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and several technology firms such as Path Robotics and WillowTree. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Geiger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 and has over 33 years of experience in the financial services and commercial banking industry. Mr. Geiger graduated from The Ohio State University Business School in 1978. He holds the Certified Investment Management Analyst (CIMA®) designation, earned in 2007 after completing the education component at the Wharton School of Business at the University of Pennsylvania. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor (CPFA®) credential. Jeff has extensive experience working with non-profit organizations, endowments, foundations, high net worth individuals, and business owners. His team employs a consultative approach on asset management, education, retirement, and estate planning services, focusing on a risk/return based disciplined investing strategy. He and his family reside in Galena, Ohio, and he is active in community organizations and charities. Jeff has a commitment to helping families with special needs, inspired by his family's experience with a brother who had special needs.

Sally Howell is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and has 12 years of industry experience. She previously worked at JP Morgan Securities, LLC and operated a side business called Sally Cambrice dba PugLove. 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.