Evan Phillips is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides clients with financial planning and investment advisory services. Details regarding his specific experience, areas of expertise, education, credentials, personal interests, or community involvement have not been provided.

Steven Ross is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Merrill and Bank of America, having previously worked at LPL Financial and Robinhood. Ross serves as a commissioner on the City of Lone Tree Planning Commission and is a volunteer trustee for the Douglas County Library District Board of Trustees. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Mark Strynar is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. Throughout his career, Mark has worked with firms such as Morgan Stanley and UBS before joining Merrill Lynch in 2014. He specializes in delivering disciplined, goals-based financial planning and outcome-oriented strategies tailored for high-net-worth individuals and families. His areas of focus include education planning, family wealth management, legacy and estate planning, tax minimization, retirement income planning, and socially responsible investing. Mark is part of a comprehensive advisory team that provides services including trust and estate planning, liquidity and cash management, asset and liability management, and wealth advisory to a diverse clientele that includes business owners, executives, entrepreneurs, attorneys, and artists. He holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Bachelor’s degree in Art History from Rutgers University. Beyond his professional responsibilities, Mark serves on the board of the Boulder Jewish Community Center. He and his family reside in Boulder, Colorado, where they engage in outdoor activities such as skiing, hiking, biking, and trail running with their dogs. He also values community involvement, volunteering in local organizations and promoting a balanced lifestyle that reflects his personal interests in fitness and nutrition.

Alissa Smidt is a Series 66 licensed financial advisor with Merrill, based in Boulder, CO, where she has worked since 1999, totaling 27 years of industry experience. She holds a power of attorney role in an entity named A B S in San Marcos, California. 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 clients including individuals, high-net-worth investors, and institutions.

Lissette Barrios is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has built her career since 1993. As senior partner of the GR Wealth Management Group, she leads a team that takes a comprehensive, client-focused approach to wealth management. The group emphasizes understanding clients and their families deeply—considering financial situations, priorities, risk tolerance, liquidity needs, and investment goals—to develop tailored strategies. Their client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette also serves as a Senior Portfolio Advisor within Merrill’s Investment Advisory Program, managing discretionary, customized investment strategies that draw on a broad range of Merrill and third-party solutions. Lissette holds multiple professional credentials, including the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a bachelor's degree in Economics from Barat College of Lake Forest, which was subsequently acquired by DePaul University. Fluent in English and Spanish, Lissette focuses on client areas such as family wealth management, legacy and philanthropic planning, retirement income, portfolio management, and education planning. Outside of her professional work, Lissette resides with her husband and two sons in the Northern Suburbs. The family supports several humanitarian and research organizations, including the American Cancer Society, United Way, and Special Olympics. In their free time, they enjoy outdoor activities, attending their sons’ soccer games, hiking, interior decorating, and traveling.

Blair Lanigan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. His work focuses on corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Colorado. Blair emphasizes building strategic, tax-efficient, and cost-effective financial plans through close collaboration with clients and coordination with outside professionals such as attorneys and accountants. Outside of his professional role, Blair is involved in community initiatives including BBSC Triathlon, Goodwill, Junior Achievement, and Reading Partners. He is fluent in English and Spanish.

Matthew Toelke is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial advice and services tailored to their needs. In his role, he focuses on managing clients' financial portfolios and assisting with wealth management strategies. Specific areas of expertise, educational background, credentials, and personal interests are not provided.

Joseph Lavalle is a financial advisor with Merrill in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Merrill and Bank of America in 2019. Outside of his advisory role, he serves in general oversight capacities for several homeowners associations and rental property ventures. 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.

Hope Hanrahan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a key member of The Peters Wealth Management Group. She specializes in delivering holistic financial advice to executives, entrepreneurs, professionals, and families. Through comprehensive personal consultations, Hope and her team identify client-specific goals such as diversification, liquidity events, and wealth preservation, and develop tailored strategies to support clients' financial well-being and aspirations. Hope's expertise covers a range of areas including executive compensation, family wealth management, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Hope earned her Bachelor's Degree from the University of Virginia. Since relocating to Colorado in 2009 from New York, Hope has been active in the Boulder County community, including membership in Social Venture Partners and volunteering as a Bank of America Community Volunteer. She also serves as President of the Merrill Women's Exchange and is involved with WoMAN (Women of Mergers & Acquisition). Outside of work, Hope enjoys fishing, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with her husband and two children.

