Matthew Snyder is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked at Summit Financial and Bank of America, and held roles at Washington and Lee University and several community organizations including the Roxiticus Golf Club and Bernardsville Recreation Department. 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.

Cooper Woolson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies for high net worth individual and institutional clients. He joined the Roanoke Merrill office in 2018 after beginning his career with Edward Jones in Rocky Mount, Virginia. Cooper employs a holistic approach that leverages Merrill's global team of resources to address the complex needs of his clients. His services include discretionary portfolio management, stock option analysis, sophisticated retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis and funding, as well as wealth preservation and transfer services. Cooper's approach includes collaboration with clients' tax and legal teams to develop strategies focused on liability management, tax minimization, and asset preservation. Cooper holds a Bachelor's Degree from Liberty University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in his community as a member of the Franklin County YMCA Board and the Healing Strides of Virginia Board. Cooper resides in Rocky Mount with his wife and twin daughters.

Mark Gobble is a financial advisor with Merrill in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Merrill since 1991 and has been affiliated with Bank of America, N.A. since 2009. Outside his advisory role, Gobble is involved in motorsports as an owner and driver of Money Pit Motorsports and participates in leadership development through a steering committee at The Management Institute of Roanoke College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Madison Wray is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. Prior to joining Merrill, Wray worked at Edward Jones and Woodforest National Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Ellen Hammer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA), and has experience as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Since joining Merrill Lynch Wealth Management in 2011, Ellen has focused on retirement and estate planning, wealth transfer of assets, charitable gifting, and college funding. She holds a business degree with a concentration in finance and a minor in Spanish from Roanoke College. Ellen serves her community as a Board Director for the Roanoke Symphony Orchestra and Junior Achievement, and is on the Advisory Council of Blue Ridge Literacy. She has previously served on the boards of Rotary, Blue Ridge Literacy, and Fellowship of Christian Athletes. Ellen is a member of the Roanoke Women’s Foundation and Junior League of Roanoke Valley and is an alumna of Leadership Roanoke Valley. She lives in Roanoke with her husband and four children.

Kathleen Smith is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1998. 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 plans, corporations, and charitable organizations.

Donna Caron is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Merrill for a total of 21 years, with a brief one-year tenure at Morgan Stanley in between. Caron is based in Roanoke, VA. 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 investors.

David Lloyd is the Resident Director at Merrill Lynch Wealth Management in Roanoke, a position he has held since 2021. He joined Merrill Lynch in 2008 and became part of Angle, Lloyd and Associates in 2016. David focuses on providing comprehensive financial planning and investment advisory services tailored to the unique circumstances of individuals and families. His client services include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement income planning, and portfolio management, among others. David graduated with a Bachelor's degree in Business Management from Roanoke College in 1996. Prior to his career in financial services, he gained managerial experience in the building materials industry and has also owned and operated small businesses. He holds the Personal Investment Advisor (PIA) designation. David has worked closely with multiple generations of families and places emphasis on supporting clients through significant financial transitions. Outside of his professional role, David has been involved in community leadership, including serving as Chair of the Community School Board. He resides in Roanoke and has personal interests in camping, cooking, hiking, music, reading, singing, traveling, and woodworking.

Alma Nicholas Long is a financial advisor with Merrill in Roanoke, Virginia, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. Outside of her advisory role, she is associated with a business named William E Long Jr and Alma Nicholas-Long. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Allyson Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior roles include positions at First Bank VA and work with Virginia Commonwealth University, as well as a one-year tenure with Virginia State Senator John Edwards. Outside of finance, she was involved with Mill Mountain Coffee & Tea for five years. 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 a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Lisa Angle is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2008 following a lifelong interest inspired by her father, who is now retired. Lisa specializes in education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Lisa graduated cum laude from Virginia Polytechnic Institute & State University with a Bachelor of Science in Finance from its nationally recognized personal financial planning program. She holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Her work has been recognized by Forbes and Working Mother magazine. Lisa has been part of a team named one of the "Best-in-State Wealth Management Teams" by Forbes from 2023 through 2026. Individually, she has been recognized as one of Forbes' "Best-in-State Top Next-Gen Wealth Advisors" from 2019 through 2025, and one of the "Top Women Wealth Advisors Best In State" from 2022 through 2026. Additionally, she was named one of the "Top Wealth Advisor Moms" by Working Mother from 2018 to 2021. Outside of her professional role, Lisa enjoys cooking, gardening, reading, spending time with her family, and traveling.

