Peter Kline is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, with a 43-year history in wealth management services. He provides guidance to a diverse client base including business owners, executives, entrepreneurs, professionals, and multigenerational families. His areas of expertise include wealth planning, investment management, trust and estate planning services through Bank of America Private Bank, family wealth dynamics, executive compensation, access to credit through Bank of America, college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income strategies. Peter began his career in wealth management in 1988 with Merrill and has developed a significant tenure and continuity at the firm. Prior to joining Merrill, he spent seven years as a Financial Advisor and Manager with an advisory firm in Bellevue. He holds a Bachelor of Science degree from the University of Wyoming with an emphasis in Investment Analysis and Portfolio Management. Peter maintains professional credentials including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Peter is actively involved in community initiatives such as Marathons with Meaning, where he combines his passion for endurance running and support for athletes with disabilities. Outside of his professional work, his personal interests include adventure sports, horseback riding, running marathons, scuba diving, and skiing.

Jacob Burns is a Private Wealth Advisor with Merrill Private Wealth Management in Seattle. He provides advisory services to a select group of entrepreneurs and their families, focusing on managing substantial wealth and assisting clients in navigating critical financial decisions and transitions. Jacob Burn's career in wealth management began in 2000 and includes experience with several prominent institutions. His previous roles include positions at J.P. Morgan as an Executive Director in Private Wealth Management, at Goldman Sachs as a Private Wealth Advisor, and at UBS where he served as a Financial Advisor and Divisional Lending Advisor. He holds a Bachelor's degree in Economics from Fordham University and an MBA in Accounting, Finance, and Strategy from the University of Washington's Michael G. Foster School of Business. Additionally, he earned a Certificate in Business Strategy from Harvard Business School Online. Jacob also maintains the Personal Investment Advisor (PIA) designation.

Prabpreet Minhas is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. His approach includes providing guidance on investing, retirement planning, and savings, and facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Prabpreet brings experience rooted in helping individuals and families, particularly those from immigrant backgrounds, to make confident and informed financial decisions. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a high school diploma from Kent Meridian High School and a bachelor's degree from Western Governors University. Outside of his professional role, Prabpreet enjoys basketball, biking, cooking, music, photography, spending time with his family, traveling, and watching movies. He is also a husband and sports enthusiast who values discipline, preparation, and lifelong growth, principles that inform his work as a financial advisor.

Kurt Schulz is a Wealth Management Advisor at Merrill Lynch Wealth Management who specializes in serving a diverse clientele including active and retired athletes, entertainers, physicians, attorneys, executives, business owners, and families. Since joining Merrill Lynch in 2003 after a ten-year career in the National Football League, Kurt has focused on helping clients manage new wealth, personal retirement planning, portfolio management, sports and entertainment financial matters, individual and corporate investment strategies, and tax minimization. Kurt's financial approach emphasizes practical, straightforward strategies, encouraging clients to establish consistent saving and investment habits, manage debt prudently, and utilize available resources effectively. He works with clients from initial goal-setting through the development and implementation of customized financial strategies that address investment, retirement planning, income generation, tax minimization, and estate planning. His expertise is supported by professional credentials including the CERTIFIED FINANCIAL PLANNER® certificant and Certified Investment Management Analyst® (CIMA®) designation. Before his financial advisory career, Kurt played in the NFL, recording 30 interceptions and participating in two Super Bowls with the Buffalo Bills, and concluding his career with the Detroit Lions. He was also a three-time GTE Academic All-American while earning a Bachelor’s degree in Accounting from Eastern Washington University. Outside of work, Kurt engages in soccer with his adult sons, practices yoga and workouts daily, and enjoys skiing, tennis, and fly-fishing when time permits.

Mikihisa Kobayashi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He supports clients by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. His approach includes access to investment insights from Merrill and the banking and lending services of Bank of America. Kobayashi’s expertise covers a range of areas including college education planning, family wealth management, managing new wealth, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor’s degree from Washington State. Committed to community involvement, Kobayashi follows the Merrill tradition by volunteering with local organizations, reflecting his interest in contributing to the communities he serves.

Sean Kron is a financial advisor at Merrill based in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020, alongside his role at Merrill since 2019. Prior to his advisory career, he was employed at the University of Washington from 2015 to 2019. 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.

Colby Hanover is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill for the past 10 years. Hanover is also affiliated with the University of Washington, where he has been involved since 2008. Merrill, along 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers.

Brian Minard is a Senior Financial Advisor with the Mikkola Small Minard Group, a boutique-style, multi-generational wealth management group based in Bellevue, Washington. He focuses on building long-term client relationships by providing holistic financial strategies that address a comprehensive range of client needs and issues. His areas of expertise include investment and risk management, credit and lending, liquidity and cash flow management, trust management services, family wealth and estate planning, retirement income planning, and philanthropy and giving. Brian began his financial services career in 2020 during the COVID-19 pandemic, recognizing the importance of offering clients dedicated guidance during turbulent times. He works closely with his team to help individuals, families, non-profits, and business owners make informed financial decisions and manage their wealth effectively. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation, and the Personal Investment Advisor (PIA) credential. Brian earned his bachelor's degree from the University of Washington. Outside of work, Brian enjoys outdoor activities such as skiing, hiking, backpacking, and camping. He also spends time traveling and supports Seattle sports teams. He values spending time with his family and friends.

