Neetu Behl is a financial advisor with Merrill in Deland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Ogram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in DeLand, Florida. She has been practicing in this role since 2008, providing financial guidance to individuals, families, and businesses. Lisa offers expertise in goal setting, investment implementation, banking, as well as asset and liability management. She integrates the resources of Merrill and Bank of America to assist clients in developing personalized wealth management strategies. Lisa holds a Bachelor's Degree from Stetson University and has earned the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, including the DeLand Breakfast Rotary Club, the Museum of Art - DeLand, Florida, and the Stetson Alumni Association. In addition to her professional work, Lisa contributes her time to volunteer and fundraising efforts for the Children's Cancer Foundation. Her professional philosophy emphasizes understanding clients' life priorities to create financial plans tailored to their individual goals and aspirations. Lisa collaborates with clients to develop flexible strategies that respond to changing market conditions while focusing on what matters most to them.

Donna Higbee is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management. She began her career on the trading floor of a regional investment firm in Clearwater, Florida, gaining a foundational understanding of market dynamics. She expanded her expertise by working for six years at Morgan Stanley's global headquarters in New York City, focusing on market strategy, client service, and investment management. Donna holds a Bachelor's degree from Stetson University and earned the CERTIFIED FINANCIAL PLANNER® designation in 2007. Her professional expertise encompasses investment management and financial planning, enabling her to help clients with college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Beyond her professional role, Donna has been involved in community service through board memberships, including the Krewe of Amalee. She is also an avid runner, having completed five marathons, and enjoys reading and spending time with her family.