David Merrick

Travis Bowersox is a Wealth Management Advisor and Portfolio Advisor with Merrill Lynch Wealth Management, serving clients through the Palmer Group in The Villages, Florida. He specializes in wealth management planning, professional investment management, and providing personalized financial strategies to high net worth families, CEOs, business owners, executives, and retirees. Travis focuses on areas including corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Travis holds a Bachelor's Degree in Finance from the University of Central Florida School of Business. He has earned the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation. In addition to his advisory role, Travis serves as the founding member and current president of The Villages Estate Planning Council, which includes local attorneys, CPAs, and trust officers. Outside of his professional life, Travis maintains an active lifestyle, participating in triathlon races and enjoying activities such as biking, chess, cooking, hiking, rock climbing, running, swimming, and spending time with his family. He resides in Mount Dora with his wife Sarah and their daughter Ella.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

Chad Seman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management services with a focus on retirees. He works closely with clients to develop personalized financial plans that align with their unique financial goals and life stages, emphasizing a comprehensive approach to achieving and maintaining a comfortable retirement lifestyle. His expertise spans retirement planning, portfolio management, tax-efficient investing, estate planning services, and risk management. Chad's process involves defining specific investment goals and considering the broader financial picture to help clients grow and protect their wealth over time. Chad holds a Bachelor's Degree from Keiser University and an Accredited Certificate from the University of Central Florida. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Chad enjoys activities such as chess, cooking, football, music, reading, spending time with his family, traveling, and watching movies.

Stephen Quinley is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with executives to outline personal goals and discusses opportunities to help shape their ideal future. Stephen's professional experience spans various positions within Fidelity Investments, including Benefits & Planning Consultant for Executive Services from 2021 to 2025, Workplace Planning Consultant III from 2020 to 2021, Retirement Relationship Manager from 2015 to 2020, Retirement Solutions Representative from 2012 to 2015, Investment Solutions Representative in 2011-2012, and Financial Representative in 2011. Prior to joining Fidelity, he worked as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2009 to 2010 and as a Senior Investor Advisor at Merrill Lynch from 2005 to 2009. He holds a California Insurance License.

Todd Dorman is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Terre Haute, Indiana. He has been serving clients in the financial services industry since 1986, with a tenure at Merrill Lynch starting in 1999 where he played a key role in opening the Terre Haute office. Todd has also held the position of Resident Director of this office for ten years. Throughout his career, Todd has focused on areas including college education planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He develops cash flow strategies and customized wealth management solutions tailored to clients’ risk tolerance, time horizon, liquidity requirements, investment goals, and associated costs. Todd holds the Personal Investment Advisor (PIA) designation. Todd graduated from Indiana State University with an associate’s degree in Business Management and played varsity tennis there for four years. Prior to his financial advisory career, he worked as a tennis teaching professional. He is involved in the community as an assistant varsity tennis coach at Terre Haute South High School. Todd resides in Terre Haute with his wife, Patty, and they have five daughters and one son. His personal interests include baseball, hiking, tennis, volleyball, and spending time with his family.

Dustin Shaw is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He began his career as a Financial Advisor at Raymond James & Associates from 2006 to 2008, followed by a role as Financial Advisor at Merrill Lynch from 2008 to 2010. In his professional practice, Dustin focuses on guiding clients through their financial decisions by understanding their personal and business stories and goals. He emphasizes honesty, experience, and communication as foundational elements in building client relationships and works alongside clients to achieve their definition of financial success. Outside of his professional responsibilities, Dustin enjoys boating, camping, golf, hiking, outdoor adventures, and traveling.