Stephen Swander Jr. is a Wealth Management Advisor and co-founder of the Davis Deshotels Swander Group at Merrill Lynch Wealth Management in New Orleans, Louisiana. He began his career at Merrill Lynch in 1998 in Lafayette, Louisiana, later relocating to Shreveport as Resident Director overseeing the Northwest Louisiana market before moving to New Orleans in 2021 to establish his current practice. He advises clients with complex financial situations, including business owners, executives, medical professionals, professional athletes, and retirees. His expertise includes retirement analysis, wealth transfer strategies, investment management, and liquidity event strategies. Stephen's approach focuses on understanding clients' priorities, family dynamics, and professional outlook to provide guidance at critical financial crossroads. Stephen holds a Bachelor's Degree from the University of Louisiana Lafayette and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys golfing, skiing, spending time with his family, and traveling.

Svetlana Kletsina is a Series 66 licensed financial advisor with Merrill in New Orleans, LA, with three years of industry experience. Prior to joining Merrill in 2021, she was associated with Hosteeva Short Term Rentals for three years. She is also the owner of Bayou City Real Estate LLC, a limited liability company created to manage rental property holdings. 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.

Caroline Casey is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Hancock Whitney and has a background that includes four years at the University of Alabama and fifteen years at the Academy of the Sacred Heart. 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.

Lauren Crosby is a financial advisor with Merrill in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Mcclendon is Senior Resident Director at Merrill Lynch Wealth Management, where he provides wealth management planning services and portfolio strategies tailored to individuals and businesses. His expertise encompasses investment style diversification, liability management, hedges, option strategies, and alternative investments. Bryan works closely with clients and, when appropriate, their tax and legal advisors to develop financial strategies aligned with clients’ goals, risk tolerance, liquidity needs, and timelines. His focus areas include college education planning, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Bryan began his career at Merrill Lynch Wealth Management in 1991. He holds a bachelor’s degree in economics from Hampden-Sydney College and a high school diploma from Darlington School. He has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bryan is involved with professional organizations such as Mary Bird Perkins Cancer Center, Coastal Conservation Association, Knock Knock Museum, and Baton Rouge Symphony. He also volunteers with Grace Episcopal Church in Saint Francisville, Louisiana. Residing in St. Francisville with his wife Laura and their two sons, Turner and Mills, Bryan enjoys a range of personal interests including cooking, fishing, gardening, golfing, hiking, hunting, traveling, watching movies, woodworking, and spending time with his family.

Chloe Charbonnet is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions with NET Ministries Ireland and the Apostolate for Family Consecration. 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, and institutional investors.

Barrett Champagne is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of St. Francisville, Postlethwaite & Netterville, and August Boutique. He is based in New Orleans, LA. 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 for a range of clients including individuals, high-net-worth clients, and institutional investors.

Bradley Mashburn is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to helping individuals, families, and businesses achieve their financial goals through tailored wealth management strategies. His expertise includes investment research, portfolio management, and alternative investments, with a focus on building trust and long-term relationships with clients. Before joining Merrill Lynch Wealth Management, Bradley served as a Research Analyst with Infinity Capital Partners, a Fund of Hedge Funds in Atlanta. In this role, he collaborated with Registered Investment Advisors and family offices to construct and manage alternative investment portfolios tailored to clients' specific risk and return objectives. Bradley holds a Bachelor of Business Administration in Finance from the University of Georgia's Terry College of Business. He is a Personal Investment Advisor (PIA) and actively participates as an alumnus of his university. His personal interests include football, music, reading, running, and watching movies.

John Whiting is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Prior to that, he held positions at Bass Commercial Concrete, Greg & Julie Hackney Farm Partnership, and The Atwell Law Firm. 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 clients including individuals, high-net-worth investors, and institutional plans.

John Cassidy is a financial advisor with Merrill based in New Orleans, LA, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves as President of the Algiers Point Men's Club, where he coordinates volunteer community improvement efforts. Merrill and its affiliate Managed Account Advisors LLC provide 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, corporate, and charitable clients.

