David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.

Kelly Pabst is a Senior Financial Advisor based in the Ocala, Florida office of Merrill Lynch Wealth Management. She brings a personalized approach to wealth management, focusing on developing financial strategies tailored to help clients pursue their long-term goals. Kelly offers expertise in several areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income planning. An Ocala native, Kelly earned her Bachelor's degree from the University of Florida. She began her career in nonprofit fundraising before joining Merrill Lynch Wealth Management in 2013, following in her father’s footsteps. Kelly holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to her hometown community and volunteers with organizations such as Boys and Girls Club of Marion County, Interfaith Emergency Services, and United Way of Marion County.

Kyle Landmann is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping successful individuals and their families pursue their personal financial goals through disciplined investment management. He leverages the resources of Merrill and Bank of America to provide clients with comprehensive wealth planning, investment selection, personal banking, and lending solutions. His expertise spans legacy planning, liquidity management, retirement income, tax minimization, and services tailored to endowments, foundations, non-profits, and clients in sports and entertainment. Kyle holds a Bachelor's Degree and a Master's Degree from the University of North Florida. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Kyle is involved in his community through coaching with the Big Sun Soccer Association. His personal interests include adventure sports, fishing, golfing, and soccer.

Alyssa Scoon Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of areas including general investing, retirement planning, and emergency savings. Additionally, Alyssa can connect clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Alyssa holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). She earned her bachelor's degree from The University of The West Indies. Her approach involves ongoing communication with clients to address evolving concerns and provide tailored advice as their financial needs change.

Amanda Rattleff is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized investment strategies tailored to their individual goals and priorities. Amanda provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen events. Additionally, she offers access to Bank of America services for banking and lending needs. Amanda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Boothbay Region High School and has completed coursework at the University of Maine System, where she also obtained a bachelor's degree. Through her professional and educational background, Amanda is equipped to support clients in pursuing their financial objectives with ongoing advice and guidance.