David Salamone is a Financial Advisor at Merrill Lynch Wealth Management. He works primarily with individuals, multi-generational families, and business entities, providing ongoing guidance to help them meet their financial goals and support them through key life events. With over 24 years of experience at Merrill, David focuses on investment management and strategic financial planning tailored to his clients' unique goals. He supports high-net-worth individuals in areas such as retirement preparation, portfolio management, estate planning, education planning, executive and equity compensation, family wealth management, legacy planning, tax minimization, and retirement income. David holds the Certified Private Wealth Advisor (CPWA) designation and is a Certified Financial Planner (CFP). He earned his Bachelor's Degree from DePaul University. David is part of the Macy, Half & Associates team, which collectively brings 200 years of experience and ten professional designations. Together, they offer clients access to comprehensive resources through a top-tier firm with an open-architecture platform. The team crafts customized strategies aligned with clients' priorities, from wealth accumulation and preservation to liability and credit management. David also leads legacy planning discussions aimed at sustaining multi-generational wealth and fostering meaningful philanthropic impact. They collaborate with a network of financial professionals including the Bank of America Private Bank, a leading provider of personal trust services in the nation. Outside of his professional responsibilities, David's personal interests include cooking, golfing, music, skiing, woodworking, traveling, and spending time with his family.

Nathan Sherman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, New York Life, and Staples, Inc. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Dondalski is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 credentials and over 37 years of industry experience. He has been with Merrill since 2003 and has concurrently worked at Bank of America since 2009. Outside of his advisory role, he manages DOCTOR WISE LLC, a company focused on licensing an OTC topical dermatological product. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Schwartz is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007, also working at Bank of America since 2010. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Abiodun Osikanlu is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Merrill since 2009 and has a concurrent affiliation with Bank of America N.A. since 2006. Outside of his advisory role, he is the owner of a for-profit entity unrelated to investment activities. 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.

Sreecharitha Vennapusa is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., she worked at Capital One and was a full-time student for eight years. 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.

Jake Bertog is a financial advisor with Merrill in Chicago, holding a Series 66 designation and five years of industry experience. His prior work includes roles at UBS Financial Services and entrepreneurial activities with Bertog Landscape. 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 clients including individuals, high-net-worth investors, and institutions.

Garrett Rusch is a Financial Advisor with Merrill Lynch Wealth Management, operating out of the Chicago Metro office. In this capacity, he provides investment advice and access to banking and lending services through Bank of America. His approach centers on understanding clients' priorities to develop personalized investment strategies aimed at pursuing their financial goals. Garrett focuses on building financial plans and managing investment portfolios for high net worth families and individuals. His areas of expertise include divorce transition planning, education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds a Bachelor's Degree from Creighton University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Garrett is originally from Milwaukee and dedicates himself to increasing his technical knowledge of personal finance to better serve his clients. Outside of work, his interests include basketball, chess, cooking, football, golfing, music, pickleball, reading, soccer, and watching movies.

David Neumann is a financial advisor at Merrill with 24 years of industry experience and holds the Series 66 designation. He has been affiliated with Merrill since 2006 and Bank of America since 2009. Outside of his advisory role, he volunteers as a soccer referee for the Deerfield Public Schools and the Young Sportsmens Soccer League. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kenneth Caniglia is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Merrill since 1996 and also has worked at Bank of America, NA since 2009. Outside of his advisory role, he serves on the fundraising committee for the Warrior-Scholar Project. 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 and supports individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mohammad Barakat is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012, concurrently serving at Bank of America, N.A. since 2015. Based in Chicago, IL, his career spans notable roles within these institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Jill Dorr is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. She has worked at Merrill since 2017 and previously spent a year at Raymond James & Associates. Outside of her advisory role, she serves as a trustee for two irrevocable trusts. 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, high-net-worth clients, and institutions.

Lafayette Ford is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, investment strategy, credit, and lending, serving a diverse and financially sophisticated clientele including senior-level corporate executives, entrepreneurs, private equity and venture capitalists, and professionals across various industries. His expertise encompasses college education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement income, socially responsible and ESG investing, as well as individual and corporate investment strategies. Before joining Merrill in 2019, Lafayette worked at Rainmaker, JPMorgan Chase, and Citibank, gaining experience in fundraising for growth-stage technology companies and serving high-net-worth clients as a private banker. He earned a Bachelor’s degree in Agri-Finance from the University of Illinois at Urbana-Champaign and completed a Global Wealth Management Certificate at the Wharton School of Executive Education. He holds the Personal Investment Advisor (PIA) designation. Lafayette is actively involved in his community, serving on the Board of Directors of the Chicago State Foundation and the Leadership Advisory Council of the Chicago Art Institute, where he contributes to curating and promoting African-American art. Outside of his professional and community roles, his personal interests include hiking, power boating, obstacle courses, travel, adventure sports, cooking, music, and yoga.

Patrick Kessler is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2003, also working at Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Eric Hoffman is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill and Bank of America since 2005. Merrill, together 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 with model-based and discretionary investment strategies constructed by internal and third-party teams.

Edward Maier is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management. He specializes in providing wealth management guidance and tailored strategies for a select group of entrepreneurs and executives. As a founding member of his group, he focuses on evaluating derivative strategies, concentrated stock management, manager evaluation, and structured lending. Ed holds a bachelor's degree from Duke University and an MBA with a concentration in Finance and Strategy from the University of Chicago. He began his financial services career with Bank of America Investment Services in 2006 and has held positions at Deutsche Bank and Alex Brown before joining Merrill in 2017. He holds the designation of Personal Investment Advisor (PIA). Ed resides in Winnetka, Illinois, with his wife, Elizabeth, and their three children. He participates in philanthropy and enjoys fishing, golfing, ice hockey, music, soccer, and spending time with his family.

Grace Langdale is a financial advisor at Merrill with a Series 66 designation and over 18 years of industry experience. She previously worked at HSBC Private Bank (Suisse) for 11 years and BMO Wealth Management for six years. 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 institutional investors.

Lori Lashaway is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998, following several years in venture capital. In her role, Lori works with first generational wealth creators, individuals who have come into wealth through significant life events, and their families. She focuses on building clients' knowledge about finances, household budgeting, and the importance of wealth planning. Lori holds a Bachelor's degree from the University of Michigan and a Master's degree from Case Western Reserve University. She has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Raised in a household where her father passed away when she was young, Lori is dedicated to financial education, particularly for women, and takes time to help clients explore various scenarios and opportunities in wealth planning. Outside of work, she enjoys golfing with clients and her daughter at Inverness Country Club in the northwest suburbs and traveling, especially to warmer locations to escape Chicago winters.

Andrew Cores Jr. is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at Bank of America, N.A., Dearborn National Life Insurance, The Woods, and Miami 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 individuals, high-net-worth clients, and institutional investors, implementing portfolio management, trading, and account administration with a range of strategic asset allocation options.

Kelsey Hough is a financial advisor at Merrill with nine years of industry experience and a Series 66 designation. She has worked at Merrill since 2016 and also has experience with Bank of America, N.A. since 2023. 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 both model-based and discretionary strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.