Robert Mclendon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in advising affluent clients on investment and wealth management strategies, including portfolio management, retirement planning, life insurance analysis and funding, stock option analysis, philanthropic planning, and wealth preservation and transfer services. Using proprietary analysis, historical data, and BofA Global Research, he creates customized portfolio strategies aimed at meeting client expectations and long-term goals. He collaborates with clients' other advisors, such as attorneys and accountants, to coordinate estate, wealth transfer, and tax minimization planning. Robert holds a Bachelor's Degree in Finance from the University of Georgia. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His community involvement includes participation in Trinity By The Cove Episcopal Church and Habitat for Humanity. Outside of work, Robert enjoys boating, hiking, music, traveling, and spending time with his family.

Richard Hans is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1979 following his graduation from the University of Maryland with a Bachelor's degree in Finance. In his role as team strategist, Richard manages high-net-worth and corporate client relationships, focusing on tax minimization strategies, executive compensation, family wealth management, retirement planning, and the management of concentrated stock positions for senior executives. Richard holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation. He is also a member of the Certified Board of Standards, Inc. and the Investments & Wealth Institute. Outside of his professional work, Richard is involved with the Lustgarten Foundation for Pancreatic Cancer Research. He resides in Annapolis, Maryland, with his wife, Judi.

Nicholas Megaloudis is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. His career includes roles at Merrill since 2020 and Bank of America, N.A. since 2024. He has also worked in other fields including positions at Five Star Valet Inc and Scanlon Imports. 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 individual, high-net-worth, and institutional clients.