Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY. He has over 30 years of experience in wealth management and is a partner with Wilden, Thompson & Associates. Mark provides wealth planning and investment management strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds a Bachelor of Arts degree in Political Science and Business from Duquesne University and has completed education at the Graduate School of Business at Duquesne and the College for Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute after completing education at the Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC) certification. Mark is also a qualified Portfolio Manager, offering discretionary portfolio management including personalized or defined strategies involving individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Services for Endowments, Foundations, and Non-profits, Retirement Income, and Sports & Entertainment. He has served as a past board member for the Kentucky Humanities Council. Outside of his professional duties, Mark enjoys basketball, football, and golfing.

Bradley Claycomb is a financial advisor with Merrill in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 various organizations.

Tyler Morton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of Lexington, Houchens Insurance Group, and the University of Kentucky. He also has experience working with St Vincent DePaul. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.

Charles Fain is a financial advisor at Merrill in Lexington, KY, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Family Financial Partners and Modern Woodmen of America. Outside of finance, he has been involved with businesses including Paddock Bar and Patio and Sundowns LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Smith is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2015. Outside of her advisory role, she serves as a committee member for Hope for Henry, a nonprofit organization focused on improving hospital care for seriously ill children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Williams serves as a Wealth Management Advisor with Merrill Lynch Wealth Management in Lexington. He specializes in working with high-net-worth families and individuals, guiding them through wealth management, retirement planning, tax strategies, and major financial transitions. His approach involves coordinating various financial components to create a cohesive plan aligned with his clients' goals and values. With over 20 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's degree from the University of Kentucky. Outside of his professional work, Robert is involved with The Living Arts & Science Center and enjoys activities such as basketball, football, music, running, soccer, swimming, and traveling, as well as spending time with his family.

Courtney Clark is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Courtney worked at PNC Bank and was self-employed before that. 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 various institutional investors.

Sally Butler is a Financial Advisor with Merrill Lynch Wealth Management, providing tailored wealth and business planning services that encompass investments, banking, and lending through Bank of America. She joined Merrill Lynch Wealth Management in 2025 and is passionate about financial literacy, focusing on delivering confidence to clients during pivotal moments in their lives and careers. With over 20 years of experience in financial services and advisory roles, Sally has held senior executive positions in Finance, HR, Corporate Development, and M&A. Her global experience spans the hyper-growth technology, hedge fund, and professional services sectors, including roles at Google, Pershing Square Capital, and McKinsey & Company. She works closely with entrepreneurs, business owners, and their advisors to address complex financial decisions such as business exits, lock-ups, unrealized capital gains, and single-stock concentration. Sally is uniquely positioned to assist clients and their families in managing wealth transfer and promoting financial literacy across generations. Sally earned a Bachelor's Degree from the University of North Carolina at Chapel Hill as a Morehead-Cain Scholar, graduating Summa Cum Laude and Phi Beta Kappa with a degree in Geography. She also holds a Master's Degree with honors in Public Policy from the Kennedy School of Government at Harvard University. Outside of her professional work, Sally resides in Lexington, KY, is a native Texan, and volunteers with Habitat for Humanity. She enjoys travel, long-distance cycling with her husband Mark, and culinary exploration.

Gannon Marshall is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience, previously working at FS Payments and Bank of America, N.A. Outside of finance, he has been involved with the United Way of the Bluegrass. 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 and profit-sharing plans, corporations, and charitable organizations.

Julio Levisohn is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful professionals, business owners, affluent families, and individuals approaching retirement to provide clarity, confidence, and coordination in their financial lives. His role involves integrating investment management, retirement planning, tax-aware strategies, and wealth planning into cohesive approaches tailored to his clients' goals and values. Levisohn's expertise includes family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. He helps clients organize and simplify their financial lives, build and preserve long-term wealth, create retirement income strategies, and coordinate planning with other trusted professionals. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Levisohn earned a Bachelor's Degree from the University of Kentucky and a Master of Business Administration (MBA) from the University of Phoenix. He is bilingual in Spanish and English. His community involvement includes participation with organizations such as Make a Wish, Meals on Wheels, and The Humane Society.

Travis Musgrave is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1990. He leads Musgrave Dunn & Associates, a team that provides customized wealth planning and financial services focused on sophisticated, goals-based strategies for high net worth families and institutions. Travis collaborates with clients to address complex financial objectives including portfolio management, tax minimization, retirement income, and legacy planning. With more than 27 years of experience, Travis has earned recognition as one of Barron's "Top 1,200 Financial Advisors" from 2009 through 2025 and has been listed on Forbes' "Best-in-State Wealth Advisors" from 2018 through 2025. His expertise spans areas such as investment strategy, retirement planning, and endowment services. He holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), among others. Travis earned a bachelor's degree in accounting and finance from the University of Kentucky and has completed graduate work in portfolio theory. He is active in the community, serving as a board member of Camp Horsin' Around and the Blue Grass Community Foundation. Outside of his professional commitments, he enjoys activities such as adventure sports, boating, golf, music, reading, skiing, surfing, traveling, yoga, and spending time with his family.

