Joseph Danatzko is a financial advisor at Merrill with 26 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 credentials. 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.

Kathleen Reuter is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and also has a long career at Williams Sonoma beginning in 2006. 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 plans, corporations, and charitable organizations.

Stacey Cassis is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2004 and Bank of America since 2011. She serves as a trustee of B W Investment, a role she began in 2023. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Lottman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering customized wealth management strategies to high-net-worth individuals, family offices, and institutions. His areas of focus include banking, investments, lending, trust and estate planning, employee benefits planning, small business strategies, individual and corporate investment strategy, and tax minimization. Andrew began his career at Deloitte and Touche LLC in Chicago as a Certified Public Accountant (CPA) auditing the investments of Private Equity and Non-Profit Entities. In 2015, he joined Ziegler Capital Management, where he assisted high-net-worth individuals and institutional clients with sophisticated investment strategies. In 2017, he relocated to Michigan and started his role as a financial advisor at J.P. Morgan’s Private Bank. Andrew joined Merrill Lynch in 2023. He earned a Bachelor of Arts degree in accounting from Michigan State University and a Master of Science in Accountancy degree with a minor in finance from DePaul University. He holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew is a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA). He enjoys golfing, boating, and spending time with his wife and three children. He currently resides in Birmingham, Michigan.

Amber Griffin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following five years at Ameriprise Financial Services Inc. 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.

Brendan Kelly is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Ford Motor Company and Haworth. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Stevens is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her work history includes roles at Bank of America N.A., Senior Benefits and Planning, LLC, MariPau Wealth Management LLC, and Securian Financial Advisors of the Great Lakes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Jennifer Blizinski is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1993 and also serves Bank of America, NA, where she has worked since 2009. Outside of her advisory role, she acts as executor for two estates in Warren, Michigan. 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 plans, corporations, and charitable organizations.

Christopher Nelson is a financial advisor at Merrill with 11 years of industry experience. He has held his current role since 2017 and previously worked at MSI Financial Services, INC. for one year. Nelson holds the Series 66 designation and is based in Bloomfield Hills, Michigan. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Sean Norton is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Merrill in 2020, Norton worked at Wells Fargo, Paychex, Inc., Paychex Securities Corporation, and Comerica Securities. Outside of his advisory role, he serves as a power of attorney for his mother. 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 developed by internal and third-party managers.

Susan Burns is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2015. She serves as a trustee in a fiduciary capacity for a non-investment related entity. 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.

Matthew Spickler is a Senior Financial Advisor and partner with The Spickler Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2017, he has offered a holistic approach to managing clients' wealth by listening closely to their needs and assisting them in achieving their financial goals. His role involves providing financial advice and guidance to families, individuals, and business owners, helping them develop long-term plans to manage their assets effectively. Matthew's expertise encompasses divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. He works with clients concerned about sustaining their wealth throughout retirement, organizing all aspects of their financial picture to keep them aligned with their objectives. His client relationships often span generations, serving as a trusted advisor for the entire family. He holds a Bachelor's Degree from Michigan State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew is affiliated with the Detroit Rotary and has been recognized with the Youth Citizen Service Award. Outside of work, he enjoys adventure sports, billiards, camping, chess, music, reading, spending time with his family, traveling, writing, and practicing yoga.

Patrick Moran serves as a Wealth Management Advisor with AMDG Wealth Management, affiliated with Merrill Lynch Wealth Management. He holds the title of Senior Portfolio Manager and has been working closely with ultra high net worth families since 2014. His professional focus encompasses wealth planning, analysis, and asset allocation, aiming to assist clients in managing and preserving significant wealth effectively. As a Senior Portfolio Manager, he manages personalized and defined strategies on a discretionary basis, incorporating various investment approaches including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick's experience includes guiding families through the complexities of wealth management by addressing broader considerations beyond investments, such as planning, lending, philanthropy, and liquidity events. His advisory approach emphasizes understanding each family's unique values and goals, with services tailored to areas including college education planning, divorce transition planning, legacy planning, and tax minimization. He is recognized for his role in helping clients achieve financial success while maintaining a focus on consistent and prudent investment strategies. Originally from Michigan, Patrick earned a Bachelor of Science degree in Business from Le Moyne College. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Patrick resides in Bloomfield Hills, Michigan, with his wife and children. Outside of his professional duties, he enjoys golfing, ice hockey, traveling, and spending time with his family.

Griffin Horne is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America and Merrill since 2017, as well as time at the Ron Blue Institute and Indiana Wesleyan University. 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.

David Hudspeth is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1981 and holds Series 63 and Series 66 licenses. 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 constructed by internal and third-party managers.

Laura Forlines is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1996 and holds Series 63 and Series 66 designations. Merrill, alongside 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.

Theodore Spickler is a Senior Financial Advisor at Merrill Lynch Wealth Management. He initially joined Merrill in 2011, focusing on assisting affluent clients and their families in achieving financial wellness. After a two-year hiatus to pursue a business opportunity, he returned to Merrill in 2019. He applies his experience in delivering holistic, goals-based strategies to help clients with managing new wealth, personal retirement planning, and retirement income. Theodore holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Theodore earned a Bachelor’s degree in History from the University of California, Los Angeles, and a Master’s degree in History from the University of Iowa. His personal interests include basketball, cooking, reading, and traveling.

John Baxter III is a financial advisor at Merrill with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 1987, including 15 years with Bank of America, N.A. in Bloomfield Hills, MI. 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.

Robert Garbutt is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill since 2005. 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.

Joi Rushing is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Outside of her advisory role, she serves as treasurer and chair of the budget committee for Tee Set Golf Club, a 501(c)(4) social golf club that raises funds for scholarships, and is a board member of Detroit Future City, a nonprofit focused on equitable and sustainable growth in Detroit. 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 strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.