Kevin Hanrahan is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Bank of America and Merrill 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Evan Smolak is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa Fragoso is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2016, based in Chicago, IL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Wiers is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Fargo Bank, CIBC, and J.P. Morgan Securities. 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.

Adam White is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2019. Prior to his advisory career, his background includes roles in construction and university recreational sports. 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.

Benjamin Crowder is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management, based in Chicago. He brings over 20 years of experience helping clients navigate significant financial transitions and develop strategies aligned with their personal and financial goals. His client focus includes founders managing liquidity events, professionals deliberately building wealth, and individuals approaching or entering retirement seeking clear retirement income plans. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Benjamin’s approach integrates disciplined portfolio management with personalized conversations to address both the financial and emotional aspects of his clients' decisions. He aims to build long-term advisory relationships based on clarity, trust, and partnership. Benjamin holds a Bachelor's Degree from the University of Nebraska - Lincoln and is a Personal Investment Advisor (PIA). In addition to his professional work, he is involved with Chicagoans for Nebraska. Outside of work, his interests include baseball, basketball, football, spending time with his family, and traveling.

Marc Passiment is a financial advisor at Merrill based in Chicago, IL. He holds a Series 66 designation and has been with Merrill since 2015. He is also affiliated with the University of Mary Washington starting 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 and profit-sharing plans, corporations, and charitable organizations.

Cory Clayman is a financial advisor at Merrill in Chicago, IL, holding a Series 66 designation. He has been with Merrill since 2014 and has one year of prior experience at Bank of America, N.A. There are no additional notable outside activities reported. 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 strategies managed by internal and third-party teams for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Osabilu Uwidia is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2023. Outside of his advisory work, he is the president and owner of J Ataiire LLC, a jewelry business. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ann Freeman is a Senior Financial Advisor with BBV Wealth Management Group at Merrill. Drawing on over 35 years of experience in the financial services industry, she works as part of a women-led team to assist individuals and families in making thoughtful, well-informed financial decisions. Ann's expertise encompasses areas such as executive compensation, family wealth management, legacy planning, philanthropic planning, portfolio management, socially responsible investing, and strategies to support women and wealth. She began her career in Institutional Equity Sales, including a notable tenure at Lehman Brothers, where her collaboration with portfolio managers and analysts contributed to her strategic approach. Ann holds a Bachelor of Business Administration in Finance and Marketing from Saint Mary's College, Notre Dame, and an MBA in Finance from DePaul University's Kellstadt Graduate School of Business. She holds multiple professional designations including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional work, Ann serves in leadership and community roles including Ellevate Chapter Leader Chicago, Impact Grants Chicago, and Women's College Alliance. Her personal interests include baseball, biking, football, gardening, golfing, interior decorating, photography, scrapbooking, spending time with her family, and traveling.

Ari Paxinos is a Private Wealth Advisor and one of the founding partners of Paxinos, Lamberti & Associates at Merrill Private Wealth Management. He has been with Merrill since 1992 and dedicates his time to assisting families and business owners in building and safeguarding their wealth through tailored estate planning, business succession, and wealth management strategies. Ari specializes in working with business owners and entrepreneurs, helping them manage liquidity events, succession planning, and long-term wealth preservation. With over three decades of experience, Ari creates customized, tax-efficient strategies that align with each client's financial goals. He collaborates closely with clients and their other professional advisors to develop an integrated approach that addresses clients' complex financial situations. His client focus areas include college education planning, executive and equity compensation services, family wealth management, legacy planning, socially responsible and ESG investing, and issues related to women and wealth. Ari holds a Bachelor's Degree from Purdue University and is a CERTIFIED FINANCIAL PLANNER® professional. He is a member of professional organizations including the Community Support Group and Mercy Home for Boys and Girls, and serves on the Board of Directors at Brother Rice High School Foundation. Recognized nationally for his expertise, Ari has been named repeatedly to Forbes' "Best-in-State Wealth Advisors" list and Barron's "Top 1,200 Financial Advisors."

Allen Reece is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at PNC Private Bank, Frank & Kraft, Attorneys-at-Law, Deutsche Bank Securities Inc., Chase Investment Services Corp., and Morgan Stanley. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Furlin is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and has concurrently been affiliated with Bank of America, N.A. since 2006. 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 strategies across a range of client types, including individuals, high-net-worth clients, and institutional investors.

Alexia Jackson is a Financial Advisor based in Chicago affiliated with Merrill Lynch Wealth Management. She holds several professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She uses a holistic wealth management approach to assist clients in building purposeful financial plans tailored to their individual goals. Alexia specializes in working with individuals and families who are often creating a financial plan for the first time. Her expertise covers areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and women and wealth. With a Master of Science in Personal Financial Planning from the College for Financial Planning and a Bachelor's Degree from the University of Illinois at Urbana-Champaign, she leverages her education alongside Merrill's proprietary planning tools to develop actionable strategies that simplify financial complexities. In addition to her client work, Alexia is actively involved in the Chicago community through nonprofit boards including Goodman Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. She dedicates over 50 volunteer hours annually and supports nonprofit organizations by connecting them to investment strategies, RFP guidance, and philanthropic consulting while utilizing Bank of America's resources.

Kayla Carmody is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC and McCarthy Ford. 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 plans, corporations, and charitable organizations.

Joseph Kelly is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1994. Kelly also has experience with Bank of America, where he has worked since 2011. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Baker is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at First State Community Bank, CuraLinc Healthcare, and the University of Missouri. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Pepoon is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 1986 and Bank of America, N.A. since 2011. Outside of his advisory work, he is a co-owner of a family-run rental property business in Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers and offers various portfolio implementation options tailored to client needs.

Robert O'Brien is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Merrill for 30 years and also works with Bank of America since 2011. Merrill, alongside 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.