Skylar Wine is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, Skylar held positions at Act Wealth Management, Northwestern Mutual, and was involved with the Triangle Volleyball Club and UNC Volleyball Camp. 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, and institutional investors.

Charles Fernandes is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2024. Outside of advising, he serves as co-trustee of a revocable trust established for estate planning purposes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Ronald Vinsant is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Merrill since 1989 and also has worked at Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using internal and third-party investment managers.

John Barry is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2007. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Drumwright is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked for five years at the Johnson County Government District Court Trustee's Office. 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 plans, corporations, and charitable organizations.

Laura Carman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, she worked at Darden Restaurants for 11 years. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Britton Jones is a financial advisor with Merrill based in Leawood, Kansas. He holds a Series 66 designation and has 25 years of industry experience. Jones has been with Merrill since 2000 and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Mancuso is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America since 2011 and Merrill since 2008. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-focused capabilities, and a variety of program strategy types.

Brian Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving high-net-worth families throughout the Kansas City area. He began his financial services career at Merrill Lynch in 2014 and has dedicated his practice to goals-based wealth management strategies and retirement planning services. Brian helps clients develop clear visions for their retirement plans and provides ongoing updates to keep those plans aligned with their objectives. He focuses on tailoring financial strategies to fit the unique goals and investment objectives of individuals, families, and businesses. Brian earned his bachelor's degree in marketing and economics from Kansas State University and holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brian resides in Overland Park, Kansas with his wife, Ashley, and their three children. He enjoys spending time with his family and participates actively in his community, including volunteering for Habitat for Humanity. In his leisure time, Brian enjoys golfing and swimming.

Daniel Crowe is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He has spent his entire career in the financial services industry and focuses on understanding each client's unique financial needs to craft customized plans. Daniel emphasizes hard work, clear communication, and detailed approaches to assist clients in various financial matters, including retirement planning, education planning, managing new wealth, and small business strategies. Daniel holds a Bachelor's degree from William Jewell College and has earned several advanced industry designations, reflecting his commitment to lifelong learning. His professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Outside of his professional work, Daniel lives in Raymore with his wife, Ashley, and their three children. He enjoys coaching youth sports and spending time outdoors engaging in activities such as fishing and hunting. Additionally, he applies his interest in the outdoors through involvement with the American Royal and the National Wild Turkey Federation.

Marisa Jones is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2017 and has also been with Bank of America, N.A. since 2024. Prior to her career in finance, she held positions at Ricoh and Abercrombie and Fitch. 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Rupe is a financial advisor with Merrill in Leawood, Kansas, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill for 10 years. Outside of her advisory role, she is a general partner and managing member of RB Lakeside Hideaway LLC, a family LLC established for the future purchase of a vacation home. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.