Charles Meder is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth planning services, including retirement and legacy planning, executive compensation, tax minimization, and family wealth management strategies. Charles works closely with clients across diverse industries such as healthcare, technology, and government, as well as small privately-owned businesses, tailoring financial strategies to meet their unique goals and priorities. With extensive experience in investment risk management, business succession planning, and creating customized financial plans, Charles emphasizes transparency, collaboration, and clear communication to help clients make informed decisions. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Kent State University. Outside of his professional duties, Charles enjoys fishing, golfing, ice hockey, traveling, and spending time with his family.

Jennifer Bell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in retail banking in 2000 and joined Merrill Lynch Wealth Management in 2006. In her role as team relationship manager, she offers service and advice to individuals, families, and business executives. Jennifer focuses on building relationships with clients and helping them pursue their lifelong goals and aspirations by developing personalized, goals-based wealth management strategies. She holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Her education includes a high school diploma from Cary High School and attendance at Wake Technical Community College. Jennifer's client focus areas include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and working with women and wealth. Outside of her professional role, Jennifer enjoys listening to music, traveling, and spending time with her husband, Geoff, and their four children, Adrian, Declan, Tyson, and Ava.

Carter Weeks is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing and implementing financial strategies for individuals, families, and businesses. He collaborates closely with clients to create tailored plans focused on areas such as retirement planning, tax minimization, estate planning, and wealth management. His approach emphasizes aligning strategies with each client’s unique priorities to help pursue their financial goals. With expertise in college education planning, family wealth management, philanthropic planning, portfolio management, and small business strategies, Carter employs a holistic planning method. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from North Carolina State University. Outside of his professional work, Carter engages in adventure sports, boating, fishing, football, golfing, ice hockey, pickleball, traveling, and spending time with his family.

Katherine Bellamy is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011, following brief tenures at Stifel and Morgan Stanley. 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 teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Cousanca is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as the Personal Investment Advisor (PIA) designation. Brandon earned a Bachelor of Science in Business Administration with a focus on Finance and Banking from Appalachian State University. His professional experience includes personal wealth management, executive compensation, qualified and non-qualified plans, and asset management for non-profits. He works with clients on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional role, Brandon spends time with his wife Elizabeth and their two sons, James and Will. The family enjoys activities near water at the beach or lake, attending sporting events, and traveling together. Brandon's personal interests include baseball, football, golfing, and spending time with his family.

Natalie Ostendorff is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at Emerald Holdings LLC and Mofu Shoppe. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007, initially holding several roles with Bank of America before transitioning to a Financial Solutions Advisor with Merrill Edge in 2015 and joining Merrill Lynch Wealth Management in 2020. Michael collaborates closely with clients to develop personalized and flexible wealth management strategies that align with their evolving financial goals, using the investment expertise of Merrill and banking services from Bank of America. His areas of focus include college education planning, retirement income, special needs planning strategies, socially responsible and ESG investing, and support for endowments, foundations, and non-profits, among others. Michael holds a Bachelor's Degree from James Madison University and professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional work, Michael participates as a Bank of America community volunteer. His personal interests include golfing, hiking, and spending time with his family.

Yuvraj Singh is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with insights into investment and asset-allocation strategies to support their financial goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment financial planning, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Yuvraj's professional journey includes roles such as a finance intern at the University of North Carolina Physicians Network and a wealth management intern at Morgan Stanley. Outside of his professional work, Yuvraj enjoys playing chess, golfing, and tennis.

Joely Murray is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. She serves as a successor trustee for an irrevocable family trust. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Cronlund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of The Bell, Bell & Cronlund Group, where he focuses on portfolio analytics and assisting clients with wealth management strategies to help increase the probability of achieving their financial goals. Matthew joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. He has spent the majority of his career in banking and investments. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Advisor in Philanthropy (CAP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree in business administration from Wake Forest University, specializing in East Asian languages and cultures. Outside of his professional work, Matthew serves on the Harrington Grove Community Association Board of Directors and manages a youth soccer team for NCFC. He enjoys reading, playing soccer, spending time with his family, and traveling.

Michael Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience in the financial services industry, with a background in both brokerage and banking sectors. Michael focuses on research and portfolio construction and analysis. He holds a Personal Investment Advisor (PIA) professional designation and earned his High School Diploma from Broughton High School.

