John Curren is a Wealth Management Advisor and Merrill Resident Director who partners with clients to create personalized wealth management strategies tailored to their unique financial situations and life priorities. He offers a comprehensive approach that begins with understanding clients and their families, focusing on areas including college education planning, divorce transition planning, executive compensation, retirement income, socially responsible investing, tax minimization, and portfolio management services. John leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support his clients’ evolving needs amidst changing market conditions. John holds a Bachelor's Degree from Rhodes College and an MBA from the University of New Orleans. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He is a member of Toastmasters International and engages with the community through involvement with Junior Achievement. Outside of his professional work, John enjoys adventure sports, basketball, chess, football, golfing, hiking, painting, skiing, traveling, and spending time with his family. He is married and a father of three, sharing a strong motivation with his wife to help people.

Anne Boudreaux is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and previously worked for Rice, Voelker, LLC for 26 years before joining Merrill in 2022. Anne serves as treasurer and board member of the Old Mandeville Business Association and volunteers at the Women's Center for Healing & Transformation, assisting women with budgeting and basic financial skills. Merrill 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.

William Trist is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded in 2000 by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager, providing clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. William's expertise covers a range of client focus areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and sports & entertainment. He aims to deliver the resources of Merrill alongside the banking convenience of Bank of America in a customized approach to help clients navigate the complexities of financial planning. William Trist graduated from Louisiana State University and holds a bachelor's degree. He graduated from Jesuit High School prior to that. He lives in Covington, Louisiana with his wife, Allison, and their two daughters, Sophie and Georgia. William is also involved with the ForeKids Foundation. His personal interests include cooking, fishing, golfing, spending time with his family, and traveling.

William Dunbar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance to business owners, families, and institutions, focusing on comprehensive wealth management and planning strategies. His expertise includes executive compensation, family wealth management strategies, philanthropic planning, tax minimization, and services tailored for endowments, foundations, non-profits, and defined contribution plans. He holds multiple credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). William earned Bachelor's degrees from Auburn University and St. Joseph Abbey Seminary College, and a Master's degree from Saint Meinrad. He is fluent in English and Spanish and is affiliated with professional organizations such as the Auburn Alumni Association, Men of St. Joseph, That Man is You!, and Knights of Columbus. Beyond his professional endeavors, William is involved with community organizations including Habitat for Humanity - St. Tammany and the St. Joseph Abbey Seminary College Alumni Board Executive Council. His personal interests include boating, camping, chess, cooking, fishing, football, hunting, pickleball, soccer, and spending time with his family.

Ksenia Theard is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to her current role, she spent nine years at Caesars Entertainment Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Kevin Mashburn is a Wealth Management Advisor with Merrill Lynch Wealth Management, managing a team based out of the Mandeville, Louisiana office. He has been with Merrill Lynch since 1994, initially working for eleven years in the downtown New Orleans office. Kevin serves clients throughout the Greater New Orleans area as well as nationally. Drawing on his extensive experience, Kevin develops customized strategies to address complex financial needs including multi-generational cash flow and asset management, liability management, trust services, estate planning, corporate benefits, employee benefits planning, defined benefit and defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA) designation, as well as the Merrill Retirement Benefits Consultant (RBC) designation. Kevin earned a Bachelor of Science degree from Louisiana State University. Originally from Baton Rouge, he now lives in Mandeville, Louisiana with his wife Carolyn. They have two sons, one of whom is an analyst for a hedge fund of funds and the other a student and football player at Louisiana State University.

Luke Singleton is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Luke's approach involves working with clients to uncover their priorities and to develop strategies aimed at achieving their financial goals. He earned both his Bachelor's and Master's degrees from the University of New Orleans.

Beau Raymond is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Mandeville, Louisiana office. Since beginning his career with Merrill Lynch in March 2000, Beau has worked to provide clients with access to the firm’s investment insights to support various aspects of their financial lives. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beau holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He lives in Mandeville with his wife, Heather, and their two sons, Carter and Jackson. Outside of his professional role, Beau’s personal interests include baseball, basketball, fishing, football, music, running, soccer, spending time with family, traveling, and watching movies.

