Vaughn Scofield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide a comprehensive approach to wealth management by offering personalized wealth planning and tailored strategies designed to address clients’ unique short- and long-term financial goals. Their services encompass portfolio management, retirement planning, tax minimization, legacy planning, and liquidity management, among other areas. Supported by Merrill’s investment insights and product breadth, as well as banking, trust, and fiduciary services from Bank of America, Vaughn assists clients in managing all aspects of their financial lives. Vaughn holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor’s Degree and a Master of Business Administration (MBA) from Louisiana State University. In his professional practice, Vaughn emphasizes building trust through transparency, objective advice, and open discussion, working closely with his clients to help them stay on course amid changing circumstances. Outside of his professional responsibilities, Vaughn engages in community involvement through volunteer work. His personal interests include basketball, football, golfing, music, reading, spending time with family, traveling, and watching movies.

Patricia Philmon serves as a Senior Resident Director at Merrill, where she provides corporate and individual clients with financial advice tailored to their specific needs and goals. She employs a personalized strategy that integrates all aspects of a client's financial life to identify the best strategies, offering services such as retirement analysis, stock option analysis, life insurance analysis and funding, survivor analysis, and educational planning for children and grandchildren. Patricia joined Merrill in 2008 and maintains Series 7 and Series 66 FINRA registrations, as well as licenses to sell fixed and variable annuities, long-term care, and life insurance. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Patricia earned her Bachelor of Science degree in Accounting from McNeese State University in 1989. She is active in professional organizations including Christus St Pats, Greater Lake Charles Rotary Club, Sowela Community College Foundation Board Advisor, and Trinity Baptist Church. Her community involvement includes participation with the American Heart Association, serving as a judge for local dance and twirling contests, and engagement with the SWLA Chamber Business Women Network. Originally from Southwest Louisiana, Patricia graduated from Sulphur High School and enjoys working with businesses and families. She values transparency and encourages questions from her clients. Outside of her professional responsibilities, she enjoys cooking, dancing, football, music, reading, and spending time with her family.

Cheryl Duhon is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving affluent clients in Southwest Louisiana. She specializes in guiding individuals, families, and business owners through personalized wealth management and retirement planning strategies. Cheryl works closely with her clients to understand their full financial picture and help them pursue their goals through flexible and research-based approaches, drawing on insights from Merrill and the banking services of Bank of America. With over 30 years of experience in the financial services industry, including more than 15 years as a Private Client Financial Advisor at JP Morgan Chase, Cheryl has extensive expertise in managing complex assets such as real estate, private equity, and family-owned businesses. Her proficiency also encompasses employee benefits planning, philanthropic planning, special needs planning, and supporting women in wealth management. She holds a Bachelor's Degree from McNeese State University and the Personal Investment Advisor (PIA) designation. In addition to her professional responsibilities, Cheryl is actively involved in her community. She participates in organizations such as The Chamber SWLA and The Foundation at Lake Charles Memorial Hospital, and supports charities including Autism Speaks, March of Dimes, St. Jude Children's Research Hospital, and the United Way of Southwest Louisiana. Cheryl is a lifelong resident of Louisiana and is fluent in English and French. Her personal interests include camping, cooking, knitting and crocheting, reading, sewing, and traveling.

Kenneth Martin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. This extensive background provides him with valuable insight into the financial and business needs of business owners, enabling him to structure wealth management, estate planning, and business financial strategies tailored to their unique requirements. Mr. Martin graduated from Louisiana State University Baton Rouge in 1980 with a Bachelor of Science in Industrial Management. He holds the designation of Personal Investment Advisor (PIA). His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and investment strategy for individuals and businesses. A lifelong resident of Lake Charles, Louisiana, Kenneth Martin is actively involved in his community. He serves as a vestry member and finance committee member of the Good Shepherd Episcopal Church, where he has held leadership roles including Senior Warden. Additionally, he is a board member of the Chennault International Airport Authority. Outside of his professional and community commitments, he pursues interests such as big game hunting and enjoys spending time with his wife, Brigette Walker Martin, and their four children.