William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.

Matthew Flotteron is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized strategies focused on retirement planning, cash flow optimization, and tax-efficient wealth accumulation. In addition to client advisory duties, Matthew contributes to the group’s investment strategy through equity research and portfolio design. Matthew holds the Certified Plan Fiduciary Advisor (CPFA) designation and serves as a Portfolio Manager in Merrill’s Investment Advisory Program, allowing him to design and manage investment portfolios tailored to clients' goals, risk tolerance, and financial situations. Before joining Merrill in 2017, he founded and managed several businesses, gaining experience in accounting, insurance, tax, and retirement planning. He earned a Bachelor of Science in Business Administration with concentrations in Finance and Management Information Systems and a minor in Economics, as well as a Master of Accountancy, both from the University of Vermont’s Grossman School of Business. Outside of his professional work, Matthew divides his time between Stowe, Vermont, and Eastern Long Island with his wife and their dog. He enjoys adventure sports including skiing, biking, boating, fishing, hiking, hunting, surfing, tennis, as well as music. Matthew and his wife support the American Red Cross with a focus on disaster relief efforts.