Matthew Carney is a Senior Financial Advisor with Merrill Lynch Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in financial and retirement planning, working closely with clients to develop personalized wealth management strategies that align with their financial and personal goals. Matthew focuses on areas including executive compensation, equity compensation services, family wealth management, socially responsible investing, and comprehensive investment management services. Matthew began his career in the financial industry in 2016 and joined Merrill Lynch Wealth Management in 2017. He earned a Bachelor of Arts degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During college, he was a member of the men's varsity lacrosse team and contributed to community service efforts through the student-athlete advisor committee. He is involved in several professional and alumni organizations, including the College for Financial Planning, the St. Mary’s College of Maryland Alumni Association, and the Potomac School Alumni Association. Matthew also participates in community initiatives such as the St. Mary's College of Maryland men’s lacrosse fundraising game benefiting The Wounded Warrior Project.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.