Tommy Kibler

William Marshall is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in the financial services industry since 2006 and joined Merrill Lynch Wealth Management in 2009. In his role, he focuses on developing wealth management strategies and portfolios that reflect his clients' goals. William takes a comprehensive approach to his clients' financial lives, assisting individuals, families, and businesses with both short and long-term financial objectives. His expertise includes retirement planning, financing education, tax minimization, Social Security maximization, and legacy planning. He develops strategies aimed at helping clients build, manage, and preserve their wealth for current and future generations. He 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 Benefits Consultant (RBC). William earned his Bachelor's degree from Brandeis University and a Master's degree from the University of Massachusetts System. He resides in Anchorage, Alaska, with his wife Sara and their two children. He is involved in community organizations such as Anchorage Project Access and Eagle River Nature Center.

Amrita Mcsharry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. With experience dating back to 2006 in the financial services industry, Amrita specializes in developing strategic financial advice tailored to individuals, families, and businesses. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, and addressing the financial needs of women and those managing new wealth. Amrita holds a Bachelor of Science in Business Administration with a dual major in finance and marketing from the University of Denver, as well as a Master’s Degree from the College for Financial Planning. She has earned several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a member of Anchorage South Rotary and is involved in community activities through organizations such as thread. Outside of her professional career, Amrita is a lifelong Alaskan who enjoys cooking, hiking, reading, skiing, yoga, and spending time with her family. She emphasizes working closely with clients to develop personalized financial strategies aligned with their long-term goals.

Leopold Lemelson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Anchorage, Alaska office. In his role, he provides services to institutions and high net worth private clients by leveraging the capabilities of Merrill Lynch Wealth Management alongside the banking services of Bank of America. He is responsible for understanding the unique objectives, constraints, and liquidity needs of each client and focuses on designing and implementing structured and disciplined financial and liability strategies. Leopold joined Merrill in 2012 following a career as a pilot in the U.S. Air Force. He holds a Bachelor's degree from the United States Air Force Academy. He has earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School of Business, and holds the Personal Investment Advisor (PIA) credential. Leopold participates in community activities through volunteering with organizations in the local area, aligning with Merrill's tradition of community involvement.

Charles Carr serves as Resident Director at Merrill, where he combines his role with extensive experience as a Senior Financial Advisor and Portfolio Manager. Since beginning his career in financial services in 1999 and joining Merrill Lynch Wealth Management in 2010, he has specialized in managing personalized investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. His areas of focus include divorce transition planning, employee benefits planning, services for endowments, foundations, and non-profits, retirement income, tax minimization, and liquidity management among others. Charles holds a Bachelor’s Degree in Economics from the University of Montana System. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, he is engaged in various organizations such as the Alaska Economic Development Council, Alaska General Contractors, Anchorage Hockey Association, CommonWealth North, and the University of Montana House of Delegates. Outside of his professional commitments, Charles pursues personal interests in adventure sports, camping, football, golf, ice hockey, and volleyball. He emphasizes his dedication to his roles both professionally and within his family, aiming to be the best father, husband, and advisor.