Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Irene Robertson is a financial advisor with Merrill in Fort Smith, AR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. since 2015. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Price is a financial advisor with Merrill in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Merrill since 1997 and Bank of America since 2009. Outside of his advisory role, he owns Lonewolf Cattle Company LLC, managing cattle and land, and is a general partner in a partnership focused on quarter horse breeding. 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.

Adam Plattner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Arkansas System. In 2005, he formed the Plattner-Smith Group in Fort Smith alongside his mother, Sue, after completing a two-year internship with Merrill in Rogers, Arkansas. Adam focuses on family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and socially responsible investing, among other areas. He works with clients to create customized wealth management approaches that are flexible to changing needs and market conditions, utilizing the investment insights of Merrill and banking services of Bank of America. Outside of his professional role, Adam serves on the Board of Kitties and Kanines. He enjoys cooking, fishing, skiing, spending time with his family, traveling, and watching movies.

Dawsyn Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial advice that aligns with his clients' priorities and long-term objectives. His approach centers on building meaningful relationships through clear communication and ongoing guidance. He specializes in family wealth management strategies, personal retirement planning, and tax minimization. Dawsyn holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from South Side High School, an Associate's Degree and a Bachelor's Degree from the University of Arkansas Fort Smith, and attendance at the University of West Florida. Outside of his professional work, Dawsyn enjoys a range of recreational activities including basketball, boating, football, golfing, hiking, pickleball, running, traveling, and spending time with his family.

Don Mcdonald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team of two CERTIFIED FINANCIAL PLANNER® professionals and two administrative professionals, utilizing the full resources of Merrill and Bank of America to deliver personal and corporate wealth management services. Don's client focus spans Corporate Executive Services, Divorce Transition Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Don began his career at Merrill in 1989 after earning a Bachelor of Business Administration degree in Finance from Southern Arkansas University. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Barron's, Forbes, and Financial Times among top advisors and teams nationally and in Arkansas. Growing up on a cattle farm in Northeast Arkansas instilled values of hard work and responsibility, which Don applies through personal integrity and straightforward advice. He and his wife, Jennifer, have three children. Don is involved in his community as a deacon at his local Baptist church, serves on the Business Advisory Council for the Rankin College of Business at Southern Arkansas University, mentors college business students, and has served on the boards of the Global Deaf Pathway Organization and the Fort Smith Symphony. He is active in financial education ministry and has served as a trustee for the International Mission Board of the Southern Baptist Convention. His personal interests include traveling, hunting, fishing, and woodworking.

Ross Plattner is a Senior Financial Advisor with the Plattner-Smith Group based in Fort Smith, Arkansas. He is part of a team that offers comprehensive wealth management strategies focusing on understanding each client's unique financial situation and priorities. Ross and his team utilize resources from Merrill Lynch Wealth Management and Bank of America to provide clients with investment insights and banking solutions tailored to their needs. Ross began his career at Merrill Lynch in 2017 after spending 11 years in the service industry. He holds a Bachelor's degree in Marketing Management from the University of Arkansas, earned in 2007, and has completed the Dale Carnegie leadership training course. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Personal Investment Advisor (PIA). Ross specializes in family wealth management, legacy planning, retirement income, socially responsible and values-based investing, and works with diverse client groups including those focused on philanthropic and LGBT wealth planning. Outside of his professional role, Ross enjoys a range of personal interests including golf, tennis, cooking, and traveling with his wife, Diana. He is a fan of Manchester United, the St. Louis Cardinals, and the Arkansas Razorbacks. Ross is also committed to community involvement through volunteering with local organizations.

Hugh Hembree IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience as a business owner, non-profit board member, father, and husband, combined with professional training including an MBA and certifications such as CPWA® and CEPA®. His advisory practice focuses on creating comprehensive wealth plans tailored to clients' personal, financial, and professional goals. Over more than four decades, Hugh has built deep financial knowledge through roles as a corporate executive, banker, business owner, and financial advisor. He specializes in wealth and estate planning as well as investment management for executives, business owners, and retirees. His direct experience as a business owner informs his empathetic approach to advising clients on business and life transitions. Hugh holds a Master's of Business Administration from Southern Methodist University and a Bachelor's degree from the University of Arkansas Fayetteville. He is involved in professional organizations such as the Family Enterprise Center at UAFS and serves the community through engagement with institutions including the Fort Smith Regional Art Museum and John Brown University. Personal interests include baseball, basketball, fishing, genealogy, hunting, reading, and spending time with his family.

Sharon Hanna is a financial advisor with Merrill in Fort Smith, AR, holding Series 63, Series 65, and Series 66 licenses. She has 17 years of industry experience, including 12 years at Hanna Insurance Agency prior to joining Merrill in 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Dennis Wood is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 1994, Dennis has focused on developing comprehensive financial strategies that address the specific needs of his clients. His approach emphasizes multi-generational asset management, trust and estate planning services, and customized advice to help clients pursue their long-term goals. Dennis’s expertise includes college education planning, divorce transition planning, family wealth management strategies, retirement income, portfolio management, and small business strategies. He works primarily with wealthy families, corporate executives, and independent women. Dennis holds a Bachelor of Science in Business Administration with a major in Finance from the University of Arkansas at Fayetteville. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and is also a Personal Investment Advisor (PIA). Outside of his professional work, Dennis serves as a Deacon at East Side Baptist Church and is involved in serving the community both locally and nationally through the church. He resides in Fort Smith, Arkansas with his wife and two children. Dennis’s personal interests include traveling with his family, backpacking, camping, biking, and hunting.

Evelyn Franklin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2018. Prior to her career in finance, she was affiliated with First United Methodist Church for seven years. 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 organizations.

Lacey Blue is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following seven years at Sykes Enterprise. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Wiseman is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and organizations to develop strategies aimed at securing their financial futures. His focus areas include corporate retirement plan services, institutional and corporate benefits, legacy planning, personal retirement planning, investment strategies, tax minimization, and retirement income solutions. Justin holds the designations of Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern Arkansas University. He emphasizes understanding what is important to his clients and develops strategies to pursue their financial goals. Outside of his professional role, Justin enjoys a variety of activities including baseball, biking, fishing, football, golfing, hunting, running, scuba diving, skiing, and woodworking.

Michael Neer serves as a Resident Director at Merrill, where he focuses on understanding his clients' needs, goals, and objectives through clear communication. He works collaboratively with clients to formulate tailored strategies that align with their individual and family financial directions, emphasizing open communication regarding progress and overall financial health. His client focus areas include college education planning, services for endowments, foundations, and non-profits, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and retirement income. Michael's personal philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them. Outside of his professional role, Michael enjoys baseball, basketball, biking, camping, fishing, football, golfing, hunting, spending time with his family, and traveling.