Brian O'neill

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Shane O’Dell is a Wealth Management Advisor with McGovern, O'Dell & Associates at Merrill Lynch Wealth Management. Since beginning his career in 2006, he has focused on strengthening client relationships, acquiring new clients, and providing expertise in corporate retirement income strategies and investment selection. Shane holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®), among others. He earned a bachelor's degree in business management from Cazenovia College in Central New York. Shane has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years (2023, 2024, and 2025) and was also part of the McGovern, O’Dell & Associates team named to the Forbes "Best-in-State Wealth Management Teams" list during the same period. Earlier in his career, he received accolades on Forbes/SHOOK Research lists targeting next-generation wealth advisors. Beyond his professional role, Shane has served on the Board of Trustees for Cazenovia College from 2017 to 2023 and acted as the 190th Commencement Speaker for the college’s 2015 graduation ceremony. He also serves as president of the Dianne L. O'Dell Scholarship Foundation and participates actively in various civic organizations. Shane resides in Destin, Florida, with his wife, Briane, and their two children.

Emily McGovern is a Financial Advisor with the McGovern, O'Dell, and Associates team at Merrill Lynch Wealth Management. She helps individuals, families, and business owners build confidence in their financial future through personalized strategies and long-term planning. Her approach emphasizes education, transparency, and collaboration to simplify complex financial decisions. Emily began her career in Dallas with Goldman Sachs and Alliance Bernstein, where she gained industry experience. She graduated Magna Cum Laude from Auburn University with a Bachelor's Degree in Finance and holds Series 7, Series 63, Series 66, and SIE FINRA registrations. She is also a Personal Investment Advisor (PIA). Outside of her professional work, Emily is involved with Impact100 of Northwest Florida. She enjoys spending time on the water fishing, reading, traveling, and being with her family and friends.