Kevin Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as part of the Cook Group. He has been with Merrill since May 2013 and contributes to a team with a history dating back to 1974. Kevin works with clients to develop family wealth management strategies, legacy planning, liquidity management, and retirement income planning, among other areas. Prior to joining Merrill, Kevin was a small business owner for over 10 years, providing him with insight into the challenges faced by business owners. He leverages this experience to assist small business clients in planning for their financial futures. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned a bachelor's degree from St. Olaf College and a master's degree from the University of Minnesota. He graduated from Brother Rice High School in Bloomfield Hills, MI. Outside of his professional work, Kevin and his family are active in their local community, including involvement with Brother Rice High School, City Light, Independence Elementary School, and The River Church in Holly, MI. He enjoys outdoor activities such as camping, fishing, golfing, hiking, ice hockey, running, skiing, volleyball, and spending time with his family.

Mark Sullivan is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2009. 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 clients including individuals, pension plans, corporations, and charitable organizations.

Keith Hatton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darryl Deriemacker is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 designations and bringing 21 years of industry experience. He has been with Merrill since 2012. Merrill, along 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Christopher Malley is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to each client's unique goals and changing market conditions. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, divorce transition planning, and corporate retirement plan services. Christopher holds a Bachelor's Degree from Albion College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Christopher is committed to understanding what matters most to his clients in order to design customized wealth management approaches that pursue long-term financial goals while managing investment risk. He also participates in community service through volunteering, reflecting Merrill’s tradition of community involvement. Outside of work, his personal interests include adventure sports, boating, golfing, skiing, and swimming.

Bryan Kohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2009, he has concentrated on assisting high-net-worth individuals in integrating various aspects of their financial lives. Bryan collaborates closely with clients to design and implement wealth management strategies that address both short- and long-term goals, including college education planning, retirement preparation, legacy planning, and family wealth management. Bryan takes a holistic, client-focused approach to financial planning, seeking to understand clients' goals and financial situations thoroughly to provide tailored guidance. He builds networks with other professionals to ensure comprehensive support for his clients and emphasizes principles of integrity, dedication, accountability, and customer service. Bryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Michigan University. Outside of his professional role, Bryan enjoys basketball, football, ice hockey, running, cooking, traveling, watching movies, and spending time with his family.

Damon Brown is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He helps clients protect and grow their wealth through personalized investment strategies and advice, adapting to changing market conditions. Damon manages discretionary portfolios, selecting from Merrill Lynch model portfolios and third-party strategies to pursue client objectives. Damon holds a Bachelor's Degree from Western Kentucky University and completed the Accredited Certificate Program at the University of Michigan System. He has earned professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). His involvement extends to professional and community organizations such as the Detroit Young Professionals, Warwick Hills Homeowners Association where he serves as President Emeritus, the Grand Blanc Township Board of Trustees as a Trustee, and the Western Kentucky University Alumni Board's Young Alumni Council. From a young age, Damon demonstrated interest in financial management, balancing his family budget and setting savings goals. Outside of work, he enjoys baseball, basketball, boxing, cooking, fishing, football, golfing, horseback riding, hunting, and spending time with his family. Damon is committed to establishing strong relationships with clients and assisting them in making important financial decisions related to retirement, education, business, real estate, and legacy planning.

Alison Moffatt is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' goals, values, and visions to develop personalized financial strategies. Alison works closely with individuals and families to address areas such as building wealth, retirement planning, and preparing for unexpected financial events. Alison began her wealth management career in 1996 with Morgan Stanley in New York City, where she gained experience in complex wealth planning for ultra-high-net-worth families. She has also worked with a boutique Registered Investment Advisor in Stamford, Connecticut, and at UBS Wealth Management in Farmington Hills, Michigan. Her expertise includes college education planning, family wealth management, philanthropic planning, and services for endowments and non-profits. She holds a Bachelor's degree from the University of Notre Dame and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Alison is a member of the Merrill Lynch Women's Exchange and the Michigan Womens Tax Association. In addition to her professional activities, she is involved with organizations such as the Darien Nature Center, Detroit Catholic Central Mothers Club, FOCUS Hope, and Guiding Eyes for the Blind. Alison enjoys golfing, horseback riding, ice hockey, pickleball, reading, tennis, traveling, and spending time with her family.

Edyta Carter is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill Lynch since 2008 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nikola Savich is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, businesses, and private estates to provide guidance on investment decisions and financial planning to support clients' cash needs, lending solutions, investments, and retirement stability. His areas of expertise include college education planning, divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nikola Savich earned both his Bachelor's Degree and Master of Business Administration (MBA) from Northwood University. He applies a personalized planning approach, working collaboratively with clients to create financial strategies tailored to their goals. His lending services are provided through Bank of America, N.A. Outside of his professional work, his interests include basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

John Duncan is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has spent over 30 years in the financial services industry, focusing on addressing the unique financial needs of clients and their families. John specializes in portfolio management, retirement plan services, and wealth management strategies, including asset allocation, tax minimization, and succession planning. As a Portfolio Manager, he manages discretionary tactical growth portfolios guided by an earnings momentum discipline. John's team, Duncan & Associates, concentrates on retirement plan services, particularly 401(k) plans, emphasizing process automation, plan simplicity, sophisticated options for select employees, and customized ongoing communication. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned a BA degree in Finance from Michigan State University. Outside of work, John and his wife, Karen, have three sons and contribute their time to local school, youth, and charitable organizations. He believes in working closely with clients to develop personalized financial strategies to assist them in pursuing their long-term goals.

