Kristin Peters is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, TD Ameritrade, and Scottrade. Peters is based in Fort Myers, Florida. 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.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lizbeth Atkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent eleven years at Bank of America. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Steven Sizemore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2004 as a Client Associate immediately after earning a Bachelor’s degree in Business Administration with a concentration in Finance from Elon University. He became a Financial Advisor in 2005 and focuses on wealth management planning, portfolio construction, and delivering responsive financial management through consistent communication with clients. Steven specializes in family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He works closely with clients to design and construct portfolios that balance participation in favorable markets with protection during downturns, ensuring that investment objectives align with client goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Beyond his advisory role, Steven is active in the Fort Myers community, serving on the Board of Directors for the Edison Festival of Light and South Fort Myers Youth Baseball. He has also been involved with various non-profit boards and coaches youth baseball. In 2008, he received the Leukemia & Lymphoma Society’s "Man of the Year" award. Steven resides in Fort Myers with his wife, Paula, and their three sons. His personal interests include fishing, golfing, boating, and spending time with his family.

Jennifer Conner is a Senior Financial Advisor with the Callari Group Wealth Management Team at Merrill. Based in Fort Myers, Florida, she leads a client-centered wealth management practice that focuses on providing tailored financial strategies and steady support. Jennifer works closely with clients to understand their personal risk tolerance, time horizon, liquidity needs, and financial goals, using this insight to develop customized portfolios that reflect both immediate priorities and long-term plans. Jennifer's experience in wealth management is rooted in a family tradition, having been inspired by her mother's career in the industry. She collaborates with her family members, including her daughter and son, to serve a multigenerational clientele. Jennifer holds a Personal Investment Advisor (PIA) designation and has completed an Associate's Degree from Edison State College, a High School Diploma from Riverdale High School, and an Accredited Certificate Program from Southwest Florida College. She is also involved in community service as a Guardian ad Litem. Outside of her professional work, Jennifer enjoys boating, camping, drawing, interior decorating, painting, woodworking, traveling, spending time with her family, and watching movies. Her approach aims to provide clients with clear guidance and confidence at every stage of life.

Kevin Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with high net worth individuals and families, delivering integrated financial strategies aimed at pursuing personally meaningful goals. His approach includes personalized service combined with a disciplined wealth management process, encompassing custom asset allocation, wealth preservation and transfer, and financial risk management. Kevin's expertise spans liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from Florida International University. Born and raised in Fort Myers, Florida, Kevin remains actively involved in his local community. He participates with organizations such as United Way of Lee County, Guardian ad Litem, and The Community Foundation. Outside of work, he enjoys boating, fishing, football, golfing, hunting, reading, skiing, soccer, and spending time with his family.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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.

Juan G. Colon is a Financial Advisor at Merrill Lynch Wealth Management based in Fort Myers, Florida. He serves individuals, families, business owners, and retirees, providing personalized wealth management strategies that encompass retirement planning, investment management, wealth preservation, education funding, legacy planning, liquidity management, and portfolio construction. Juan is fluent in English and Spanish. Before his career in financial services, Juan served 20 years in the United States Air Force, retiring with honorable service. His military background informs his disciplined approach to financial advising, emphasizing preparation, accountability, and execution. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), earned through the College for Financial Planning. Juan participates in community activities such as Toys For Tots and is a member of The American Legion. His personal interests include antiquing, biking, boxing, hiking, spending time with family, swimming, watching movies, and woodworking.

Christine Haut is a financial advisor at Merrill with over 30 years of industry experience. She has been with Merrill since 1993 and holds Series 63 and Series 65 designations. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Mitchell is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, having 21 years of industry experience. She has worked with Merrill since 1993, including a brief tenure at BOFA Securities, Inc. in 2019. Outside of her advisory role, Mitchell serves on the advisory board of Collier County Honor Flight, a nonprofit supporting local veterans. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Gina Maya is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2006. Outside of her advisory role, she is involved in family-held LLCs related to rental properties in Fort Myers, Florida. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Nicholas Greiner is a Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, focusing on helping clients manage their wealth, plan for retirement, and navigate the wealth accumulation journey. He began his career as an intern at Merrill Lynch Wealth Management while attending the University of Central Florida, where he earned his bachelor's degree. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, small business strategies, women and wealth, tax minimization, and retirement income. His approach is grounded in understanding clients' values and goals through one-on-one conversations, enabling him to help them focus on pursuing life goals and planning their legacy. Born in Chicago and raised in Cape Coral, Nicholas calls Southwest Florida his home. He is active in the community and participates in organizations including Bank of America Community Volunteers, Habitat for Humanity, LEAD for Women, and The Community Foundation of Cape Coral. Outside of work, he enjoys baseball, boating, camping, cooking, fishing, music, reading, skiing, watching movies, and woodworking.

