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Megan Jessat is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She works with wealthy individuals and families across the United States, providing integrated wealth strategies, including investment management, pre-liquidity-event planning, trust and estate planning services, cash-flow analysis, liability strategies, insurance analysis, and family wealth dynamics. Megan and her team connect clients to Merrill’s specialized resources and Bank of America’s banking capabilities. Megan began her career at Merrill in 2019 as a Summer Analyst in Bend, Oregon, before joining the Whitefish, Montana office in 2023. She holds a B.S. in Business Administration, cum laude, from the University of Montana, where she majored in Finance and Marketing. Additionally, Megan has professional experience in accounting, project management, marketing, and international business. She is a Personal Investment Advisor (PIA) and an active member of the American Marketing Association. Originally from Havre, Montana, Megan draws on her small-town upbringing to build client relationships rooted in trust and personalized attention. She is involved in her local community through the Kalispell Chamber of Commerce. Outside of her professional work, Megan enjoys outdoor activities such as hiking, skiing, boating, and spending time with her family.

Caleb McCranie is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies aligned with their financial goals. He provides investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income solutions. Caleb holds a Bachelor's Degree from the University of North Florida and holds the Personal Investment Advisor (PIA) designation. He is dedicated to supporting families and small businesses in achieving financial security by building tailored plans that reflect their individual goals, family situations, and lifestyles. Outside of his professional work, Caleb enjoys camping, fishing, hunting, woodworking, and spending time with his family.