Whitefish, MT Office

Megan Jessat is a Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2019 as a Summer Analyst in Bend, Oregon, and later joined the Whitefish, Montana office in 2023. Megan specializes in providing deeply customized financial advice and guidance to clients, including business owners, professionals, multigenerational families, retirees, and women, helping them navigate complex financial affairs and pursue financial independence. With expertise across family wealth management, legacy planning, personal retirement planning, portfolio management, and small business strategies, Megan and her team offer integrated wealth strategies encompassing investment management, trust and estate planning, cash-flow analysis, insurance, and banking services through Bank of America. Megan holds a B.S. in Business Administration, cum laude, from the University of Montana, where she majored in Finance and Marketing, and is a Personal Investment Advisor (PIA). She is also a member of the American Marketing Association. Megan values community involvement and has been active with the Kalispell Chamber of Commerce. Outside of her professional role, she enjoys hiking, skiing, snowboarding, camping, hunting, boating, and spending time with her family in Montana.

Sue Meskimen is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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.

Caleb McCranie is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop personalized investment strategies aimed at achieving their financial goals. He provides guidance on a range of areas including investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, Caleb offers access to Bank of America specialists for banking, lending, and other financial solutions. Caleb holds a Bachelor's Degree from the University of North Florida and has earned the Personal Investment Advisor (PIA) professional designation. His approach involves taking the time to get to know clients and their families, helping them establish short-, mid-, and long-term financial objectives. He serves as a resource for investing, retirement planning, and savings strategies, offering ongoing advice as client needs evolve. Outside of his professional work, Caleb enjoys camping, fishing, hunting, woodworking, and spending time with his family.

V Carbo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on a disciplined and holistic wealth management approach, taking the time to understand each client's goals, family and business requirements, liabilities, and financial cash flows before making financial decisions. This comprehensive understanding enables him to guide clients in defining objectives, developing strategies, and recommending solutions to help them reach their individual goals. V Carbo works with individuals, families, corporations, business owners, and employees. He began his career in the financial services industry in 1986 at Salomon Brothers, Inc. In 2001, he served as Chief Operating Officer of My CFO Investment Advisor Services, contributing to the development of a complete wealth management approach for ultra-high net worth clients. He launched his private client practice with UBS in 2004 and joined Merrill Lynch Wealth Management in 2008. He holds a Bachelor's Degree from Montclair State University and is a Personal Investment Advisor (PIA). V Carbo lives in Whitefish with his family and is a member of the North Valley Music School in Whitefish.

Bradley Dartez is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving business owners, entrepreneurs, and executives. He provides customized financial strategies and careful implementation tailored to each client’s unique circumstances. Bradley emphasizes the importance of pairing sound advice with purposeful execution to help clients simplify and manage the complexities associated with significant wealth. Since beginning his wealth management career in 2009, Bradley has gained extensive experience in areas including executive compensation strategies, portfolio management, liquidity management, and family wealth planning. He focuses on offering practical, in-depth analysis to address his clients’ financial goals, particularly those anticipating major business transitions or needing comprehensive planning for credit, cash flow, and wealth transfer. Bradley holds several professional designations, including Chartered Financial Consultant (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Bradley’s interests include biking, fishing, hiking, hunting, running, skiing, traveling, and spending time with his family. He is committed to a client-focused approach that combines strategy, diligence, and transparency to support clients as they pursue their financial objectives.

Daniel Short is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. Prior to and concurrent with his role at Merrill, he has worked at Bank of America, N.A. since 2011. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Todd Sylvester is a Wealth Management Advisor and founder of the Duddingston Sylvester Group at Merrill Lynch Wealth Management. He brings over two decades of experience advising senior executives and their families on managing, preserving, and stewarding their wealth. His expertise includes executive and equity compensation, such as stock options, restricted stock units, performance awards, and employee stock purchase plans. Todd also focuses on long-term wealth planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Todd began his career in wealth management in 1999 at UBS, gaining experience in corporate stock management and benefits consulting. He later served as Senior Vice President and Wealth Advisor at Morgan Stanley before joining Merrill Lynch in 2014. He holds a Bachelor's degree in Finance from Saint John's University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional work, Todd has held volunteer leadership roles, including serving on the Board of the Children’s Home Society of Minnesota and the Lutheran Social Services of Minnesota Foundation Board, where he served as Chair, Treasurer, and committee member. He grew up in Grand Rapids, Minnesota, and currently lives in Orono with his wife and two children. In their free time, Todd and his family enjoy exploring the mountains of Montana.

Benjamin Sansaver is a Client Experience Advisor at Merrill Lynch Wealth Management. He works with Merrill clients to understand their current financial situations and to introduce solutions available through Merrill and Bank of America. His role involves empowering clients with knowledge and tools to manage their financial lives effectively. Benjamin holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Montana System. He aims to help clients uncover what matters to them and their families to create strategies for pursuing their financial goals.