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Rem Sarris is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Rem holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Concordia University. His approach centers on uncovering what matters most to clients and their families in order to create tailored financial strategies.

Sean Kelly is a Senior Vice President, Wealth Management Advisor, and founder of The Kelly Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 1993, Sean has advised a diverse clientele including individuals, families, business owners, executives, physicians, multigenerational families, and nonprofit organizations. His practice focuses on strategic wealth management, portfolio design, tax-sensitive investment management, charitable giving strategies, and coordinating complex wealth needs such as alternative investments and customized lending solutions. Sean earned Bachelor’s degrees in Economics and European History from the University of Pennsylvania, where he was a member of the rowing team. He holds the Certified Investment Management Analyst® (CIMA) and Certified Private Wealth Advisor® (CPWA) designations from the Investments and Wealth Institute and has pursued executive education through the Wharton School of Business. A second-generation Merrill Advisor, Sean values building enduring client relationships grounded in trust and thorough, thoughtful analysis. Outside of his professional role, Sean is active in community initiatives as a member of the Rotary Club of Everett and the Penn Alumni Club of Seattle. He resides in Richmond Beach with his wife and three children and enjoys outdoor activities such as fishing, kayaking, and nature photography.

Andrew Goetz is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized investment strategies tailored to their individual goals and priorities. He also provides access to Bank of America’s banking and lending services to complement his financial advisory offerings. Andrew holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned both his bachelor's and master's degrees from Hofstra University. Additionally, he is an Eagle Scout with the Boys Scouts of America.

Robert Williams is a Wealth Management Advisor based in the Lexington office of Merrill Lynch Wealth Management. He leads the Williams & Associates team, serving high-net-worth families and businesses by providing comprehensive wealth management guidance and investment management solutions. Utilizing the comprehensive resources available through Bank of America, Merrill, and Bank of America Private Bank, he assists clients throughout all phases of life to achieve clarity, efficiency, and certainty in their financial affairs. With over two decades of experience, Robert’s expertise encompasses areas such as personal retirement planning, legacy planning, managing new wealth, family wealth management strategies, corporate executive services, tax minimization, and more. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Kentucky. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains FINRA Series 7, 31, and 66 registrations, along with Kentucky Life and Health Insurance licenses. Outside of his professional role, Robert enjoys spending time with family and friends and has personal interests in travel, various sports including basketball, football, soccer, running, and swimming, as well as music and fitness. He is also affiliated with the Living Arts & Science Center in his community.