Roberta Carrell is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Co, Inc for nine years before joining Merrill. 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, pension plans, corporations, and charitable organizations.

Karen Shaw is a financial advisor at Merrill Lynch Wealth Management. She returned to Merrill Lynch in 2025 to partner with Brian Zbylot, focusing on assisting clients in achieving their financial goals. With more than 25 years of experience in the financial services industry, Karen specializes in retirement planning, estate strategies, and education funding. She holds a Bachelor of Business Administration in Finance from Stephen F. Austin State University, earned in 1998. Additionally, she has obtained the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and possesses an insurance license. Outside of her professional work, Karen is a member of the Tyler County Aggie Moms. She enjoys antiquing, gardening, spending time with her family, and traveling.

Brian Zbylot is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty years of experience in the financial services industry. He joined Merrill in 2000 and has developed expertise in corporate benefit programs, including equity compensation, defined benefit and contribution plans, as well as nonqualified deferred compensation. His client focus areas include family wealth management strategies, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategies, and tax minimization. Brian holds a Bachelor's Degree from Texas A&M and carries the Personal Investment Advisor (PIA) designation. Throughout his career, he has assisted business leaders and healthcare professionals in achieving significant financial goals such as business acquisitions, funding education, retirement planning, and philanthropic endeavors. Brian and his team emphasize personalized, one-on-one financial strategies tailored to long-term client objectives. Outside of his professional work, Brian is actively involved in his community through volunteer efforts such as teaching personal finance at LEAD Academy and participating in Prison Ministries in Diboll, Texas. He and his wife Dayna, both Texas A&M alumni, reside in Lufkin, Texas, where they raise their five children. Brian’s personal interests include adventure sports, fishing, gardening, hunting, and surfing.

Bruce Mckibben is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wayne Ramsey serves as Resident Director of Wealth Management at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER® professional with over seven years of experience in financial advisory, focusing on personalized wealth management strategies. Wayne joined the Lufkin Merrill Lynch Wealth Management Office in 2021 as a Senior Financial Advisor, bringing experience from his prior role as an independent advisor with the Principal Financial Group. His expertise spans college education planning, defined benefit and contribution plans, retirement income, portfolio management, tax minimization, and strategies for business owners, physicians, and retirees. Wayne earned a Bachelor of Business Administration in Finance from Stephen F. Austin State University in 2011. He holds multiple 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). Wayne emphasizes a planning-based approach tailored to each client's long-term financial goals. Raised in the Lufkin area, Wayne and his wife Brittany have two children. Committed to community involvement, he is a past president of the Lufkin Rotary Club and has served on the Salvation Army Advisory Board. Outside of work, Wayne enjoys running, tennis, skiing, cooking, traveling, and spending time with his family and friends.

Forest Griffin serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on helping clients plan for and achieve significant life milestones. He specializes in personal retirement planning, small business strategies, and tax minimization. Forest brings a combination of youth and experience to his role, having spent five years in financial planning at Edward Jones, including overseeing his own branch, before joining Merrill Lynch. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Forest earned a Bachelor of Arts degree from Texas Bible College and also attended Eastern Michigan University. He is active in his community, serving on the boards of various local organizations such as The Lufkin/Angelina County Chamber of Commerce, Z&00 Railroad, and as Vice President of The Humane Society of Angelina County: Winnie Berry. He is also a member of the Angelina County Chamber of Commerce and the Lufkin Host Lion's Club. Outside of his professional commitments, Forest enjoys boating, fishing, football, and spending time with his wife Victoria and their four rescue dogs. He grew up near Ann Arbor, Michigan, and relocated to Texas in 2011. Forest defines success as helping retirees prepare for their single retirement, enabling college students to graduate without significant debt, and fostering meaningful friendships along the way.

Ryan Boehner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Ryan provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stanford University. Ryan emphasizes a personalized, one-on-one approach with clients to help them pursue their long-term financial objectives. In addition to his professional work, he is engaged in community service through volunteering with local organizations.

Kaleb Ricks is a financial advisor with Merrill in Lufkin, TX, holding a Series 66 credential and beginning his career in 2026. His prior experience includes roles at Bank of America, Regions Bank, and Century 21 Cota Realty, where he worked for several years. 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.