Christopher Falconer is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing comprehensive financial services to a diverse clientele including corporate executives, business owners, trusts, and charitable organizations. With over 25 years in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients' unique needs, goals, and family dynamics. His areas of expertise encompass investment management, concentrated stock holdings risk management, retirement planning, insurance and risk management, lending and liability management, estate planning, and trust services. Christopher holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as the CHARTERED FINANCIAL CONSULTANT (ChFC) and Personal Investment Advisor (PIA) designations. He has also completed accredited certificate programs from Fairleigh Dickinson University and the American College of Financial Service. His registrations include Series 7, Series 31, Series 65, and Series 66 with FINRA. Beyond his professional commitments, Christopher is actively involved in his local church and community, including participation in the Heredity Spastic Paraplegia Foundation. He integrates his personal philosophy of understanding clients' life priorities into his practice, working to create strategies that align with their values and long-term visions. In his personal life, Christopher enjoys football, reading, soccer, spending time with his family, and traveling.

Frederick Woods is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1985. With over 37 years of experience in the industry, he employs a risk management approach to develop financial strategies that assist clients in achieving their goals. His expertise includes retirement and estate planning, business retirement plans, portfolio management services, and home financing strategies through Bank of America, N.A. Mr. Woods earned a Bachelor of Science degree in Business Administration from Seton Hall University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in his local community as a member of the Rhinebeck Lions Club. Residing in Rhinebeck, New York, Frederick Woods spends time with his wife and three children. He has a personal interest in baseball, golfing, music, skiing, soccer, and watching movies. His planning philosophy centers on collaborating with clients to create personalized financial strategies tailored to their individual goals.

Evan Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2007. He has been a financial advisor since 1983 and specializes in the establishment and administration of qualified retirement plans for corporations, individuals, and sole proprietorships. Evan's expertise includes equity and mutual fund selection, asset allocation, and portfolio management. As a qualified Portfolio Manager, he offers clients personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, sometimes managing these strategies on a discretionary basis through the firm’s Investment Advisory Program. Evan holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Administrative Management from Clemson University. Beyond his professional work, Evan is involved in his local community through organizations such as Douglas Presbyterian Church, the Lancaster Breakfast Rotary, the Lancaster SPCA, and Big Thursday of Lancaster. He resides in Lancaster, South Carolina with his wife, Stephanie, and their two daughters.