Lubin E. Mire Jr. serves as a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has been part of Merrill Lynch since April 1985, following earlier experience as a Credit Analyst and Loan Officer with First National Bank of Lafayette and Commerce and Energy Bank. Lubin has been active in the financial services sector since 1982. He holds a Bachelor of Arts degree and a Master of Business Administration with a concentration in Finance, both from Louisiana State University. Lubin's professional credentials include the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, family wealth management strategies, managing new wealth, retirement income, and portfolio management services, among others. Beyond his professional work, Lubin has contributed to various community organizations, including serving on the Board and committees of the Saint Catherine of Siena Men's Club, where he was past President. He has also been involved with the Finance Committee of the Saint Catherine of Siena Parish, the Christian Brothers Foundation, and is a perpetual hereditary member of the Military Order of World Wars. Additionally, he supports fundraising efforts at Jesuit High School. Lubin is married with three children and pursues interests in hunting, fishing, sailing, tennis, golf, basketball, music, and cooking.

Phillip Duckworth serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Mississippi State University. Phillip specializes in middle market investment banking and transaction planning. His areas of expertise include capital markets, mergers and acquisitions, growth capital, and tailored investment strategies. He works with high-net-worth individuals, entrepreneurs, and business owners to develop bespoke financial strategies that align with their long-term objectives. Outside of his professional responsibilities, Phillip volunteers with local organizations in New York City and New Orleans and is an active parishioner of St. Francis of Assisi Catholic Church in Uptown.

Paul Ribka is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1997 and joined Merrill Lynch in 2005. Paul focuses on retirement income strategies, cash flow management, and fixed income investing. His expertise also includes college education planning, family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Paul holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Coral Gables Senior High School. In his work, he prioritizes building trust and providing open and transparent communication to help clients navigate the ups and downs of the investment markets and life changes. Outside of his professional role, Paul enjoys spending time with his wife, Erin, and their three children, with travel being a shared family interest. His personal hobbies include cooking and competitive skeet shooting, a sport in which he has held several state titles. Paul is also involved in community organizations such as Feeding America and Friends of Marsalis Harmony Park.

Sarah Mitchell is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Sarah works with clients to develop personalized financial strategies aimed at pursuing their long-term goals. She holds a Bachelor's Degree from the University of Mississippi and a Master's Degree from the University of Southern Mississippi. Sarah has earned the Personal Investment Advisor (PIA) designation, reflecting her professional commitment to investment advisory services. In addition to her professional work, Sarah participates in community volunteer activities consistent with Merrill's tradition of community involvement. Her personal interests include antiquing, cooking, gardening, music, reading, and yoga.

Michael Davis is a financial advisor at Merrill with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill since 1986 and has been affiliated with Bank of America since 2009. He serves as a board member for the New Orleans City Park Improvement Association. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies and benefits from deep integration with Bank of America affiliates.

Patricia Burkett is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Outside of her advisory role, she is involved in small business activities in New Orleans, including managing a candle-making venture for Mardi Gras parades. 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 strategies for a range of individual and institutional investors.

Edward Carney III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1982, focusing on developing wealth management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals, their families, and their businesses. His work aims to assist clients in meeting both short- and long-term financial objectives. Ed's approach to wealth management is consultative and objective, leveraging over 40 years of experience. Through Merrill, he provides planning services related to personal wealth analysis, retirement, college expenses, and financing alternatives for individuals and businesses. As a qualified Portfolio Manager, he offers personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Ed holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Edward graduated in 1980 from Louisiana State University with a B.S. in Finance. He resides in New Orleans, Louisiana, with his wife Melinda and their two children. Outside of his professional life, Ed enjoys golfing and following the New Orleans Saints.

