Matthew Volk is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and both individual and corporate investment strategy. Matthew works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Matthew earned a Bachelor's Degree from the University of Missouri System and holds the Professional Investment Advisor (PIA) designation. He is committed to community involvement, actively volunteering with the Central Missouri Food Bank and the Central Missouri Humane Society. In his personal time, Matthew enjoys playing tennis, following baseball—particularly the St. Louis Cardinals—traveling, and spending time with his family.

Thomas Blanchfield is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Merrill since 1994 and has been associated with Bank of America since 2009. Outside of his advisory role, he owns a sole proprietorship related to rental property management in Nantucket, Massachusetts. 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.

Connor Kaminski is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as First Vice President and a member of the Latimer Fitzgarrald Wurster Kaminski Group. He has been with Merrill Lynch for 10 years, focusing on wealth management planning and asset management. Connor's professional experience includes financial planning and portfolio development aimed at aligning with clients' financial goals. Connor holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago. He also holds the FINRA Series 7 and 66 registrations and has earned the Personal Investment Advisor (PIA) designation. Connor earned his bachelor's degree in Finance from DePaul University in Chicago. Outside of his professional responsibilities, Connor has interests in basketball, chess, football, and soccer.