John Dawalt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in financial strategies tailored for high-net-worth individuals, retirement plans, and business exit planning. His expertise includes divorce transition planning, family wealth management, services for endowments, foundations, and non-profits, as well as investment consulting for defined contribution plans. John also offers guidance in personal retirement planning, tax minimization, retirement income, and serves clients in the sports and entertainment industries. John holds multiple professional designations, including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of Wisconsin-Stevens Point. In addition to his professional work, John is involved in community organizations such as the Dutch Fork Touchdown Club and is a member of the Optimist Club and Vistage. Outside of work, John resides in Irmo, South Carolina with his wife, Mandy, and their two children.

Burkhardt Tennent serves as a Senior Resident Director and Wealth Management Advisor with Merrill. In this role, he works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to evolving market conditions. He leverages investment insights from Merrill alongside banking and lending solutions from Bank of America to support clients in areas such as family wealth management, personal retirement planning, and addressing the unique financial needs of women. Mr. Tennent holds a Bachelor's Degree from Ohio State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach emphasizes active portfolio management informed by economic analysis, helping clients manage risk and address concerns related to sustaining their wealth through retirement. Outside of his professional work, Mr. Tennent is involved in community volunteering, reflecting the Merrill tradition of local engagement. His personal interests include biking, cooking, hiking, and practicing yoga.