Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has held her current role at Merrill since 2009 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Pebble Willoughby is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith since 1998 and holds a Series 66 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harrison Orendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with clients to simplify and organize their financial lives by identifying and prioritizing their goals and developing personalized plans to help achieve them. Harrison is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his Bachelor's degree and Master's degree in Business Administration with a focus on accounting from the University of Dayton. Outside of his professional work, Harrison values spending time with his family and engages in personal interests such as golfing and skiing. He also maintains a commitment to community involvement, volunteering with local organizations.

Charles Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 and is a qualified Portfolio Manager. Charles provides personalized financial strategies, managing discretionary portfolios that may include individual stocks, bonds, model portfolios, and third-party investment strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Charles earned a Bachelor's Degree in Finance from The University of Akron. His client focus areas include Family Wealth Management Strategies, Legacy Planning, and Personal Retirement Planning. Outside of his professional role, Charles is actively involved in his community. He has volunteered with organizations such as the Medina School Board of Education, Medina Breakfast Kiwanis Club, Akron Junior Achievement, and Goodwill Industries of Akron. Currently, he volunteers with Akron Children's Hospital. His personal interests include boating, reading, running (including marathons), and spending time with his family.

Elizabeth Goldthwaite is a financial advisor at Merrill with Series 63 and Series 65 designations and 43 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. She is based in Akron, OH. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Pylypiak is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to each client’s unique financial goals and priorities. His expertise encompasses legacy planning, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. Mark is committed to providing unbiased, professional advice while maintaining open and honest communication with his clients. With a focus on understanding the full financial picture, Mark works closely with clients to assess liquidity, evaluate risks, and develop long-term investment strategies. He emphasizes the importance of disciplined investing and the timely adjustment of portfolio holdings based on market conditions and individual circumstances. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Cleveland State University. Outside of his professional work, Mark participates in youth sports in his community. He enjoys baseball, fishing, and spending time with his family. His approach is guided by the principle that understanding a client’s life priorities is essential to delivering financial strategies designed around their goals and aspirations.

Patricia Papes is a financial advisor with Merrill in Akron, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill since 1987 and also has experience with Bank of America since 2009. Outside of her advisory role, she is a general partner of 1820 LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Cunningham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 37 years of experience in the financial services industry. Since joining Merrill in 2009, he has focused on developing tailored financial strategies and investment portfolios to help individuals, families, and businesses achieve their short- and long-term financial goals. Ken and his team serve high net worth clients with an emphasis on living a worry-free retirement through a holistic and personalized approach. Ken holds a bachelor's degree in Finance from Kent State University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, socially responsible investing, tax minimization, and retirement income planning. He is involved in his community through support of the Brecksville-Broadview Heights High School Boys Basketball program. Outside of work, Ken enjoys basketball, fishing, football, golfing, music, soccer, spending time with his family, traveling, and watching movies.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.

William Kiick is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works with individuals and families to develop and implement financial strategies tailored to their specific objectives and risk tolerance. His expertise includes wealth management, investment strategy, asset and liability management, wealth transfer, legacy planning, and retirement benefits consulting. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a bachelor's degree in Economics and Finance from York College of Pennsylvania. Kiick is actively involved in his community and professional organizations, including Christ the Redeemer Lutheran Church, the Humane Society of Summit County, and the Rotary Club of Lakewood/Rocky River Sunrise. He also participates in community service through the American Red Cross and the Rotary Club of Lakewood/Rocky River Sunrise.

Michelle Vance is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch since 1996. In addition to her advisory role, she serves as the executor of the Estate of Teddy R Vance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tiffany Safran is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial advisory services to clients, leveraging her expertise in wealth management. She holds the professional designation of Personal Investment Advisor (PIA), which supports her advisory capabilities. Tiffany earned her Bachelor's Degree from The University of Akron. Further details regarding her experience, personal interests, or community involvement have not been provided.