William Harrison is a financial advisor with Merrill in New Orleans, LA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Bank of America, T Rowe Price, and OppenheimerFunds Distributor, Inc. He serves as President of the Board for the CFA Society Louisiana, coordinating events and liaising with the CFA Institute. 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, and institutional investors.

Dominique Meyer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Matulich Team, a father-daughter practice focused on building lasting relationships with clients. She partners with multi-generational families to navigate their wealth planning needs, offering strategies that emphasize diversified asset allocation and portfolio risk management tailored to individual financial goals. Dominique joined Merrill Lynch in 2006 and specializes in wealth planning for individuals and families. She holds a Bachelor's Degree in Economics from Mount Holyoke College and a Juris Doctor from Loyola University New Orleans College of Law, which contribute to her analytical and legal perspective in her advisory work. She holds the Personal Investment Advisor (PIA) designation. A native of New Orleans, Dominique lives there with her husband and their two children. She is a sustaining member of the Junior League of New Orleans and supports her local community. Her personal interests include cooking, genealogy, interior decorating, sewing, spending time with family, and swimming.

James Scott Jenkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Sunflower Bank from 2019 to 2022. He also spent six years in education at the high school and college levels. 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.

Emanuel Blessey is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Matulich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986, advising clients and providing financial guidance. Nicholas brings over 35 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Biology from the University of New Orleans in 1973 and a Bachelor of Science degree in Pharmacy from Xavier University of Louisiana in 1976.

Shelley Richardson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she plays a key role in overseeing planning and relationship management functions within the Hoddinott-Richardson group. She began her career at Merrill in 2010 as an intern while pursuing her Business and Finance degrees from Louisiana State University. Upon graduation, Shelley joined her father, R.K. Hoddinott III, to create the Hoddinott-Richardson group, which combines a boutique family office approach with access to the resources of Merrill and Bank of America. Shelley’s expertise includes college education planning, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. She holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Her professional focus is on developing personalized financial strategies tailored to clients' long-term goals. Outside of her professional role, Shelley is active in community involvement, having served on boards and committees such as the New Orleans Lympho-Maniacs Cancer Fund and Cork in the Park benefiting New Orleans City Park. She enjoys outdoor activities including fishing, hunting, skiing, and spending time with her family. Shelley resides in the New Orleans area with her husband, Tyler, and their daughters Leah and Savannah.

Nicole Deshotels is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been part of the Davis Deshotels Swander Group since 2011. She joined Merrill Lynch in 2003 and previously served as the Client Relationship Manager for the New Orleans complex, supporting multiple offices in Louisiana. Nicole specializes in legacy planning, personal retirement planning, and women and wealth. Nicole holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation, Chartered Retirement Planning Counselor, and Personal Investment Advisor. She earned both her MBA and bachelor's degree in Finance from the University of Louisiana-Lafayette, after completing her high school education at Teurlings Catholic High School. Committed to community involvement, Nicole is an active member of the Junior League of New Orleans and Habitat for Humanity. In addition to her professional work, she serves on the board of the Merrill Women's Exchange. Nicole enjoys boating, reading, traveling, and spending time with her husband and family.

Audry Verrette is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2019, following roles at IberiaBank and Saybrus Partners. Outside of her advisory work, she owns a rental property in New Orleans. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 institutional investors.

Kayla Plaisance is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2016, including three years at Bank of America, N.A. She is based in New Orleans, LA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathryne Micken is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. Her prior roles include positions at Capital One Securities and Raymond James & Associates. 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 supported by internal and third-party portfolio managers for a range of clients including individuals, high-net-worth clients, and institutions.

Rhonda Bruno is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 1989 and joined Merrill Lynch in 2007. Rhonda holds a Bachelor of Arts degree in Business from Southeastern Louisiana University and carries the Personal Investment Advisor (PIA) designation. Rhonda specializes in managing retirement income strategies and assisting clients with special needs family members. She supports clients in establishing long-term financial goals and implementing customized wealth strategies across areas such as wealth management, retirement planning, portfolio development, college education planning, equity compensation services, family wealth management, legacy planning, LGBT wealth planning, liquidity management, and women and wealth. Outside of her professional activities, Rhonda resides on the Mississippi Gulf Coast where she spends time with her three children. She is involved with Our Lady of the Gulf Catholic Church and enjoys outdoor activities including fishing, gardening, scuba diving, volleyball, and walking on the beach.

