Michael Estabrook is an International Wealth Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2013, he has provided clients with services focused on family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Michael leverages a family office approach centered on the principles of value creation and service excellence, utilizing Merrill Lynch's resources alongside the banking convenience of Bank of America. He holds a Master's of Science from Rotterdam School of Management at Erasmus University and a Bachelor's of Science from Ecole Hôtelière de Lausanne, both in Hospitality Management. Michael is a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He is licensed to sell insurance in Colorado, Texas, California, Florida, North Carolina, Maryland, and New York. Proficient in English, French, Spanish, and conversational Dutch, he is also involved with several professional and community organizations, including the Colorado Hispanic-Latino Business Council and the Hispanic/Latino Organization for Leadership and Advancement Colorado Chapter. Michael resides in Basalt, Colorado with his wife Brechtje and their daughters. He enjoys traveling, hiking, skiing, camping, cooking, fishing, and spending time with his family. His approach to wealth management integrates the principles of hospitality with financial planning to deliver a seamless and personalized client experience.

Scott Mercier is the Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000 and joined Merrill Lynch in 2012. Scott focuses on developing strategies and recommendations for successful individuals, families, and businesses to help them meet their short- and long-term financial goals. His approach to wealth management is consultative, objective, and extensive, emphasizing an efficient allocation of client resources with a detailed analysis of both assets and liabilities. Scott's expertise includes family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. He works collaboratively with clients to understand their goals and develop personalized financial strategies. Scott grew up in Telluride, Colorado, and earned a Bachelor of Arts in Economics from the University of California at Berkeley. He holds a Master's degree from Harvard University and is a CERTIFIED FINANCIAL PLANNER4 professional, a Certified Private Wealth Advisorae, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. Outside of his financial career, Scott was a professional cyclist and a member of the 1992 U.S. Olympic Cycling Team. He has also served as chair of the Community Hospital Board of Trustees and written a cycling column for the Aspen Times. Scott enjoys reading, writing, cycling, mountain biking, and skiing, and resides in Basalt with his wife, Mandie.

Dwayne Ross is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 36 years of experience in assisting families, individuals, and successful business owners in developing robust, long-term financial strategies. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, and retirement income. Mr. Ross holds a Bachelor's Degree in Business from the University of Florida, earned in 1985. His professional background includes roles as Senior Vice President Wealth Management at Morgan Stanley Smith Barney from September 1999 to December 2012, and as First Vice President Financial Consultant at Dean Witter & Prudential Securities from January 1989 to September 1999. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Davie, Florida, with his wife Durée and two children. Outside of his professional work, he enjoys antiquing and participates in local community events, including assisting local schools with their math and business curriculums.

Brian Overbo is a financial advisor with Merrill based in Aspen, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Overbo has worked at Merrill since 2008 and is also affiliated with Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Rispoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on creating and preserving legacy wealth for multigenerational families, non-profit endowments, and family foundations. He joined Di Ianni & Associates as a Wealth Management Advisor in 2014 after developing professional relationships with various Merrill groups and completing internships with UBS in New York City and Merrill Lynch Wealth Management in Aspen. Max holds a bachelor's degree from Babson College with dual concentrations in Finance and Economics. He has earned the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC) designations. His expertise includes family and behavioral dynamics, tax minimization strategies for closely held business owners and executives, legacy planning strategies for charitable giving, estate planning services, and wealth transfer. Outside of work, Max is actively involved in nonprofit and philanthropic organizations, serving on the Aspen Education Foundation as Secretary of the Board and Chairman of the Alumni Committee. He has previously held leadership roles on the executive committee of Springboard Aspen and the Jazz Aspen Snowmass Advisory Board. Max has lived in Aspen since 1999 and pursues outdoor activities such as running, biking, hiking, and snowboarding. He also works on perfecting a meatball recipe for his family.

Morgan Madrid is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, Morgan worked at RBC Wealth Management from 2022 to 2024 and has held various positions in different sectors including health clubs, education, and retail. 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 model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Brady is a financial advisor at Merrill in Aspen, CO, holding Series 63 and Series 65 licenses. He has recent experience at firms including Quantitative Financial Strategies, Private Estate, and Cooper Street Capital. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Mobilian is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., High Country Financial Advisors, and BlackRock. 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, and institutional accounts.

Donna Di Ianni is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 1983, founding Di Ianni & Associates and advising high-net-worth individuals, families, endowments, and private family foundations. Donna began her career at Merrill Lynch Wealth Management in Bridgewater, New Jersey, where she worked for 17 years before relocating to Aspen, Colorado in 2000 to open the Aspen Merrill branch. Donna holds a Bachelor's degree from Susquehanna University and a Master's degree from The Pennsylvania State University. She has earned the Personal Investment Advisor (PIA) designation. Her community involvement includes serving on the boards of nonprofit organizations such as Jazz Aspen Snowmass, where she is currently on the Board of Trustees and Co-Chair of the National Council. She has also held past board positions with the Aspen Music Festival and School and Schools Need Active Parents (SNAP). Donna resides in Aspen, Colorado.

Steven Penton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1994 and is designated as a Merrill Institutional Consultant, providing integrated institutional consulting services to clients such as Taft-Hartley retirement plans, corporations, foundations, endowments, and nonprofit organizations. His work focuses on executive wealth management, advisory services, managed money, and equity and fixed-income analysis. Steven has expertise in assisting retirement plan sponsors with the design and administration of defined-contribution plans, including 401(k), 403(b), 457 plans, nonqualified defined-contribution plans, and supplemental executive retirement plans. He holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor's degree in history and economics from Denison University and completed his high school education at Western Reserve Academy. Steven resides in Chagrin Falls, Ohio, with his wife and two sons, and his interests include skiing, running, playing golf, and bike riding.

Kevin Hueth is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and held various roles including positions at Boston University and entrepreneurial ventures such as Eat, LLC and Calcydny, LLC. He also spent nine years with Aspen Ski Company. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Allison Gerrie is a Financial Advisor with the Gerrie-Stafford Group at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with complex financial needs through a goals-based wealth planning approach. Allison is committed to guiding her clients through the uncertainties of life and financial markets while delivering attentive customer service. Before joining Merrill Lynch in 2021, she spent five years at J.P. Morgan’s Private Bank in Dallas, where she began her career serving high net worth individuals. Allison earned a Bachelor of Business Administration in Finance with a Minor in Marketing from the University of Texas at Austin. She holds the Personal Investment Advisor (PIA) designation. Residing in Carbondale, Colorado with her husband, Andrew, Allison is involved in her community through volunteer work at the Wind Walkers Equine Assisted Learning & Therapy Center. In her personal time, she enjoys activities such as horseback riding, fly fishing, snow skiing, and attending football games.