William Mannix is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial services professional since 1996 and joined Merrill in 2005. In his role, he focuses on building enduring relationships with clients by providing personalized financial strategies tailored to their goals and aspirations. His client focus areas include employee financial health, managing new wealth, personal retirement planning, and retirement income. William holds a Bachelor’s Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community through participation in organizations such as the Marietta Noon Lions Club, Club Ohio Soccer, and Marietta High School. His approach emphasizes working closely with clients to simplify investing complexities and help them concentrate on what matters most in their lives. Outside of his professional work, William enjoys camping, fishing, hiking, skiing, soccer, and traveling.

David Treadway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation, family, and priorities. David works with clients to develop personalized wealth management strategies that can adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. David's client focus areas include college education planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Washington State Community College. In addition to his professional work, David participates in community organizations such as the Boys and Girls Club of America, Harmar Bridge Repair Company, Kiwanis Club, and Marietta Chamber of Commerce. He enjoys outdoor activities and spending time with his family, including golfing with his son Hayden.

Mc Kenzie Allen is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She specializes in areas such as college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Mc Kenzie holds a Bachelor's Degree from Ohio University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is fluent in Arabic and English and is actively involved in several professional organizations, including the Marietta Area Chamber of Commerce and the Marietta Rotary Club. Originally from the Mid-Ohio Valley, Mc Kenzie has a passion for outdoor activities such as gardening, hiking, snowboarding, water skiing, and kayaking. She serves on the board of the Marietta Noon Rotary Club and participates in community initiatives like Camp Boost - Summer Treatment Program. In her personal time, she enjoys crossfit, home projects, boating on the Ohio River, and spending time with friends, family, and her dog.