Jeffrey Bowles is a Senior Financial Advisor and a partner on the JB Wealth Management Group at Merrill Lynch Wealth Management. With a background that includes 20 years of business ownership and experience since joining Merrill in 2005, he provides financial strategies focused on retirement planning, estate planning, divorce transition planning, and small business strategies. Jeff holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeff graduated from the University of Wisconsin Eau Claire with a BBA in Economics and played hockey there for two years. As a Portfolio Manager, he manages personalized investment strategies designed around clients' individual risk tolerance, time horizon, liquidity needs, and overall investment goals. His approach involves developing long-term relationships by delivering professional advice tailored to each client’s unique situation. Outside of his professional responsibilities, Jeff is involved in community organizations including Pilots for Paws and EAA Air Venture, where he serves as a volunteer. He enjoys boating, ice hockey, photography, scuba diving, traveling, and spending time with family. Based in Wisconsin, he shares time between Fitchburg, WI, and Ft. Myers, FL.

Brian Speers is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience to his role. He specializes in wealth and legacy planning, executive compensation, portfolio management, tax minimization, and retirement income strategies. Throughout his career, Brian has focused on addressing the real-world situations and ambitions of his clients, often collaborating with their families, CPAs, and attorneys to develop tax-efficient strategies that support multiple generations. Brian has been recognized on Barron's "Top 1,200 Financial Advisors" list in 2017, 2019, 2020, 2021, 2022, and 2023. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Brian earned a Bachelor's degree in Finance from the University of Illinois at Urbana-Champaign and a Juris Doctorate degree from Loyola University Chicago School of Law. Outside of his professional responsibilities, Brian serves as a trustee for Loyola University Chicago and supports various nonprofit organizations. He enjoys boating, golfing, reading, and spending time with his family.

Kevin Shepard is a financial advisor with Merrill in Ft Myers, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2011. Outside of his advisory role, he is associated with an investment-related business named Kevin and Marilee Shepard. 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 for individuals, high-net-worth clients, pension plans, corporations, and charities.