Jonathan Chance is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management and investment research for high-net-worth clients. His professional experience began in 2006 and includes roles at major financial institutions such as JP Morgan Chase, Fidelity, Charles Schwab, First Security Bank of Arkansas, Northwestern Mutual, and Merrill. He focuses on developing comprehensive financial plans that align with clients' short-, mid-, and long-term goals, emphasizing tax efficiency and risk-appropriate investment portfolios. Jonathan holds a Master's Degree from Texas AandM University System, a Bachelor's Degree from Northwestern State University of Louisiana, and has completed an accredited certificate program at Yale University. He maintains several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English, Spanish, and Romanian, he is a member of various professional organizations such as the College for Financial Planning and Investments & Wealth Institute. Beyond his professional work, Jonathan is actively involved in his community as a board member of Providence Classical Academy and a deacon at Grace Bible Church of Conway. His personal interests include boxing, chess, music, reading, singing, spending time with family, traveling, and writing.

Andrea Dockery is a financial advisor with Merrill based in Little Rock, Arkansas. She holds a Series 66 designation and has 17 years of industry experience. Her work history includes time at Bank of America N.A. since 2014 and at Merrill 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 strategies created by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jill Cady is a Financial Advisor at Merrill Lynch Wealth Management, bringing a diverse background to her role. She holds a Bachelor of Science degree in Mathematics with a minor in German from the University of Central Arkansas Honors College. Jill's professional journey includes over 24 years in the pharmaceutical and medical sales industries, where she developed expertise in client relationships and performance-driven outcomes. In 2021, Jill transitioned into the investment industry with Thrivent Financial and currently holds insurance and securities licenses, including FINRA Series 7 and Series 66 registrations. Her areas of focus include college education planning, education planning, investment consulting for defined contribution plans, personal retirement planning, and serving women and wealth. She also holds the Personal Investment Advisor (PIA) designation. Beyond her professional commitments, Jill is engaged with several community organizations, including the American Cancer Society, American Diabetes Association, Arkansas Wrestling Association, and The National Anthem Project. She enjoys cooking, dancing, singing, swimming, and yoga. Jill is also a mother to three sons: JP, Josh, and Joe.

George Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and priorities. George’s expertise includes planning for education funding, retirement lifestyles, healthcare costs, and long-term family objectives. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Regis University.

Amber Haydar French is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, and Arvest Bank and its wealth management division. 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.

Douglas Jackson Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has worked with high-net-worth clients to pursue their wealth management goals, addressing professional, personal, or combined objectives. Douglas collaborates with clients’ attorneys, accountants, and other advisors to provide financial advice and guidance tailored to their overall situations and goals. Douglas holds a Bachelor's Degree from the University of Arkansas System and has earned the Certified Financial Planner (CFP) and Personal Investment Advisor (PIA) designations. He is committed to delivering a high level of client service and satisfaction. Beyond his professional work, Douglas serves on the boards of Arkansas Children's Hospital and Goodwill Industries of Arkansas, including the Goodwill Industries of Arkansas Foundation Board. He enjoys golfing, spending time with his family, and traveling.

Ross Burnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive investment and wealth management services, with a focus on areas such as equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Ross holds a degree in Chemistry from the University of Arkansas Fulbright Honors College, where he studied Biochemistry and Pre-Med. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background and credentials support his approach to developing personalized financial strategies to help clients pursue their long-term goals. Outside of his professional role, Ross is involved in his community through organizations such as Create Little Rock, Rotary Club 99, The HAT Club, Arkansas Food Bank, Hillcrest Harvestfest, and Rotary International. His personal interests include biking, cooking, fishing, hiking, hunting, running, and traveling. He enjoys spending time with family and friends and serving his community.

Gordon Hartley III is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. His services include retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and retirement income strategies. Gordon focuses on simplifying the financial planning process and fostering transparent client relationships. Gordon earned a Bachelor's degree in Business Information Systems from the University of Arkansas at Little Rock, graduating summa cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, the Chartered Retirement Planning Counselor™ (CRPC) certification, and the Personal Investment Advisor (PIA) credential. He began his financial services career at Price Investment Group, where he obtained his Series 7 and 66 FINRA registrations as well as an Arkansas insurance license, before joining Merrill Lynch as a Financial Advisor. In addition to his professional expertise, Gordon speaks English and Russian. Outside of work, he enjoys antiquing, golfing, pickleball, swimming, and traveling.

