Melissa Powelson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for over 16 years, focusing on providing tailored financial strategies to a diverse client base including executives, business owners, entrepreneurs, and individuals. Melissa leads the team wealth management process, oversees new business development, and coordinates client services. Her expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income planning, and socially responsible investing, among other areas. Melissa holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Ohio Dominican University. Melissa is actively involved in the New Albany Women's Network. She resides in New Albany with her husband and son. In her personal time, she enjoys running, soccer, tennis, traveling, and practicing yoga.

Angela Contini is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998 and Bank of America, N.A. since 2011. 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.

Margaret Mc Alister is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2012, with prior experience at PNC Bank and Bank of America. Outside of her advisory role, she serves as President of the Wolves Inc Worthington Kilbourne High School Band Boosters starting in 2025. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Simonton is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as an advisory board member for TART Trails, a nonprofit focused on developing and promoting trail networks in the Traverse City area. 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, and institutional investors.

Willie Mc Reynolds is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kristen Etling is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she serves a select group of families, executives, business owners, and non-profit organizations. She focuses on goals-based planning, customized investment management, wealth strategy implementation, and delivering high levels of dedicated service. Kristen and her team develop personalized approaches tailored to the unique objectives of each client, family, or organization. Her expertise includes executive compensation plans, concentrated stock positions, privately held family businesses, and company-sponsored retirement and incentive plans. Kristen and her team are knowledgeable about tax minimization strategies and work closely with clients' external tax and legal advisors to coordinate cohesive strategies aligned with retirement income and estate planning goals. She joined Merrill in 2011 and has worked in wealth management since 2007, previously serving in the insurance industry. Kristen holds a Bachelor's degree from Miami University and several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of the Leadership Columbus program and supports local nonprofit organizations such as Green Columbus, Merrill Lynch Bull Run benefiting Nationwide Children's Hospital, and YWCA of Central Ohio. Her professional affiliations include Leadership Columbus and the Tri-Village Area Chamber of Commerce.

Andrew Wages is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Vice President within the Private Wealth Management team of The CWMG Group. Based in San Francisco and Columbus, he works alongside a team of eight, focusing on serving corporate executives, entrepreneurs, and early-stage investors primarily in the technology and life sciences industries. Andrew’s approach centers on building deep relationships with clients to address complex wealth management needs through individualized planning and disciplined portfolio construction. With over 23 years of industry experience, Andrew specializes in creating comprehensive wealth management plans that include asset allocation, portfolio management, managing concentrated and restricted stock positions, balance sheet efficiencies, and wealth structuring. He also plays a key role in the operational management of The CWMG Group, applying his expertise in technical product development to enhance the efficiency and consistency of private wealth management services. Andrew began his career in technical product development at Schwab and Schwab Institutional before transitioning to financial advisory roles at Merrill Lynch and Morgan Stanley. He served in the United States Marine Corps Reserve from 1992 to 1998. Andrew holds a B.A. in International Business from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Plan Fiduciary Advisor® (CPFA®). Outside of work, he enjoys spending time with his wife, two teenage daughters, and their family pets.

Kevin Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in client-focused areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategy. Kevin also has expertise in retirement income planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Kevin earned his bachelor's degree from Miami University. Outside of his professional commitments, Kevin enjoys basketball, biking, boating, football, golfing, soccer, and spending time with his family.

Nelson Heinrichs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies that consider clients' life priorities and financial goals. Nelson collaborates with clients to develop flexible plans tailored to their individual needs and aspirations, leveraging insights from Merrill and financial solutions from Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nelson earned a Bachelor's Degree from Miami University in Ohio. His approach emphasizes understanding the full financial picture in the context of what matters most to each client.