Zoe Mitchell is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. She has worked at Bank of America, N.A., and held various roles in education and corporate sectors including Florida Agricultural & Mechanical University and Pfizer. 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.

Kevin Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 1997. He has developed his expertise in areas such as retirement and multigenerational legacy planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from Eastern Connecticut State University and a Master's Degree from the University of South Carolina. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Throughout his career, he has emphasized the importance of trust and responsibility in his role, building a team that shares this commitment. Kevin has been married since 1994 and has two sons, Noah and Ben, who are both attending college. He is a member of the El Paso Club in Colorado Springs. His personal interests include billiards, hiking, reading, spending time with his family, and traveling.

Jeffrey Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate complex financial situations such as managing concentrated stock positions, planning for retirement, handling inheritances, and managing the sale of a business. Jeffrey also provides access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking convenience. He collaborates with clients’ external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Jeffrey's client focus areas include college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in Mathematics from Florida Southern College, where he contributed to winning two national baseball titles. Jeffrey has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). In his personal life, Jeffrey enjoys golfing, racquetball, tennis, and reading. He has coached little league and softball and participates in a racquetball league at the YMCA, as well as playing pickleball and tennis.

Brooke Barry is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on building strong client relationships and guiding individuals through various financial goals, including supporting family, growing businesses, preparing for retirement, and creating lasting legacies. Her expertise lies in working with women and multi-generational families, providing financial education, thoughtful planning, and meaningful conversations. Brooke aims to be a trusted resource and long-term partner for her clients throughout every stage of their lives. Brooke holds a Bachelor's Degree from the University of Florida and is a Personal Investment Advisor (PIA). She is involved in the St. Margaret Mary Haiti Mission as part of her community activities.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for certain beneficiaries. 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 and institutional clients.

Stacey Hasken is a Series 66 licensed advisor with six years of industry experience, currently with Merrill since 2025. Prior to joining Merrill, she worked at Morgan Stanley for nine years. Outside of her advisory role, she owns and operates a small business selling ice drinks and desserts at local farmers markets. 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, institutional, and charitable clients.

George Wilson Jr. is a financial advisor with Merrill and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including 14 years at Morgan Stanley Smith Barney prior to joining Merrill in 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Glantz is a Wealth Management Advisor and serves as the head of wealth management and investments within PAR Wealth Management. He helps shape the financial planning and investment strategies that drive the practice, focusing on retirement income planning, tax-efficient wealth transfer, advanced estate planning, charitable planning, insurance analysis, and investment management. Additionally, as head of investments and chair of the investment committee, he oversees the development of portfolio management strategy and investment philosophy, including evaluating investment managers and conducting market research. Raised in Plantation, Florida, Michael graduated from the University of Central Florida with dual Bachelor of Business Administration degrees in Finance and Marketing. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®) designations. He works closely with business owners, corporate executives, multi-generational families, and individuals navigating significant liquidity events to develop coordinated wealth management strategies. Outside of his professional work, Michael is an avid adventurer with a goal of whitewater rafting every major river in the United States. He enjoys reading history and non-fiction, fitness, photography, spending time outdoors, and traveling. He lives in the Orlando area with his wife, two sons, and their yellow Labrador Retriever, Remy.

Daryl Emerson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals by gaining a comprehensive understanding of their financial situations. Daryl leverages insights from Merrill and the resources of Bank of America to provide customized wealth management and lending solutions. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Central Florida. Daryl is engaged in community activities and volunteers with organizations in the areas he serves, reflecting his commitment to the Merrill tradition of community participation.

Melissa Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on wealth planning. She leverages the resources of Merrill Lynch and her extensive experience to develop customized financial roadmaps for families, emphasizing retirement and education planning, estate planning, and collaboration with clients' tax and legal professionals. Melissa began her career at Merrill Lynch Wealth Management immediately after earning her Bachelor's Degree from Eastern Connecticut State University. After initial years building her practice, she temporarily paused her career to focus on family. She rejoined Merrill Lynch in 2015 with renewed commitment, serving clients across generations including legacy clients and their descendants. Her expertise encompasses education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, women and wealth, and retirement income. Certified as a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Melissa brings a comprehensive skill set to her advisory role. Outside of work, she is married with two adult sons and is involved with organizations such as Children's Hospital Colorado, Gary Sinise Foundation Snowball Express, and Make-A-Wish Foundation. Her personal interests include biking, gymnastics, music, scrapbooking, skiing, spending time with family, traveling, and watching movies.