John Mclaughlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. With over thirty years of experience, John focuses on serving high-net-worth individuals and families, providing retirement planning services, wealth accumulation, and wealth distribution tailored to their lifestyle and legacy objectives. He also assists corporations in selecting retirement platforms and investment line-up menus for their employees. John’s approach to financial advising emphasizes a thorough understanding of each client as an individual and investor. He evaluates clients’ lifestyles, risk tolerance, family structures, and long-term goals to develop personalized wealth management strategies. He carefully analyzes investment options and potential risks, presenting clear recommendations to help clients comprehend complex investment models before implementation. Having advised clients through multiple economic cycles, John applies his firsthand experience to guide clients toward informed decisions across varying market conditions. John earned a bachelor's degree in political science from the University of Maryland. He resides in Potomac, Maryland, with his wife, Caroline, and their pet beagle, Cooper. Outside of his professional responsibilities, John volunteers at charitable golf tournaments in his community.

Scott A'hearn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team focus on providing comprehensive financial services, including planning, investments, lending, credit solutions, banking, and insurance, leveraging resources from Merrill Lynch and Bank of America. Their approach is goals-based, aiming to assist clients in organizing and managing all aspects of their financial lives. Scott's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing, among others. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from DePaul University. Outside of his professional role, Scott is a husband and father of four children. He spends his free time actively engaged with his family and participates in community volunteer activities.