Lisa Curry is a financial advisor at Merrill with 21 years of industry experience. She has held roles at Bank of America, Raymond James & Associates, and Merrill. Outside of her advisory work, she occasionally sells acrylic paint pouring art created as a personal hobby. 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 and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Jack Smithwick Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over 39 years. Since joining Merrill Lynch in 1986, he has worked closely with clients, including owners of family businesses, physicians, and multigenerational families, providing wealth management strategies tailored to preserve and grow their assets. His approach emphasizes engaging clients and their families to develop comprehensive financial plans that incorporate investment, liability, and wealth transfer considerations. He co-founded Smithwick Day Bickham & Pratt, partnering with experienced advisors to deliver personalized services focused on family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Jack holds a Bachelor's Degree from the Louisiana State University System and carries the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Jack is involved with organizations such as The David Toms Foundation, Loyola Prep College, and the LSU Tiger Athletic Foundation. He resides in Shreveport with his wife, Emily, and their two children.

Terry Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to each client's unique goals, utilizing the investment capabilities of Merrill and the banking services of Bank of America. His practice emphasizes open and constructive communication to discover pertinent information that guides clients in achieving their financial objectives. Moore specializes in a broad range of client focus areas including college education planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and services for endowments, foundations, and non-profits. He holds several professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from Northwestern State University of Louisiana and a Master's Degree from Centenary College of Louisiana. Moore also participates actively in community organizations such as the Bossier Chamber of Commerce, Rotary Club of Shreveport, Shreveport Chamber of Commerce, and Volunteers of America. He serves on the boards of several local foundations including the Biomedical Research Foundation of Northwest Louisiana, Christus Health Louisiana, Louisiana State University Shreveport Foundation, and Northwestern State University Foundation.

Timothy Dumas is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Sarasota, Florida. With over 38 years of experience in the financial services industry, he focuses on the growth, preservation, and distribution of wealth for affluent families and individuals. Tim works closely with clients to develop integrated, multi-generational wealth plans and manages their implementation and execution, maintaining regular contact and portfolio reviews. Tim began his career in 1988 at Prudential Securities in Houston and held various leadership roles, including training Financial Advisors in New York and La Jolla and serving as branch manager in Fort Myers, Buffalo, Houston, and Dallas. He joined Merrill Lynch Wealth Management as a Financial Advisor in 2011. His expertise includes college education planning, family wealth management strategies, philanthropic planning, retirement income, and liquidity management. He holds several FINRA securities registrations and insurance licenses. Tim earned a Bachelor's degree in History from Louisiana Tech University and pursued an MBA at Louisiana State University. Born in Lafayette, Louisiana, he is active in the Sarasota community with involvement on various non-profit boards and civic associations. His personal interests include tennis, gardening, gourmet cooking, saltwater fishing, and cheering for LSU football.

Salvadore Miletello IV is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Shreveport Complex. He began his career at Bank of America Merrill Lynch in 1992 after earning a bachelor's degree in accounting from the University of Louisiana at Monroe. Sal has held the Certified Investment Management Analyst® (CIMA®) certification since 2000 and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation since 1998. He also holds a Master of Science degree in Leadership & Human Resource Development from Louisiana State University, earned in 2023. Sal's expertise centers on family wealth management strategies, legacy planning, philanthropic planning, socially responsible investing, values-based investing, and ESG investing. He is dedicated to working closely with clients to develop personalized financial strategies aligned with their long-term goals. Beyond his professional work, Sal actively contributes his time and resources to support community organizations. He co-founded FDDOC Winners' Circle, Inc., an after-school tutoring nonprofit serving thousands of children, and serves as a board member and instrument-rated pilot with Pilots for Patients, which provides free flights for medical care. Sal lives in Shreveport with his wife, Kendra, and their four children. Together, they support higher education initiatives through various scholarships, including those for first-generation college students. Sal's community involvement also includes affiliation with the Northwest Louisiana Food Bank. He enjoys traveling, reading, dancing, and spending time with his family, engaging in activities such as boating, attending sporting events, and relaxing at the lake.

Maximiliano Balli is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities, LLC for seven years before joining Merrill in 2025. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Bickham is a financial advisor with Merrill based in Shreveport, LA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Merrill since 1997 and is also affiliated with Bank of America, N.A. since 2012. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services, supported by a range of investment strategies and integration with Bank of America’s capital-markets platform.