Nicole Dunbar is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping affluent families, accomplished professionals, and business owners simplify their financial lives and achieve their goals through a disciplined, personalized approach. She focuses on delivering strategies to grow, preserve, and transition wealth, emphasizing clarity, confidence, and long-term success. Nicole places importance on building strong relationships and providing actionable advice tailored to each client's unique priorities. Nicole’s expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, small business strategies, socially responsible and ESG investing, women and wealth, as well as sports and entertainment clients. Prior to her career in wealth management, she spent over five years in the legal field, bringing qualities of precision, trust, and advocacy to her client interactions. She holds a Bachelor’s Degree and an MBA from the University of Phoenix and the professional designation of Personal Investment Advisor (PIA). Nicole is involved with her community through Franklin Avenue Baptist Church. Outside of work, she enjoys biking, cooking, dancing, gardening, music, pickleball, traveling, and yoga.

Gregory Mula Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Iberia Wealth Advisors and AXA Advisors. He serves as a board member of the Greater New Orleans Sports Foundation, a nonprofit focused on attracting and managing sporting events in the New Orleans area. 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 strategies for individual and institutional investors.

Mills Mc Clendon serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he focuses on providing financial advice to individuals, families, and businesses, developing customized plans that prioritize each client's unique needs and goals. Mills has three years of experience in the financial industry and specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Mills earned a bachelor's degree from Millsaps College in Jackson, MS, where he graduated Cum Laude with concentrations in Finance, Entrepreneurship, and Global Business Studies. Outside of work, Mills enjoys golfing, hunting, music, tennis, volleyball, and spending time with his family in Baton Rouge.

Curtis Eustis is a Private Wealth Advisor and founding member of The Eustis Group at Merrill Private Wealth Management. In his role as Managing Director, Curtis leads a team dedicated to delivering comprehensive financial planning and wealth management solutions to affluent families, business owners, executives, corporations, endowments, and foundations nationwide. Curtis has been recognized as the #1 Private Wealth Advisor in Louisiana by Forbes Magazine for eight consecutive years as of 2026 and the #1 Advisor in Louisiana by Barron's for six consecutive years as of 2026. These rankings reflect the team's commitment to exceptional service and trusted advice. Curtis holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Mississippi. Curtis is actively involved in the New Orleans community, serving on the Cornerstone Council for the Greater New Orleans Foundation and the Board of Directors for the BK Historic House and Gardens. He has also held leadership roles such as Chairman of the Board for Lighthouse Louisiana and remains engaged with community organizations. Outside of his professional duties, Curtis enjoys boating, fishing, golfing, hunting, running, skiing, tennis, traveling, and spending time with his wife, Celeste, and their three children.

Travis Bonifacic is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial services industry. Prior to joining Merrill Lynch in 2019, he was a partner at Johnson Rice and Company, advising mutual fund and hedge fund managers and analysts on portfolio strategies and collaborating with investment banking to raise capital for corporate growth and balance sheet needs. At Merrill Lynch, Travis applies this expertise to serve individuals, families, and business owners, focusing on family wealth management, managing new wealth, small business strategies, and women and wealth. As a member of The Eustis Group, Travis works closely with clients to provide structure, organization, and efficiency in managing their financial balance sheets, beginning each relationship with a thorough financial analysis tailored to unique client needs. He holds a Bachelor’s degree from Florida State University and a Master’s degree from Louisiana State University System, along with professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Travis spends his time coaching youth athletics and engaging in family activities with his wife, Noreen, and their three children. He enjoys cooking, fishing, football, golfing, skiing, and traveling to the mountains of Colorado for family vacations. His approach to financial advising emphasizes connecting with clients both emotionally and analytically to develop personalized solutions that support their financial freedom and life goals.

