Thomas Williams is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with Merrill since 1983 and also associated with Bank of America since 2009. Outside of his advisory work, he serves as president of the Hatchie Coon Hunting Club and participates on advisory committees for Christian Brothers High School and estate management. 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 tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Stephens is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and is dedicated to helping clients pursue their financial goals by developing personalized strategies. Evan earned a Bachelor's Degree from Howard University. He focuses on connecting clients with the appropriate people, plans, and processes tailored to their unique ambitions. His work includes assisting clients with planning and funding education, retirement lifestyle considerations, potential healthcare costs, and long-term family goals. Evan emphasizes simplicity and transparency in wealth planning, aiming to make the complexities of investing accessible and manageable for his clients. He seeks to incorporate clients' personal perspectives and priorities into the financial strategies he develops.

Meggan Glass is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2013 and has also worked at Bank of America, N.A. since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal teams and third-party managers.

Gregory Gartrell is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Investments. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

William Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net worth individuals, their families, business owners, and executives to set realistic retirement goals and prioritize their financial needs. He develops and implements personal financial strategies utilizing a range of financial instruments to preserve and grow client wealth. Bill holds a Bachelor of Arts degree from Hendrix College and a Master of Business Administration from Louisiana Tech University. He has earned the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) designation. He has been with Merrill since 1987 and has extensive experience in wealth management. Bill is a current member and former President of the Kiwanis Club of East Memphis. He has lived in Memphis for over thirty-five years, where he resides with his wife Kay and raised his two sons.

Bryan Peterson is a Financial Advisor at Merrill Lynch Wealth Management. He leverages his experiences, including serving eight years as a U.S. Navy Intelligence Specialist and graduating from Rhodes College, to provide disciplined and thoughtful financial guidance. Bryan works with individuals, families, and businesses to develop personalized wealth management strategies that align with their unique financial goals. His areas of expertise include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Bryan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Bryan’s commitment to service is informed by his military background and personal life experiences, including caregiving during a family health crisis. He is based in Memphis, where he and his wife build their life together. Outside of his professional work, Bryan enjoys basketball, bowling, chess, dancing, football, music, singing, skiing, traveling, and watching movies.

Gabriel Douba is a financial advisor at Merrill in Memphis, TN, holding Series 65 and Series 66 licenses. He began his career in the financial industry in 2026 and has prior experience working in hospitality and retail sectors, including a notable period managing Petra Cafe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cheryl Dye is a financial advisor at Merrill with 39 years of industry experience. She has held her current role since 2015 and holds the Series 63 and Series 66 designations. 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 teams and third-party managers.

Hannah Weatherly is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Weatherly & Associates team. She specializes in family wealth management strategies, legacy planning, managing new wealth, and working with women and wealth. Hannah focuses on portfolio construction, manager selection, and ongoing oversight to ensure that investment strategies remain disciplined, consistent, and responsive to evolving client priorities. She applies her analytical and problem-solving skills developed during her career at RBC Capital Markets, where she worked as an investment banking analyst in the Technology Coverage Group. This experience supports her work with clients during pivotal transitions, such as after a business sale or liquidity event, helping structure portfolios, evaluate risk, and allocate capital in alignment with long-term objectives. Hannah holds a Bachelor's degree in Business Administration with a concentration in finance from Southern Methodist University and is a Chartered Financial Analyst (CFA) charterholder as well as a Personal Investment Advisor (PIA). Outside of her professional activities, she enjoys hiking, tennis, yoga, and spending time with her family.

Stephanie Mcever is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been contributing since 1998. In her role, she leads client relationship management and portfolio analytics, including risk management strategies, cash flow diagnostics, and retirement and long-term planning forecasting. Stephanie also manages the team's community efforts and relationships with professional money management partners. Her expertise spans various client focus areas such as college education planning, corporate and employee benefits, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and women and wealth. Stephanie holds the Certified Plan Fiduciary Advisor (CPFA) designation and has earned a Bachelor's degree in Marketing and International Business from Baylor University and a Master's degree in Marketing from the University of Memphis. Stephanie is involved with organizations including Briarcrest Christian School, March of Dimes, and St. Jude. She supports local performing arts and educational institutions and enjoys fishing, hiking, music, traveling, volleyball, and spending time with her family. In 2026, she was named to Forbes' "Top Women Wealth Advisors Best-in-State" list.