James Mc Master is a Series 66-credentialed financial advisor at Merrill with five years of industry experience. His prior work includes roles at Edward Jones and Bank of America, N.A. He is also the manager of McMaster Cattle LLC, an agricultural business focused on cattle feeding. 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 client types including individuals, high-net-worth clients, and institutions.

Brett Schoonover is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Brett also provides clients access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Brett holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Texas A&M University and a Master's Degree from the University of Houston.

Madison Pratt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Pratt worked at Storer Services and has a background in education with five years at Central Community School System. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gray Pou is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. Since joining the firm in 2010, he has worked with the Smithwick, Bickham, and Pratt team to provide goals-based wealth management strategies. His focus includes legacy planning, liquidity management, and personal retirement planning, helping clients customize financial portfolios to maximize returns while managing risk exposure. John Gray began his financial career in 2006 as a private banker at Red River Bank. He holds a Bachelor of Business Administration degree and a Master of Business Administration degree with specializations in finance and internal audit from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). John Gray’s client base spans wealth accumulation, preservation, and retirement planning stages, and he emphasizes a service-focused approach to support clients’ priorities throughout their lives. A lifelong resident of the Shreveport area, John Gray is married to Laura and has two children. In his personal time, he enjoys playing tennis, golf, baseball, and running. He is also involved in community service through Volunteers of America.

Kathy Rosenblath serves as the Resident Director and Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2000, she has been involved in various aspects of wealth management and retirement planning. Kathy is a founding member of Smithwick Day Bickham & Pratt, where she works with clients across different life stages, providing holistic and realistic financial advice. Her expertise includes personal retirement planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, and services for endowments, foundations, and non-profits. Kathy holds the Chartered Retirement Plans Specialist (CRPS) designation, as well as being a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree from the Louisiana State University System. In addition to her professional role, Kathy is involved with the Empowering Women Initiative through Coastal Connections and is a member of the Pierremont Oaks Tennis Club and The Shreveport Club. Her personal interests include running, tennis, interior decorating, and spending time with her family.

Magen Krutilek is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, she worked in education for several years, including positions with the Marshall Independent School District and Caddo Parish School Board. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Whitney Weeks is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in guiding clients through complex financial landscapes by developing personalized strategies tailored to their individual goals. Whitney's approach emphasizes a comprehensive understanding of her clients' family dynamics and financial aspirations, focusing on areas such as college education planning, family wealth management, legacy planning, and socially responsible investing. Whitney holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from the Louisiana State University System. Whitney is actively involved in her community, including participation with the organization Dress For Success. Her process centers on disciplined financial planning, aiming to build, manage, preserve, and transfer wealth, while maintaining ongoing communication with her clients to keep them focused on their long-term objectives. Outside of her professional role, Whitney engages in activities such as antiquing, camping, cooking, gardening, interior decorating, pottery, spending time with her family, traveling, watching movies, and practicing yoga.

Tara Hammack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial industry, specializing in a client-centered consultative approach to fixed income investing and retail asset management. Her focus areas include family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, portfolio management services, and retirement income. Ms. Hammack carries on a legacy of financial advisory work inspired by her father, with whom she trained for nearly a decade during his 47-year career. She values the long-term relationships formed with clients that often extend across multiple generations. Holding a Bachelor's degree and an MBA from Centenary College of Louisiana, she also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Tara participates in community activities such as the Northwest Louisiana St. Jude Tennis Tournament Planning Committee. Her personal interests include spending time with her family, tennis, and traveling.

William Whitman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. His approach centers on developing flexible plans that encompass the full financial picture to help clients make informed decisions. Whitman's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income planning. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Louisiana Tech University as well as a Master of Business Administration from the University of Arkansas at Little Rock. Outside of his professional work, Whitman enjoys football, hunting, tennis, traveling, and spending time with his family and extended family. He is committed to building strong client relationships that support effective wealth creation, preservation, and tax-advantaged distribution during life and at death.

Marie Dean is a Series 66-registered financial advisor with Merrill, based in Shreveport, LA, and has 10 years of industry experience. She has been with Merrill since 2015. 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.