Brian Eicholtz serves as Resident Director and Wealth Management Advisor at Merrill. He works closely with individuals, couples, and families to help them anticipate changes in their lives, careers, and legacies, aiming to pursue a more secure and purposeful financial future. Brian focuses on providing guidance on complex issues faced by career-building generations, as well as assisting clients through the retirement process. He oversees portfolio management, strategy creation, client relationship management, and strategy development for his team. Brian began his career at Merrill in 2010 and joined his mother-in-law Kimberly Roth's team in 2013 after earning his M.B.A. from the University of Montana. He holds a Bachelor's degree and a Master's degree from the University of Montana System. Brian holds professional designations including Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on multiple Forbes lists for wealth advisors. Brian lives in Missoula, Montana with his wife Danielle and their two daughters. He enjoys biking, fishing, skiing, and spending time with his family. He is involved with Big Brothers and Big Sisters of Missoula. Brian emphasizes reliability, simplifying financial lives, and appreciating clients as individuals in his professional philosophy.

Sarah Stubbs is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Willowcreek Capital Management Inc. She also has experience working at the University of Montana and Albertson's Pharmacy. 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 with model-based and discretionary investment strategies.

Ian Crowe is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he delivers personalized wealth management strategies designed to help individuals, families, and businesses achieve their financial goals. He manages custom investment strategies on a discretionary basis, selecting from a variety of Merrill Lynch Wealth Management model portfolios and third-party investment options. Ian's approach focuses on building long-term relationships and developing customized plans tailored to each client's unique objectives. He aims to simplify complex financial decisions and provide clear pathways to help clients preserve and grow their wealth. Ian holds a Bachelor's Degree from the Oklahoma State University System and has earned the Personal Investment Advisor (PIA) designation. He is also involved in the community through his participation in the Missoula Young Professionals organization. Outside of his professional work, Ian enjoys basketball, boxing, camping, football, golfing, horseback riding, hunting, skiing, and spending time with his family.

Daniel Kiely is a Wealth Management Advisor at Merrill Lynch Wealth Management in Missoula. He joined Merrill in June 2000 after trading commodities at the Chicago Mercantile Exchange from 1997 to 2000. At Merrill Lynch, he focuses on total wealth management, working with clients to establish objectives, develop strategies, and make recommendations tailored to their specific financial situations. Daniel provides personalized advice and access to specialized investment services, meeting regularly with clients to align their financial plans with their personal circumstances. Daniel holds a bachelor's degree from DePauw University. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes strategies for multidimensional personal and business finances, encompassing areas such as family wealth management, legacy planning, philanthropic planning, and tax minimization. He lives in Missoula, Montana with his wife and two children. Daniel is involved in the community as a board member and past president of the Clark Fork Coalition. In his personal time, he enjoys fishing, music, reading, skiing, and spending time with his family.

Thomas Tirrell is a financial advisor with Merrill in Missoula, MT, holding a Series 66 designation and eight years of experience at Merrill. His prior roles include positions with University of Montana Athletics, Berkshire Hathaway, Kaleva Law Office, and the University of Montana. 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.

Scott Blakney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, WestPac Wealth Partners, and various positions outside the financial sector including Fuel Fitness and Bass Pro Shops/Cabela's. 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, and organizations.

Nathaniel Blaine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in wealth management in 2019 after a 14-year career in banking and mortgage lending. Additionally, he serves as a Logistics Readiness Officer in the Montana Air National Guard, marking his 13th year of service. Nate holds a Bachelor's Degree from the University of Montana and an Associate's Degree from the Community College of the Air Force. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2015 and is also a Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management strategies, legacy planning, retirement planning, socially responsible investing, tax minimization, and retirement income. Residing in Montana's Bitterroot Valley, Nate enjoys outdoor activities such as hunting, fishing, camping, skiing, and boating with his family. He is also involved in the community through his participation with the Stevensville Youth Softball Association.

Kimberly Roth is a financial advisor with Merrill in Missoula, MT, holding a Series 66 designation and 22 years of industry experience. She has worked with Merrill since 2003 and with Bank of America, N.A. since 2011. Roth serves as a board member of the Missoula Downtown Foundation, a nonprofit focused on enhancing the arts, culture, and infrastructure of downtown Missoula. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Erik Johnston is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 following a career in scientific research and development that spanned nearly eight years. Erik utilizes his background in the sciences to apply critical thinking and problem-solving skills to help clients identify their financial goals and develop plans to achieve them. He emphasizes building relationships based on trust and accountability, serving as a dependable resource throughout the financial planning process. Erik holds a Bachelor of Science degree in Chemistry and a PhD in Materials Science, both from the University of Montana. He is also a CERTIFIED FINANCIAL PLANNER® Professional, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. His client focus areas include college education planning, family wealth management strategies, retirement planning, tax minimization, philanthropic planning, and socially responsible investing, among others. Outside of his professional role, Erik resides in Missoula with his wife Emilie and their sons Ren and Carter. The family enjoys participating in community events, attending Griz games, and exploring Montana's parks, trails, rivers, lakes, and ski hills. Erik is involved with several community organizations including A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science.

Michael Smith is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, he serves as a board member and governess for the Spirit at Play Early Childhood Program in Missoula, Montana. 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.

Solon Linton is a Senior Financial Advisor with Merrill Lynch Wealth Management in Missoula, Montana. He co-founded the KLO Group, where he oversees business development, asset management, and client relationship management. Solon works with individuals and families, including entrepreneurs and medical professionals, providing retirement planning, customized asset allocation, and tax minimization strategies. With more than a decade of experience, Solon offers a range of financial strategies aimed at growing, preserving, and managing client wealth. He emphasizes understanding each client’s unique objectives, risk tolerance, time horizons, and liquidity needs to tailor appropriate financial plans. As a qualified Portfolio Manager, he builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He manages client portfolios, including discretionary strategies through the firm's Investment Advisory Program. Solon holds the Chartered Retirement Planning Counselor (CRPC) designation, along with certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in finance from the University of Montana. Outside of work, Solon lives in Missoula with his wife and two daughters. He enjoys outdoor activities such as skiing, climbing, and competitive cycling. He served as a board member for MTB Missoula from 2016 through 2022.