Megan Jessat is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She works with wealthy individuals and families across the United States, providing integrated wealth strategies, including investment management, pre-liquidity-event planning, trust and estate planning services, cash-flow analysis, liability strategies, insurance analysis, and family wealth dynamics. Megan and her team connect clients to Merrill’s specialized resources and Bank of America’s banking capabilities. Megan began her career at Merrill in 2019 as a Summer Analyst in Bend, Oregon, before joining the Whitefish, Montana office in 2023. She holds a B.S. in Business Administration, cum laude, from the University of Montana, where she majored in Finance and Marketing. Additionally, Megan has professional experience in accounting, project management, marketing, and international business. She is a Personal Investment Advisor (PIA) and an active member of the American Marketing Association. Originally from Havre, Montana, Megan draws on her small-town upbringing to build client relationships rooted in trust and personalized attention. She is involved in her local community through the Kalispell Chamber of Commerce. Outside of her professional work, Megan enjoys outdoor activities such as hiking, skiing, boating, and spending time with her family.

Caleb McCranie is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies aligned with their financial goals. He provides investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income solutions. Caleb holds a Bachelor's Degree from the University of North Florida and holds the Personal Investment Advisor (PIA) designation. He is dedicated to supporting families and small businesses in achieving financial security by building tailored plans that reflect their individual goals, family situations, and lifestyles. Outside of his professional work, Caleb enjoys camping, fishing, hunting, woodworking, and spending time with his family.

V Carbo is a Senior Financial Advisor specializing in wealth management with a focus on a disciplined and holistic approach. He works closely with individuals, families, corporations, business owners, and employees to understand their financial goals, family and business requirements, liabilities, and cash flows. By taking the time to fully comprehend each client's financial situation, he guides them in defining objectives, developing tailored strategies, and recommending solutions to help clients achieve their individual goals. He began his career in the financial services industry in 1986 at Salomon Brothers, Inc. in New York, New York. In 2001, he served as Chief Operating Officer of My CFO Investment Advisor Services, where he contributed to the development and delivery of wealth management services for ultra-high net worth individuals, families, and family offices. He later launched a private client practice with UBS in Montana and joined Merrill Lynch Wealth Management in 2008. V Carbo holds a bachelor's degree from Montclair State University and is a Personal Investment Advisor (PIA). He resides in Whitefish, Montana, with his family.

Bradley Dartez is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving business owners, entrepreneurs, and executives. He provides customized financial strategies and careful implementation tailored to each client’s unique circumstances. Bradley emphasizes the importance of pairing sound advice with purposeful execution to help clients simplify and manage the complexities associated with significant wealth. Since beginning his wealth management career in 2009, Bradley has gained extensive experience in areas including executive compensation strategies, portfolio management, liquidity management, and family wealth planning. He focuses on offering practical, in-depth analysis to address his clients’ financial goals, particularly those anticipating major business transitions or needing comprehensive planning for credit, cash flow, and wealth transfer. Bradley holds several professional designations, including Chartered Financial Consultant (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Bradley’s interests include biking, fishing, hiking, hunting, running, skiing, traveling, and spending time with his family. He is committed to a client-focused approach that combines strategy, diligence, and transparency to support clients as they pursue their financial objectives.