Drew Steffens is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1994. He specializes in building long-term relationships with high net worth families and focuses on restricted and concentrated stock strategies, investment manager due diligence, and asset allocation modeling. Drew's client services include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, and Portfolio Management Services. He holds a Bachelor of Arts degree in Government from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation. Over his career, Drew has been recognized with multiple industry honors, including being named to the Barron's Top 1000 and Top 1200 Advisor lists during the early 2010s, as well as repeated appearances on the Forbes Best-in-State Wealth Advisors and Wealth Management Teams lists throughout the 2020s. Drew has contributed to the community through his service on various boards, including the Montessori School of Raleigh Board of Trustees from 2001 to 2005, the North Carolina Symphony Foundation Board from 1998 to 2004, the North Ridge Country Club Board of Governors from 2017 to 2019, and the Old Chatham Board of Directors beginning in 2025. He resides in Raleigh with his wife and four children, and in his personal time he enjoys drawing/sketching, golfing, reading, and spending time with his family.

Geoffrey Bell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005, where he works with executives and families to manage wealth, focusing on complex multi-generational needs. His role involves wealth forecasting, portfolio management, analytics, and performance reviews. Geoffrey also assists clients with developing restricted-stock award strategies, including Rule 10b5-1 programs and other Rule 144 issues, as well as facilitating family meetings concerning intergenerational wealth transfers. He holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Geoffrey earned bachelor's degrees in economics and management and society from the University of North Carolina at Chapel Hill. He currently serves as corporate secretary for the Research Triangle Chapter of the National Association of Corporate Directors. Outside of his professional career, Geoffrey enjoys outdoor activities including soccer, mountain biking, golf, skiing, and skydiving. He lives in Cary, North Carolina, with his wife and their four children.

Elizabeth Scott is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, she worked for Modern Woodmen of America and MWA Financial Services, each for four years. 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.

William Stephens is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that connect all aspects of their financial lives, helping them prioritize and pursue the goals that matter most to them. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. William holds professional designations such as Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from East Carolina University. Outside of his professional pursuits, William enjoys adventure sports, fishing, football, hunting, pickleball, surfing, and spending time with his family.

Zachary Hauser is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, Bank of America, Elon University, Cape Fear Community College, and the University of North Carolina at Chapel Hill. Outside of financial services, he has experience with Kustom Koozies, a business he was involved with for three years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Rapp is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Harrison Rapp Mansfield & Associates Team. In this role, he is responsible for designing the team's approach to wealth management, focusing on investment research, portfolio development, and outside investment manager analysis. Jay assists the team by conducting both macroeconomic and investment-oriented research to develop proprietary and client-specific customized strategies. He manages discretionary investment strategies and selects from a variety of Merrill model portfolios and third-party investment options to help clients pursue their financial objectives. Jay began his career in financial services with UBS in 2008 before joining Merrill Lynch Wealth Management in 2012. He holds Bachelor Degrees in Finance and Sports Management from North Carolina State University and earned a Personal Investment Advisor (PIA) designation. Jay is fluent in English and French, and he earned his high school diploma from the International School of Geneva. Residing in Cary, North Carolina, Jay lives with his wife Katy and their sons Cole and Eli. He serves as Vice President of the Stay Strong vs ALS organization and is a minority owner of the NHL's Carolina Hurricanes. In addition to his professional work, Jay participates actively in community organizations such as Stay Strong vs ALS.

Hylton Early is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Raleigh, North Carolina. He works with clients across various stages of life, focusing on personalized financial strategies and investment management. Hylton’s approach involves understanding clients’ visions for their futures and developing tailored wealth management plans that address goals such as tax minimization, retirement income planning, and liquidity management. He also works directly with corporate executives and business owners anticipating liquidity events, providing a detail-oriented strategy aligned with their values and expectations. With experience spanning over several years, Hylton draws on the resources of Merrill to assist clients in areas including corporate benefits, education planning, LGBT wealth planning, socially responsible and ESG investing, and portfolio management. Prior to joining Merrill in 2015, he worked in politics as a consultant, campaign manager, and finance director in Washington, DC, and Utah. He holds a Bachelor’s degree in political science from Kenyon College, where he also lettered in varsity lacrosse. Hylton is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Outside of his professional role, Hylton enjoys skiing, hiking, boating, and spending time with his wife and twin daughters in Raleigh. He maintains an active interest in outdoor activities, including his part-time role as a ski patroller at Deer Valley Resort. He is also a member of the Boy Scouts of America and holds the rank of Eagle Scout.

