Logan King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides clients with personalized wealth management strategies that reflect a comprehensive understanding of their financial situation and priorities. Logan leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Logan’s expertise includes education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to tailor portfolios, build long-term relationships, and construct financial models aimed at helping them navigate market volatility and transition smoothly through different life stages. Logan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He holds a bachelor's degree from Lamar University and is a member of the Coastal Conservation Association. Outside of his professional work, Logan has interests in basketball, camping, cooking, fishing, football, golfing, hunting, spending time with family, traveling, and watching movies.

Russell Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in helping clients navigate complex financial situations, including managing concentrated stock positions, transition events such as retirement, inheritance, or business sales, and coordinating comprehensive financial and legacy plans in collaboration with clients’ attorneys and accountants. Russell also provides access to Bank of America Private Bank services, including trust and estate planning, as well as customized lending and overall banking solutions. Russell’s expertise spans multiple client focus areas such as college education planning, family wealth management strategies, personal retirement and retirement income planning, philanthropic planning, small business strategies, women and wealth, and tax minimization. His approach emphasizes transforming uncertainty into clarity, helping clients make informed financial decisions amid changing economic and geopolitical landscapes. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Houston System. A native Texan and proud Eagle Scout, Russell is actively involved in community organizations including the Boy Scouts of America and the Exchange Club of America. Outside of work, he pursues a range of adventure sports such as boating, fishing, running, scuba diving, skiing, and skydiving, and values spending time with his family.

Shannon Soileau is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Since joining Merrill Lynch in 2011, he focuses on a goals-based wealth management process, leveraging global resources and current technology to assist clients in pursuing personalized financial lifestyles. Shannon works closely with high net worth clients, their families, and businesses to address a wide range of priorities, including estate planning, investments, tax minimization strategies, wealth transfer, and retirement income, tailoring approaches to fit individual circumstances. Prior to his career in financial services, Shannon earned a Bachelor's Degree in Business Administration with a major in Accounting from McNeese State University and worked six years in public accounting, maintaining his CPA license. He integrates his accounting background into his advisory services and collaborates with a Bank of America Wealth Management Lending Officer to provide clients with home financing solutions as part of their overall financial strategies. Shannon holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Shannon has been involved in community service through participation in church committees at Crestwood Baptist Church and other charitable organizations. He has also coached youth sports for twenty years. He resides in Lumberton, Texas with his wife, Shelia, and their four daughters. Shannon’s personal interests include fishing, hunting, and traveling.

Craig Belaire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Craig's professional focus includes managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Craig earned a Bachelor of Science degree in Accounting from McNeese State University and a Master of Business Administration from Lamar University. Before joining Merrill Lynch, he worked as a Certified Public Accountant with a large electric utility company in the Gulf Coast region. Although he has a background in accounting, he does not provide tax advice in his current role. His past civic activities include serving as a Councilmember for the City of Nederland, President of the Nederland Independent School District Board of Trustees, President of the Nederland Economic Development Corporation, Director of the International Rotary Club of Nederland, Board Member of the YMCA of Port Arthur, and Alumnus Advisor of the Theta-Rho Chapter of Kappa Sigma Fraternity. He has also participated in community service with Habitat for Humanity. Craig's hobbies include sailing, fishing, baseball, boating, music, photography, and traveling. He resides in Beaumont, Texas with his wife, Jackie.