Thomas Bucholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies. With nearly a decade of experience in financial advising, Thomas focuses on helping high net worth individuals and young professionals navigate important financial transitions. He provides ongoing advice and adapts portfolio strategies to align with clients' evolving goals. Thomas's areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He has been with Merrill Lynch for eight years and has ten years of experience in the financial industry. Thomas holds a Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina and maintains several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas lives in Dallas, Texas with his wife Courtney and their two children. In his personal time, he enjoys football, golfing, music, spending time with his family, and traveling.

Jon Vilmar serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Since beginning his career in 1982, he has specialized in personal retirement planning, portfolio management services, and retirement income strategies. Jon works directly with clients to develop customized financial plans that align with their unique goals, family dynamics, and risk tolerance. Jon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. His approach focuses on creating personalized portfolio strategies and retirement income plans through detailed analysis and collaboration with clients’ other professionals, including attorneys and accountants. Jon’s methodical planning emphasizes preserving wealth, growing capital, and securing lasting legacies. Outside of his professional role, Jon engages in activities such as adventure sports, chess, scuba diving, spending time with family, and traveling.

Brooke Williams is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she held positions at Morgan Stanley and taught at Baylor University’s Hankamer School of Business. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Coy Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas, including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as legacy planning and personal retirement planning. Coy works closely with clients to develop personalized financial strategies tailored to their long-term goals, incorporating investment insights from Merrill and banking and lending solutions from Bank of America. Coy holds a Bachelor's Degree in Finance from the University of Alabama. He maintains professional designations such as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Coy is actively involved in volunteering within his community and enjoys adventure sports, cooking, football, golfing, music, reading, swimming, watching movies, and spending time with his family.

Brian Moore is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Merrill for 23 years and at Bank of America, N.A. for 15 years. He is based in Dallas, TX. Merrill serves a wide range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by a platform integrated with Bank of America affiliates and a variety of tax-efficient investment strategies.

Michael Smith is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch since 1999 and affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm delivers model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jeffrey Piepgras is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing strategies tailored to their individual financial goals and adapting to changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Jeffrey holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Southern Methodist University.

Taylor Cohen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Taylor worked at William Blair and Company and Pirate Labs, and has an academic background including four years at Southern Methodist University. 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.

Theresa Dillard is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and its affiliated firms since 1999, including Bank of America. She serves as an advisory board member for the Pastoral Reflections Institute, a charitable organization based in Dallas, Texas. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jacquelyn Black is a financial advisor at Merrill in Dallas, TX, with 18 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch and its affiliates since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Carol Anderson is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America since 2014. Outside of her advisory role, she volunteers with educational and women’s leadership organizations, including Barron's in Education, the Women's Leadership Alliance, and mentoring students at UNC Kenan Flagler Business School. 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 various institutional investors.

Charles Di Carlo is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2016 and 2017 respectively. Outside of his advisory role, he assists with a family-owned grocery store in Dallas, Texas, where he performs various operational tasks. 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.

Jonathan Mc Cain is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Ameriprise Financial Services, Sagility, LLC, Blue Star Innovation Partners, and Southern Methodist University. 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 and profit-sharing plans, corporations, and charitable organizations.

Laurie Mullins is a financial advisor at Merrill with 41 years of industry experience. She has held her current position at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. She holds the Series 63 and Series 66 designations. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Perry Valek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2019 after working in Corporate Development and Transaction Services at Accenture, where she contributed to pricing and deal shaping for engagements valued at $25 million and above. Perry's approach focuses on personalized financial planning, actively listening to clients to develop tailored financial roadmaps that address their unique needs and life events. She holds a Bachelor's Degree from Texas Christian University, majoring in Finance with a minor in Accounting and an emphasis in Leadership. Perry is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise encompasses areas such as Divorce Transition Planning, Family Wealth Management, Employee Financial Health, Retirement Planning, and Investment Strategy. Perry also works with Plan Sponsors and participants on corporate 401(k) plans as a Retirement Accredited Financial Advisor. Beyond her professional role, Perry is involved in community initiatives including co-leading Merrill's North Texas Women's Exchange and teaching a Personal Financial Literacy class at Texas Christian University alongside her mother. She participates in events like Race for the Cure and is a member of the National Association of Plan Advisors. Outside of work, she enjoys cooking, traveling to new countries, and spending time with her husband, daughter, and pets.

Rhonda Avila is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch and 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jocelyn Smith is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 1998. Jocelyn is a 1% owner of Smith Medical Technologies, a medical equipment distribution LLC founded by her husband, though she does not have an active role in the business. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grady Vaughn is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Vaughn completed his undergraduate studies at Southern Methodist University, earning a Bachelor's Degree, and went on to obtain a Masters of Business Administration (MBA) from Pepperdine University.

Michael Garcia is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on personalized wealth management strategies. He works closely with clients to understand their financial situations and priorities, developing customized approaches that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. Michael holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Texas at Austin. He is committed to delivering excellent service and helping clients pursue their long-term goals. Michael also participates in community volunteer activities, reflecting Merrill's tradition of community involvement.

Timothy Wilson is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2005 and 2008, respectively. Outside of his advisory role, he serves on the advisory board of the Circle Ten Council Boy Scouts of America and is a board member of the UNC Kenan Flagler Investment Management Action Council, providing career advice to students. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.