Sarah Courtad is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group, a team specializing in Goals Based Wealth Management. She collaborates closely with high net worth families to develop customized wealth management strategies addressing college education planning, retirement income, legacy planning, tax minimization, and other areas central to clients' financial goals. Sarah holds a Bachelor's Degree from The Ohio State University and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach focuses on creating tailored financial plans that align with clients' lifetime goals, emphasizing long-term planning and personalized portfolio management. Active in her community, Sarah participates in organizations such as the Junior League of Cleveland, Akron-Canton Regional Foodbank, and Blessings in a Backpack. Outside of work, she enjoys soccer, attending Ohio State football games, traveling, cooking, and spending time with her family.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his wealth management career in January 1986, gaining extensive experience through significant market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have influenced his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team, which includes his children. The team focuses on advising families on multi-generational wealth, utilizing a consultative approach to provide personalized strategies. His areas of expertise include executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and tax minimization among others. David holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through volunteering with organizations such as the Akron Food Bank, the Juvenile Diabetes Research Foundation, and the Summit County Ohio State Alumni Club. David and his wife Kathy participate in various community projects and are members of the Summit County Ohio State Alumni Club.

Peter Wojanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in financial industry wealth management and advisory services. Peter is a FINRA registered representative holding Series 7, 63, and 66 registrations, as well as licenses in life, annuity, and health insurance. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Senior Portfolio Advisor title, enabling him to manage custom investment strategies on a discretionary basis. His professional background includes providing personalized financial, retirement, and wealth management strategies to a diverse client base, including executives, attorneys, accountants, medical professionals, and small business owners. Throughout his career, Peter has worked in various locations including Newport Beach, California; Dallas, Texas; and Cleveland, Ohio, and is licensed to work with clients in multiple states. His areas of expertise encompass family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, individual and corporate investment strategies, and retirement income. He emphasizes a personalized approach to developing financial strategies that align with clients' long-term goals. Peter attended The Ohio State University and The University of Akron with a major in finance. He holds a high school diploma from Archbishop Hoban. He is involved in his community through volunteer work and is affiliated with St. Basil the Great Church in Brecksville, Ohio. Outside of his professional work, his interests include biking, music, reading, skiing, traveling, and the arts. Peter lives with his spouse, Nelli, and their daughter Heather, an alumna of Case Western University.

John Carpas is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Thomas is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.

Andrew Harding is a financial advisor with Merrill, holding a Series 66 credential and over 21 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2016. Outside of his advisory role, Harding serves as a trustee for Old Trail School, a charitable organization focused on primary education in Bath, Ohio. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vasana Lipke is a Financial Advisor with Merrill Lynch Wealth Management, where she has been a part of the team since September 2014. Prior to joining Merrill, she gained experience in the banking industry. Vasana holds FINRA Series 7, SIE, and 66 registrations, as well as the Personal Investment Advisor (PIA) designation. She collaborates with a team dedicated to providing personalized wealth management services tailored to the unique needs of individuals, families, and businesses. Her expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vasana emphasizes building deep rapport with clients to understand what matters most to them and to create customized wealth management approaches that adapt to changing life circumstances and market conditions. Outside of her professional role, Vasana is involved with the National Kidney Foundation. She enjoys activities such as antiquing, biking, camping, gardening, hiking, ice hockey, painting, spending time with her family, and traveling.

Michael Macko is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing financial services aimed at helping clients plan for and pursue their personal financial goals. His professional approach emphasizes connecting all aspects of clients' financial lives to prioritize and support the goals that matter most to them. Michael’s areas of expertise include divorce transition planning, education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He is proactive in guiding clients through wealth and investment management, working to make complex financial planning processes transparent and manageable. He holds a Bachelor’s degree from the University of Nevada - Las Vegas and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is also involved in his community through the Medina County Office for Older Adults. Outside of work, he enjoys biking, golfing, hiking, pickleball, and spending time with his family.

