William Boyles is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and Merriweather Godsey. Outside of his financial career, Boyles serves as Priest in Charge at Saint Mark's Episcopal Church, where he leads worship and advises the leadership board. 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.

Brian Fenelon is a Senior Financial Advisor at Merrill Lynch Wealth Management. With nearly 40 years in the financial advisory industry, Brian focuses on listening to clients and collaborating with them to develop refined, actionable plans. He leverages the expertise of his team and the extensive resources at Merrill Lynch to execute these plans. Brian began his career in 1985, building a reputation for guiding high-net-worth individuals, institutions, and foundations in asset allocation and manager selection. Prior to joining Merrill Lynch in 2014, he spent 24 years at Morgan Stanley, where he was Senior Portfolio Management Director with The Fenelon Group. As a Senior Portfolio Manager, Brian constructs and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He also supports clients and financial advisors through his Tactical Allocation Strategy aimed at reducing risk and outperforming the market over time. Brian has been recognized as one of America’s Top 1200 Financial Advisors by Barron’s Magazine for six consecutive years as of 2014. He holds a Bachelor’s Degree from St. Olaf College and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Brian serves on the board of the American Heart Association and is a trustee for the Mississippi Museum of Art. His personal interests include biking, fishing, football, hiking, hunting, ice hockey, reading, skiing, traveling, and spending time with his family.

Karen Worrell is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Outside of her advisory role, she coordinates religious education for K-8th graders at St. Joseph Catholic Church in Madison, Mississippi. 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, and institutional investors.

Kevin Dotson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Kevin earned his Bachelor's Degree from Millsaps College. His background and credentials support his role in providing financial guidance and investment advisory services.

Nicholas Hunter is a financial advisor at Merrill with seven years of experience at the firm and holds a Series 66 designation. Prior to joining Merrill, he worked for Ross Stores Inc. for five years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Candice Mobley is a financial advisor at Merrill Lynch Wealth Management, where she has worked since 2014. With a career starting in 1999, she brings over two decades of experience in the financial services industry. Candice focuses on wealth management planning, investment management, and retirement planning, offering tailored strategies to meet her clients' needs. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Private Wealth Advisor (CPWA) certification earned through the Yale School of Management's Executive Education program. Candice earned her bachelor's degree from the University of Southern Mississippi. Additionally, she holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Candice is dedicated to helping individuals and families achieve financial security by adopting a holistic approach to financial planning. Outside of her professional work, she is married to Larry and they have four children. She is active in her community through volunteering and mentoring young professionals. Her personal interests include baseball, camping, golfing, hiking, and spending time with her family.

Georgia Kountouris is a financial advisor with Merrill in Ridgeland, MS, holding a Series 66 designation and with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Natella Boulton is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management in Ridgeland. She collaborates with families and institutional clients to provide advice, portfolio management, and investment strategies tailored to individual financial goals. Natella's approach emphasizes understanding each client's unique needs and developing personalized, long-term financial plans. She has experience assisting clients with commercial banking access, financing strategies, managing concentrated stock positions, and navigating key transition events such as retirement, inheritance, or business sales. Natella also coordinates with clients' attorneys, accountants, and other advisors on matters including estate planning. She holds a Bachelor's degree in Business Administration from Mississippi University for Women and the Personal Investment Advisor (PIA) designation. A native of Russia, Natella is active in the local international community and engaged in various civic and philanthropic activities. She serves on the board of the Mississippi Council on Economic Education and is involved with the International Ballet Competition and the Northwest Rankin High School Cheer Program. Natella and her husband Charles have two daughters and enjoy traveling, supporting the arts, and spending time outdoors.

Wendy Jacobs is a financial advisor at Merrill with 28 years of industry experience. She has held her current position at Merrill since 1995. Jacobs holds Series 63 and Series 65 credentials. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Lane is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill after eight years at C Spire, where he served as Director of Government and Business Wireless, managing a sales team focused on growing and maintaining the company's position within public and private sector accounts. Lane recently passed the Series 7 and Series 66 exams, registering as a financial advisor, and works alongside his father-in-law and the Fenelon-Mobley Group. Lane's professional expertise includes areas such as college education planning, tax minimization, retirement income, and sports and entertainment. He holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is active in the community, serving as President of the Jackson Prep Alumni Council and on the boards of the Mississippi Sports Hall of Fame and the Madison County Business League and Foundation. Lane resides in Jackson with his wife, Walton, their two daughters, Kelley and Mills Fenly, and their dog, Axel.

Joseph Parker III is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Bank of America and Merrill since 1988. Outside of his advisory role, Parker is involved in several family business ventures, including managing family mineral interests and participation in a conservation partnership. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America's broader financial platform.

