Crystal Bergeron is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She previously worked for The Law Office of Stephen C Gaubert for nine years before joining Merrill in 2020. Outside of her advisory role, Bergeron serves as treasurer for her son’s high school lacrosse team booster club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Dugas is a financial advisor with Merrill in Lafayette, LA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her prior work includes positions at NewEdge Advisors, LPL Financial, Royal Alliance, Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. She is also a licensed notary public in Crowley, LA. 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 and profit-sharing plans, corporations, and charitable organizations.

Thomas Kreamer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1986, bringing extensive experience in wealth management, insurance, and banking. Thomas applies key investment concepts, disciplines, and principles to client portfolios through Merrill Lynch’s wealth management process. He holds a Master of Business Administration (MBA) from Tulane University in New Orleans and a bachelor’s degree from the University of Louisiana at Lafayette. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also carries the Personal Investment Advisor (PIA) credential. Thomas is active in his Church and participates in several civic organizations.

Irvin David II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management strategies, retirement planning, education planning, credit and lending solutions through Bank of America. Irvin is focused on creating personalized financial plans tailored to clients' unique goals and priorities. Irvin joined Merrill in 2004 after earning a Bachelor's Degree in Finance from the College of Business at Colorado State University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise encompasses areas such as family wealth management, legacy planning, liquidity management, and small business strategies. Born and raised in South Louisiana, Irvin is married to his wife Elise, and together they have five children. He is involved in his community through service on St John's Parish Finance Council. Personal interests include boating, football, hiking, and spending time with his family.

Kristopher Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999, following two years in the financial services industry. Kris has also served as the Senior Resident Director for Merrill Lynch, overseeing the Lafayette region for sixteen years. Kris holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Louisiana at Lafayette. He is a Chartered Retirement Planning Counselor™ designee and a Certified Plan Fiduciary Advisor® designee. In his role, Kris guides clients through wealth management planning and investment allocation to provide customized strategies, assisting them in clarifying and quantifying their financial goals and objectives. He serves a range of clients, including those in retirement planning, family wealth management, institutional clients, endowments, foundations, and non-profits. Outside of his professional activities, Kris enjoys spending time with his family and participates in various local charity and social organizations. His personal interests include adventure sports, cooking, fishing, football, golfing, tennis, traveling, and woodworking.

David Eddy serves as a Resident Director at Merrill, bringing extensive experience in financial and wealth management advice. He works with affluent families, corporate executives, and business owners, focusing on personalized strategies for family wealth management, liquidity management, retirement planning, portfolio management, and small business strategies. David’s approach is centered on developing individualized financial strategies aligned with clients’ long-term goals. David holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Louisiana at Lafayette. David has been a financial advisor since 2000 and joined Merrill in 2003. His expertise includes investment and liability management, as well as estate and wealth transfer planning services. Residing in Breaux Bridge, Louisiana, David and his wife Michelle have three children. They are active members of St. Bernard Catholic Church. Outside of work, David enjoys basketball, camping, chess, football, reading, running, table tennis, and spending time with his family.

Harold Burge is a financial advisor with Merrill in Lafayette, LA, holding a Series 63 license and 43 years of industry experience. He has been with Merrill since 1982 and has also worked with Bank of America since 2009. Outside of his advisory role, he is a managing member of Burge Recreational Property LLC, which holds property and recreational assets for his family. 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 individual and institutional clients.

Jaime Fontenot is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has worked since 1995. He provides financial counseling to high net-worth individuals, families, and business owners, focusing on helping clients articulate their financial goals and develop strategies aligned with their objectives. Jaime offers services including income planning, retirement planning, risk management, and wealth management. With over 20 years of experience, Jaime concentrates on goal-based and estate planning services and leverages the expertise of various specialists within Merrill Lynch to support his clients. He manages personalized and defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment options. Jaime works with clients in the Lafayette area and across the country. He holds an Accredited Certificate from Louisiana Business College and the Personal Investment Advisor (PIA) designation. Jaime is proficient in English and French and participates professionally within Merrill Lynch Wealth Management. Outside of his professional life, Jaime enjoys spending time with his family and partakes in outdoor activities such as boating, camping, cooking, fishing, football, hunting, photography, scuba diving, swimming, and traveling.