Evan Storozhenko is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Mercantile Bank and worked in several roles at Michigan State University and other organizations. 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 range of individual and institutional clients.

Scott Faulkner is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years of experience. He focuses on offering a comprehensive approach to managing wealth by understanding clients and their financial situations, then creating customized strategies that adapt to changing needs and market conditions. Scott provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Throughout his career, Scott has guided individuals, families, and organizations through complex financial decisions with an emphasis on simplifying challenges and prioritizing people. His expertise includes strategic planning, team leadership, relationship building, and guiding clients through change and transition. He has also been involved in mentoring younger advisors and collaborating across departments to ensure consistent client success. Scott holds a Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Western Michigan University, and a High School Diploma from Lahser High School. He follows Merrill's tradition of community involvement and volunteers with organizations such as the Karmanos Cancer Institute Partners. Outside of work, he enjoys activities including boxing, football, golfing, ice hockey, reading, soccer, spending time with his family, tennis, and traveling.

Leeland Runestad is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to identify their financial priorities and develop strategies to pursue their goals across various stages of life. He provides advice on topics including investing, retirement planning, education funding, and managing wealth, and can connect clients with specialists in banking, credit, home financing, and small business solutions. Leeland holds the Personal Investment Advisor (PIA) designation and has an Associate's Degree from Oakland Community College, along with a High School Diploma from Powers Catholic High School. His areas of client focus include college education planning, legacy planning, liquidity management, philanthropic planning, small business strategies, tax minimization, and retirement income. He offers ongoing guidance to help clients adapt their portfolios as their needs evolve. Outside of his professional work, Leeland enjoys activities such as boxing, fishing, golfing, hunting, music, reading, spending time with his family, and watching movies.

Brady Lewkowicz is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Consulting Group before joining Merrill and Bank of America in 2019. Outside of his advisory role, he consults on marketing for commercial properties through two separate consulting entities. 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 various institutional investors.

Susan Boehmer is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked with Merrill since 1995, including a tenure at Bank of America, N.A. since 2009. Merrill, together with 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 plans, corporations, and charitable organizations.

Michael Ottaway is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in investment advisory services. He focuses on developing personalized financial strategies for high-net-worth families, businesses, and organizations to help them achieve both short- and long-term financial objectives. His expertise includes college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and philanthropic planning. Mr. Ottaway earned a Bachelor of Arts degree with a concentration in business from the University of Michigan in 1986. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, he serves as Chairman of the Grosse Pointe Farms Foundation and is a past President of the Detroit Athletic Club. He resides in Grosse Pointe, Michigan with his wife and two daughters.

Philip Dunham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience at the firm. He joined Merrill Lynch in 1979 and has dedicated his career to building relationships and supporting clients in achieving financial independence. His areas of focus include personal retirement planning, portfolio management services, and retirement income strategies. Philip graduated with honors from the University of Wisconsin at Madison in 1978, holding a bachelor's degree with a concentration in U.S. history and romance languages. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Philip enjoys reading, running, and swimming.

Nora Kolar is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The London Kolar Group. She began her financial services career in 1995 and joined Merrill in 2009. Nora focuses on helping high-net-worth individuals manage various aspects of their financial lives, designing and implementing wealth management strategies to pursue short- and long-term goals such as college education planning, retirement preparation, and legacy planning. Nora holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College and an associate's degree from Oakland Community College. Her experience includes working with clients during significant life transitions and providing guidance in areas such as family wealth management, divorce transition planning, and managing new wealth. Her personal experience with her daughter's health challenges has informed her belief in the connection between financial planning and health, motivating her to help clients prepare for retirement without added worries. Outside of her professional role, Nora enjoys music, traveling, and spending time with her two children in Berkley, Michigan.

Anthony Simon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a partner on "The BDGSW Group", a team of investment professionals that combine their industry knowledge and the global resources of Merrill to provide a full range of wealth management services to clients. Anthony assists clients by helping them manage their wealth to meet individual or institutional investment needs, including retirement planning, investment planning, estate planning strategies, wealth planning, and risk management. He also has experience with corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Anthony holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at The Wharton School of The University of Pennsylvania. He also holds the Certified Private Wealth Advisor (CPWA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at the Yale School of Management. He earned a Bachelor's Degree in Finance from Michigan State University's Eli Broad College of Business. Originally from Grosse Pointe, Anthony has been with Merrill's Bloomfield Hills office since 2018. Outside of his professional role, Anthony is involved with the community organization Our Lady Star Of The Sea. He enjoys spending time with family and friends, supporting Detroit sports teams, golfing, boating, cooking, running, and traveling.