Amber Gateley is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Merrill since 2021 and previously spent five years with Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 investment strategies developed by internal and third-party managers.

Pledger Monk III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and began his career in the wealth management and financial advisory industry in 1994. His focus is on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Pledger and his team specialize in providing comprehensive investment and wealth management services to individuals and families. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor®, among others. He earned his bachelor's degree from Hendrix College and his MBA from The Wharton School of the University of Pennsylvania. Pledger lives in Roland, Arkansas, with his wife Jennifer and their six children.

Amy Waychoff is a financial advisor with Merrill in Little Rock, Arkansas, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2002. Outside of her advisory role, she is a co-owner of a family rental property. 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 plans, corporations, and charitable organizations.

Janice Simmons is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2009, with prior experience at Bank of America dating back to 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Hatim Smouni is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to providing personalized wealth management strategies that reflect each client's unique financial situation and goals. Hatim focuses on a comprehensive approach to managing wealth, utilizing investment insights from Merrill and banking services from Bank of America to support various aspects of clients' financial lives. Hatim's expertise includes college education planning, corporate executive services, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and special needs planning. He holds multiple professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Lycee Moulay Idriss I Casablanca, a bachelor's degree from the University of Central Arkansas, and a master's degree from the College for Financial Planning. He is fluent in French, English, and Arabic. Born and raised in Morocco, Hatim moved to the United States in 1994 to pursue higher education. He is involved in community service and serves on several boards, including the Arkansas Children's Hospital PAC, the UAMS Board of Advisors, and the Winthrop P Rockefeller Cancer Institute at UAMS. His community involvement extends to volunteering with organizations such as the Arkansas Foodbank and UAMS Cancer Institute. Outside of work, Hatim enjoys dancing, soccer, spending time with his family, surfing, tennis, traveling, and watching movies.

Charles Gaba is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Merrill since 2012. Outside of his advisory role, he serves as a board member of the Little Rock Chamber of Commerce, focusing on regional economic and community development. 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 plans, corporations, and charitable organizations.

Ashley Moore is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2004 and is currently affiliated with Bank of America, N.A. in Little Rock, Arkansas. Moore serves as a trustee for a fiduciary entity in her community. 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 plans, corporations, and charitable organizations.

Mitchell Lowe is a Financial Advisor at Merrill Lynch Wealth Management who focuses on building client relationships through strategic financial planning and personalized service. He specializes in connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Mitchell works closely with clients to define their goals and develop portfolio strategies tailored to reach those objectives, providing ongoing advice and portfolio adjustments as circumstances evolve. Mitchell holds a Bachelor's Degree from Southern Arkansas University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, music, and spending time with his family.

Melissa Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services industry career at Morgan Stanley, where she worked for 10 years before joining Merrill Lynch in 2010. Melissa has over 20 years of experience helping clients achieve their financial goals and develop comprehensive financial strategies. Her expertise includes retirement planning for individuals and small businesses, with a particular focus on working with medical professionals, retirees, and women. Melissa is committed to educating women on financial matters to help them gain financial confidence and independence. Melissa holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Arkansas at Fayetteville. She is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). In addition to her professional work, Melissa serves on the Board of Directors of the Winthrop Rockefeller Foundation and is involved with the Young Mens Service League.

Cynthia Lemons is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. since 1986. Her tenure at Merrill began in 2009. 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.

Emily Bemberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2009 and holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Emily earned her bachelor's degree in Business from Loyola University New Orleans. With a focus on guiding clients through the wealth management process, Emily assists clients in defining and prioritizing financial goals, determining asset allocations, and implementing strategies to help achieve those goals. Her areas of expertise include equity investment recommendations, fixed income portfolio management, retirement saving and income strategies, options strategies, and financial analysis. She works with clients of all ages and generations, including members of the LGBTQIA+ community. Emily has been recognized on multiple Forbes and Working Mother/SHOOK Research lists, including the 2019 "Best-in-State Next-Generation Wealth Advisors" and the 2018 "Top Wealth Advisor Moms". She resides in Little Rock with her husband Robert and their two children, Emmett and Evan. Outside of her professional work, Emily enjoys traveling and spending time with her family.