Michael Branighan is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 2009 and also serves as a Portfolio Manager in the Merrill Investment Advisory Program. Prior to Merrill, he built his career at Morgan Stanley beginning in 2003 and ultimately served as a Producing Branch Manager. Michael is a former U.S. Marine and a 1999 graduate of Northwestern State University of Louisiana, where he earned a Bachelor's degree. Michael holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards Inc, as well as the Chartered Financial Consultant® designation from The American College. His areas of focus include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He resides in Covington, Louisiana with his wife Michelle and their children Olivia and Benjamin. Michael is actively involved in the community through organizations such as the 985 Cardinals and the Covington Youth Soccer Association, and has served as a past fundraising chair for America's Heroes. His personal interests include baseball, billiards, camping, fishing, soccer, and traveling.

James Trist is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and serves clients in the sports and entertainment sectors. James employs a comprehensive approach to wealth management that begins with listening to clients' needs and understanding their goals, ensuring that every strategy is tailored accordingly. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of his clients' financial lives. James holds a Bachelor's Degree from Louisiana State University and holds the Personal Investment Advisor (PIA) designation. He is committed to delivering excellent service and helping clients pursue their financial objectives. In addition to his professional responsibilities, James follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, he enjoys hunting, traveling, and spending time with his family.

Rachael Gambel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on connecting clients with tailored financial plans and processes that align with their individual goals. Her approach emphasizes understanding clients’ unique perspectives and priorities to provide personalized wealth planning. Rachael holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has attended Newcomb College and the University of Virginia. Her work encompasses planning for education funding, retirement lifestyle, health care costs, and long-term family objectives, aiming to simplify the complexities of investing and wealth management.

Thomas Brennan is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in January 1988, he has focused on helping clients pursue their personal financial goals through comprehensive planning and portfolio and risk management. As a Managing Director, Senior Financial Advisor, and Portfolio Manager, Thomas provides traditional financial advice as well as personalized portfolio management, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Personal Investment Advisor (PIA) designation. Thomas earned a bachelor's degree in corporate finance from the University of Alabama in 1983. Before his career in financial advising, he worked in the family wholesale food business and briefly pursued professional golf. He lives in Covington with his wife, Connie, and they have three children and two grandchildren.

Lauren Babb is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015. Outside of advising, she is a part-time bookkeeper at Live Oak Pharmacy. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Cullen Hughes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management planning by listening to clients' needs and ambitions before implementing personalized financial strategies to help them reach their goals. Cullen's areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cullen began his career in the financial services industry upon graduating from Louisiana State University, E.J. Ourso College of Business, with a Bachelor of Science degree in Finance in 2013. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Hammond, Louisiana, Cullen lives there with his wife Chelsea and their two children, Dani and Owen. In his personal time, Cullen enjoys competing in triathlons, traveling, and spending time with his family and friends.

Edward Vamprine is a financial advisor at Merrill with Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Bank of America, NA and Merrill since 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Klug is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2000 and has also worked at Bank of America, N.A. since 2019. Outside of his advisory role, he serves as a power of attorney for a fiduciary entity in Florida. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blair Pylant is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Gulf Coast Bank and Trust and First NBC Bank. He is based in Mandeville, Louisiana. 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.

Jack Mashburn is a Financial Advisor with The Mashburn Group at Merrill Lynch Wealth Management. He collaborates closely with individuals and families to understand their financial goals, risks, and priorities. Jack applies detailed analysis and long-term planning to develop personalized wealth management strategies tailored to clients' needs. Jack graduated from Louisiana State University with a Bachelor of Science in Finance from the E.J. Ourso College of Business. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and Personal Investment Advisor (PIA) designation. His areas of expertise include education planning, family wealth management strategies, small business strategies, and retirement income. Outside of his professional role, Jack is engaged in community activities consistent with the Merrill tradition. He enjoys football, golfing, pickleball, running, and spending time with his family.