Nathan Ollie is a Financial Advisor and Chartered Advisor in Philanthropy® professional at Merrill Lynch Wealth Management. He focuses on serving business owners, executives, philanthropists, foundations, and nonprofit organizations by helping them build lasting legacies and achieve philanthropic and financial goals. His practice emphasizes comprehensive wealth strategies including retirement, trust, estate, philanthropic planning, and impact investing, tailored to individual and institutional clients. Nathan holds a Bachelor's Degree from the University of Memphis and professional designations as a Chartered Advisor in Philanthropy (CAP) and Personal Investment Advisor (PIA). He partners with clients to align their passions with their giving and to manage the complexities of philanthropy and wealth stewardship effectively. In addition to his professional work, Nathan is involved in various community organizations such as 100 Black Men of Memphis, ARTSmemphis, Agape Child & Family Services, Habitat for Humanity, and St. Andrew AME Church. His personal interests include basketball, chess, football, golfing, reading, spending time with family, traveling, watching movies, and writing.

Kendall Craig is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Horizon Advisors and MSM Solutions. Outside of finance, he has experience running a Nutrition Bar business and has held academic roles at the University of Memphis and Mississippi State University. Merrill, along 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.

Brian Holladay is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over seventeen years in the industry, he focuses on a comprehensive approach to managing wealth, collaborating closely with clients to define their goals and develop strategies that align with their financial objectives. His areas of expertise include equity compensation services, family wealth management strategies, legacy planning, small business strategies, and retirement income planning. Brian holds a Bachelor's degree from the University of Mississippi and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. He combines access to Merrill's investment insights and Bank of America's banking services to address various aspects of clients' financial lives. He lives in Memphis with his wife Molly, and in his personal time, he enjoys basketball, football, golfing, skiing, and traveling. Brian is also involved with the Boys and Girls Club of Greater Memphis as part of his community involvement.

John Wheeler is a financial advisor at Merrill in Memphis, TN, holding a Series 66 designation with 18 years of industry experience. He has been with Bank of America and Merrill 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Cobb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves on the Ruch Cobb & Associates wealth management team. Since joining Merrill in 2012 after earning a bachelor's degree in finance from Christian Brothers University, Bradley and his team focus on helping clients preserve and grow assets by providing customized wealth management solutions tailored to each individual's financial goals. Their approach emphasizes listening carefully to client needs, minimizing risk, and delivering high-quality service to build trust and confidence. Bradley and his team utilize a comprehensive, four-step wealth planning process designed to identify and quantify client concerns and objectives, creating actionable plans that guide investment decisions. Their multi-generational perspective benefits from the diverse ages, resources, and professional designations within the team, including Bradley’s credentials as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The group also leverages the broader resources of Merrill, Bank of America, and trusted external advisors to develop a strong financial network for their clients. Outside of his professional work, Bradley has lived in Memphis his entire life and engages in activities such as attending Memphis Grizzlies basketball games and enjoying water sports and boating at the lake.

Langston Lee is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and AT&T. 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 a range of clients including individuals, high-net-worth clients, and institutions.

William Perry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate financial challenges such as securing retirement income, educational funding, and legacy planning. Perry utilizes Merrill’s goals-based wealth management approach to assist clients in defining and pursuing their financial objectives. With a commitment to understanding the complexities of wealth, Perry works closely with clients to explore a range of opportunities and solutions tailored to their needs. He positions himself as a guide and educator, helping clients and their families, including younger generations, comprehend the wealth management process, market dynamics, and strategies for wealth preservation and growth. Perry holds a Bachelor's Degree from the University of Memphis and the Personal Investment Advisor (PIA) designation. He is involved in the community through participation in the FedEx St. Jude Championship.

Jon Busse is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he specializes in developing financial and wealth management strategies tailored to the needs, goals, and risk tolerance of individuals and businesses. He provides ongoing, comprehensive financial advice and portfolio strategies, ensuring that clients' financial plans evolve in alignment with their changing life circumstances. Jon holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Kirby High School, attendance at the University of Memphis without a degree conferred, and a Bachelor's degree from Christian Brothers University. He is involved in community organizations such as the Exchange Club of Greater Memphis and Habitat for Humanity of Greater Memphis.

Darel Mitchell is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill in Memphis, TN, where he has worked since 2017, including roles at Bank of America, N.A. No additional outside business activities are noted. 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.

