Michael Sears

Kim Lepley is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley & Associates team. She has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years, including 2023 through 2026. Kim joined Merrill Lynch in 2010 following her tenure as a Financial Advisor at Morgan Stanley. She holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), along with Life and Health Insurance licenses. Kim’s professional experience spans financial advising, credit and lending, as well as finance, accounting, and information technology from previous positions at Alabama Power Company and Southern Company. She works closely with families and individuals to guide them through financial life planning, with particular expertise in retirement planning, family wealth management, legacy planning, and other focus areas such as college education planning and special needs planning. Active in her community, Kim has served on several nonprofit boards and has been involved with organizations including Girls Inc. of Central Alabama and The Bell Center. A native of Winfield, Alabama, she holds a bachelor's degree from the University of South Carolina. In her personal time, Kim enjoys outdoor activities such as fishing, hiking, tennis, and traveling, as well as cooking.

Jesse Belville is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 2007 and joined Merrill Lynch in 2010. In his current role, Jesse leads the team's investment risk-management approach through Merrill's Wealth Outlook tool, which provides risk analytics, predictive stress testing, wealth forecasting, goals-based analyses, and asset allocation. He also oversees the team's alternative investment research and allocation policy, focusing on hedge funds, private equity, managed futures, and non-traditional funds. Jesse holds a Bachelor of Arts degree in political science from Cameron University and a Master of Business Administration from the Michael F. Price College of Business at the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and German. Jesse emphasizes developing personalized financial strategies that align with clients’ long-term goals and is involved in community volunteer activities following Merrill's tradition of community participation.

Thomas Hutson Wiley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has a background in serving the venture capital and private equity sectors and has been involved in developing offices in London and New York for Robertson Stephens. Thomas co-founded Merrill Venture Services in 2002 and focuses primarily on trading strategy and market structure. Prior to his experience in venture capital, he worked as a financial analyst for Booz Allen Hamilton. Thomas holds a bachelor's degree from the University of Virginia. He maintains a Professional Investment Advisor (PIA) designation. He divides his time between offices in San Francisco and New York. His professional accomplishments have been recognized by inclusion in Forbes’ “Best-in-State Wealth Advisors” lists for 2023–2024, as well as Barron’s “Top 100 Financial Advisors” in 2023 and “Top 1200 Financial Advisors” in 2024.

Daniel Eurich is a financial advisor currently serving as an FSA at Merrill Lynch Wealth Management. He focuses on helping clients identify their financial priorities and creating strategies to pursue their financial goals. Daniel's approach centers on understanding what matters to clients and their families to tailor financial plans accordingly. He holds both a Bachelor's Degree and a Master's Degree from Florida State University. His educational background supports his role in providing wealth management services at Merrill Lynch.

Juan Andrada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients to develop customized, goals-based financial strategies that address unique priorities for today and the long term. Juan assists clients in managing concentrated stock positions and navigating transition events such as retirement, inheritance, or the sale of a business. He provides clients access to Bank of America Private Bank services for trust and estate planning needs, as well as banking and lending solutions through Bank of America. In addition, he collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Juan holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Instituto Argentino de Ensenanza Secundaria. He also attended Southern Illinois University System without obtaining a degree. Fluent in English and Spanish, Juan engages actively in his community through involvement with organizations including Bay Arts Alliance, Bay Education Foundation, the Rotary Club of Downtown Panama City, and volunteering with Habitat for Humanity of Bay County. Outside of his professional commitments, he enjoys reading, woodworking, and spending time with his family.