Melody Kimberlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991 and is a Relationship Manager with the Sauer Wolf Vivies Group. Melody works alongside her father, Robert Sauer, combining their extensive experience to provide clients with comprehensive wealth management services. Her expertise includes commercial and private lending programs through Bank of America, customized wealth management strategies, and client relationship management. Melody holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from American Heritage School.

Jennifer Feeney is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 13 years. Feeney is based in Boulder, CO. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Mark Stager is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Merrill since 1980 and has been 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sherrie Pasko is a Wealth Management Advisor with The Cochran Pasko Group at Merrill Lynch Wealth Management in Boulder, Colorado. She has been in the financial services industry since 2001 and joined Merrill Lynch in 2007. Sherrie's work focuses on developing financial strategies and advice for individuals, families, and businesses, emphasizing education and personalized planning tailored to clients' unique situations and goals. Her expertise includes serving professional athletes, women investors, corporate executives, and multi-generational families with services such as retirement planning, estate and legacy planning, executive compensation, and socially responsible investing. Sherrie holds the Certified Financial Planner (CFP) designation, Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA) credentials. She earned a bachelor's degree in psychology from Naropa University. Sherrie is an active member of the Greater Boulder community and volunteers with organizations including the Broomfield Football Club, A Precious Child, and Community Food Share. In her free time, she enjoys training Brazilian Jiu Jitsu, snowboarding, mountain biking, and spending time with her son.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

Matthew Helm is a CFA® charterholder based in Boulder, CO, with seven years of industry experience. He has held positions at Merrill since 2026, and previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Dawna Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has 38 years of experience in the financial services industry and specializes in serving high net worth individuals and their families. Dawna's approach to wealth management begins with understanding each client's unique goals and priorities to develop personalized financial strategies. She focuses on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Dawna holds a Bachelor of Science degree in Finance from California State University, Chico. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains various FINRA registrations including Series 3, 7, 9, 10, 63, and 66. Dawna provides her clients access to the investment resources of Merrill Lynch and the banking and lending capabilities of Bank of America. Outside of work, Dawna enjoys biking, cooking, hiking, reading, skiing, and spending time with her family. She and her husband reside in Longmont, Colorado, and have three adult children and one grandchild. Her professional philosophy emphasizes working closely with clients to develop tailored financial strategies aimed at helping them pursue their long-term goals.

Michelle Freilinger is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1986. 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.

Joseph French is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their life priorities and long-term goals. Joseph leverages the investment insights of Merrill and the banking products and services of Bank of America to provide tailored wealth management solutions. His expertise includes college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Joseph holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Colorado System. Outside of his professional work, Joseph is involved in youth sports coaching. He enjoys adventure sports, baseball, basketball, football, golfing, pickleball, skiing, spending time with his family, traveling, and practicing yoga.

Andrea Serougi is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Andrea took a one-year break for travel before joining Merrill in 2025. 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.

Elisabeth Porrey is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on helping women, families, and business owners build confidence in their financial future. Elisabeth works closely with clients to develop personalized strategies that align their finances with their life goals, addressing complex financial decisions related to major life events, career growth, entrepreneurship, and evolving family priorities. Her areas of expertise include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. She is dedicated to building long-term relationships through thoughtful planning, disciplined guidance, and ongoing client engagement. Elisabeth leverages the investment capabilities of Merrill and the banking resources of Bank of America to support clients in navigating their evolving financial needs. Elisabeth holds a Bachelor's Degree from Texas Christian University and is a Personal Investment Advisor (PIA). Outside of her professional work, she enjoys cooking, golfing, interior decorating, pickleball, spending time with her family, and traveling.