Roger Wible is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and possessing 46 years of industry experience. He has been with Merrill since 1980 and has worked with Bank of America, N.A. since 2017. Outside of his advisory role, he is involved in a family-owned LLC that operates a cricket farm and bakery producing cricket bars. 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.

Jules Axelrod is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a comprehensive background in personal finance, he focuses on areas including college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. His professional experience spans roles at Household Bank, PainWebber, A.G. Edwards, Morgan Stanley, and Merrill Lynch, providing him with broad insight into the financial services industry. Mr. Axelrod earned a Bachelor's Degree from The Ohio State University with a major in literature and a minor in economics. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also affiliated with several professional organizations such as the Ohio State Alumni of Hilton Head Island and Sarasota, Ringling Museum Patron, Selby Gardens, and St Francis of Assisi. Raised in Maryland, Mr. Axelrod has a diverse family background and was brought up to respect different faiths. Outside of his professional role, he enjoys activities such as cooking, fishing, football, gardening, hiking, reading, skiing, traveling, and watching movies. He and his partner, Tammi, have five children and reside in Englewood, Florida, with regular visits to Maryland and national parks.