Logan Watts is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Prior to his financial services career, he spent five years at Toyota Motor Manufacturing in Kentucky. 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.

Jessica Schmidt is a financial advisor with Merrill in Lexington, KY, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2023. Schmidt serves as a council member for the Shriners Lexington Corporate Council, focusing on fundraising for Shriners Children's Hospital. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Gregory is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tyler Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He provides guidance across areas such as general investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services including banking, credit, home financing, and small business solutions. Tyler holds a Bachelor's Degree from the University of Kentucky. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). These certifications support his expertise in delivering specialized financial advice. Beyond his professional work, Tyler is involved in the community through participation with Habitat for Humanity.

Abbigael Woodcock is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals, families, and business owners navigate their financial lives. She focuses on creating personalized financial strategies that align with clients' specific needs and long-term goals, emphasizing organization and confidence in financial management. Abbigael's approach centers on understanding client priorities, utilizing investments and banking tools to achieve their most important objectives. With a background that includes a degree in Economics from the University of Kentucky, Abbigael began her career at Merrill Lynch as an intern and later served as a Wealth Management Client Associate. As a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), she offers expertise in various areas such as college education planning, divorce transition planning, legacy planning, philanthropic planning, small business strategies, and investment strategy. A Kentucky native with Puerto Rican heritage, Abbigael engages deeply with her community through volunteer work with organizations like Girls on the Run, Habitat for Humanity, and Junior Achievement. Outside of her professional commitments, she enjoys activities such as cooking, gardening, golfing, hiking, music, painting, softball, spending time with family, traveling, and writing.

Trent Owens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has built his career since 2000 in the Lexington office. He works closely with clients and their families to identify and pursue their financial goals through personalized wealth management strategies. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Trent holds several professional designations, including Certified Exit Planning Advisor (CEPA), 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 from the University of Kentucky. Trent also participates in community volunteer work, reflecting the Merrill tradition of engagement with the communities they serve.

Samuel Storey is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies tailored to their long-term goals. His client focus areas include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment financial planning, individual and corporate investment strategy, and retirement income. Samuel has spent his entire career in the Financial Services industry, driven by his commitment to helping people achieve their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Samuel earned a Bachelor's Degree from the University of Kentucky. Outside of his professional work, Samuel is involved with the community organization DanceBlue. He enjoys a variety of personal interests including adventure sports, basketball, football, golfing, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Molly Mullen is a Series 66-licensed financial advisor at Merrill with two years of industry experience. She has worked at Merrill since 2020 and has prior experience in both retail and community settings. Outside of finance, she has been involved with the Mandell JCC Valley Sports and Community Center. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Le Anna Kirtley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Kendra Scott, and PNC Bank. 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 both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Kasey Riley is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, Riley worked at Fifth Third Bank for three years and has experience with Nationwide Insurance and Owens Insurance Agency. Riley also spent five years at Morehead State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors. The firm utilizes a combination of internal and third-party investment management teams and supports a range of investment approaches, including tax-sensitive strategies.

Valerie Marshall is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the team at Musgrave Dunn & Associates to provide tailored wealth management services. She employs her legal and financial expertise to assist clients in navigating their financial lives, focusing on areas such as retirement planning, legacy planning, tax minimization, and retirement income. Valerie's approach centers on understanding clients' personal goals to develop customized financial strategies. Before joining Merrill Lynch, Valerie practiced law for over eleven years with a focus on estate and gift tax planning, estate administration, and estate litigation. She then transitioned to a role in private banking as a senior trust advisor, expanding her financial advisory skills. Her education includes a Bachelor's Degree from Vanderbilt University and a Juris Doctorate Degree from the University of Kentucky. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Valerie is actively involved in community programs such as the Southland Christian Church Backpack Program and United Way of the Bluegrass. Outside of her professional and community activities, she enjoys gardening, knitting and crocheting, music, reading, running, spending time with her family, traveling, watching movies, and yoga.

Lillian Moore is a Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial industry in 2007 and specializes in areas including college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lillian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, earned in 2020, and also carries the designation of Personal Investment Advisor (PIA). She graduated from the University of Kentucky's Gatton College of Business with a Bachelor's degree in Business Management. Throughout her career, she has focused on building strong relationships with clients by providing personalized and tax-efficient financial planning strategies tailored to their unique goals. Outside of her professional work, Lillian enjoys cooking, gardening, music, and swimming. She is involved with community organizations such as Habitat for Humanity and the Lexington Public Library. Lillian spends time with her husband, Evan, and their son, Bain, and appreciates outdoor activities, including gardening and swimming.