Axel Isackson is a financial advisor at Merrill Lynch Wealth Management based in the greater Seattle area. He focuses on helping clients with family wealth management strategies, personal retirement planning, and portfolio management services. Axel prioritizes understanding what matters most to each client and building a financial strategy tailored to their individual goals and life circumstances. He graduated from Central Washington University, where he studied managerial economics and business finance and was also a student-athlete playing football for five years. Axel emphasizes a financial planning approach that is personal and straightforward, encouraging clients to feel confident and informed about their financial decisions. Outside of his professional role, Axel enjoys a variety of activities including baseball, boating, fishing, football, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Laura Simons is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to that, she was a Sales Coordinator for The Juice Plus Company, a nutritional product business, from 2011 to 2017. 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.

Clark Small is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in several business activities in Sun Valley, Idaho, including working on race competition setup and owning a property management oversight company. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamie Franceschina is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2016. Her prior experience includes four years at Morgan Stanley. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lori Minard is a Wealth Management Advisor and Managing Director with the Mikkola Small Minard Group at Merrill Lynch Wealth Management in Bellevue, WA. She became a Wealth Management Advisor with Merrill in 1998 and serves as a Portfolio Manager, managing discretionary personalized and defined strategies utilizing individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. With over 90 years of combined team experience, Lori focuses on Goals-Based Wealth Management and holistic financial strategies addressing investment management, retirement planning, tax minimization, and legacy planning. Her client base includes multi-generational families, retirees, C-suite executives, women investors, and business owners. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® professional, and Personal Investment Advisor (PIA). Lori earned an Associate's Degree/College Diploma from Central Washington University. Lori lives in Clyde Hill with her husband Michael and their grown twin sons. Her personal interests include traveling, hiking, Orange Theory Fitness, pickleball, Husky football, and spending time with family. She has also contributed to the community as a previous advisor to The School of Business at Central Washington University and through involvement with Washington Women In Need.

James Toepel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in a variety of client focus areas including college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. James holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in basketball, tennis, and traveling.

Lori Wiegand is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and has 32 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Wiegand serves as a board member for a local homeowners association, contributing to community asset and financial management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kassidy Reisinger is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015, with a one-year gap in employment before returning to the firm in 2026. 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.

Corina Davis is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Seattle, Washington. She is the founder of The Davis Group and has built her team to provide wealth management services to business owners, corporate executives, and multigenerational families. Corina's approach centers on understanding client situations and aspirations to deliver personalized wealth management that addresses complex needs. With over two decades of experience, Corina's expertise includes corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Corina began her career in financial services in 2000 and joined Merrill Lynch in 2003. A graduate of the University of Washington with a bachelor's degree, Corina is involved with community organizations such as Girls Inc. PNW and serves on their board. Outside of work, she enjoys gardening, hiking, tennis, and spending time with her family in north Seattle.

Kim Lafferty is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill in two separate periods, totaling 37 years, with a brief tenure at Emerald Advisors LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Pence is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Microsoft and SSA Marine. 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.

Michael Imler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals, focusing on areas such as education planning, family wealth management, retirement income, philanthropic planning, and portfolio management. Michael holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). He emphasizes a client-centered approach, working one-on-one to create flexible strategies that adapt to changing market conditions. Additionally, he participates in community volunteering in line with Merrill’s tradition of community engagement.

Wyatt Clark is a financial advisor at Merrill in Bellevue, WA, with four years of industry experience. He holds a Series 66 credential and has worked at Merrill in multiple periods since 2016, as well as at Bank of America and Pando Capital LLC. Outside of his advisory role, he serves as a board member for The Gunnery, a high school in Washington, CT, where he volunteers to support young alumni with resume building and career advice. 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 a broad range of individuals and institutions.

Jean Pierre Green is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide wealth management strategies tailored to each client's individual financial goals, combining investment research from Merrill and banking and lending solutions from Bank of America. Their services include wealth transfer and allocation, retirement and estate planning, concentrated stock risk management, and banking solutions. With a team that collectively holds over 55 years of industry experience, Green stays informed on market trends, regulations, tax laws, and new strategies to offer innovative and sophisticated financial planning. He emphasizes a personalized, one-on-one approach to develop financial strategic plans aimed at pursuing clients' long-term objectives. Green holds a Bachelor's Degree from LaSalle University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in numerous professional and community organizations such as the American Red Cross and Habitat for Humanity, reflecting his commitment to community engagement alongside his professional responsibilities.

Elizabeth Roman is a financial advisor at Merrill in Bellevue, WA, holding Series 63 and Series 65 designations with 28 years of industry experience. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Elder is a financial advisor at Merrill with 36 years of industry experience. He has held his current position at Merrill since 2009. He holds Series 63 and Series 65 credentials and is based in Bellevue, WA. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brenda Campbell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Bank of America, Merrill, and Morgan Stanley Smith Barney. 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, and institutional investors.

Eric Anderson is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America, N.A. since 2011. Outside of his advisory role, Anderson manages several family-held investment LLCs and serves as a trustee and successor trustee for family trusts. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes various program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and integration with Bank of America affiliates.

Chas Elliott is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He has no prior industry experience but has worked at Bank of America, Merrill, Buckle INC, Trace Ifc Solutions LLC, Joe's House LLC, and Zumiez INC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thoeum Thaiy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Seafirst Bank (Bank of America) in 1992 and later joined Banc of America Investment Services in 1999. In 2009, he became part of Merrill Lynch Wealth Management following Bank of America's acquisition of Merrill. With over three decades of experience, Thoeum specializes in developing strategies for high-net-worth individuals, families, and businesses. His approach is consultative and focuses on a holistic view of wealth management that incorporates investments, credit, banking, and insurance. He leverages resources available at Merrill Lynch Wealth Management and Bank of America to create customized plans aimed at growing and preserving client assets, emphasizing asset allocation, diversification, and regular rebalancing. Thoeum earned a B.A. in Business Management with an emphasis in finance from Washington State University in 2000 and a Master of Science degree in Personal Financial Planning from the College for Financial Planning in 2015. He and his wife Mary live in Renton, Washington, with their two children. Outside of work, Thoeum enjoys spending time with his family, traveling, camping, running, and participating in firm-sponsored volunteering events and activities at his children's schools.