Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Reigan Vargo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill Lynch Wealth Management since 2019. Her prior roles include positions at the National Inventors Hall of Fame and Peace Love & Little Donuts, as well as time as a student at Samford University and Kent State 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies to help clients grow and preserve their wealth for both themselves and future generations. Her approach includes retirement planning, long term care discussions, and wealth transfer strategies aligned with clients' goals. Stephanie's expertise encompasses college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. Stephanie also participates actively in her community, devoting time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. Her personal interests include camping, gardening, genealogy, and golfing.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. 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 institutional investors.

Randall Reed is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2018. 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.

Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. 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 a range of individual and institutional clients.

Robert Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, primarily serving clients in Northern Ohio throughout his career. Robert focuses on providing personalized wealth management strategies tailored to his clients' unique financial situations. His areas of expertise include investment management, trust services, endowments, 401(k) plans, defined benefit plans, and Taft-Hartley retirement plans. Robert works with individuals, corporations, trusts, endowment funds, and retirement plans, offering specialized services such as divorce transition planning, employee benefits planning, institutional investment consulting, liquidity management, and retirement income planning. Robert holds a Bachelor's Degree from Ohio University’s BBA program and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has personal interests in cooking, fishing, football, golfing, and soccer.

Diana Cook is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to joining Merrill in 2018, she worked at Valmark Securities, Inc. and The Prudential Insurance Company of America. Outside of finance, she owns and operates a glass art business where she creates and sells upcycled bird baths and serving trays. 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.

Branden Vachon serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces tailored solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by selecting platforms that fit their individual needs. Branden holds the Personal Investment Advisor (PIA) designation, affirming his professional expertise in investment advisory services. He earned a Bachelor's Degree from Ohio State University. His approach involves helping clients identify what matters most to them and their families to develop strategies aimed at achieving their financial goals.

James Craig Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Canton, OH. Since beginning his financial services career in 1984 and joining Merrill Lynch in 1991, he has focused on assisting individuals, families, and businesses with disciplined planning and investment experiences. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. James holds a Certified Investment Management Analyst® (CIMA®) designation and a Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Business from Ohio University and a master's degree from Ashland University. As a qualified Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis. Outside of his professional work, James is involved with the United Way of Central Stark County and The Pegasus Farm as part of his community involvement. He is a member of The Congress Lake Club. His personal interests include golfing, spending time with family, and traveling.

Samuel Kirkbaumer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held positions in various industries including hospitality, landscaping, and technology. His work background also includes roles at academic institutions such as Kent State University and Stark State University. 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 clients, pension plans, corporations, and charitable organizations.

Sara Larocco is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has been based in Canton, OH, and has worked in the industry for three years. 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, pension plans, corporations, and charitable organizations.

Ashley Ivons is a Senior Financial Advisor at Merrill Lynch Wealth Management. She assesses the financial needs of individuals and their families to help them make decisions aligned with their short and long term goals. Ashley serves as the main contact for performance forecasting tools that assist with income planning in retirement and potential long-term care costs. Ashley holds a Bachelor's degree in Business Administration with a focus in Corporate Finance from The University of Akron and is a Personal Investment Advisor (PIA). Her expertise includes family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. In addition to her professional work, Ashley is involved with community organizations such as Keep Akron Beautiful and The Autism Society of Greater Akron. Outside of work, she enjoys boating, camping, cooking, golfing, hiking, music, spending time with her family, volleyball, and yoga.

Derek Dalton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners translate financial complexities into clear, actionable strategies. Derek's approach emphasizes trust, transparency, and delivering consistent results to his clients. His expertise includes college education planning, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Derek works closely with clients to develop personalized plans that address their unique goals, such as funding education, securing retirement lifestyles, and creating generational impact. Derek holds a Bachelor's Degree from Kent State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as baseball, basketball, football, golfing, music, spending time with family, traveling, and watching movies.

Matthew Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been working with clients since 1998. He joined Merrill’s Canton, Ohio office and brings 24 years of experience helping clients streamline and plan their financial futures. Matthew holds the Chartered Retirement Planning Counselor™ designation and Personal Investment Advisor (PIA) credential. His client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He holds a bachelor's degree from The Ohio State University. Committed to community involvement, Matthew participates in activities with LifeShare Community Blood Services, including plasma donations.

