Caitlin Sieg is a Private Wealth Advisor at Merrill Private Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Caitlin focuses on wealth management planning and wealth strategy, working with clients and their families to develop custom strategies that address their risk tolerance, time horizon, liquidity needs, and overall investment goals. Her expertise includes multi-generational wealth transfer, philanthropic gifting, lifestyle maintenance, business succession planning, estate planning services, and insurance planning. She joined Merrill Private Wealth Management in 2012 and holds a Bachelor of Arts degree from The Pennsylvania State University. Caitlin serves on the inaugural Millennial Advisory Board and chairs the National Mentoring Program within Merrill’s Women’s Exchange. The Women’s Exchange is an organization that promotes networking and mentorship for women throughout the firm. Outside of her professional work, Caitlin's personal interests include horseback riding, interior decorating, painting, and running marathons.

Kathleen Martorano is a Series 66-credentialed advisor at Merrill with 25 years of industry experience. She previously worked at Robert W. Baird & Co for 10 years and had a brief tenure at Shiftgig Bullpen. Outside of her advisory role, she serves as a consultant and wine sommelier for Premierie Tastings and is an officer for the Sam Martorano & Wayne Harrington College Scholarship Fund. 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.

Kurt Martin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been part of the team since 2005. He focuses on offering a comprehensive approach to managing wealth, working closely with clients and their families to understand their financial situations and priorities. Kurt helps clients develop customized wealth management strategies that can adapt to their evolving needs and market conditions, providing access to Merrill's investment insights and the banking services of Bank of America. With over two decades of industry experience, Kurt specializes in areas including college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, and small business strategies. He is a Personal Investment Advisor (PIA) and works with the Martin/Beckwith Team, applying a holistic process that encompasses risk management, retirement lifestyle solutions, legacy implementation, estate coordination, and transition counseling. Kurt holds a Bachelor's Degree from Carroll University, where he double-majored in Economics and Business Administration with an emphasis in Finance. During his time there, he participated in basketball and baseball. Outside of his professional responsibilities, Kurt is involved in his community as a grade school coach for basketball and baseball. He resides in Chicago, IL, with his wife Katherine and their three children. His personal interests include baseball, basketball, biking, golfing, running, spending time with family, and traveling.

Mary Hartrich is a Financial Advisor with the Briggs Wealth Management Group at Merrill Lynch Wealth Management. She advises corporate executives, business owners, professionals, and affluent families on wealth management and personalized financial planning. Mary specializes in tailored wealth planning, tax-efficient strategies, retirement planning, alternative investments, and multigenerational wealth transfer. She works closely with clients and their other trusted advisors to address areas including tax-aware investing, equity compensation, business ownership, charitable giving, concentrated stock positions, liquidity events, and legacy planning. Mary graduated from Villanova University with degrees in Humanities and Business. She has over nine years of experience in financial services, including eight years at The Vanguard Group before joining Merrill Lynch. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Mary also serves on the Professional Board of PAWS Chicago and the Villanova University Club of Chicago. Originally from Lincolnshire, Illinois, she resides in Highland Park with her family. Her approach to financial advising incorporates discipline, preparation, and precise execution, principles she first developed through years of training as a ballet dancer. Mary is committed to helping individuals and families preserve, grow, and purposefully deploy their wealth through personalized, goals-based financial planning and investment management. Outside of work, her interests include dancing, hiking, reading, skiing, traveling, yoga, and spending time with her family.

Erica Perez is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Merrill since 2018 and at Bank of America, N.A. since 2023. 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.

Thomas Kane is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services and Lehman Brothers before joining Merrill and Bank of America in 2017. Outside of his advisory role, Kane is involved as an owner or investor in several limited liability companies focused on investment strategies, including ventures in electronic vehicles and healthcare. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with investment approaches constructed by internal and third-party managers.

Ryan Rosenberg is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and is based in Chicago, IL. Prior to joining Merrill, Rosenberg held roles at several firms including CJs Bar, NorthRock Partners, and Snagit. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Zeeb is a financial advisor at Merrill with Series 63, 65, and 66 licenses and eight years of industry experience. She has been with Merrill since 2017. Outside of her advisory role, she serves as an advisory board member for the Alexander Leigh Center for Autism, a therapeutic day school for non-verbal autistic children, and volunteers as an accounts payable manager at Faith Evangelical Lutheran Church and 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 a range of individual and institutional clients.

Michael Mc Morris is a financial advisor at Merrill with six years of industry experience. He previously worked at the Trust Company of Illinois for five years before joining Merrill in 2019. Mc Morris holds the Series 66 designation. He is a minority shareholder in a restaurant and hospitality business but does not have an active role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Peter Paxinos is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in May of 2022 and holds Series 7 and 66 FINRA registrations, along with professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peter graduated from the University of Illinois Urbana-Champaign with a Bachelor's degree in Consumer Economics & Finance. He focuses on retirement planning, asset allocation, and client investments, leveraging the resources of Merrill and the banking services of Bank of America. His client focus areas include employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Peter is involved with the community organization Big Shoulders. He spends his leisure time engaged in activities such as baseball, basketball, boxing, football, golfing, music, table tennis, and watching movies.