Weldon Boyles is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to a diverse clientele since 1985. He has developed expertise in managing complex wealth strategies for self-made individuals across Mississippi, the southeast, and nationwide. His approach to wealth management emphasizes understanding clients' personal goals, values, and concerns through detailed conversations and personalized planning. Over his career, Weldon has helped clients enhance their lifestyles, retirement years, and legacies through customized strategies involving investment and liability management, retirement income planning, tax minimization, and estate planning. He has been recognized as part of the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Weldon holds a Bachelor's degree from the University of Mississippi and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also actively involved in his community, serving as a board member for the Andrew Jackson Council of the Boy Scouts of America and as Episcopal Build Committee Chair for Habitat for Humanity in Mississippi. Weldon values his family and church, and enjoys woodworking, playing guitar, and metal detecting.

Jake Ponder is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized wealth management strategies that align with his clients' individual financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. Jake holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Tulane University. He is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of engaging with the communities it serves.

Renee Mccoy is a Series 66 licensed financial advisor with 13 years of industry experience. She has been with Merrill since 2008 and also has recent experience at Bank of America, N.A. 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 a range of individual and institutional clients.

Kimberly Chambers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has returned to Merrill in July 2008 and previously worked there from 1982 to 1989, primarily as a Financial Advisor. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kim has over twenty years of experience in financial advising, with expertise in wealth management and retirement planning. She holds a Bachelor of Science degree in Finance from Arizona State University. In addition to her financial career, she spent nine years working part-time as a mathematics teacher at The Veritas School. She lives in Madison, Mississippi with her husband and is involved in various ministries at her church, including the choir. Her personal interests include spending time with her family, exercising, reading, and traveling. Kim is also a member of the Financial Planning Association.

Tanner Warner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Bean II is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Mississippi College, and East Mississippi Community College, among others. Merrill provides services to a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, through managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient strategies, supported by its affiliation with Bank of America and a comprehensive capital markets platform.

Quentin Campbell is a financial advisor with Merrill in Ridgeland, MS, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining Merrill in 2017, he worked with New York Life and JP Morgan Securities. He is also a general partner and managing member of Jackson, Campbell & Campbell Real Estate Investment Group, a real estate investment business based in New Orleans. 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.

Peyton Parker is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Ridgeland, Mississippi. He serves clients in Mississippi, Louisiana, and across the country, focusing on helping successful families, business owners, and retirees make informed financial decisions. Peyton specializes in retirement planning, retirement income strategies, investment management, 401(k) consulting, and multi-generational wealth planning. His expertise includes areas such as retirement income planning, fiduciary consulting, executive financial planning, tax-efficient wealth management, estate planning coordination, and business owner planning. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others. Peyton earned a Bachelor's degree in Finance from Louisiana State University in 2020. He is active in the Madison County Business League and Foundation and participates in community activities including the Belhaven Neighborhood cleanup days at the trails and park and Camp Bratton Green. He is married to Megan, and they reside in Jackson, Mississippi.

Douglas Simpson is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1992 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutions.

James Smith III is a Series 66-licensed financial advisor at Merrill with approximately one year of industry experience. His prior work includes positions at Bank of America, KPMG LLP, Horne LLP, and a three-year tenure at the University of Mississippi. He also had a brief role at Cathead Distillery. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm employs multiple program strategy types with advisor or client discretion and offers tax-efficient investment solutions integrated with Bank of America’s broader capital markets platform.

Charles Duckworth is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Merrill since 1987 and has concurrently worked with Bank of America since 2011. Outside of advising, he is an owner of two LLCs involved in property management in Madison, Mississippi. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Jodi Welch is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is currently affiliated with Bank of America, N.A. Outside of her advisory work, she was involved with the Madison County Chamber of Commerce from 2011 to 2017. 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, and institutional accounts, supported by internal and third-party portfolio management teams.

James Smith Jr. is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986, also serving at 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jena Ponder is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies that are designed to help clients pursue their long-term financial goals. By gaining a comprehensive understanding of each client's financial situation, she develops flexible strategies that adapt to changing market conditions and offers access to investment insights from Merrill and banking services from Bank of America. Jena holds the Personal Investment Advisor (PIA) designation and has completed her high school education at Pearl High School as well as Hinds Community College. Committed to community engagement, she follows Merrill’s tradition of participating in local community activities and volunteers with various organizations.

Mark Simpson is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He has been with Merrill since 2009 and is a Personal Investment Advisor (PIA). Mark focuses on investment consulting for defined contribution plans, managing new wealth, and personal retirement planning. Within The Simpson Group, he specializes in investments, relationship management, and business development. Mark earned a bachelor's degree in Business Administration from the University of Mississippi in 2007. He helps families achieve and maintain financial security by developing personalized financial strategies tailored to their long-term goals. Mark emphasizes the importance of aligning life plans with clients' best interests while allowing flexibility to address changes and challenges over time. Mark lives in Ridgeland with his wife, Megan, and their daughters, Millie and Hart. Outside of work, he enjoys hunting, cooking, football, and spending time with family and friends. He also participates in community volunteer activities, reflecting a commitment to the communities he serves.

Jake Mcgehee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jake earned a Bachelor's Degree from the University of Alabama. His expertise is centered on wealth management and retirement planning, supported by his credentials in fiduciary advising and investment management.