Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

Kim Lepley is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley & Associates team. She has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years, including 2023 through 2026. Kim joined Merrill Lynch in 2010 following her tenure as a Financial Advisor at Morgan Stanley. She holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), along with Life and Health Insurance licenses. Kim’s professional experience spans financial advising, credit and lending, as well as finance, accounting, and information technology from previous positions at Alabama Power Company and Southern Company. She works closely with families and individuals to guide them through financial life planning, with particular expertise in retirement planning, family wealth management, legacy planning, and other focus areas such as college education planning and special needs planning. Active in her community, Kim has served on several nonprofit boards and has been involved with organizations including Girls Inc. of Central Alabama and The Bell Center. A native of Winfield, Alabama, she holds a bachelor's degree from the University of South Carolina. In her personal time, Kim enjoys outdoor activities such as fishing, hiking, tennis, and traveling, as well as cooking.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Evelyn Kearney is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies that consider each client's full financial picture. Evelyn works closely with clients to develop flexible financial plans aimed at helping them pursue their long-term goals, drawing on investment insights from Merrill and banking resources from Bank of America. Evelyn’s expertise encompasses college education planning, employee benefits planning, family wealth management, retirement planning, portfolio management, and addressing the unique financial needs of women. She holds a Bachelor's Degree from Averett College and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Texas and family-oriented, Evelyn spends her free time fishing, gardening, running, and enjoying time with her family. She is engaged in community service, reflecting the Merrill tradition of community involvement through volunteering with local organizations.

Reginald Hoddinott is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in advising and investing. Since August 1981, he has helped clients plan for their futures by providing guidance and developing personalized financial strategies aimed at achieving their long-term goals. His expertise covers a wide range of client needs including college education planning, divorce transition planning, services for endowments, foundations, and non-profits, international wealth management, liquidity management, managing new wealth, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Reginald holds a Bachelor's Degree from Southeastern Louisiana University and the professional designation of Personal Investment Advisor (PIA). In addition to his professional work, Reginald is engaged in community service, volunteering with organizations in the communities he serves. Outside of work, he enjoys boating, golfing, spending time with his family, and traveling.

Jesse Belville is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 2007 and joined Merrill Lynch in 2010. In his current role, Jesse leads the team's investment risk-management approach through Merrill's Wealth Outlook tool, which provides risk analytics, predictive stress testing, wealth forecasting, goals-based analyses, and asset allocation. He also oversees the team's alternative investment research and allocation policy, focusing on hedge funds, private equity, managed futures, and non-traditional funds. Jesse holds a Bachelor of Arts degree in political science from Cameron University and a Master of Business Administration from the Michael F. Price College of Business at the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and German. Jesse emphasizes developing personalized financial strategies that align with clients’ long-term goals and is involved in community volunteer activities following Merrill's tradition of community participation.

Debra Reyle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging the investment insights of Merrill and the lending solutions of Bank of America. Debra holds a Bachelor's Degree from Davidson College and a Juris Doctorate Degree from the University of Miami School of Law. She is also designated as a Personal Investment Advisor (PIA). In addition to her professional work, Debra is actively involved in community service, volunteering with local organizations consistent with Merrill’s tradition of community participation.