Jordan Wamsley is a Financial Advisor with Merrill Lynch Wealth Management, bringing a personalized approach to wealth management tailored to each client’s unique financial goals. He emphasizes collaboration with clients to develop flexible strategies that address changing market conditions and leverages resources from Merrill and Bank of America to support investment insight and banking needs. With experience spanning emergency room work, tech startups, and service as a combat engineer in the US Army Reserves, Jordan integrates diverse perspectives into his practice. He works alongside a team with over 35 years of collective expertise to provide client-focused wealth management solutions, including college education planning, legacy planning, portfolio management, retirement income, and tax minimization. Jordan is a Utah native and holds a High School Diploma from Morgan High School, having also attended Utah State University. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jordan is active in his community and enjoys an active lifestyle that includes golfing, hiking, hunting, pickleball, rock climbing, skiing, yoga, traveling, and spending time with his family.

Craig Umbrell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1999, focusing on providing clients with confidence in their financial futures through thoughtful planning and investment management. Craig works closely with clients on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income solutions. Craig began his financial career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree from Weber State University. Craig is actively involved in his community through affiliations with his church, local food pantry, school foundations, and youth groups. Outside of his professional work, he enjoys golf, racquetball, hiking, boating, skiing, and spending time with his wife Emilyn and their four children.

Jon Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has served as the retirement planning professional for the BHB group since joining Merrill Lynch in 1989. Jon has accumulated over 35 years of experience in financial services, specializing in retirement planning for business owners and their key employees. His expertise covers all aspects of qualified retirement plans, including 401(k)s, defined benefit plans, non-qualified deferred compensation plans, and the transition to retirement. Prior to his current role, Jon held positions as a Regional Director and Retirement Plan Manager within the Corporate Financial Services Group at both Smith Barney and Merrill. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), earned in 1987, Certified Plan Fiduciary Advisor® (CPFA), received in 2018, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jon earned a Bachelor's Degree in Finance from Brigham Young University. Jon resides in Ogden, Utah with his wife Dawnene and their two children. The family makes monthly visits to Southern California, where they previously lived for over 18 years. Outside of his professional work, Jon enjoys golf, hiking, fishing, and skiing. He is also involved with OnStage Ogden in his community.

Mitchell Wamsley is a financial advisor affiliated with Merrill holding a Series 66 designation and based in Ogden, UT. He has one year of industry experience, including roles at Bank of America, N.A. and Merrill. Prior to his current positions, he was involved with ApexDrop LLC and Marketstar, and has experience in entrepreneurial ventures such as Social Axe 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 for a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Porter Brenchley is a financial advisor at Merrill with a Series 66 credential and has two years of industry experience. Prior to joining Merrill, he held roles at Elevated Managed Print, Fox Pest Control, and Leed Bicycle 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Ludlum is a Wealth Management Advisor based in Ogden, Utah, where he guides individuals and families in positioning themselves financially to achieve their most important life goals. Before beginning his career in financial advising in 2014, Timothy spent 12 years as an entrepreneur, founding and selling four businesses. This entrepreneurial background informs his approach to financial planning and investing. He began his financial industry career with Robert W. Baird & Co., obtaining Series 7 and 66 registrations and licenses in life, long-term care, and disability insurance. After building his practice for three years, he transitioned to Raymond James in 2017 and later joined Merrill Lynch in 2023, where he serves as a Merrill Resident Director. Timothy holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. His academic credentials include a bachelor's and master's degree from Bob Jones University. Timothy and his wife, Elissa, reside in Eden, Utah, where they enjoy outdoor activities such as trail running, hiking, skiing, hunting, and fishing. He is actively involved in local nonprofit organizations, volunteering, advising, and serving on boards, reflecting his commitment to community engagement.

Michael Call serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience from an 18-year career in business management, including seven years of owning and operating a business. Since joining Merrill Lynch in 2007, he has focused on delivering personalized financial strategies that address clients’ unique needs, goals, and concerns. His expertise spans managing new wealth, retirement planning, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income planning. Michael holds a Bachelor of Science degree, graduating magna cum laude, and a Master of Business Administration (MBA), both from Brigham Young University. He maintains Series 7 and 66 FINRA registrations and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, he is a qualified Portfolio Advisor, able to recommend a variety of investment strategies tailored to clients’ objectives. He resides in Kaysville, Utah, with his wife Corrie and their four children. Michael is active in his community, participating in his local chamber of commerce and leading committees that organize business and youth events focused on values such as integrity and service. He is fluent in English and French.

Michael Rollo is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients along the Wasatch Front and living in the Salt Lake area. He has been with Merrill Lynch since 2008 and brings over 20 years of experience in the financial industry, including earlier work at a local credit union. After assisting a successful team at Merrill for about five years, he transitioned to his own financial advisory practice focused on developing personalized wealth management strategies tailored to each client's individual goals. Michael’s expertise encompasses family wealth management, legacy and philanthropic planning, LGBT and women’s wealth planning, personal retirement and income planning, tax minimization, portfolio management, and socially responsible investing. His approach begins with understanding clients’ investment personality to create strategies that align with their values and lifestyle choices. He emphasizes transparency and values building long-term relationships to help clients visualize the possibilities of their financial future. Michael holds a Bachelor’s Degree in Business Administration with an emphasis in Finance from Weber State University and maintains the Personal Investment Advisor (PIA) professional designation. In addition to his professional role, Michael is actively involved in his community. He volunteers with organizations including Family Counseling Services of Northern Utah, Rotary Club of Ogden, and Utah AIDS Foundation. Outside of work, his personal interests include boating, golfing, skiing, and swimming.

Richard Horlacher serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Professional Investment Advisor (PIA) designation, reflecting his commitment to professional standards in financial advising. Richard earned his Bachelor's Degree from the University of Utah and completed his Master of Business Administration (MBA) at the University of Colorado System. Richard's approach involves helping clients identify what matters most to them and their families, enabling the creation of tailored strategies to pursue their financial goals.