Michael Flory is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting retirees and pre-retirees manage the complexities of today's financial landscape, providing clients with a comprehensive range of financial solutions. His practice emphasizes client relationships, treating clients like family and striving to deliver exceptional service through a combination of investment and planning insights, lending, and daily cash management. Michael holds a Bachelor's Degree from Kent State University and has earned several professional designations, including 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). His expertise encompasses education planning, family wealth management strategies, retirement planning, philanthropic planning, and socially responsible investing. Beyond his professional work, Michael is involved with the YMCA as a board member and supports Akron Children's Hospital. He has personal interests in basketball, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Phatsada Sengsourinha is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing. 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, and institutions.

Deb Orians is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to each client's unique financial situation and goals. Her approach emphasizes understanding the client's full financial picture and adapting strategies to the changing market conditions while utilizing investment insights from Merrill and banking solutions from Bank of America. With expertise in managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income, Deb works closely with clients and their families to help pursue long-term financial objectives. She holds a Bachelor's Degree from Bowling Green State University and the Professional Investment Advisor (PIA) designation. Deb is actively involved in her community, volunteering with organizations such as Refuge of Hope, the Colonial Williamsburg Foundation, Best Friends Animal Sanctuary, Animal Legal Defense Fund, Samaritan's Purse, and Soar International. Her personal interests include gardening, interior decorating, and spending time with her family.

Yago Gonzalez is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is a co-owner of a rental property business in Pittsburgh. 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.

Jeanette Arrasmith is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She 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.

Brad Huffman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been employed since 1994. He has amassed over 30 years of experience in the financial services industry, specializing in areas such as divorce transition planning, education planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Brad holds a bachelor's degree in corporate finance from the University of Toledo, graduating summa cum laude. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2005 and also holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. His professional approach is consultative, focusing on understanding clients' financial situations and goals to offer tailored recommendations and ongoing strategy reviews. Brad and his team are prepared to collaborate with clients' legal and tax advisors as needed. In addition to his professional work, Brad has served as past president of the North Canton Rotary. He enjoys hiking, reading, traveling, and spending time with his family, including his son and grandson who reside near Columbus, Ohio.

Benjamin Kirksey is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of industry experience in wealth management. He began his career with Merrill in Canton, Ohio, in 2007, later joined UBS in 2015 to expand his expertise, and has since returned to Merrill where he continues to assist clients in managing and preserving their wealth. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and serving clients in sports and entertainment. Benjamin focuses on connecting clients to appropriate resources and plans tailored to their individual goals, including funding education, retirement lifestyle planning, and addressing potential healthcare costs. He holds a Bachelor's Degree from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin has interests in cooking, horseback riding, music, pickleball, reading, spending time with his family, tennis, and watching movies.

Timothy Rice is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and Bank of America, N.A. since 2010. Outside of his advisory work, he holds power of attorney in a non-investment-related capacity. 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, retirement plans, corporations, and charitable organizations.

Kirk Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and follows a disciplined process to assist clients in achieving their financial objectives. Kirk provides traditional advice and guidance and is a qualified Portfolio Manager who manages personalized or defined discretionary strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Kirk holds a Bachelor's Degree from Indiana University and completed an Accredited Certificate Program at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor™ designation in 2007 and the Certified Investment Management Analyst® (CIMA®) designation in 2008. Additionally, he holds the Personal Investment Advisor (PIA) designation. Residing in Jackson Township, Ohio, Kirk is active in his community and participates in church activities, youth sports, and serves underprivileged children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement income, and services for endowments, foundations, and non-profits.

Cameron Guild is a Wealth Management Advisor with The HK Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial advice and guidance designed to support each client's current lifestyle as well as their short- and long-term needs and goals. Cameron and his team emphasize simplicity, transparency, and a disciplined wealth management process to help clients measure their progress toward financial and life objectives. They prioritize direct access and personalized service, avoiding impersonal communication channels to maintain close client relationships. Cameron began his career in financial planning in Akron before joining Merrill Lynch in 2013. He holds a Bachelor of Science degree in Finance with a concentration in Financial Planning from The University of Akron. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Cameron's expertise spans areas such as college education planning, retirement income, legacy planning, philanthropic planning, socially responsible investing, and liquidity management. Outside of his professional work, Cameron resides in Copley, Ohio. He is an active member and past president of the Rotary Club of Fairlawn. His personal interests include camping, skiing, and spending time with his family.

Joshua Marks is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. With over 23 years of experience, he specializes in areas including divorce transition planning, investment consulting for defined contribution plans, employee financial health, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from Washington and Jefferson College and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua is affiliated with Merrill Lynch and actively participates in community involvement through organizations such as Mash Factory. Joshua approaches financial advising by developing personalized strategies tailored to each client's long-term goals. Outside of his professional role, he enjoys baseball, fishing, football, hunting, and spending time with his family.