Elizabeth Hathaway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on creating personalized wealth management strategies that align with clients’ long-term goals and values. She provides guidance across a range of client needs including education planning, family wealth management, legacy planning, tax minimization, philanthropy, socially responsible investing, special needs planning, retirement income, and financial strategies for women. With extensive experience as a Wealth Management Advisor, Elizabeth has worked closely with families to develop financial plans tailored to their aspirations, emphasizing client education on the important financial decisions throughout their life stages. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the University of Mississippi. Outside of her professional work, Elizabeth is actively involved in her community and church, serving in leadership roles such as Flower Guild chairman and participating on the Finance and Legacy committees. She is also engaged in Rotary and other local organizations. Elizabeth enjoys horseback riding, gardening, traveling, entertaining, and spending time with her family, which includes three daughters and two grandsons.

Stephen Stanley is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on delivering a comprehensive approach to wealth management tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop customized strategies that adapt to changing needs and market conditions. Stephen provides access to Merrill’s investment insights as well as the banking services of Bank of America to support various aspects of clients' financial lives. With over 13 years of experience in the industry, Stephen specializes in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He collaborates with clients’ external attorneys, accountants, and other professionals to coordinate financial and legacy plans. Stephen holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Arkansas System. Outside of his professional work, he has personal interests in football, golfing, and music. His philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Matthew Black is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and executives to develop personalized financial strategies aimed at helping them navigate important financial decisions and gain confidence in their financial futures. His areas of expertise include retirement planning, wealth management strategies, estate planning strategies, concentrated stock and equity compensation planning, tax-efficient investment strategies, banking and lending solutions, and business and corporate retirement plans. Matthew serves clients across a wide range of financial situations, from those beginning to build wealth to high-net-worth and ultra-high-net-worth families. Matthew holds a Bachelor's Degree from the University of Arkansas System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he is involved with the First Tee of Arkansas organization and enjoys activities such as golfing, hiking, visiting national parks, and spending time with his family.

Alex M. Danley is a financial advisor at Merrill Lynch Wealth Management specializing in serving C-suite executives, corporate leaders, and high-net-worth individuals. He focuses on delivering tailored, holistic planning strategies that address tax minimization, partnership payout management, and investment structuring to help clients navigate significant life and career transitions. Alex holds a Bachelor of Business Administration in Finance from The George Washington University. He also earned the Certified Plan Fiduciary Advisor® (CPFA®) designation through the National Association of Plan Advisors (NAPA) and maintains credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, Alex contributes to educational initiatives as an Advisory Board Member for the Customer Experience Program at the University of Oklahoma. Outside of his professional responsibilities, Alex enjoys boating, reading, tennis, traveling, writing, and spending time with his family.

Heather Davis is a Series 66-registered financial advisor with Merrill in Little Rock, Arkansas, and has 10 years of industry experience. She has been with Merrill since 2015. 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.

James Gibbs II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this position since joining the firm in 1985 after completing his education. James holds a Bachelor's Degree from the University of Arkansas. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He has been recognized for his expertise by Forbes, being named to their "Best-in-State Wealth Advisors" list multiple times from 2018 through 2026. Additionally, his team was ranked as the #1 financial services team in Arkansas by Forbes in 2025. In addition to his professional accomplishments, James has been involved in community service, serving as Past-President of both the University of Arkansas Alumni Association and the Rotary Club 99 in Little Rock, Arkansas.

Joshua Monson is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He previously worked at Merrill from 2004 to 2022 and Morgan Stanley from 2022 to 2024 before returning to Merrill in 2024. Monson serves as a board member of the Benton Touchdown Club in Arkansas, where he assists in organizing community football events. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jen Huang is a financial advisor at Merrill with seven years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2019, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she owns JH Jewelry Collection, a business involved in buying and selling accessories. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Michael Marquez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1999. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® designation, as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Ouachita Baptist University, where he earned a Bachelor of Science degree in Finance. During his time at the university, he also played tennis for the Tigers. He was recognized by Forbes on their 2022 "Best-in-State Wealth Advisors" list. He is active in his community, serving on the board of the Arkansas Museum of Fine Arts and is a member of Rotary Club 99. Michael and his wife, Sarah, live in Little Rock with their four children.