Andrea Brown is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2019. 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 Kee is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2025, he was involved with Abstar Land & Timber, LLC from 2008 to 2025. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Vest is a Financial Advisor at Merrill Lynch Wealth Management based in the Florence, Alabama office. He works with individuals and families to plan for retirement, college education funding, tax minimization strategies, estate planning services, and more. Matthew emphasizes delivering a white glove service experience to ensure personalized attention and trusted relationships with his clients. Matthew's expertise spans over a decade in financial services, with a focus on retirement and estate planning, tax-efficient asset management, family wealth management strategies, and portfolio management. He works closely with pre-retirees, retirees, high-net-worth individuals, and young families to create customized strategies tailored to each stage of life. His approach includes multigenerational planning to foster continuity and long-term financial health across families. He earned a Bachelor's degree in finance from the University of North Alabama in 2015 and a Master's degree in financial planning from the University of Alabama System in 2017. In 2024, Matthew earned the CERTIFIED FINANCIAL PLANNER® certification. Outside of work, he enjoys spending time with his family, playing golf, exercising, reading, and serving in various ministry events. Matthew and his wife Abigail live in Killen, Alabama with their son Micah and their daughter on the way.

S. Ryan Hamm is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since January 2012. Prior to joining Merrill Lynch, he worked as a financial advisor with Morgan Stanley beginning in 2001. Before his career in financial advising, he founded, owned, and operated Access Digital, Inc. in Tuscaloosa from 1990 through 2001. Ryan works with affluent families, accomplished professionals, and successful business owners, providing goals-based wealth management aimed at aligning financial strategies with clients' personal priorities. His expertise encompasses areas such as college education planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Ryan holds the designation of Personal Investment Advisor (PIA) and earned an Associate's Degree/College Diploma from Shelton State. He has served on the boards of the March of Dimes and the Helen Keller Festival. Ryan is also involved with organizations including Rotary International and the March of Dimes' March for Babies. He lives in Florence with his wife, Holley, and they have three daughters. His personal interests include boating, football, hunting, music, skiing, and surfing.

Andrew Kelley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he worked at the University of North Alabama Sports Analytics Center and held positions at Mattress Firm and Traders and Farmers Bank. 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.