Helen De Bearn is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on delivering personalized financial advice and portfolio management services to her clients. Her professional expertise includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Helen assists clients in building tailored wealth management approaches that align with their individual financial goals. Helen holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from George Washington High School. She is also involved in the community through participation in Women Giving Back. Outside of work, Helen's personal interests include cooking, dancing, gardening, horseback riding, and music.

Matthew Wright is a financial advisor with Merrill in Leesburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill Lynch and Bank of America since 2011. Outside of his advisory role, he participates in the Loudoun County Chamber of Commerce, engaging in general business networking. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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.

M Kennedy Hughes is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 designations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using both model-based and discretionary investment strategies developed by internal and third-party managers.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Ashlen Garcia Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and business owners to develop personalized financial strategies that support their goals today and into the future. Her services include financial planning, investment management, and ongoing guidance to help clients make informed decisions about wealth accumulation, retirement planning, risk management, and legacy planning. Ashlen's client focus encompasses areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ashlen earned a Bachelor's Degree from George Mason University. Outside of her professional work, Ashlen engages in activities including adventure sports, biking, boxing, hiking, rock climbing, running, spending time with her family, traveling, watching movies, and yoga.

Jeffrey Eveland is a Wealth Management Advisor and Managing Director at Merrill, where he leads The Eveland Group, a wealth management team based in Loudoun County, Virginia. He has over two decades of experience advising affluent individuals, families, corporate executives, business owners, and professionals on comprehensive financial strategies. His practice is focused on client-centered service, helping clients navigate significant life events and financial decisions through personalized planning. Jeff earned a Bachelor's degree from the University of Virginia, where he studied Engineering and Economics. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, including listings in Barron's "Top 1,500 Financial Advisors" and Forbes' "Best-in-State Wealth Advisors." Residing in Leesburg, Virginia with his wife, Alyssa, Jeffrey is active in the community, including involvement with the Loudoun County United Way. Outside of work, he enjoys traveling with his family, golfing, hiking, attending concerts, and sporting events.

Christopher Claps is a financial advisor with Merrill in Leesburg, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Merrill since 2017 and previously spent three years with Archer Distributors, LLC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Lynes is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. She also holds the Personal Investment Advisor (PIA) designation. Mary graduated from Georgetown University with a bachelor's degree and earned her master's degree at George Washington University, majoring in finance. She began her career in investments and financial markets in 1982. Her areas of focus include education planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. At Merrill Lynch, Mary and her team work with families and small business owners to assist in every aspect of their financial lives. They build structured plans based on clients' priorities to help achieve their financial goals. Outside of work, Mary enjoys cooking, dancing, fishing, gardening, hiking, music, spending time with her family, traveling, and yoga.

Trevor Ikwild is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2014. Trevor focuses on developing strategies for high-net-worth individuals, their families, and businesses to help them pursue both short and long-term financial goals, including areas such as college education planning, corporate executive services, executive compensation, equity compensation services, liquidity management, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Trevor holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics and Commerce from Hampden-Sydney College. He is also a member of the Rotary Club of Purcellville and involved with Loudoun Fair and Associates. Originally from Purcellville, Virginia, Trevor lives there with his wife, Shannon, and their three children. Outside of work, he enjoys football, golfing, and running. He has completed ten marathons across nine different states and is working toward running a marathon in all 50 states.

Stephen Gray is a Wealth Management Advisor based in Leesburg, Virginia, affiliated with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2009 and focuses on retirement planning, wealth strategies, tax minimization, and small business retirement plans. His approach involves a disciplined process to deliver a consistent yet customized wealth management experience, taking the time to understand each client’s individual and professional priorities to establish objectives and develop appropriate strategies. Stephen’s expertise includes education planning, managing new wealth, portfolio management services, tax minimization, and retirement income. He conducts regular reviews with clients to monitor progress toward their goals and to adjust strategies as needed to reflect changes in their lives or businesses. Stephen holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned a Bachelor's Degree from George Mason University. He grew up in Fauquier County, Virginia, and is a skilled horseman and animal lover. He has volunteered with Habitat for Humanity and the Humane Foundation. His personal interests include fishing, horseback riding, running, scuba diving, skiing, spending time with family, and traveling.