James Roberson

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

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.

Evelyn Kearney is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies that consider each client's full financial picture. Evelyn works closely with clients to develop flexible financial plans aimed at helping them pursue their long-term goals, drawing on investment insights from Merrill and banking resources from Bank of America. Evelyn’s expertise encompasses college education planning, employee benefits planning, family wealth management, retirement planning, portfolio management, and addressing the unique financial needs of women. She holds a Bachelor's Degree from Averett College and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Texas and family-oriented, Evelyn spends her free time fishing, gardening, running, and enjoying time with her family. She is engaged in community service, reflecting the Merrill tradition of community involvement through volunteering with local organizations.

Reginald Hoddinott is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in advising and investing. Since August 1981, he has helped clients plan for their futures by providing guidance and developing personalized financial strategies aimed at achieving their long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, services for endowments, foundations, and non-profits, international wealth management, liquidity management, managing new wealth, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Reginald holds a Bachelor's Degree from Southeastern Louisiana University and the professional designation of Personal Investment Advisor (PIA). In addition to his professional work, Reginald is engaged in community service, volunteering with organizations in the communities he serves. Outside of work, he enjoys boating, golfing, spending time with his family, and traveling.

Debra Reyle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging the investment insights of Merrill and the lending solutions of Bank of America. Debra holds a Bachelor's Degree from Davidson College and a Juris Doctorate Degree from the University of Miami School of Law. She is also designated as a Personal Investment Advisor (PIA). In addition to her professional work, Debra is actively involved in community service, volunteering with local organizations consistent with Merrill’s tradition of community participation.