John Jacobi is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the investment industry. He specializes in investment management, retirement planning, small business 401(k) solutions, and provides personalized financial strategies for individuals, families, and business owners. John's approach focuses on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. John holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Finance from the University of Vermont and a Master's degree in Finance from Boston College. His areas of expertise include wealth management, business owner planning, retirement and income planning, tax-efficient wealth strategies, estate and legacy planning, and generational wealth transfer. Outside of his professional work, John is active in his community, serving as past president of the Board for Habitat for Humanity of Bennington County and coaching youth sports such as the Bridgewater Girls Softball League and Bridgewater Youth Soccer. He enjoys fishing, golfing, hiking, skiing, and spending time with his family.

Carl Cascella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their individual goals and adapting to changing market conditions. Carl provides clients with access to investment insights from Merrill, along with banking and lending solutions through Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Carl earned his Bachelor's Degree from Harvard University. In addition to his professional work, he is committed to community involvement and volunteers with local organizations.

Adam Ihasz is a Senior Resident Director and Wealth Management Advisor with over 30 years of experience in the finance industry. He began his career at Merrill Lynch Wealth Management in Forest Hills, New York, before transitioning to the institutional sector, where he held positions including Portfolio Manager, Head of Institutional Trading, and Chairman and CEO of his family-run investment advisory firm. In 2013, Adam merged his trading business with National Securities Corporation and served as Senior Managing Director of Institutional Trading for six years, providing trading strategies focused on technical analysis, event-driven trading, and special situations for major hedge funds. He returned to wealth management in 2014, rejoining Merrill Lynch in Manchester, Vermont, where he currently serves as Resident Director and Senior Vice President. Adam's expertise spans alternative asset management, portfolio management, and institutional investment consulting, with a primary focus on selecting disciplined hedge fund strategies that are uncorrelated to the underlying markets. He holds several FINRA registrations including Series 4, 7, 24, 31, 53, 55, 63, and 65, along with the Certified Plan Fiduciary Advisor (CPFA) designation. Adam attended Long Island University, although no diploma was conferred. He lives in Danby, Vermont, with his wife, Ronda, and their two daughters. Outside of work, Adam enjoys a fitness-oriented lifestyle and has competed in amateur bodybuilding competitions. He also maintains involvement in community activities, reflecting his commitment to the Merrill tradition of community participation.

Adam Walsh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his Wall Street career over 25 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill Lynch in 2003, Adam practiced as a securities and antitrust attorney for six years. Transitioning from law to wealth management, he brings extensive experience in investments and long-term retirement planning to his clients. Adam focuses on analyzing clients' risk tolerance, time horizon, liquidity needs, and overall investment goals to develop strategies for high net-worth families and small businesses. He works closely with clients and their estate planning attorneys to navigate the complex estate planning process. Adam holds the CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR® designations. He graduated magna cum laude from Catholic University with a major in Political Science and earned his J.D. from the University of Connecticut School of Law. Beyond his professional career, Adam serves as a Commander in the United States Navy reserves and is a decorated veteran of Operation IRAQI FREEDOM. He and his wife, Lauren, have two sons and reside in Londonderry, VT, spending summers in Newport, RI. Adam is a member of the New York Yacht Club and serves on the Advisory Board of Sail Newport.

Rhonda Lathrop is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she collaborates with clients to develop personalized strategies that reflect their financial goals and values. She specializes in a range of areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. With a bachelor's degree from Boston College, Rhonda holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her extensive experience includes entrepreneurship and technology leadership, which informs her advisory approach. Rhonda works primarily with clients across Boston, New York, Florida, and New England, focusing on affluent families, entrepreneurs, and corporate executives. Outside of her professional role, Rhonda is involved in community organizations such as the Okemo Valley Women's Club, Catamount Trail Organization, Stratton Mountain School Race Crew, BC Alumni Vermont Chapter, and the BART Adaptive Program. Her personal interests include gardening, golfing, skiing, spending time with family, and tennis.