Claudia Parham is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Merrill since 2017, and previously worked with US Shipping and Postal LLC. 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 a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment teams and incorporates tactical asset allocation and tax-aware strategies.

Franklin Flemister is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their short-, mid-, and long-term goals. Franklin serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His approach involves collaborating with clients to address their financial goals, concerns, and questions, offering ongoing advice as their needs evolve. Franklin holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Arkansas.

Rosemary Ezell is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Reggie Ritter is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2007 and has been with Bank of America, N.A. since 2011. 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.

Allison Bibens is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in education as an elementary teacher and has entrepreneurial experience with a pet resort and spa. 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 individual and institutional clients.

Jessica Middleton is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and previously worked at Stephens Inc. and APERS. 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, pensions, corporations, and charitable organizations.

Bryan Richardson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and small business owners by creating customized financial strategies that address their unique goals, with a particular emphasis on retirement planning. Bryan manages and advises portfolios starting at $250,000, offering tax-aware financial strategies, retirement and exit planning, and banking and lending services. He works mainly with founders, business owners, and high-earning employees. His approach involves consolidating clients' financial accounts, developing tailored investment plans based on individual risk tolerance and diversification needs, and conducting annual reviews to adjust plans as clients' lives change. Bryan aims to simplify financial management for his clients, allowing them to focus on their lives. Bryan grew up in the Central Arkansas area and has experience in banking and financial services. He holds a High School Diploma from Arkansas Baptist and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, Bryan enjoys golfing, hunting, spending time with his family, and writing.

Sylas Robinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following two years as a financial advisor with another firm. Sylas is a partner in Millwee Burkett Robinson and Associates, where he serves a select group of individuals and families within the traditional wealth management segment. He also supports corporate retirement plan clients in his role as a Retirement Benefits Consultant. Sylas earned a Bachelor's Degree in Business Administration in 2003 and a Master's in Business Administration in 2004, both from Henderson State University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP) obtained in 2015, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, and retirement income. Outside of his professional work, Sylas enjoys spending time with his family, traveling, and outdoor activities such as hunting and sightseeing.

Griselda Serna is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping families and businesses pursue their financial goals by providing personalized strategies tailored to their unique circumstances. Griselda works with clients on a range of areas including college education planning, family wealth management, retirement income, employee benefits planning, and small business strategies. She offers clients access to Merrill Lynch’s investment products and research, as well as Bank of America’s banking and lending services. With over 20 years of experience, Griselda draws on her expertise to assist clients in managing complex financial challenges such as funding education, caring for aging parents, planning retirement, and running businesses. She emphasizes asset allocation strategies aligned with individual goals, risk tolerance, and liquidity needs. Griselda holds a Bachelor’s Degree from the University of Arkansas System and holds the Personal Investment Advisor (PIA) designation. She communicates fluently in English, Spanish, and French. Beyond her professional role, Griselda values community involvement and is committed to social and professional responsibility through her affiliation with Merrill Lynch and Bank of America. In her personal time, she enjoys hiking, reading, traveling, and spending time with her family.

John Engskov is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1996. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John focuses on a broad range of client needs such as education planning, family wealth management, liquidity management, and retirement income strategies. John earned his Bachelor's degree in administrative management from the University of Arkansas. During his time at the university, he was a four-year letterman in basketball and was part of two Final Four teams as well as the 1994 NCAA National Championship team. He applies his disciplined approach and attention to client priorities in developing customized financial strategies. In his personal life, John resides in Little Rock with his wife Colleen and their three children. He volunteers as a coach with the Central Arkansas Boys and Girls Club and Arkansas Elite Girls Basketball. His interests include basketball, golfing, traveling, and spending time with his family.

Patrick Millwee is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 designations and with 41 years of industry experience. He has worked at Merrill since 1986 and also at Bank of America since 2009. Outside of his advisory role, he is a managing member and general partner of Bullitt & Bee, LLC, a business focused on restoring and remodeling vehicles with his son. 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 institutional investors. The firm employs internal and third-party managers to implement strategies and offers tactical and tax-sensitive asset allocation options.