Jill White is a financial advisor with Merrill in Terre Haute, IN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Merrill for 20 years since 2006. 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 and profit-sharing plans, corporations, and charitable organizations.

Tophel Secuskie IV serves as Resident Director at Merrill, where he applies a personalized approach to wealth management. He focuses on understanding the diverse aspects of each client's financial situation and utilizes Merrill's resources to develop integrated financial strategies aimed at helping clients pursue their goals. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, and socially responsible investing among others. Tophel began his career in financial services with Merrill in 2018. He directs asset allocation, sector diversification, and security and fund selection within The Dorman Vickers Group, a team with over 100 years of combined experience. He holds a Bachelor's Degree from DePauw University and has earned the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the University of Chicago Booth School of Business, along with other professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Rockville, Indiana, Tophel lives with his wife and two children. He is involved in his community through activities such as coaching for Parke Heritage High School varsity football and volunteering with the Rockville Youth League and Parke County Community Foundation grants. His personal interests include baseball, biking, boating, fishing, football, hiking, hunting, soccer, spending time with family, and traveling.