Matthew Kennett is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent a decade with Jackson National Life Distributors. 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 charitable organizations.

John Brighton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in portfolio management and asset allocation, providing clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. John is a qualified Portfolio Manager and manages his strategies on a discretionary basis through the Firm's Investment Advisory Program. John entered the financial services industry in 2000 after earning a Master's Degree in Business Administration from the University of South Carolina. He also holds a Bachelor's Degree from the State University of New York System. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Hilton Head Island for 26 years, John participates actively in his community through his church and organizations like the Hilton Head Island Recreation Association and the Greater Island Council. He enjoys boating, cooking, and hiking in his personal time.

Linda Hill is a financial advisor with Merrill, holding a Series 66 credential and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of her advisory role, she is a notary public and is involved part-time as a sales assistant at Forsythe Jewelers. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Viventi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management on Hilton Head Island. Since joining the firm in 2000, he has specialized in investment management and developing income strategies tailored for individuals and families. His approach focuses on clients' goals and concerns, utilizing personal wealth analysis and current market assumptions to construct customized portfolio strategies. He leverages Merrill Lynch's investment resources alongside Bank of America's banking services to help clients achieve financial objectives, with an emphasis on capital growth, increased income, retirement planning, and wealth transfer. Gregory holds the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. He earned a bachelor's degree from The College of Wooster in Wooster, Ohio, where he majored in economics and minored in biology. He has engaged in community service through various leadership roles, including serving on Hilton Head Island advisory boards, acting as a past president of a school booster club, chairing the United Way of the Low Country - Hilton Head, and chairing the Hilton Head Island School Improvement Council. Currently, he serves as a church elder and supports local nonprofit organizations. Outside of his professional work, Gregory enjoys outdoor activities such as beach walks with family. He holds a private pilot's license and has served on the Beaufort County Airport Advisory Board for four years. He draws a parallel between piloting and financial advising by emphasizing the importance of focusing on the present rather than the past.

Elliot Park is a Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies to help clients pursue their financial goals by creating flexible plans tailored to their individual circumstances and market conditions. His approach centers on understanding what matters most to clients and their families to develop strategies that support their long-term objectives. Elliot's expertise includes education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from the College of Charleston and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved with professional organizations such as the Coastal Conservation Association, Hilton Head Area Council of Estate & Financial Advisors, Hilton Head Island-Bluffton Chamber of Commerce, and Lowcountry Young Professionals. A native South Carolinian, Elliot values family, community, and stewardship. Outside of work, he enjoys adventure sports, baseball, boating, fishing, golfing, hiking, music, and spending time with his family. He also serves on the Coastal Community Foundation Grant Committee. Elliot and his wife Grace spend much of their time outdoors with their two dogs, appreciating the natural beauty of the Lowcountry.

Robert Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. He leverages investment insights from Merrill and the banking services offered by Bank of America to support comprehensive financial planning. Robert holds a Bachelor's Degree from the University of Georgia and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to applying a personalized approach to help clients meet their retirement planning and investment objectives. Additionally, Robert participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

James Ade Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Merrill since 1994, including his current tenure beginning in 2022. Outside of his advisory role, he is a co-owner of a rental property with family members in Hilton Head Island, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Chelsea Cammarota is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paula Eagle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional with 20 years of experience focused on helping women and families navigate complex financial transitions such as inheritance, sudden wealth, concentrated stock positions, and retirement planning. She is especially committed to assisting widows during challenging financial decisions and building long-term relationships with her clients. Paula's background includes a summa cum laude degree in Economics and Finance from Bentley University and completion of an accredited certificate program from the University of California Berkeley Extension. Prior to joining Merrill Lynch in 2018, she worked as a Bond Sales Trader in New York City serving hedge funds in the U.S., Canada, and Europe. Outside of her professional work, Paula is a mother to Edison and Charlie and wife to Brandon. She enjoys gardening, reading, singing, swimming, yoga, and is an active member of the Hilton Head Island community. Her community involvement includes participation in organizations such as Big Brothers Big Sisters of Southwestern CT, Junior Achievement of Greater South Carolina, and others.

Courtney Kort is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristen Rodgers is a financial advisor with Merrill, holding a Series 66 designation and having two years of industry experience. She previously worked at First Financial Bank and Key Investment Services, accumulating nine years of experience before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Berry is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A., among other related entities. 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, institutions, and charitable organizations.

Amy Amico is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018 and previously at Santander Securities, LLC from 2012 to 2018. 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 designed for individual, high-net-worth, pension, corporate, and charitable clients.

Teresa Mccarty is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Merrill Lynch since 2009 and joined Bank of America N.A. in 2024. Outside of her advisory role, she is an employee at Spartina, a business organization in Hilton Head, South Carolina, where she assists with stocking and ticketing for outlet sales. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, and organizations.

A. Roberson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and has served as the Senior Resident Director of the Hilton Head office for 25 years. Roberson focuses on assisting families in improving their financial lives by developing comprehensive wealth management strategies. Roberson and his team at RJC Wealth Management Group bring extensive experience in managing diverse types of wealth. They collaborate closely with clients to understand their unique circumstances, concerns, and future aspirations, crafting tailored financial plans that adapt to changes over time. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Roberson holds a Bachelor's degree from Georgia Southern University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community through organizations such as the Georgia Southern University Athletic Foundation and the South Atlantic Fisheries Management Council.

