Jason Patrick is the Resident Director and a Senior Vice President of Merrill's Franklin, Tennessee office, serving as a Wealth Management Advisor. He has worked in the financial services industry since 1995 and as a financial advisor since 2001. Jason joined Merrill in 2009 after eight years with UBS. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Private Wealth Advisor® (CPWA®) certification. Jason earned a Bachelor of Science degree in Management, with a minor in Finance, from Lipscomb University. His expertise includes retirement planning, estate planning, insurance considerations, and personalized wealth management strategies tailored to each client's goals. In addition to his professional work, Jason has served the town of Nolensville, Tennessee, in roles such as Vice Mayor, Planning Commission member, and Chairman of the Budget Committee. He enjoys running, music, visiting national parks, and spending time at the lake with his wife, Amy, and their three children, residing in Brentwood, Tennessee.

Megan Konyn is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Konyn Group since 2026. She specializes in family wealth management strategies, legacy planning, women and wealth, tax minimization, and retirement income. In her role, Megan focuses on building meaningful relationships with clients and helping them make complex financial decisions with clarity and confidence. Megan brings a background in consulting and client-facing roles to her financial advisory work. She holds a Bachelor's Degree from Lee University and has earned the designation of Personal Investment Advisor (PIA). Her approach emphasizes understanding clients' unique needs and priorities to develop tailored wealth plans that adapt to changes over time. A Nashville native, Megan enjoys exploring new restaurants with her husband, spending time at Centennial Park, trying new recipes, and reading at home with her two cats. She is also interested in activities such as biking, cooking, dancing, hiking, traveling, watching movies, and practicing yoga.

Brett Mccarthy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with affluent families and business owners, focusing on areas such as college education planning, executive compensation, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Brett and his team take a holistic approach to help clients define their financial goals and employ disciplined strategies to pursue those objectives. Brett holds a Bachelor's Degree from Clarkson University and has completed an Accredited Certificate Program at the University of Pennsylvania. He maintains professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In his personal life, Brett enjoys biking, boating, camping, fishing, golfing, hunting, music, pickleball, traveling, and spending time with his family. He and his wife Miranda have been married for 33 years and have three grown sons, one of whom works alongside him on their team. Brett is involved with several professional organizations, including Wounded Warrior, Women's Shelter, Harry Chapin Food Bank, and Habitat for Humanity.

Caroline Harris is a financial advisor with Merrill in Franklin, Tennessee, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, Harris serves on the Battle Ground Academy Alumni Board, contributing to alumni engagement and event sponsorship for a local independent school. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Patrick Konyn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including corporate executives, women and their families, and individuals focused on family wealth management, executive compensation, retirement planning, and investment strategy. Patrick employs a personalized approach to wealth management, considering clients' unique circumstances and goals to develop flexible strategies suited to changing market conditions. He brings expertise in areas such as tax minimization, portfolio management, and retirement income planning. His work notably includes addressing financial topics relevant to women, such as the gender wealth gap, longevity, financial empowerment, and planning through life's challenges like divorce and survivorship. Patrick's team utilizes a defined planning process to support clients in creating tailored financial roadmaps that align with their aspirations. Patrick holds a Master’s Degree from Belmont University and a Bachelor’s Degree from the University of Wisconsin. He has earned multiple professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, he is engaged in community activities including involvement with 100 Black Men of Middle TN and Franktown Open Hearts. His personal interests include baseball, basketball, fishing, football, gardening, golfing, and spending time with his family.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined wealth management process to help clients simplify financial complexities and pursue personal and professional goals. His approach includes a thorough review of each client's financial situation to address areas such as estate planning, retirement planning, and insurance. Richard's expertise encompasses college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Cumberland University and a Master of Business Administration from Belmont University. Richard is involved with the Massey School of Business Graduate Council. Originally from Brentwood, Tennessee, he now lives in Nashville. In his free time, he enjoys playing golf and watching sports.

William Hargett is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Jackson National Life Distributors LLC, and Raymond James & Associates. He is based in Franklin, TN. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Selig is a Wealth Management Advisor with Merrill Lynch Wealth Management, a division of Bank of America. He began his career in 2000 with Banc of America Investment Services and leads a team of investment professionals who utilize their industry expertise alongside Merrill Lynch's global resources to deliver comprehensive wealth management services. Steven has extensive knowledge in capital markets and the fixed income sector. His areas of client focus include college education planning, executive compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) credentials. Steven earned his bachelor's degree from the University of Wisconsin Madison.

Elizabeth Poplin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is one of the founders of the Karras Poplin Schroeder Group, where she helps lead the team's vision, outreach, and direction while working with clients to create and refine their long-term wealth strategies. She collaborates with clients' attorneys and accountants to employ a holistic planning approach. Liz has worked in wealth management since 2001 and has been a member of Merrill since 2008. Prior to Merrill, she served as a Financial Advisor and Director of Wealth Planning at Morgan Stanley. Earlier, Liz was an Equity Index Risk Manager at the Chicago Board Options Exchange and co-managed the University of Dayton endowment fund. She earned her Juris Doctor from Loyola University Chicago School of Law and her Bachelor of Science in Finance, magna cum laude, from the University of Dayton. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Elizabeth's expertise includes advising high-net-worth clients on pre- and post-retirement strategies, stock-option analysis, cash-flow modeling, insurance reviews, trust and estate planning, and tax-minimization strategies. She tailors advice to each client's unique circumstances and strives to have a positive, lasting impact on their well-being. She volunteers with Catholic Charities and her home parish, participates in family service ministry, coaches soccer, and serves on the St. Matthew Church Pastoral Council and as a catechist. Outside of work, Liz enjoys spending time with her family, traveling, hiking, skiing, and listening to live music.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. 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 and profit-sharing plans, corporations, and charitable organizations.