Marcia Brassieur is a financial advisor with Merrill based in Galveston, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director and board member of J-Tech, LLC, a family-held consulting business in Santa Fe, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Timothy Wampler is a Financial Advisor with Merrill Lynch Wealth Management. He brings a background as a former engineer from a major oil and gas firm to his role, where he provides financial advice to individuals, families, and small businesses. Timothy focuses on understanding clients' personal perspectives and priorities to develop strategies that align with their unique goals. His expertise includes general investing, retirement planning, and saving for unexpected events. Timothy holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He earned a Master's Degree from Harvard University and a Bachelor's Degree from Texas A&M University System. Outside of his professional work, Timothy enjoys running, spending time with his family, and traveling. He emphasizes a client-centered approach to financial planning, aiming to make wealth management a transparent and collaborative process.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals, including college education planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is fluent in English and Dutch. In his personal time, Matthew enjoys activities such as billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family. His professional philosophy centers on helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Patrick Mc Donald is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. He serves as President of the Board of Directors for CASA of Galveston County, a charitable organization. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Flanagan is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies designed to pursue their long-term goals. Sean emphasizes understanding each client's full financial picture to create flexible strategies suited to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management, legacy and philanthropic planning, managing new wealth, special needs planning, small business strategies, tax minimization, retirement income, and serving clients in sports and entertainment sectors. Sean holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean attended Clear Falls High School and the Texas Tech University System, although no degree was conferred. He participates in community organizations through volunteering and has personal interests that include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with family, and surfing.