Brighan Dryer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building personalized wealth management strategies that reflect each client’s life priorities, collaborating closely to create flexible plans tailored to their goals and aspirations. Brighan provides guidance across diverse areas including college education planning, family wealth management, legacy planning, retirement income, and specialized services such as LGBT wealth planning and divorce financial analysis. Brighan holds a Bachelor's Degree from the University of Michigan System and maintains professional credentials including Certified Divorce Financial Analyst® (CDFA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He holds FINRA Series 7 and 66 licenses, as well as Life and Health Insurance certifications. In his practice, he focuses on acting decisively to solve complex financial challenges, fostering strong relationships by listening and advising clients through significant life events. Outside of his professional role, Brighan is involved with community organizations such as Bluffton Self Help and the Hilton Head Humane Association. He is also a member of the University of Michigan Alumni Club. His personal interests include boating, cooking, golfing, music, reading, spending time with family, and traveling.

Colton Hennessey is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, and Wells Fargo. Outside of finance, he has worked as a food delivery courier for DoorDash and Uber Eats. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Sirgo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm to collaborate with his father, Mike Sirgo, who is also a Senior Financial Advisor there. Luke's professional mission centers on providing personalized assistance to clients, supporting them with investment needs and wealth management strategies. Luke developed his passion for wealth management during his academic tenure at Campbell University, where he earned both a Bachelor’s Degree in Trust and Wealth Management and a Master’s in Business Administration. He also minored in Financial Planning and served as a graduate assistant for the Trust & Wealth Management program. After graduation, Luke was selected for the Wells Fargo Early Talent Analyst Program, where he gained experience in risk management reporting and later worked as a relationship manager for high-net-worth clients within Wells Fargo's Private Bank. In addition to his professional career, Luke is involved in community activities through his membership and development committee role at the Bechtler Museum of Modern Art in Uptown Charlotte. He shares his time between Hilton Head and Charlotte.

Robert Eberly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual financial goals and market conditions. His approach integrates investment insights from Merrill with banking and lending solutions offered by Bank of America. Robert holds the Personal Investment Advisor (PIA) designation and has earned both a bachelor's and a master's degree from the University of Pittsburgh. He is committed to working closely with clients to develop financial strategies that support their long-term objectives. Additionally, Robert participates in community volunteering, reflecting Merrill’s tradition of local engagement.

David Ruckno is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 1998 as a brokerage representative and trader for Fidelity Investments, David has worked extensively with clients preparing for or already in retirement, as well as with retirement plans for businesses. His work focuses on building sustainable lifetime income streams and developing risk management strategies aligned with clients' objectives, income needs, and risk tolerance. David earned dual bachelor's degrees in economics and business from the University of Pittsburgh. He holds the Chartered Retirement Planning Counselor (CRPC™) designation, as well as professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a Senior Portfolio Advisor, he offers custom investment strategies that may be managed on a discretionary basis through Merrill’s Investment Advisory Program. In addition to his professional responsibilities, David is actively involved in community organizations such as Hilton Head Island Rotary and the Spanish Wells Board. He also speaks both English and Spanish and dedicates time to understanding clients’ needs, fostering long-term relationships to support their financial goals.

Peter Motta is a Private Wealth Advisor at Merrill Private Wealth Management and a key member of the Cenname Team, which he joined in 1991. His role involves advising ultra-high-net-worth clients and their family members on significant decision points related to their lives and legacies. He contributes to team management and focuses on areas such as client strategy and outreach, strategic vision, investment committee oversight, and engagement with local, regional, and corporate management. Peter holds a bachelor's degree in Finance from George Mason University and an M.B.A. from The Ohio State University's Fisher School of Business, where he concentrated on Finance and Real Estate and assisted in managing the O.S.U. Endowment. He has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations. Additionally, Peter has experience serving as a board member for Marburn Academy, a school for children with learning disabilities. Outside of his professional work, Peter's personal interests include music, tennis, and traveling.

Michael Sirgo is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. His team focuses on creating tailored strategies that address retirement planning, lifelong income streams, and multigenerational legacy goals. Michael works closely with clients to understand their definitions of prosperity and to develop personalized financial paths aligned with their future aspirations. He emphasizes thorough communication and active listening to provide clients with clarity and resources throughout all life stages, whether they are preparing for retirement, investing, or managing wealth. Before joining Merrill Lynch Wealth Management in 2012, Michael served as a Financial Advisor at Morgan Stanley for 19 years and held the position of Branch Manager from 2002 to 2012, overseeing 15 financial advisors and branch operations. This experience helped him refine his goals-based wealth management approach. He combines the resources of Merrill and Bank of America with personal relationships to serve as a lifelong financial steward for his clients. Michael holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lincoln High School. Michael and his wife, Bernadette, have been long-time residents of Hilton Head Island since 1983, where they raised their three children. He has been an active member of St. Francis Catholic Church since 1986 and supports local charities including Hospice Care of the Lowcountry, the American Heart Association, and the American Cancer Society. His personal interests include cycling, stand-up paddleboarding, yoga, and coaching his youngest son's sports activities.