Antanas Mikuzis Sr. is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2004. 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 clients, and institutions.

Shanda Mc Fadden is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with business owners, high-net-worth individuals, and multigenerational families to help them pursue their financial goals and manage the intersection of their personal and professional wealth. Shanda is a member of the Oberlander Group, serving as a lead advisor and relationship manager to clients including closely-held and family-owned businesses. Before joining Merrill Lynch in 2019, Shanda spent nearly ten years as a commercial banker, which provided her with a strong network of industry contacts. She holds the Certified Exit Planning Advisor (CEPA) and Certified Plan Fiduciary Advisor (CPFA) designations, enabling her to assist business owners with liquidity events and 401(k) plan management. Shanda earned a Bachelor of Science in economics from DePauw University and a Master of Business Administration from Indiana University. Shanda lives in northwest Indiana with her husband and children. She participates in Bank of America's Better Money Habits program to promote economic mobility and financial education, and she is involved in financial workshops for Black contractors, owners, and executives. She is also active with Social Venture Partners and is affiliated with the professional organization Delta Sigma Theta.

Melanie Anthony is a financial advisor with Merrill based in Chicago, IL. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Bank of America N.A. and The Auto Club Group. 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 plans, corporations, and charitable organizations.

Daniel Aliaga is a Private Wealth Advisor serving clients within Merrill Private Wealth Management. He joined The Baldwin Tyndorf Group in 2010 and holds the Certified Private Wealth Advisor® (CPWA) designation. His professional responsibilities include wealth planning, portfolio construction and analysis, investment due diligence, and overseeing his team’s trading activities. Daniel also plays a significant role in managing client relationships, working with high net worth individuals and families. Before joining Merrill, Daniel and his team were with Credit Suisse, where they provided advisory services to affluent clients. Prior to starting his wealth management career, he was an Analyst in the Alternative Investments Group at Morningstar in Chicago, contributing to the development of an institutional hedge fund database and analytics platform. Daniel earned a Bachelor of Business Administration in Finance from the University of Michigan’s Ross School of Business and holds a Master of Business Administration from Northwestern University’s Kellogg School of Management. He lives in Winnetka with his wife and two children.

Vicki Sinar is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America since 2011. Outside of her advisory role, she has been associated with Camelot Capital LLC, a holding company with interests in a Chicago restaurant. 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, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Madelyn Smith is a financial advisor at Merrill in Chicago, IL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Bank of America, Zurich Insurance Company, the University of Miami Office of Admission and Financial Aid, and Goldfish Swim School. 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 institutional accounts.

Nancy Martorana is a financial advisor at Merrill with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1992. Based in Chicago, IL, she has spent over three decades at the firm. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Karl Maurer is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2003 and works alongside partners Dan Sandlin, Pat Crowley, and Michelle O'Brien to provide integrated investment services that are planning-based, process-driven, and goals-oriented. Karl assists a select group of successful families and business owners with a focus on tax-efficient investment strategies, retirement planning, and small business financial solutions. Karl has over 30 years of experience in the investment and financial services industries. Before joining Merrill, he advised financial services companies as a CPA and auditor with Arthur Andersen & Company from 1984 to 1986, and later held senior financial and management roles at Stein Roe & Farnham Investment Management from 1987 to 2000. Between 2000 and 2002, he operated a consulting firm specializing in project management and strategic planning for start-up companies and investment-related firms. He earned his Bachelor's degree from the University of Illinois with concentrations in History and Accounting and holds an MBA in Finance from DePaul University. Karl holds Series 7 and Series 66 FINRA registrations and has earned the Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Certified Exit Planning Advisor (CEPA) designations. He is a member of professional organizations including the Illinois CPA Society, Investments & Wealth Institute, National Association of Plan Advisors, and Joliet Area Chamber of Commerce. Karl has been actively involved in community service and philanthropy. His roles have included serving on boards for hospitals, colleges, community foundations, and chambers of commerce. He served as the parent/patient advisor on the steering committee for the $1 billion Lurie Children's Hospital construction project and has been a music volunteer with the Ronald McDonald House. Additionally, he has been involved with the Blues Foundation and the Joliet Blues Festival, reflecting his personal interest in music. Karl enjoys cooking, reading, music, and spending time with his family.