Marcus Courtney is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Eustis Group. He continues a family tradition of financial advising that began with his grandfather in 1949. Marcus started his career at Merrill in 2011 within the Retirement Group, where he gained experience working with employees and executives from major multinational corporations. His expertise includes Defined Contribution (401k) plan strategies, employee stock option strategies, and detailed personal retirement planning. Marcus holds several professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with FINRA, holding Series 7 and 66 licenses. Marcus earned a Bachelor's degree in International Affairs from the University of Georgia. He is active in community organizations such as the Coastal Conservation Association and Ducks Unlimited, with a focus on wetlands and coastal restoration in the New Orleans area. Outside of his professional work, Marcus enjoys adventure sports, boating, cooking, fishing, hiking, hunting, music, and spending time with his wife, Claire, and their two children.

Grace Gallaty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and positions in the hospitality sector. 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, and institutions.

Alexander Nunez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Oracle, and CMA Technology Solutions. 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, and institutional investors.

Albert Kropog III is a Financial Advisor with The Carney Group at Merrill Lynch Wealth Management in New Orleans, Louisiana. He works with individuals and families to assist them in making informed financial decisions and developing strategies aligned with their personal goals. His areas of focus include retirement planning, investment and wealth management, education planning, distribution planning, and multigenerational wealth considerations. Albert integrates advanced technology tools such as artificial intelligence and large language models to enhance client research and engagement, tailoring financial advice to individual circumstances and priorities. Albert holds a Bachelor's degree from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor™, among other designations. He is a member of professional organizations including the Homebuilders Association of Greater New Orleans and the National MS Society. In his role, Albert collaborates with his team to provide personalized financial strategies drawing upon the resources of Merrill Lynch and banking services of Bank of America. Outside of his professional responsibilities, Albert enjoys adventure sports, antiquing, football, and traveling.

Dana Fraychineaud is a financial advisor at Merrill with Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1994, based in New Orleans, LA. Merrill, alongside 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.

Maria Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 1992. Over her 32-year tenure, she has collaborated with families to develop financial plans aimed at achieving their goals. Her client focus areas include Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Managing New Wealth, Philanthropic Planning, Small Business Strategies, Women and Wealth, Tax Minimization, and Retirement Income. Maria holds a Bachelor's degree in Business from the University of New Orleans and holds the Professional Investment Advisor (PIA) designation. She is originally from New Orleans and remains active in the local community through volunteer work with the Louisiana Children’s Museum, the Preservation Resource Center, and the Junior League of New Orleans. She also serves on the Board of Trustees at Christ School and is a member of the Kappa Kappa Gamma House Board. Outside of her professional work, Maria enjoys fishing, football, hunting, knitting and crocheting, pottery, soccer, spending time with her family, and traveling.

Joseph Parker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Merrill. Outside of his advisory role, he is a general partner and managing member of Alloway Partners, where he engages in property upkeep activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-focused investment strategies, leveraging its affiliation with Bank of America and a broad capital markets platform.

Tonya Gatt is a Financial Advisor at Merrill Lynch Wealth Management. She provides a comprehensive range of financial services centered on investments and is dedicated to caring for her clients. Tonya focuses on understanding each client's unique goals and priorities to develop personalized financial strategies that align with their needs. Her professional experience includes managing wealth for clients in New York City, having worked at Merrill Lynch Wealth Management at Rockefeller Plaza and previously at JP Morgan Chase. With over ten years of experience in philanthropic giving and endowment management, Tonya has worked with institutions such as Tulane University, Catholic Charities Archdiocese of New Orleans, and the United Way of Greater New Orleans. Her expertise encompasses areas including education planning, services for endowments and non-profits, philanthropic planning, women and wealth, and tax minimization. Tonya holds a Bachelor's degree from Louisiana State University and a Master's degree from Tulane University. She has earned the Personal Investment Advisor (PIA) designation. Outside of her professional activities, Tonya enjoys antiquing, gardening, interior decorating, and woodworking.

