Evansville, IN Eagle Crest Blvd Office

Terry Wheeler is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America N.A. since 2014. Outside of his advisory role, he serves as a director for the Evansville Christian Life Center, a charitable organization providing various community services, and holds leadership positions in family and property-related limited partnerships. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple strategy types and tax-efficient capabilities, supported by integration with Bank of America affiliates and a comprehensive manager selection and monitoring process.

Kayla Acton is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons. Outside of her advisory role, she serves as a board member for the Ivy Glenn Homeowners Association in Newburgh, Indiana. 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.

Kyle Leffel is a Financial Advisor with Merrill Lynch Wealth Management, where he supports individuals and families in achieving clarity and confidence in their financial lives through personalized wealth management, financial planning, and investment strategies. His approach begins with listening to understand clients' goals and values, ensuring recommendations align with what matters most to them. Kyle specializes in retirement planning, portfolio management, risk assessment, tax-efficient investing, and portfolio optimization. He guides clients through complex decisions to help align financial strategies with their long-term objectives while minimizing tax impact to preserve wealth for future generations. He holds series 7 and 66 FINRA registrations and a Personal Investment Advisor (PIA) designation. Kyle graduated with a bachelor's degree in Economics and Finance from the University of Southern Indiana. Prior to joining Merrill Lynch, he worked in sales for a local oil and gas distributor and served as a leader in a local college Christian ministry for nine years. He values the advisor-client relationship as a privilege and dedicates time outside work to his family, church, and watching Notre Dame football.

Lee West is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. His background also includes positions outside finance at Cresline Plastic Pipe and Reitz Memorial High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Gartner is a Financial Advisor at Merrill Lynch Wealth Management in Evansville, Indiana. He joined Merrill in 2022 and contributes to a team of Financial Advisors that provide clients with comprehensive wealth management services tailored to individual circumstances, risk tolerance, investment time frames, goals, and liquidity needs. Nicholas’s client focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Before joining Merrill, Nicholas gained experience as a practicing attorney specializing in Trust and Estate law and working in a national bank trust department. He earned a Bachelor of Arts degree in History with a minor in Business from Indiana University in 2013 and completed his Doctor of Jurisprudence degree at Indiana University in 2017. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, he is a member of the American Bar Association, Knox County Bar Association, and Vanderburgh County Bar Association. Nicholas is originally from Vincennes, Indiana, with family roots tracing back to early French settlers and a history of farming on his paternal side. Outside of his role at Merrill, he serves on the Evansville Philharmonic Orchestra Board. His personal interests include basketball, cooking, golfing, reading, spending time with family, tennis, and traveling. Nicholas provides financial advice through his role at Merrill and does not offer legal advice.

Logan Baumann is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2025 following a transition from collegiate athletics, Logan has concentrated on building strong relationships with individuals, families, and business owners to support them in achieving their financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Retirement Accredited Financial Advisor (RAFA), and Certified Plan Fiduciary Advisor® (CPFA). Logan earned his bachelor's degree in economics from the University of Louisville and his master's degree in business administration from Western Kentucky University. In addition to his professional work, he serves as a board member for the local Red Cross. Logan resides in Evansville, Indiana, with his wife, Paige, and their two children.

Charles Tiemann is a financial advisor at Merrill Lynch Wealth Management. He provides wealth management guidance to families, business owners, and retirees across the country. Charles began his career nearly 15 years ago as a financial advisor with the brokerage firm Morgan Stanley. In 2026, he joined Merrill Lynch, where he focuses on designing and implementing personalized portfolios to meet clients' financial goals while managing investment risk. Charles holds a Bachelor's Degree from Indiana University Bloomington and is a Personal Investment Advisor (PIA). He and his wife Melissa reside in Evansville, Indiana, with their two children. The family follows Indiana University athletics, and Charles has also participated in the Evansville City Golf Tournament, having been a past champion. In his free time, he enjoys practicing and playing golf competitively.

Joanna Yonts is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked for the Law Offices of Fine & Hatfield for ten years. Joanna is based in Evansville, IN. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Debbie Elbrink is a financial advisor with Merrill in Evansville, IN, holding Series 63, Series 65, and Series 66 designations and 24 years of industry experience. She has worked with Merrill since 2008 and with Bank of America, N.A. since 2012. Outside of her advisory work, she serves as a swim instructor at the YMCA in Evansville. 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 various institutional investors.

David Hanas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1986, bringing experience from prior positions in the construction and mining equipment manufacturing industry as well as export financing. David joined Merrill in 1994 after eight years as an advisor at a regional brokerage firm in the Evansville area. David focuses on creating personalized financial strategies tailored to each client's goals and needs. His expertise includes education planning, legacy planning, liquidity management, retirement income, individual and corporate investment strategy, portfolio management, tax minimization, and philanthropic planning. He works closely with clients to set quantifiable objectives and regularly reviews their progress to ensure strategies remain aligned with life or business changes. He holds a Master of Business Administration in International Finance from Thunderbird, The American Graduate School of International Management, and a Bachelor of Science in Business from Carroll University. David also carries the Professional Investment Advisor (PIA) designation. Outside of his professional work, he enjoys golfing, music, reading, spending time with family, traveling, watching movies, and woodworking.

Brad Crow is a financial advisor with Merrill in Evansville, IN, holding a Series 66 credential and eight years of industry experience. He previously worked at Bank of America, N.A., Edward Jones, Securian Financial Services Inc, Shoemaker Financial Services, and Natchez Corporation. Outside of his advisory role, he is a 30% stakeholder in Locker Racing Stables, a horse racing limited liability company. 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 plans, corporations, and charitable organizations.

Gina Davis is a financial advisor with Merrill in Evansville, IN, holding Series 63 and Series 65 licenses and 14 years of industry experience. She worked previously at J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Merrill in 2017. 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.

Mina Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 2006, focusing on helping clients achieve their personal and financial goals through access to resources and expertise. Mina provides guidance on investment opportunities and navigating market conditions that can affect portfolio returns. She specializes in areas such as education planning, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Mina holds a Bachelor of Science degree in Business Administration with concentrations in Finance and Marketing from the University of Evansville, and a Master of Business Administration from Murray State University. She also holds the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Mina is a native of Evansville and currently lives there with her husband Damion, daughter Madison, and puppy Mazy. Her personal interests include biking, cooking, music, running, skiing, spending time with family, tennis, traveling, watching movies, and yoga.

Adam Roth is a financial advisor with Merrill based in Evansville, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at LPL Financial and CUNA Brokerage Services. Outside of his advisory work, Roth serves as an Elder and board member at Bethel Church in Evansville, where he participates in overseeing financial and spiritual leadership. 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 plans, corporations, and charitable organizations.

Michael Holmes is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a team of financial advisors that provide products and solutions tailored to clients' goals, risk tolerance, investment time frame, and liquidity needs. He works with individuals and family groups to develop wealth management strategies, investment planning, education planning, and retirement income strategies. Holmes brings over 30 years of experience in the financial services industry to his role. He holds a Bachelor's Degree from the University of Kentucky and is a Certified Public Accountant (CPA), although he does not provide tax or accounting advice in his current position. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Additionally, he holds Series 7 and Series 66 FINRA registrations. Outside of his professional work, Holmes is involved in community organizations including the Evansville Philharmonic Orchestra, and has served as Treasurer for the Children's Center for Dance Education and Sporting SI Soccer Club from 2012 to 2016. His personal interests include basketball, boating, hiking, running, soccer, spending time with his family, tennis, and traveling.