Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He provides investment and wealth management services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His primary coverage area includes multiple counties in both states, and he focuses on delivering strategies tailored to clients’ financial goals, risk tolerance, and liquidity needs. Robert’s advisory expertise spans retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, equity and fixed-income strategies, and estate planning. Robert holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Tyler Consolidated High School. He is actively engaged in professional and community organizations such as Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce. His community involvement includes volunteering and fundraising with Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. In addition to his professional work, Robert has personal interests in baseball, football, hiking, running, traveling, and woodworking. He emphasizes a client-centered approach, helping clients develop personalized financial strategies that adapt to changing market conditions.

Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.

Joshua Stear is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in connecting individuals and businesses with tailored financial solutions that align with their priorities. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Joshua holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program from Wake Forest University. He is a Personal Investment Advisor (PIA) and actively participates in professional organizations such as the Clarksburg Baptist Church, North Central West Virginia Estate Planning Council, and Rotary International. Beyond his professional role, Joshua is engaged in his community through involvement with organizations including Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. His personal interests include antiquing, baseball, biking, hiking, running, spending time with his family, and traveling.

David Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in North Central West Virginia and Southwestern Pennsylvania. He specializes in developing personalized wealth management strategies that align with clients' life priorities, focusing on goals-based investing and making adjustments as needed to help clients pursue their long-term financial objectives. David's expertise includes retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, cash management, equity and fixed-income strategies, estate planning services, and various types of IRAs and 401(k) plans. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from West Virginia University. Outside of his professional work, David enjoys adventure sports, boating, camping, fishing, football, golfing, skiing, soccer, spending time with his family, and traveling. He also participates in community volunteering activities as part of the Merrill tradition of community involvement.

J. David Jackson serves as an Associate Resident Director with Merrill, bringing a comprehensive approach to wealth management that begins with understanding clients' individual financial goals. Combining the investment insights of Merrill with the banking and lending solutions of Bank of America, he works closely with clients to develop personalized strategies that address a wide range of financial objectives, including college education planning, legacy planning, retirement income, and socially responsible investing. Mr. Jackson began his career with Merrill in Charleston, West Virginia, in 1993. He holds a Bachelor's degree in Business Administration with an emphasis in Accounting from West Virginia University, earned between 1988 and 1992. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, he participates in volunteer activities and spends his personal time engaged in adventure sports, skiing, traveling, and with his family.