Kyle Barhorst is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management services that help individuals and families pursue their financial goals with clarity and confidence. Kyle works closely with clients on areas such as investing, retirement planning, tax minimization, college education planning, and managing new and family wealth. Kyle holds a degree in Personal Finance & Financial Planning from the University of Wisconsin - Madison. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' priorities to develop customized financial plans that address their unique ambitions. Outside of his professional work, Kyle enjoys spending time with his family and engaging in outdoor activities including football, hiking, running, skiing, and tennis.

Stefanie Taylor is a financial advisor at Merrill based in Chicago, IL, holding a Series 66 designation. She joined Merrill in 2024 and has prior experience with nonprofit organizations including Best Buddies International and the Leukemia & Lymphoma Society. 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 plans, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers.

Kostantinos Kapetanos is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Rockefeller Financial LLC and Bank of America, N.A. He is based in Chicago, IL. 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.

Michelle O'Brien is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013, including time concurrent with Bank of America, N.A. Outside of her advisory work, she serves as a power of attorney for a non-investment-related matter. 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 clients, pension plans, corporations, and charitable organizations.

William Cohen is a financial advisor at Merrill with 18 years of industry experience. He holds Series 65 and Series 66 designations and has been with Bank of America and Merrill since 2014. Based in Chicago, IL, he focuses on serving clients through these affiliated firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party management teams.

Jeffrey Milostan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has prior experience in various roles including positions at Lindenhurst Park District, Elmhurst University, Lake Villa Township Baseball Complex, and Lakes Community High School. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Michalik is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Centier Bank and Edward Jones. Before entering the financial industry, he worked in education at Indiana University, Lake Central High School, and Grimmer Middle School. 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.

Garrison Schilling is a Senior Financial Advisor with the OCH group in downtown Chicago, operating within Merrill Lynch Wealth Management. He specializes in working with businesses and individuals to address retirement needs, focusing on qualified retirement plans. His goal is to assist plan participants and individuals in securing sufficient income for a successful retirement. Garrison's expertise includes defined contribution and defined benefit plans, offering fiduciary services such as 3(21), 3(38), and IIC. He provides comprehensive wealth management strategies without proprietary investment requirements, delivers periodic reporting to help clients understand plan performance, and supports the creation of plans aimed at enhancing employee engagement and positive participant behavior. Additionally, he assists in delivering employee financial wellness programs and helps employees align their financial decisions with their life priorities. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree from Indiana University and a Master of Business Administration (MBA) from Loyola University Chicago. Garrison participates in community initiatives such as the Kirk in the Hills Vacation Bible School and serves on the Indiana University Alumni Association social committee. Outside of his professional and community activities, he has personal interests in adventure sports, football, ice hockey, soccer, and tennis.

Daniel Sabol is a financial advisor with Merrill in Chicago, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. since 2015 and 2019 respectively, and previously spent 11 years at Concord Asset Management. Outside of his advisory role, he serves as a director for the Giordano Dance Company and the America Israel Chamber of Commerce Chicago. 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 both model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Kevin Trunk is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Vito is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he offers banking and investment products and strategies tailored to meet the personal and financial goals of individuals and businesses. He focuses on delivering performance with minimized risk and tax efficiency to support income streams during retirement or for future generations. Anthony's expertise spans a range of client needs, including college education planning, family wealth management, legacy planning, liquidity management, philanthropic planning, small business strategies, and socially responsible investing. He emphasizes developing personalized financial strategies by working one-on-one with clients to help them pursue their long-term goals. He holds a Bachelor's Degree from Western Michigan University and has attained the Personal Investment Advisor (PIA) designation. Anthony is also engaged in community involvement, spending time volunteering with organizations in the communities served by Merrill Lynch.

Philip Reynolds is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies that reflect individual client investment personalities, focusing on long-term goals such as education funding, retirement planning, and family wealth management. He collaborates with clients one-on-one to create flexible strategies that account for changing market conditions and integrates insights from Merrill and lending solutions from Bank of America to support clients' financial objectives. Philip's expertise includes goals-based wealth management, where he helps clients define and prioritize life goals, developing cash flow strategies to achieve them. He also emphasizes client commitment by conducting formal individual assessments to tailor investment approaches. Additionally, he works alongside Wealth Management Lending Officers to provide clients with strategic banking guidance as part of their overall financial plan. Philip holds a Bachelor of Arts degree from Ohio Wesleyan University and a Master of Professional Studies from Cornell University. He is a Personal Investment Advisor (PIA) and a member of Merrill Lynch. Outside of work, he enjoys adventure sports, biking, fishing, golfing, skiing, reading, and spending time with his wife and three children.