John Gammons is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and brings over 18 years of experience working with individuals and families to create personalized wealth management strategies. John focuses on client needs in liquidity management, personal retirement planning, portfolio management services, and retirement income, helping clients plan effectively for financial obligations across different stages of life. John holds a Bachelor of Science in Business Administration and a Master of Business Administration from East Carolina University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John’s approach centers on collaborating with clients to define what matters most to them, addressing key life priorities such as family, finances, health, home, leisure, work, and giving, and helping navigate the financial complexities that arise through life’s changes. Outside of his professional role, John enjoys spending time with his wife and two children. His personal interests include traveling, golfing, tennis, camping, scuba diving, skiing, and other outdoor activities.

Richard Black Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in aiding business owners, successful individuals, and families in managing, preserving, and growing their wealth through personalized and strategic financial guidance. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Richard holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of North Carolina at Chapel Hill. Outside of his professional work, Richard enjoys gardening, genealogy, hunting, skiing, surfing, tennis, and spending time with his family.

E Ostendorff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has extensive experience in estate and investment planning, serving the financial needs of families, endowments, foundations, and non-profits. E Ostendorff began his career at Merrill Lynch Wealth Management in 1995 as the Estate Planning specialist for multiple Merrill offices. He holds a Bachelor of Science in Economics from the College of Charleston and earned his Juris Doctorate from Nashville School of Law. His professional credentials include the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Personal Investment Advisor (PIA) designations. Outside of his professional work, E Ostendorff is a founder of the Continuous Blessings Foundation and has participated on the finance and membership committees for North Ridge Country Club. His personal interests include football, golfing, music, and reading.

Max Hollingsworth is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial advice and guidance tailored to the goals and priorities of his clients and their families. His approach to financial planning emphasizes placing the client at the center of focus rather than the market. Max helps clients understand the advantages and disadvantages of potential financial decisions and works to maintain discipline to pursue their most important goals. He collaborates with clients to adjust financial plans as their needs or market conditions change. Max holds a bachelor's degree from William Peace University.

L James is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a focus on helping families realize their financial goals, L James provides diligent, level-headed advice on building long-term wealth. His expertise encompasses personal retirement planning, family wealth management strategies, philanthropic planning, and socially responsible, values-based investing among other client focus areas. L James holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from North Carolina State University. Outside his professional work, L James enjoys boating, hiking, music, singing, skiing, swimming, spending time with his family, and watching movies. He aims to simplify clients' financial lives to support their lifestyle, legacy goals, and retirement income needs, maintaining an optimistic outlook on financial markets.

Caleb Hudson serves as a Client Experience Advisor at Merrill Lynch Wealth Management, where he works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. In this role, he focuses on supporting clients as their financial needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Georgia Southern University. Caleb's approach involves helping clients identify their financial goals and developing strategies tailored to their individual circumstances.

Cynthia Celeste is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1992 and holds a Series 66 designation. 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.

Walker Grove is a Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He began his career at Merrill Lynch in 2023 and is part of the GOLD Group team. Walker holds a Bachelor of Science degree in Finance with a minor in Psychology from North Carolina State University. He has completed the SIE, Series 7, and Series 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Walker’s advisory approach focuses on personalized financial strategies that align with clients’ life goals, risk tolerance, time horizons, and liquidity needs. His expertise includes family wealth management, managing new wealth, personal retirement planning, and individual and corporate investment strategy. He aims to simplify and clarify investing complexities to help clients pursue objectives such as education funding, retirement income sustainability, healthcare cost planning, and wealth transfer management, always prioritizing clients’ unique perspectives and priorities. Outside of his professional role, Walker is involved with the Continuous Blessings Foundation, a community organization founded in honor of his uncle, Chris Bunn, where he volunteers annually to support the foundation’s tournament. In his free time, Walker enjoys basketball, cooking, fishing, football, golfing, ice hockey, spending time with family, and watching movies.

Sean Gyger serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides a concierge-style wealth management experience tailored to the individual needs of each client. He focuses on advising a diverse clientele across the full spectrum of wealth management, assisting them in creating, growing, and preserving their wealth. His areas of expertise include personalized portfolio management for individuals and families, business owner planning to ensure the value created serves families and future generations, and philanthropic planning aimed at creating meaningful impact through clients' resources. Sean employs a framework centered on managing time, maximizing value, and using money as a tool to help clients steward their wealth wisely and live with purpose. He emphasizes a personalized approach rather than standardized investment strategies. Sean holds professional credentials as a Personal Investment Advisor (PIA) and is an alumnus of Methodist University and Appalachian State University. He is actively involved in his community, participating with organizations such as Autism Speaks, the City of Raleigh Museum, and the North Carolina Museum of Art as a docent. Additionally, he coaches youth baseball and basketball through local recreational programs including North Wake Baseball Association, Rolesville Parks and Rec, and Wake Forest Parks and Rec. His personal interests include baseball, fishing, golfing, painting, reading, spending time with family, and traveling.