Cristalle Vivona is a Financial Solutions Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management for affluent families, accomplished professionals, and large institutions. She works alongside a team of specialists to deliver customized advice and disciplined investment strategies, focusing on helping clients plan for long-term objectives such as education funding, retirement income, and health care costs. Cristalle emphasizes a client-centered approach that takes into account individual perspectives and priorities. Before transitioning to wealth management, Cristalle practiced law and successfully secured grants for a large nonprofit organization. She holds a Bachelor’s degree from Bellarmine University and a Juris Doctorate from the University of Kentucky. Outside her professional role, Cristalle is active in the community, serving on the Bellarmine Alumni Board and involved with Gilda's Club Kentuckiana and St. Edward Catholic Church. Her personal interests include traveling, hiking, and engaging with the Louisville community.

Dustin Rodgers is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans tailored to their goals and preferences. He emphasizes building strong and lasting client relationships in his practice. He has been with Fidelity Investments since 2016, progressing through roles including Financial Services Representative, Stock Plan Associate, Stock Plan Consultant, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024.

Linda Marcukaitis is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2014 as a part-time Client Associate and entered the Merrill Financial Advisor training program in 2017. In 2018, she became a fully licensed Financial Advisor and currently supports the team in her senior role. Linda’s expertise includes family wealth management strategies, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Indiana University and an MBA from the University of Louisville. Additionally, she maintains Series 7 and 66 FINRA registrations and holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill, Linda worked in the banking industry. Outside of her professional work, Linda enjoys reading, traveling, and spending time with her family. She resides in Prospect with her husband, Brian, and their two children.

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

Stephen Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing nearly three decades of experience in wealth management and banking. He is committed to providing a positive client experience by focusing on listening carefully to clients and addressing their unique goals and concerns. Stephen specializes in areas such as college education planning, executive compensation, family wealth management strategies, and retirement income. Prior to joining Merrill Lynch in 2020, Stephen held financial advisory roles at PNC Investments for seven years and spent more than 15 years at Wells Fargo Advisors and River Valley Bank. He leverages Merrill research and portfolios to create diversified investment strategies tailored to clients’ risk tolerance, timelines, and liquidity needs, incorporating alternative investments when appropriate. Stephen also collaborates with clients' CPAs and attorneys to develop tax-minimization and estate planning strategies, and provides access to various lending options through Bank of America, N.A. Stephen holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Providence High School. He lives in New Albany, Indiana with his wife, Kelly, their two children, and their Golden Retriever. Outside of work, Stephen enjoys hiking, adventure sports, swimming, music, traveling, and spending time with his family. He is actively involved in supporting the University of Louisville Hospital Neonatal Intensive Care Unit and is dedicated to volunteering within his community.

Phillip Gross is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in St. Matthews, a suburb of Louisville, Kentucky. He works with clients throughout the Louisville area and across the country, focusing on personalized wealth management strategies that align with clients’ long-term financial goals. His client expertise includes college education planning, corporate and employee benefits, executive compensation, family wealth management, legacy planning, retirement planning, tax minimization, and managing new wealth. A Louisville native, Phillip graduated from St. Xavier High School and earned a Bachelor of Science in Business Administration from the Gatton College of Business and Economics at the University of Kentucky, graduating Cum Laude. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Phillip follows a personal philosophy of working one-on-one with clients to develop flexible financial strategies tailored to their unique objectives. Outside of his professional role, Phillip values community involvement and has a tradition of volunteering locally. His personal interests include basketball, bowling, football, golfing, traveling, watching movies, and spending time with his family and his dog, Óscar.

Golnoush Esmaeily is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to identify their financial goals and develop portfolio strategies tailored to their individual needs. She provides ongoing advice and adjusts investment plans as clients’ circumstances evolve. Golnoush holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned both her Bachelor's degree and Master of Business Administration (MBA) from the University of Louisville.

Rebecca Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in education planning, family wealth management strategies, legacy planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Rebecca holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC) designations, as well as the Personal Investment Advisor (PIA) credential. Rebecca earned her High School Diploma from Doss High School. She is actively involved in her community through organizations such as the Heuser Hearing & Language Institute and Northside Christian Church. Rebecca enjoys spending time with her family and engaging in activities like fishing, football, gardening, horseback riding, music, watching movies, and yoga. She follows a personal philosophy of working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Braxton Day is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to clarify their financial goals, provide a comprehensive understanding of their financial situation, and implement tailored investment strategies aimed at maximizing assets and supporting long-term success. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Braxton holds the Series 7 and Series 66 FINRA registrations. He has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations, reflecting his expertise in retirement planning, fiduciary best practices, and plan governance. He earned a bachelor's degree in Marketing with a minor in Business from the Kelley School of Business at Indiana University. He resides in Louisville, Kentucky, and participates in sports such as tennis, pickleball, and golf.