Jason Moretz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2005, focusing on helping clients build comprehensive wealth management strategies tailored to their individual needs. Jason's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with clients to develop personalized financial approaches aimed at pursuing their long-term goals. He holds a Bachelor of Arts degree in Business Management from National Business College and has earned the Personal Investment Advisor (PIA) designation. Jason and his wife have been married for over 25 years and are parents to two college-aged children. Outside of his professional work, he is involved with the Roanoke County Education Foundation and enjoys golfing, hiking, music, reading, spending time with his family, traveling, and volleyball. In 2025, he was part of the Craighead-Moretz Group, which was named to the Forbes "Best-in-State Wealth Management Teams" list.

Gordon Andrews is a Financial Advisor with Merrill, specializing in helping clients understand their priorities and develop personalized strategies to grow, preserve, and manage their wealth. He partners with clients through every stage of life, providing comprehensive guidance and access to the full capabilities of Merrill and Bank of America. His expertise includes college education planning, corporate executive services, equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Gordon takes a collaborative approach to discuss clients' goals, concerns, and questions, offering ongoing advice and support as their needs and circumstances evolve. Gordon holds a Bachelor's Degree from Rutgers University and a Master of Business Administration (MBA) from Southern New Hampshire University. He has earned the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Gordon enjoys activities such as chess, golfing, ice hockey, music, pickleball, spending time with his family, surfing, watching movies, and woodworking.

Matthew Mowles is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing short, medium, and long-term financial goals and serves as a resource for general investing, retirement planning, and saving strategies. Additionally, he provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. He offers ongoing advice and guidance as clients' needs change. Matt has 16 years of experience as a financial advisor. His client focus areas include family wealth management strategies, portfolio management services, and retirement income. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS ID 2436801. Born and raised in Salem, Virginia, Matt graduated from Salem High School and earned a bachelor's degree from Elon University. He serves on the board of directors for a Rescue Mission. Outside of his professional life, his personal interests include camping, fishing, football, hiking, hunting, music, and scuba diving.

J Kepley II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 1989 with Wheat First Securities in Roanoke and subsequently worked with Sovran Bank Investments starting in 1992. For the past 32 years, he has served clients through his current financial institution, providing personalized wealth management strategies. His expertise encompasses liquidity management, personal retirement planning, and portfolio management services. He adopts a comprehensive approach that begins with understanding each client's unique needs and goals. J Kepley II leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of his clients' financial lives. He holds a Bachelor’s degree from Virginia Tech and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Committed to community involvement, he supports various organizations in line with Merrill’s tradition of service. His personal interests include biking, billiards, camping, chess, hiking, reading, spending time with family, swimming, and traveling.

Brandon Wimbish is a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2019. He began his career in Roanoke, Virginia, after earning a Bachelor's Degree in Financial Planning from Virginia Tech. Over the years, Brandon has held several roles including Wealth Management Client Associate, Wealth Management Specialist, and Financial Advisor, which provided him with a solid foundation in financial planning and investment management. Brandon's expertise includes retirement income, personal retirement planning, family wealth management strategies, legacy planning, tax minimization, portfolio management, and managing new wealth. He works closely with individuals, families, and business owners in Southwest Virginia, assisting retirees, pre-retirees, professionals, and business owners with growth, succession planning, and inherited wealth matters. He holds professional designations such as Certified Financial Planner (CFP), Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Brandon lives in Roanoke with his wife, Stormie, their dog, and cat, and is anticipating the birth of their daughter in January 2027. He is actively involved in the community, serving on the Board of Directors for the Botetourt County Chamber of Commerce and volunteering with Leadership Roanoke Valley. His personal interests include golfing, running, spending time outdoors, and connecting with family and friends.

Richard Pettit is a financial advisor with Merrill in Roanoke, VA, holding a Series 66 designation and bringing 17 years of industry experience. He has been affiliated with Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, Pettit serves on the advisory board of the Juvenile Diabetes Research Foundation (JDRF), contributing to fundraising and event planning. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, and charitable organizations.

Steven Craighead is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving in this role since 1984. He is part of the Craighead-Moretz Group based in Merrill Lynch's Roanoke, Virginia office. Steven focuses on building comprehensive wealth management strategies tailored to individual client needs, emphasizing long-term professional relationships. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Steven has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" list for 2025 and 2026, a ranking that considers client retention, industry experience, credentials, and other firm metrics. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Roanoke College. A native of Salem, Virginia, Steven lives in the Roanoke Valley. Outside of his professional work, he spends time biking, dancing, gardening, hiking, enjoying music and singing, traveling, and with his family, where he fulfills the roles of husband, father, and grandfather to sixteen grandchildren.