Michael Mccormack Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor for more than 27 years, bringing extensive experience to his role. He started his career at PaineWebber/UBS Financial Services, Inc., where he spent 19 years before continuing his work advising clients. Michael focuses on family wealth management strategies, portfolio management services, and retirement income. He provides integrated planning based consulting services to high net worth individuals, with an emphasis on in-depth financial strategies and retirement planning. He works one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. Michael is a graduate of the University of Rhode Island and Avon Old Farms School. He holds the Personal Investment Advisor (PIA) designation. He lives in Newport, Rhode Island, with his wife Michele and their four children. Outside of his professional work, Michael enjoys golfing, music, and running.

Randall Keslar is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, college education planning, portfolio management services, and retirement income. A native of Western Pennsylvania, he applies a blue collar work ethic to his client relationships, focusing on developing clear, goals-based retirement plans that empower clients to approach retirement with confidence. Keslar holds a Bachelor's Degree from Tampa College and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach emphasizes personalized discovery conversations, resulting in tailored wealth analyses and plans that are revisited and adjusted as life circumstances evolve. Beyond his professional work, Keslar has been active in community organizations such as the Neshannock Township Economic Development Advisory Panel and the Rotary Club of Lawrence County, where he served on the board and as president. He has also contributed to the Lawrence County Habitat For Humanity and held multiple roles with West Pasco Little League, including board member, vice president of operations, coach, and district umpire. His personal interests include baseball, biking, camping, football, golfing, reading, refereeing, running, swimming, and spending time with his family.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. 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.

Jason Phillips is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he serves on the Allocations Committee for United Way, where he reviews grant requests and provides recommendations for charitable funding. Merrill provides managed account services 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.

Omar Ramos is a Financial Advisor with Merrill Lynch Wealth Management based in Fort Myers, Florida. He brings over 15 years of experience in banking and wealth management, focusing on serving individuals, families, and business owners. Omar provides personalized, relationship-driven financial guidance, with expertise in areas such as equity compensation services, family wealth management strategies, legacy planning, liquidity management, and retirement income planning. He is dedicated to helping clients build, preserve, and transfer wealth with purpose, emphasizing the importance of aligning financial strategies with clients' values and goals. Omar holds the Personal Investment Advisor (PIA) designation and is proficient in Spanish, English, and Portuguese. His educational background includes a High School Diploma from North Nicholas High School. Beyond his professional work, Omar participates in his community through involvement with Next Level - Christian Church. He also has a range of personal interests including adventure sports, baseball, basketball, boating, football, golfing, music, pickleball, running, and yoga.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Hannah Wittman is a financial advisor at Merrill in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. She joined Merrill in 2019 and previously worked at MD Solutions and Wally's Deli. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Clinger is the Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management, leading the Fort Myers office. He began his financial services career in 1991 at SunTrust Bank and held leadership and lending roles before joining Merrill Lynch in 2000. He is a founding member of Clinger, Sizemore & Associates, focusing on personalized, multi-generational wealth management. John holds a bachelor's degree in Business from the University of South Florida and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as family wealth management, retirement planning, tax minimization, portfolio management, and services for endowments and non-profits. He actively contributes to the Southwest Florida community through leadership roles with organizations including the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, and United Way. John has also been involved with youth sports organizations and has served as a campaign chair and board member for multiple nonprofits. He and his wife, Rusti, reside in Fort Myers with their four daughters.

Ronald Heim is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 22 years of industry experience. He has worked at Merrill since 2003 and has also been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to 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, supported by internal and third-party management teams.