Allison Schenk is a Private Wealth Advisor with Merrill Private Wealth Management. In her role, she works closely with ultra-high net worth families to develop and implement comprehensive wealth plans tailored to their financial and philanthropic objectives. Her focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and working with women and wealth. Before joining Merrill, Allison spent more than 23 years at the Chicago Office of the J.P. Morgan Private Bank, where she served as an Executive Director and Global Investor. There, she advised ultra-high net worth individuals, corporate executives, and their family offices on managing complex financial needs and wealth preservation goals. Her expertise includes generational planning, transition events, liquidity solutions, divestiture plans, lending, and custody services. Allison earned a Bachelor of Arts degree in French Language from the University of Wisconsin-Madison. She holds several FINRA registrations, including Series 7, 9, 10, 24, 63, and 65, and is a Personal Investment Advisor (PIA). She resides in Highland Park, Illinois, with her husband, two daughters, and two Leonbergers. Her personal interests include soccer, hiking, outdoor activities, various sports, travel, and volunteering.

John Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1997 after a brief tenure as an engineer. John is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party strategies. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. John holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree from the Illinois Institute of Technology. John stays connected to his engineering background through his service on the President's Council at the Chicago Museum of Science and Industry. He lives in the Old Town area of Chicago with his wife and two daughters. His personal interests include basketball, golfing, running, and watching movies.

Kelly Von Ahn is a financial advisor at Merrill based in Chicago, IL, with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009 and at Bank of America, N.A. since 2014. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Foster is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 2002 and holds the Series 63 and Series 66 licenses. 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.

Christopher Gardner is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2012, concurrently working at Bank of America, N.A. since 2013. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital-markets platform.

Dylan Half is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving individuals, families, and business owners through a comprehensive wealth planning process. Joining the Stephen Half Group in 2018, he collaborates with his father, Stephen Half, Wealth Management Advisor and Senior Vice President, to build a multi-generational practice grounded in a consistent and proactive process. Dylan's approach to financial advising is rooted in honesty, integrity, and objectivity, aiming to help clients simplify, organize, and coordinate all aspects of their wealth and lifestyle goals. His expertise includes corporate executive services, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. At Half, Macy & Associates, Dylan and his team provide personalized wealth management strategies tailored to the unique needs of their clients, offering services such as investment strategy, retirement planning, estate planning, risk management, and tax-efficient wealth transfer. Dylan holds a Bachelor's Degree from the University of Iowa and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of his professional role, Dylan enjoys golfing, playing chess, participating in intramural sports, and exploring the food scene in Chicago.

Pratik Kalaria is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Outside of advising, he is involved with PRP Capital LLC, an LLC he formed with family members for a potential investment property venture. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Timothy Sargent is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2016, concurrently working at Bank of America, N.A. since 2018. 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, and institutional investors using model-based and discretionary strategies developed by internal and third-party managers.

Joseph Scandariato is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Scandariato Group, a wealth management team based in Chicago. With more than 35 years of experience, he and his team provide comprehensive financial guidance focused on 1st and 2nd generation business owners, executives, and their families. The group designs tailored strategies that reflect their clients' unique circumstances and financial objectives, emphasizing simplicity, transparency, and a disciplined process. Joe's expertise encompasses executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. He holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of Business and also holds Professional Investment Advisor (PIA) and Sports & Entertainment (SE) credentials. Joe graduated from Loyola University Baltimore with a Bachelor's degree. Outside of his professional work, Joe is an Eagle Scout, a rank he earned in 1984, and actively supports the Boy Scouts, co-leading the Cub Scout pack where his son belongs. He lives in the Northshore suburbs with his wife Tanya and their two children, Gianna and Joseph. His personal interests include baseball, golfing, hunting, spending time with family, and competing in Skeet and Sporting Clays events.

James Davis is a Private Wealth Advisor at Merrill Private Wealth Management, where he has been serving clients since 2009. He specializes in providing wealth management services to high-net-worth families and individuals, including corporate executives and private business owners. His focus areas include college education planning, family wealth management strategies, socially responsible investing, special needs planning, and tax minimization. With more than 25 years of experience in financial and business consulting, James previously worked as a private wealth advisor at two other investment firms and held a managerial role in strategy consulting at a large international firm. He is a qualified Portfolio Manager, authorized to build and manage personalized investment strategies for clients, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment products. He operates within Merrill's Investment Advisory Program, providing discretionary management where appropriate. James earned both his bachelor's degree in economics and philosophy, graduating from the Honors College at the University of Michigan, and an MBA from the Ross School of Business at the same university. He holds the Personal Investment Advisor (PIA) designation. He resides in Hinsdale, Illinois with his two sons, James and Hudson.