Priti Mendonca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2019, she held positions at UCIC, Costco Wholesale, and AT&T. 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 and profit-sharing plans, corporations, and charitable organizations.

Louis Feinberg is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to design comprehensive financial strategies that align with their personal goals and risk tolerance, supporting a variety of needs including retirement income planning, educational funding, philanthropic planning, and investment strategies. He holds a Bachelor's Degree from the University of Arizona and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Louis focuses on understanding individual clients through thoughtful questions and listening, addressing areas such as portfolio management, tax minimization, family wealth management, and managing new wealth. Outside of his professional role, Louis is actively involved in his church and a national men's ministry. He resides in Juanita Beach, Kirkland, Washington with his two dogs and enjoys basketball, volleyball, hiking, cooking, music, and spending time with his family.

Sukwoo Lee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, New York Life, Homestreet Bank, and Whitworth University. Outside of finance, he was involved with Sol Boba, a business he participated in for five years. 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 investors.

Jennifer Sik is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. She works with a diverse portfolio of high-net-worth clients including families, individuals, and business owners. Jennifer joined Merrill as a financial advisor in 2007 and focuses on providing personalized wealth management strategies to help clients pursue their long-term financial goals. Her expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and women and wealth. Jennifer holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has over 20 years of experience across banking and finance, internet technologies, and public relations internationally. Jennifer earned a Bachelor's degree in Fine Arts and English Linguistics from the University of Hong Kong and a Master's degree in Applied Finance from Macquarie University, Australia. In addition to her professional work, Jennifer is active in the community and serves as a board member of the Washington Women Foundation. She integrates global perspectives and collaborates closely with clients to achieve their financial objectives.

Casey Haldis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Casey works closely with clients to develop personalized financial strategies that consider their risk tolerance, time horizon, and liquidity needs. Casey focuses on helping clients achieve their goals through wealth management strategies tailored to today’s changing market conditions. Casey's areas of expertise include college education planning, equity compensation services, managing new wealth, personal retirement planning, and retirement income. As a Merrill Advisor, Casey takes the time to understand what is important to each client to provide advice and guidance that aligns with their unique financial situation. Casey holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Concordia College - Moorhead. Outside of professional responsibilities, Casey enjoys camping, fishing, football, golfing, and skiing.

Christine Philipps is a Wealth Management Advisor specializing in developing customized wealth management strategies tailored to her clients' goals. She works closely with private investors and family offices, applying disciplined planning and investment processes. Her experience includes roles with the U.S. Senate Judiciary Committee and on Wall Street, which influenced her career direction. She holds a Bachelor's Degree from Carroll College, an MBA in Finance, and a Master's Degree in International Management from the University of Texas at Dallas. Christine carries professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine is involved with the Seattle Girls School and a Tennis Outreach Program. Her personal interests include hiking, skiing, table tennis, tennis, and traveling.

Tai Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. Tai provides ongoing advice and adjusts financial plans as clients' circumstances evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tai earned both his Bachelor's Degree and Master of Business Administration (MBA) from the University of Washington. He communicates with clients in English and Vietnamese.

Ngocha Nguyen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. Prior to returning to Merrill in 2022, Nguyen worked at Morgan Stanley and Bank of America. 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.

Daniel Duke is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 2010 and is also affiliated with Bank of America. Outside of his advisory role, he serves as an advisory board member for American Friends of SMUS, a nonprofit fundraising organization supporting St. Michaels University School in Victoria, Canada, where he is an alumnus. 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.

Matthew Ratto is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with successful, motivated individuals and families to simplify complex financial decisions and create strategies aligned with their goals. He provides guidance on topics including executive compensation, equity compensation services, legacy planning, personal retirement planning, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from Gonzaga University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He takes a personalized approach by getting to know clients and understanding their priorities to develop strategies that address their short-, mid-, and long-term objectives. Outside of his professional work, Matthew enjoys baseball, basketball, cooking, football, golfing, spending time with his family, and watching movies.

Renee Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She follows a disciplined process that begins with taking the time to understand each client's financial situation and personal priorities. Renee is dedicated to delivering service tailored to what matters most to her clients and their families. Her areas of expertise include college education planning, family wealth management strategies, employee financial health, legacy and estate planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, and retirement income. Renee holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Miami University of Ohio. Outside of her professional work, Renee enjoys gardening, hiking, photography, running, tennis, yoga, traveling, watching movies, and spending time with her family.

Patrick Chin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies managed by internal and third-party teams.