Keith Holloway is a Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2020. He works with clients to develop personalized financial strategies that align with their short- and long-term financial goals, especially focusing on legacy planning, managing new wealth, and personal retirement planning. Keith holds a bachelor's degree in Psychology from Appalachian State University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He specializes in assisting clients through significant life transitions such as career changes, business development, and retirement, offering a structured approach to long-term financial success. He lives in Hendersonville with his wife, Lara, and their three children. The family is active in the community and supports education. Outside of his professional work, Keith's personal interests include football, reading, soccer, and spending time with his family.

C. Hill is a financial advisor at Merrill with 26 years of industry experience and holds Series 63 and Series 66 designations. He has worked at Wells Fargo Advisors LLC for 21 years and briefly at Edward Jones before joining Merrill and Bank of America in 2017. 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, and institutions, combining internal and third-party management with integrated trading and custody services.

Donald Huneycutt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on working with executives, professionals, business owners, and individuals to help them stay on track of their financial goals and dreams. His expertise includes managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, as well as individual and corporate investment strategy and retirement income planning. Mr. Huneycutt has over 20 years of experience in financial services. He began his Merrill career in 2005, served clients through 2011, and returned to Merrill in 2022. Prior to his financial services career, he spent nearly two decades as an engineer and technical manager in precision manufacturing, industrial lighting, and industrial controls. He holds a Bachelor of Science degree in Mechanical Engineering from North Carolina State University and holds designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He and his wife Julie have lived in Hendersonville for more than 35 years and are actively involved in their community. Together they co-founded Anna's Hope at the Community Foundation of Henderson County and support Hope Coalition, a nonprofit addressing substance use disorders. Mr. Huneycutt is a member of the Rotary Club of Hendersonville and the Pisgah Chapter of Trout Unlimited, where he has served in various leadership roles. His personal interests include boating, camping, fishing, gardening, hiking, music, running, skiing, spending time with family, and traveling.

Jamie Morton is a financial advisor with Merrill based in Hendersonville, NC. He holds a Series 66 designation and has 14 years of industry experience. He has been with Merrill Lynch since 2007. 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 developed by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laurel Glass is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to align their financial decisions with their goals and priorities, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, and investment strategy for both individuals and corporations. Prior to joining Merrill Lynch, Laurel held leadership positions in the financial services industry, including serving as Chief Compliance Officer for an institutional bond firm. Her background in client service, compliance, and risk management informs her methodical and thoughtful approach to financial advising. Laurel holds a Bachelor's degree from the Claremont Consortium of Colleges and is a Personal Investment Advisor (PIA). She is actively involved in her community, participating in committees supporting Fruitland Baptist Church and Safelight Inc. Outside of her professional work, Laurel enjoys fishing, hiking, scuba diving, traveling, and spending time with her family.