Jeffery Picard is a Senior Financial Advisor, Senior Vice President, and Portfolio Manager with Merrill Lynch Wealth Management. He brings over 26 years of experience in providing personalized, client-focused strategies aimed at managing and preserving wealth for a diverse clientele. His expertise encompasses legacy planning, portfolio management services, and special needs planning strategies, with a focus on assisting business owners, entrepreneurs, professionals, corporate executives, and families in achieving their financial goals. Mr. Picard holds a Bachelor's Degree from the University of Louisiana at Lafayette and has earned professional licenses including the General Securities Representative Examination (FINRA Series 7), the Uniform Combined State Law Examination (FINRA Series 66), and the Personal Investment Advisor (PIA) designation. He emphasizes a continuous educational approach to investment management and strategy, recognizing the dynamic nature of financial markets. Banking and lending services are provided through Bank of America, N.A., complementing his wealth management offerings. In addition to his professional work, Jeffery participates in community service through involvement with the Kiwanis Club of Lafayette and the Louisiana Thoroughbred Breeders Association. His personal interests include fishing, football, horseback riding, and hunting, and he shares a particular passion for breeding, raising, and training thoroughbred horses.

Kevin Hebert is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1998. He assists clients through the wealth management and investment management processes to develop personalized strategies tailored to their financial goals. Kevin’s areas of focus include retirement income, personal retirement planning, portfolio management services, tax minimization, managing new wealth, and consulting for defined benefit and contribution plans, as well as institutional investment consulting and services for endowments, foundations, and non-profits. Hebert holds a Bachelor of Science degree in International Trade and Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® certificant, a Chartered Retirement Planning Counselor™ designee, and a Certified Plan Fiduciary Advisor® designee. Additional credentials include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Kevin has also contributed to the community as a past board and committee member of an independent school. Outside of his professional life, Kevin is an active church member and enjoys spending time with his family. His personal interests include boating, fishing, music, photography, and tennis.

Lauren Taylor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she has held roles at various firms and institutions, including Watson Wealth Management and Renaissance Publishing. Outside of her advisory work, she is active as an influencer in the fashion sector, posting clothing content and earning commissions. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by a wide array of program strategies and a platform integrated with Bank of America affiliates.

Mary Le Blanc is a Financial Advisor with Merrill Lynch Wealth Management, a position she has held since May 2017. She began her career in financial services in 2009. In her role, Mary works closely with clients to understand and develop personalized financial strategies that align with their short-, mid-, and long-term goals. She assists clients with investment and retirement planning, wealth management, and provides access to comprehensive financial solutions including banking, credit, home financing, and small business services. Mary holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana. She also holds the CRPC® designation and is recognized as a Personal Investment Advisor (PIA). Her approach emphasizes listening to clients' needs to ensure that financial solutions are tailored to individual objectives. Residing in Lafayette, Louisiana, Mary is involved in her community through various organizations including ACTs, One Acadiana, and St Jude's. She has also served as the local Chapter President for the Northwestern State Alumni Association of Lafayette. Outside of her professional and volunteer activities, Mary enjoys boating, cooking, fishing, football, gardening, music, running, soccer, swimming, and yoga. She lives in Lafayette with her three children.

Damon Scimemi serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides goals-based wealth management services to a diverse clientele, including affluent families, oil field personnel, accomplished professionals, and successful business owners. He employs a disciplined approach to investing and offers customized advice to help clients pursue their financial objectives. Before joining Merrill Lynch in 1995, Damon spent six years as an Independent Agent selling health, disability, and life insurance in Lafayette, Louisiana. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Alfred M Barbe High School. Damon participates in community activities through his involvement with the DREAMS Foundation and Holy Cross Church. Outside of his professional commitments, he enjoys boating, fishing, hunting, reading, scuba diving, and spending time with his family.

Scott Medeiros is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 18 years of experience providing financial counseling to clients and their families, focusing on helping people accumulate, preserve, and distribute wealth in a tax sensitive and holistic manner. His areas of focus include wealth management, individual and business retirement planning, income planning, legacy planning, and risk management. Scott is committed to delivering needs-based retirement planning and financial counseling services to both individual and institutional clients. He emphasizes building client relationships founded on trust, respect, and prioritizing the clients' needs. He holds the designation of Personal Investment Advisor (PIA). Scott earned his High School Diploma from Joseph Case High School. He resides in Lafayette and spends his time traveling with his daughter Ella and competing in triathlons.

Randall Burge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2002, continuing a family legacy in investment management. As a qualified Portfolio Manager, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He services clients through the firm’s Investment Advisory Program, where he may manage strategies on a discretionary basis. Randall’s expertise encompasses family wealth management, retirement income planning, tax minimization, portfolio management, and consulting on institutional and corporate benefit services, including defined benefit and defined contribution plans. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in International Trade & Finance from Louisiana State University, where he was awarded a University Medal. Randall resides in Lafayette with his wife, Stephanie, and their two children, Beckett and Isabelle. His personal interests include boating, spending time with family, and traveling.

Denise Niland is a financial advisor with Merrill in Lafayette, Louisiana, holding a Series 66 credential and 31 years of industry experience. She has been with Merrill since 1993 and concurrently associated with Bank of America since 2015. Her outside roles include serving as power of attorney for family members. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.