Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

Japhet Martinez is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant industry for several years, including at Ichiban Steakhouse and Sushi Bar and Tokyo Garden. 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.