Lisa London is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. She began her career in 1985 and joined Merrill in 2009. Lisa specializes in helping clients simplify their financial lives through personalized wealth management strategies, addressing areas such as divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. She also works with small and mid-size companies to provide retirement products and services, including 401(k) plans, helping employers customize benefit programs to attract and retain employees. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Plans Specialist℠ designation, and additional credentials including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College. Beyond her professional role, Lisa is involved in community volunteer activities through The London Group's participation with Bank of America. She enjoys biking, boating, golfing, hiking, music, and spending time with her family.

Wendy Mc Millan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America Private Bank, Fidelity Investments, Deutsche Bank, and Wells Fargo Securities. She serves as a board member of The Garden Club of Michigan, where she helps administer and recordkeep to promote gardening knowledge. 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 accounts, supported by internal and third-party managers.

Trevor Andrews is a CFA® charterholder with 13 years of industry experience, currently serving at Merrill in Bloomfield Hills, MI. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Edwards is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been associated with Merrill since 1992 and also with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dante Cerroni is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has over 25 years of experience in wealth management, focusing on managing investments, retirement planning, and estate planning strategies. His approach emphasizes thoughtfully implemented and regularly reviewed strategies for individuals, families, and corporations. Dante and his team provide a range of wealth management services including investment planning, retirement planning, risk management, estate planning, and assistance with financing needs and corporate retirement plans for small to mid-sized businesses. Dante holds a Bachelor's Degree from the University of Michigan and several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His practice centers on helping clients achieve a comfortable quality of life during retirement and creating financial security for their loved ones. Beyond his professional role, Dante actively participates in his community. He serves on the Board of Directors of the Catholic Central Alumni Association and is a trustee of the Catholic Central Endowment. He also serves on the finance committees of both the Italian American Club of Livonia and Catholic Charities of Southeast Michigan. A lifelong resident of the Detroit area, Dante lives in Bloomfield Hills with his wife and four children. He remains active through golfing, skiing, tennis, and coaching his children's soccer and softball teams. In his free time, he enjoys cooking and sharing wine with family and friends.

Griffin Nienberg is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Locniskar Pursel Biddinger Nienberg Rochow Group. He has more than a decade of experience focusing on wealth and investment management for affluent individuals, family offices, and institutions with complex needs. Griffin and his team provide a boutique level of service with global investing resources, working closely with business owners, corporate executives, philanthropists, and charitable foundations. He earned a bachelor's degree in management, with a minor in finance, from Purdue University West Lafayette, where he served as captain of the tennis team during his senior year. Griffin holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Griffin has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" from 2022 through 2026 and as a "Best-in-State Next-Generation Wealth Advisor" from 2022 through 2025. He resides in Birmingham, Michigan, with his wife Jenny and their three children. His personal interests include golfing, tennis, and spending time with his family.

Lisa Fulgenzi is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. 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.

John Boukamp IV is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has worked at Bank of America, N.A. and Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allysa Dankert is a Series 66-licensed financial advisor with Merrill in Bloomfield Hills, MI, and has six years of industry experience. She has been with Merrill and its affiliated entities since 2017, including time at Bank of America, N.A. Outside of her advisory role, she assists with bookkeeping and marketing for J Dankert Powersports LLC, a family-owned business that wholesales, sells, rents, and buys used golf carts. 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, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Jack Muir is a Financial Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor (PIA) credential. Jack focuses on delivering personalized financial strategies that align with his clients' unique goals and priorities. He earned a Bachelor's degree in Finance with a minor in Financial Planning and Wealth Management from Michigan State University's Eli Broad College of Business. His professional expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Jack is committed to building long-term relationships and providing guidance that evolves alongside his clients' financial needs. Originally from Birmingham, Michigan, Jack has lived most of his life there except for his time at Michigan State University and a year in Dallas, Texas. Outside of his professional work, he enjoys golfing, ice hockey, pickleball, and spending time with his family.

Stephanie Borg is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill for 30 years. Merrill 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.

Louis Runco is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of finance, he has a side business in sign installation. 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 institutions.

Tracy Van Sumeren is a financial advisor at Merrill with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1985, also associated with Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alyssa Cox is a Series 66-registered financial advisor at Merrill with one year of industry experience. Prior to entering the financial services field, she held various roles in the hospitality and retail sectors. 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 strategies for individual, high-net-worth, and institutional investors.

Logan Guthrie is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, business owners, and families to navigate complexities related to significant wealth, focusing on areas such as wealth preservation, growth, retirement, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned a Bachelor's Degree from Central Michigan University and completed his high school education at Alpena High School. Outside of his professional role, Logan enjoys spending his free time fishing, golfing, and hunting, often in various locations throughout Michigan.

Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Campbell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015, focusing on client-driven investment strategies. Joseph co-manages discretionary equity strategies and contributes to investment portfolio construction. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Individual and Corporate Investment Strategy. He holds a Bachelor's degree in Business Administration from Washington and Lee University. Joseph has earned the Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Outside of work, his interests include football, soccer, and traveling.

Danielle Mihelich is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Danielle focuses on offering customized financial strategies tailored to her clients' unique needs, addressing areas such as college education planning, divorce transition planning, personal retirement planning, socially responsible investing, and women and wealth. Since beginning her career in the financial services industry in 2018, Danielle has leveraged her expertise to assist individuals and families, including business owners, in building, growing, and protecting their wealth. She emphasizes proactive advice and creative thinking to help clients achieve clarity and structure in their financial lives. Danielle received her bachelor's degree from Western Michigan University. Born and raised in Southeast Michigan, Danielle enjoys hiking, gardening, reading, traveling, and spending time with her family. She volunteers with The Cleanup Club in the Detroit area. Danielle also speaks English and Italian and has an interest in language learning.

Karen Karrick is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Merrill since 1997 and joined Bank of America, N.A. in 2025. 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.

Karen Ebersole is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2004. 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 and profit-sharing plans, corporations, and charitable organizations.