Jaime Brandon is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. 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. The firm offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sally Chandler is a financial advisor at Merrill with Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at Wunderlich Securities, Inc. and Morgan Keegan & Company, LLC. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Ruch is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 39 years of experience in serving clients and assisting them in realizing their financial goals and dreams. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. Charles holds a Bachelor's Degree from the University of Memphis and is designated as a Personal Investment Advisor (PIA). He works closely with affiliated professionals such as CPAs, estate attorneys, trustees, and insurance specialists to ensure comprehensive coordination of his clients' financial well-being. He emphasizes a straightforward communication style, focusing on the family's financial strategies and needs beyond just investment management. Outside of his professional pursuits, Charles is involved in his community through Idlewild Presbyterian Church. He spends personal time with his wife Nancy, enjoying activities such as cooking, traveling, trout fishing in Arkansas rivers, and boating on Greers Ferry Lake or Bull Shoals Lake. He is also a supporter of the University of Memphis football and basketball programs.

Glen Ilagan is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. 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, and institutional accounts.

Stephen Weatherly is a Private Wealth Advisor specializing in working with entrepreneurs and families transitioning from running a business to managing significant personal wealth. Since launching his advisory career in 1994, he has advised clients across various market cycles, focusing particularly on those approaching or executing a business sale. He serves as a primary advisor through this process, helping clients prepare for liquidity events, evaluate options, and implement coordinated, tax-aware plans that align with long-term family objectives. Stephen's approach is hands-on and integrated. He collaborates closely with clients and their CPAs, attorneys, and other advisors to ensure alignment across investment strategy, estate planning, and risk management. His team provides a boutique, family office–style experience that combines strategic wealth planning and tax-aware investment management with access to banking, lending, trust, and advisory capabilities. Stephen holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's degree in Finance from the University of Memphis. He has been recognized on Forbes' Best-in-State Wealth Advisors list from 2018 through 2025, as well as Barron's Top 1,200 Financial Advisors list from 2023 through 2025. Stephen enjoys football, golfing, hiking, music, skiing, and spending time with his family.

Jake Van Ronzelen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Central Bank, and Central Investment Advisors, as well as academic experience at the University of Mississippi. 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.

Jason Dietz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that consider their full financial picture and adapt to changing market conditions. He provides access to investment insights from Merrill as well as banking and lending services through Bank of America to support clients in pursuing their long-term goals. Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Towson University. He is involved in his community through volunteer work, reflecting Merrill’s commitment to community participation. His approach emphasizes one-on-one collaboration to create wealth management strategies tailored to individual client objectives.

Sandra Mcdearman is a financial advisor with Merrill in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Stephens Inc for six years before joining Merrill in 2018. 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.

Cherie Doleac is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and at Bank of America, N.A. since 2019. 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.

Amelia O'dell is a financial advisor at Merrill with 30 years of industry experience and holds a Series 63 designation. She has been with Merrill since 2013. Outside of her advisory role, she holds a power of attorney position for an entity named K B O in Memphis, Tennessee. Merrill 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.

Jonathan Carter is a Series 66-licensed financial advisor with Merrill in Memphis, TN, with three years of industry experience. His prior roles include positions at Bank of America, Truist Investment Services, SunTrust Bank, and State Farm. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital markets platform.

Samuel Bradley is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role as Vice President and Wealth Management Advisor, he is involved in investment analysis, business operations, investment portfolio selection, as well as leading marketing efforts and business development for his team. Bradley’s areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). A native of Memphis, Bradley earned a Bachelor of Arts in Finance from Christian Brothers University in 2006 after completing a basketball career in Europe. He also graduated from Germantown High School. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, spending time with family, and traveling.

George Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. Combining access to Merrill’s investment insights with the banking and lending solutions of Bank of America, he supports clients in pursuing their long-term objectives through tailored financial planning. George holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Millsaps College. He is actively engaged in community service and has served as a past president and board member of the Children's Museum of Memphis. Additionally, he has been involved with Troop 55 in Memphis as a Scoutmaster and continues to support the organization.

Forrest Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that align with clients' individual financial goals and evolving market conditions. Forrest utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Forrest earned his bachelor's degree from the University of Memphis. Committed to community involvement, he actively participates in local volunteer organizations, reflecting the Merrill tradition of service in the communities they support.