Seth Henriksen is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and six years of industry experience. He has been with Bank of America and Merrill since 2014. 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.

Jenna Diehl is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in customized wealth planning and implementation, employing a goals-based wealth management approach. Jenna is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. Jenna joined Merrill in 2015, bringing over a decade of experience in financial services. She focuses on connecting clients' lives with their finances, serving client needs in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Along with her team, the GOLDS Group, Jenna helps families and businesses develop customized financial strategies designed to last for generations. She graduated from North Carolina State University with a Bachelor's degree in Business Management/Finance. In her personal time, Jenna enjoys football, golfing, reading, soccer, and spending time with her family. She also participates in community volunteer activities aligned with the Merrill tradition of community involvement.

Lindsay Elliott is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked for ten years at State Employees' Credit Union before joining Merrill in 2022. 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 developed by internal and third-party teams.

Ryan Bachmann is a Financial Advisor at Merrill Lynch Wealth Management, part of the Bank of America and Merrill family since 2018. He provides a comprehensive approach to financial management, focusing on bringing clarity and transparency to each client meeting through a personalized process. Ryan works with high net worth and ultra high net worth individuals and families to simplify complex financial matters and develop strategies tailored to their goals and long-term visions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he earned a Bachelor of Science in Economics from Pennsylvania State University. Outside of his professional responsibilities, Ryan is involved as a Bank of America Community Volunteer. His personal interests include chess, golfing, music, painting, and woodworking.

Alexander Starnes is a Wealth Management Advisor with Merrill Lynch Wealth Management and holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wofford College. His practice emphasizes creating personalized wealth management strategies that align with clients' unique goals and situations. Starnes focuses on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, special needs planning, women and wealth, sports and entertainment, tax minimization, and retirement income. A significant aspect of his work involves assisting special needs families with the transfer of assets to special needs trusts to help beneficiaries qualify for or maintain government benefits. Born and raised in Raleigh, North Carolina, Starnes participates in multiple community organizations including the Autism Society of North Carolina, Autism Speaks Raleigh/Charlotte, Down Syndrome Association of Greater Charlotte, North Raleigh United Methodist Church, Special Blessings, Special Olympics NC, The Arc of Charlotte Mecklenburg County, and Trusted Parents. He also has interests in outdoor activities, sports, and music, and he rappels annually off the Wells Fargo building in downtown Raleigh to support the Special Olympics.

Sheri Lofton is a Series 66-licensed financial advisor with Merrill, based in Raleigh, NC, and has 18 years of industry experience. She has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to 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.

Susan Ledford is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Merrill since 1989, also working at Bank of America since 2011. 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 clients, and institutional investors.

Evan Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America for over a decade. Outside of his advisory role, he serves as a committee member for the Lambda Chi Alpha-Gamma Upsilon Foundation, a charitable organization where he is involved in fundraising efforts. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Maselli is a financial advisor with Merrill in Raleigh, NC, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. She has worked at Merrill since 2018 and previously was with UBS Financial Services and the University of North Carolina Greensboro. Maselli is also vice president and office manager of The Frank Maselli Company, Inc., which provides sales training and publishes sales and marketing materials for the financial industry. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Estevez is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with seven years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, Estevez is involved in managing several rental property businesses in Georgia and North Carolina as an owner and co-owner. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutions with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Whitney Keith is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000 and has worked at Bank of America N.A. since 2020. Outside of her advisory role, she has check signing authority for a family-owned grading and hauling business and is involved in a real estate LLC with relatives. 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.

Charles Brandon is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Harrison is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been with Bank of America, N.A. since 2011. 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.