Nicholas Warner is a financial advisor at Merrill Lynch Wealth Management who collaborates with clients and their families to develop personalized financial strategies aimed at meeting their financial objectives. He employs a structured process that begins with an initial discovery meeting to understand clients' priorities, financial situation, goals, and investment experience. Based on this information, he constructs and implements comprehensive wealth plans tailored to clients' needs, with ongoing reviews to ensure progress toward their goals. Nicholas's expertise encompasses college education planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds the Certified Financial Planner (CFP) designation, is a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Davenport University and completed an accredited certificate program through the Louisiana State University System. Outside of his professional role, Nicholas enjoys adventure sports and spending time with his family. He and his wife, Erin, live in Oak Harbor with their three children. They engage in activities such as golfing, boating, grilling, and traveling, including downhill skiing and beach trips to the Gulf Coast.

Cerisa Merced is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2004, she has focused on supporting high net worth individuals, their families, and businesses in achieving their financial goals. Cerisa works to simplify her clients' financial lives by offering access to Merrill's investment insights alongside the banking services of Bank of America, developing customized strategies for estate planning, investments, wealth transfer, and retirement income. Cerisa holds a Bachelor's degree in Communications from Arizona State University and a Master of Business Administration from Ottawa University. She possesses FINRA Series 7 and Series 66 registrations, Life and Variable Annuity Insurance licenses, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ professional designation. Originally from Oxnard, California, Cerisa has been based in the Greater New Orleans area for more than a decade. Outside of her professional responsibilities, she engages in activities such as basketball, billiards, bowling, dancing, reading, singing, swimming, traveling, yoga, and spending time with family. She is involved in community organizations including the Greater New Orleans Inc. NextGen Council, the Advocacy Center of Louisiana's NOLA Disability Pride Festival, Alpha Kappa Alpha Sorority, Friends Helping Kids, Habitat for Humanity, Second Harvest Food Bank, Son of a Saint Organization, and the Youth Empowerment Project.

Jennifer Davillier Mcgowan is a financial advisor with Merrill, holding a Series 66 designation and over 24 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and is also associated with Bank of America. Outside of her advisory role, she owns Freedom Consulting, an LLC based in New Orleans, and serves as a board member and officer at The Willow School. 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 for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Ilise Greenstein is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Her prior experience includes roles at Raymond James & Associates, Steven Dugal, Northwestern Mutual Investment Services LLC, and Accountemps. 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 plans, corporations, and charitable organizations.

Sheridan Tanner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with a goals-based wealth management process, specializing in cost and tax-efficient investing, liability management, and alternative investment strategies. Prior to joining Merrill Lynch, Sheridan worked in consulting for the oil and gas industry on projects in several countries, including Singapore, Malaysia, Russia, Vietnam, UAE, Qatar, Spain, and the United States. He also has experience in academia, having taught at the University of New Orleans and the Universidad de Salamanca in Spain. Sheridan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Certified Retirement Plan Specialist (CRPS). His educational background includes an MBA with concentrations in Finance and International Business and an M.A. in Romance Languages from the University of New Orleans, a Post-Graduate Diploma in International Business from the Grenoble Ecole de Management in France, and a Bachelor of Science in Business Administration (Economics & Finance) from Louisiana College.

Sara Mayeux is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2020 before joining Merrill in 2020. Outside of her advisory work, she teaches mahjong and serves on the regional board of Hadassah Southern Region, focusing on programming for young women. 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, and various institutions.

Evan Gomes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Evan works closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from Tulane University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Evan enjoys baseball, basketball, football, golfing, spending time with his family, and watching movies.

Corrinne Mestayer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she worked for over a decade at Trinity Church and School. 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.