Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Leanna Canup is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Her approach includes building long-term relationships and offering guidance through various stages of wealth planning to support clients in achieving their financial goals and dreams. Born and raised in Danielsville, Georgia, Canup majored in finance at the University of Georgia and began her professional career as a personal banker at Bank of America's UGA campus center. In 2016, she joined Merrill Lynch's Huntington office and became a financial advisor with the Stamm/Canup Team in 2018. She holds the Personal Investment Advisor (PIA) designation. Canup is actively involved in the Huntington community. She participates in professional organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. Additionally, she serves on the boards of the Boys' & Girls' Club of Huntington, the Huntington Symphony Orchestra, and The Huntington Museum of Art. Outside of her financial career, Canup owns The Local, a vintage shop in Huntington, and enjoys antiquing, cooking, gardening, golfing, interior decorating, reading, swimming, tennis, and yoga.

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

John Holland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals. Leveraging the resources of Merrill and Bank of America, he helps clients navigate changing market conditions and access investment insights alongside banking and lending solutions. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Citadel. He is committed to community involvement and spends time volunteering with local organizations, reflecting the Merrill tradition of engagement in the communities served.

Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives. His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service. Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.

Joseph George is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1981. He has also been associated with Bank of America, N.A. since 2011. 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.