Gary Fee is a Wealth Management Advisor with over 35 years of experience in the financial services industry. He has worked with several investment management firms, focusing on creating customized portfolios tailored to each client's specific needs. Gary delivers a comprehensive approach to wealth management that begins with understanding clients' life priorities and financial aspirations. Gary holds the Certified Investment Management Analyst (CIMA) certification and the Personal Investment Advisor (PIA) designation. He graduated from Miami University with a Bachelor's Degree in Business Management and was a four-year varsity letter winner on the wrestling team. He is affiliated with the professional organization Wrestlers in Business. Gary leverages the resources and advisory services of Merrill Lynch Wealth Management to assist clients with complex financial decisions. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing. Outside of work, Gary enjoys spending time with his family and participating in various outdoor activities and sports.

Eric Fuller is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He joined his father's practice, The Fuller Group, in 2005 and has since focused on helping clients plan for their futures and legacies. Eric serves as a Portfolio Manager and manages personalized or defined investment strategies on a discretionary basis, including the use of individual stocks and bonds, as well as various model portfolios. Eric holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). These credentials support his comprehensive approach to wealth management and investment planning. He graduated cum laude with a Bachelor of Science degree in Finance from Miami University in Oxford. A lifelong resident of Northeast Ohio, Eric lives with his wife, Lauren, a primary care physician, and their three children. Outside of his professional work, he enjoys golfing, skiing, and following Cleveland sports teams.

Liam O'rourke is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, and AXA Advisors. Outside of finance, he has experience working with Everest Soccer Club and in education at Firestone High School and Kent State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Courtad is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Courtad Group since 2018. He specializes in multi-generational wealth management, estate planning services, and financial planning, providing customized strategies that support long-term financial success. His areas of focus include corporate executive services, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ethan graduated from The Ohio State University in 2014 with a Bachelor's Degree in Materials Science and Engineering. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His background in engineering contributes to his structured and analytical approach to financial planning. He resides in Copley, Ohio with his wife Amanda and their two children. Outside of his professional work, Ethan volunteers with the Northeast Ohio chapter of the Juvenile Diabetes Research Foundation and participates in the Ohio State Summit County Alumni Club.

Lucy O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Freeman O'Connell Thomas Wealth Management Group. She began her financial services career with Merrill in 2002 and supports clients in Northeast Ohio and Akron communities. Her focus areas include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Lucy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Industrial Business Management from the University of Akron and previously attended John Carroll University on an academic scholarship. She is married with two children and three grandchildren. Lucy enjoys spending time outdoors, watching soccer, reading, biking, boating, dancing, gardening, hiking, running, and traveling. She is involved with community organizations such as Akron Children's Hospital and Akron Zoo.

Sarah Wolff is a Wealth Management Advisor with over 14 years of experience in the financial services industry. She began her career at Merrill Edge in Jacksonville, Florida, focusing on probate work after graduating from law school. Sarah later helped establish a team of Merrill Lynch Wealth Management financial advisors in Providence, Rhode Island, and returned to Ohio in 2017 to join The Fuller Group. She serves clients with a focus on personalized wealth management strategies that align with their individual goals and lifestyles. Her expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and small business strategies. Sarah holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from the University of Akron and a Juris Doctorate from Florida Coastal School of Law. Outside of her professional work, Sarah is involved in community activities including volunteering with the Girl Scouts of America and Highland Youth Soccer. She enjoys camping, hiking, photography, reading, soccer, and spending time with her family.

Tim Papp is a Wealth Management Advisor at Merrill Lynch Wealth Management, holding the position of Senior Vice President. He works closely with clients to create personalized financial strategies that consider their comprehensive financial picture and help them pursue their long-term goals. Tim's areas of focus include legacy planning, personal retirement planning, philanthropic planning, and retirement income. He holds the professional designations of Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned his bachelor's degree from The University of Akron. Tim is also involved in community activities, including volunteering with organizations such as Akron Children's Hospital through the Hope Ambassador program, serving as Board President of the Magical Theatre Company, participating at St Francis de Sales Church, contributing as a Charles Deering Legacy Advisor Leader at Summa Health, and being a member of the YMCA Heritage Club.