Duluth, GA 2170 Satellite Blvd Office

Fernando Arispuro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Becton Dickinson, along with various positions in education and community organizations. 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, and institutions.

Kelly Seurer is a Series 66-licensed financial advisor with Merrill, based in Duluth, GA, and has 7 years of industry experience. She has been with Merrill since 2003. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cornelius Clark is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce solutions provided by Merrill and Bank of America. His position involves helping clients take control of their financial lives by selecting platforms and strategies suited to their current needs. Clark's expertise includes general investing, retirement planning, and preparing for unexpected financial events. He emphasizes the importance of understanding what matters to clients and their families to develop strategies aimed at pursuing their financial goals. He provides ongoing advice and guidance, adjusting to clients' evolving financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University.

Shelly Beaulieu is a financial advisor at Merrill with 26 years of industry experience. She has held her current position since 1999 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

Jaaymen Rochell is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), reflecting his specialized knowledge in servicing clients in these sectors. Jaaymen earned a Bachelor's Degree from the University System of Georgia. His professional focus encompasses providing wealth management services tailored to the unique needs of his clients.

Franklin Whitworth is a Wealth Management Advisor at Merrill Lynch Wealth Management, leveraging the investment resources of Merrill and the banking services of Bank of America to support clients' financial needs. He joined Merrill Lynch Wealth Management in 2005 and currently holds the Wealth Management Advisor title. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Franklin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC)™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Franklin earned a B.S. in Consumer Economics with a Family Financial Management Emphasis and a B.B.A. in Risk Management and Insurance from the University of Georgia. He resides in Suwanee with his wife and their two children. His personal interests include football, golfing, scuba diving, skiing, spending time with his family, and traveling.

Lynn Nicolaysen is a financial advisor at Merrill with Series 63 and Series 66 credentials, and has 30 years of industry experience. She has been with Merrill since 1994. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management, based in Duluth, Georgia, serving clients throughout the Greater Atlanta area. He works with individuals, families, business owners, and professionals to help them navigate important financial decisions with greater confidence and clarity. His focus includes retirement planning, wealth management, financial planning, workplace retirement plans, and helping clients organize their financial lives around what matters most to them. With over seven years of experience in the financial services industry, Alex specializes in areas such as education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Parkview High School and is fluent in English and Spanish. Outside of his professional role, Alex is involved in his community through Saint John Neumann Catholic Church, where he serves in ministries focused on youth and adult faith formation. He enjoys spending time with his family and partakes in activities such as billiards, bowling, cooking, hiking, music, and traveling.

Mingxin Jiang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides investing advice and access to banking and lending services through Bank of America. He specializes in areas including executive compensation, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jiang holds a bachelor's degree from the University at Buffalo and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He works closely with clients to develop personalized investment strategies aligned with their financial goals. Outside of his professional work, Jiang enjoys cooking, music, singing, spending time with his family, swimming, traveling, and watching movies. He is proficient in English, Mandarin, and Chinese.

Jennifer Wieland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2006. Jennifer focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Financial Management from Clemson University. Her client focus areas include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Jennifer is involved with the Girl Scouts of Greater Atlanta. She lives in Alpharetta with her husband and two children and enjoys camping, gardening, hiking, scuba diving, spending time with her family, and traveling.

Gregg Corso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 2017. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). In his role, he also functions as a Senior Portfolio Advisor, managing discretionary custom investment strategies and leveraging Merrill's model portfolios alongside third-party investment options. Gregg is a founding member of the Lea Corso Lee Group, focusing on working with closely held businesses, private equity firms, and non-profits. His expertise includes corporate retirement plans, cash management, liquidity events, and addressing challenges related to talent recruitment and retention, fiduciary liability, and plan administration. He emphasizes crafting personalized financial strategies tailored to client objectives through in-depth understanding and customized modeling analysis. His educational background includes a high school diploma from Marjory Stoneman Douglas High School and coursework at Santa Fe College and Florida Atlantic University. Outside of his professional responsibilities, Gregg volunteers with Habitat for Humanity of Northwest Metro Atlanta and enjoys cooking, football, hiking, and spending time with his family.

Premlata Heryani is a Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in financial planning, retirement planning, risk management, and investment management strategies. Her client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income. Originally from India, she holds a Bachelor's Degree from the University of Mumbai and earned the Personal Financial Planner (PFP) designation from the Canadian Securities Institute. She also holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in multiple languages including Hindi, Marathi, Gujarati, Sindhi, Urdu, and English. Prior to her current role, Premlata worked over two decades in the banking industry in Canada and the United States, holding positions such as Senior Financial Advisor at Scotiabank, Senior Relationship Banker at Chase, and Senior Premier Banker at Wells Fargo. She is involved in her community through volunteer work with the Atlanta Sai Center and the Atlanta Mission. Her personal interests include badminton, chess, dancing, music, painting, photography, and spending time with her family.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Scott Cloutier is a financial advisor with Merrill in Duluth, Georgia, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He worked at E*Trade Securities LLC for 17 years before joining Merrill in 2017. Outside of his advisory role, Cloutier owns Cloutier LLC, a business involved in building and selling homes, and serves on the board of Exch4dollars, a company offering instructional online video subscriptions; he is also involved with the John’s Creek Board of Zoning Appeals. 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, and institutional investors.