Matthew Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. In his role, he provides personalized financial advice and portfolio management, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Matthew works closely with clients to develop customized strategies that may include hedging and monetizing concentrated or restricted stock positions. His approach involves a disciplined process focused on understanding clients' unique financial goals and life circumstances to create comprehensive wealth management plans. Matthew’s areas of expertise encompass college education planning, retirement and estate planning, executive compensation, philanthropic and socially responsible investing, tax minimization, and managing new wealth. He holds a BA in Economics and Finance from Bentley University and the CRPC™ designation from the College for Financial Planning. Additionally, he has been recognized as a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Matthew has contributed to the community through his service on the Board of Trustees for the Massachusetts Chapter of the Leukemia & Lymphoma Society. He also supports Hannah's House. His personal interests include adventure sports, baseball, cooking, golfing, music, reading, running, skiing, surfing, and traveling.

G Thornton is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a career in financial services beginning in 1991, G brings over three decades of experience, having joined Merrill in 1994 and serving many long-standing clients. His practice centers on creating customized financial plans tailored to clients' evolving personal and financial goals, emphasizing a personalized, concierge-level service approach. G and his team provide comprehensive support on a wide range of matters, including banking, complex estate plan execution, and access to Fiduciary Advisory Services for several retirement plans. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, and tax minimization. He holds a Bachelor's degree from Babson College and maintains professional credentials such as the Chartered Retirement Planning Counselor™ designation and the Certified Plan Fiduciary Advisory (CPFA™) credential. Residing in Marblehead, MA, G enjoys skiing and competitive sailing through the Eastern Yacht Club.

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.