Stacey Gattuso is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2002, based in Chicago, IL. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Linda Riordan is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Riordan also has a concurrent affiliation with Bank of America, N.A., where she has worked 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 individuals, high-net-worth clients, and institutional investors.

William Gomolinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2012 as an intern and has since focused on providing comprehensive financial guidance. William works closely with clients to develop personalized wealth management strategies that align with their individual goals and adapt to changing market conditions. His expertise covers a range of client needs including executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, small business strategies, and tax minimization. William is a Certified Financial Planner® and holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William grew up in the Chicagoland area and currently resides in Western Springs with his wife Ali and their two children. He attended Fenwick High School locally and earned both his Bachelor's degree and an MBA from Salve Regina University in Newport, Rhode Island. Outside of work, he is an avid sports enthusiast with interests in hockey and basketball among other activities.

Francis Roche is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Merrill since 1978 and also associated with Bank of America since 2011. Outside of his advisory role, he serves as a trustee for Fenwick High School in Oak Park, Illinois. 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 plans, corporations, and charitable organizations.

Alexander Beckwith is a financial advisor based in Chicago, Illinois, and a member of the Beckwith Group at Merrill Lynch Wealth Management. The team was recognized on the 2024 Forbes Best-in-State Wealth Management Teams list. He works primarily with individuals new to investing and retirement planning to help them achieve their financial goals. Alexander focuses on assisting young professionals and clients beginning their wealth planning journey. His client expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in Finance and History from Fairfield University, where he was a student-athlete on the Men's Rowing program. Alexander holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, he has interests in chess, cooking, music, pickleball, soccer, traveling, volleyball, and watching movies.

Tricia Mc Caffrey is a financial advisor at Merrill with 18 years of industry experience and a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she is involved with Galaxie Chicago LLC as a dance performer. 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 using model-based and discretionary investment strategies.

Paul Kasischke is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving high-net-worth individuals and families seeking guidance on the growth, preservation, and distribution of their wealth. Paul takes a comprehensive approach to wealth management, combining investment management with personalized wealth planning strategies. His focus extends beyond portfolio management to include tax-efficient planning strategies, estate planning considerations, and insurance solutions designed to help clients protect and transfer wealth effectively. He works closely with clients to identify their financial priorities and develop tailored strategies aligned with their long-term objectives. Paul holds a Bachelor's Degree from Augustana College and maintains the Personal Investment Advisor (PIA) professional designation. He also participates in his community through volunteer work with local organizations.

Sally Blume Kelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in providing concierge financial services by overseeing and coordinating the financial affairs of clients and their families. Her expertise includes liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sally works closely with a team of professionals to address various financial goals, such as estate planning, banking, home financing, securities lending, life insurance, and long-term care. Sally began her career at Exchange Bank in 1980, joining the Bond Department in 1988. Through several mergers, she became part of Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and completed a non-accredited certificate program from ICC. Sally has been recognized for her community involvement, including election as Woman of the Year in 2001 by the Leukemia & Lymphoma Society, where she also served on the board for eight years. Outside of her professional work, Sally enjoys dancing, reading, spending time with her family, playing tennis, and traveling. She and her husband, Tom Kelly, reside on the Northwest side of Chicago with their extended family nearby.

Jason Ortiz is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2015. Outside of his advisory role, Ortiz is a general partner and managing member of LBB LLC, a business involved in apartment real estate management. 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.

Julio C Martinez is a Series 66-licensed financial advisor with Merrill in Chicago, Illinois, with 20 years of industry experience. He has worked at Merrill since 1997, with a brief period at Millennium Trust Company and Morgan Stanley from 2019 to 2020. Martinez is the sole member and manager of Damaso LLC. 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.

Brian Wang is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America, N.A. in 2023. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from deep integration with Bank of America’s broader financial platform.

Michael Westfall is a financial advisor with Merrill in Chicago, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and concurrently with Bank of America since 2018. Outside of his advisory work, he has served as a soccer referee since 2006 and is a managing member of a small family business supporting his wife's local homemade goods venture. 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 institutions.

Peter Romanowsky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill as an intern in 2008 and joined the firm full-time after completing his education in 2009. In his role, Peter assists with proprietary portfolio models and formulates customized portfolios for clients, focusing on areas such as college education planning, family wealth management, legacy planning, and retirement income. Peter earned both his Bachelor's degree in Finance, Economics and Operations Management and his MBA in Finance from Loyola University Chicago, Quinlan School of Business. He holds the Personal Investment Advisor (PIA) designation. A native of San Jose, California, Peter played collegiate golf on scholarship during his time at Loyola. Outside of his professional work, Peter is involved with the Alzheimer's Association and participates in fundraising events in the Chicagoland area. He and his wife, Yomaira Torres, live in the Lincoln Square neighborhood with their English Bulldog, Rose. His personal interests include biking, boating, camping, cooking, fishing, golfing, and spending time with his family.

Matthew English is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and West Point Financial Group. 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.

David Fitzgarrald is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he works directly with clients to provide comprehensive wealth management strategies tailored to their unique financial needs and goals. His focus includes areas such as corporate benefits, executive compensation, equity compensation services, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Illinois. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation. He is also a Personal Investment Advisor (PIA) and holds the Sports & Entertainment (SE) designation. David is fluent in English and Spanish. Outside of his advisory role, David serves on the corporate advisory board for m2m, an organization dedicated to ending HIV transmission by employing women known as Mentor Mothers to assist other women with education and healthcare services. He enjoys spending time with his family and engages in activities such as hiking, cooking, golfing, playing soccer, swimming, and tennis.

Jesse Herr is a Series 66-credentialed financial advisor with Merrill in Chicago, IL, and has 22 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2004. 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 and profit-sharing plans, corporations, and charitable organizations.

Valerie Multra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she gained a range of experience through roles including involvement with Occo Luxury Spa and several hospitality and service organizations. 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.

Margaret Cooper is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at the John G. Shedd Aquarium for seven years and held positions at Bloomingdale Park District, Nordstrom, and Northeastern Illinois 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, pension plans, corporations, and charitable organizations.

Joel Gershon is a Wealth Management Advisor and Senior Partner at Merrill's J&R Group, where he leads a team of 14 professionals based in downtown Chicago. He focuses on private wealth management for a select group of investors and their multi-generational families, as well as institutions and nonprofit organizations. Joel began his career at Merrill in 1998 and is involved in client relationship management and the implementation of tailored financial strategies. He works closely with clients to understand their goals and aspirations, developing customized strategies to pursue long-term financial success. His expertise includes strategic asset allocation, portfolio construction, and wealth management services. Joel holds a Bachelor's Degree in Economics from the University of Illinois at Urbana–Champaign and earned the Certified Investment Management Analyst® (CIMA®) designation through advanced post-graduate coursework at the University of Chicago Booth School of Business. Outside of his professional duties, Joel is a nine-time finisher of the Bank of America Chicago Marathon and has raised funds for charitable organizations such as the Susan G. Komen Foundation and Chicago Run. He enjoys attending Chicago Cubs games and spending time at home in Lake Forest with his wife, Alison, and their rescue dogs Matilda and Poppy.

Sandford Boyce is a Senior Financial Advisor specializing in Merrill Private Equity and Alternatives Platform at Merrill Lynch Wealth Management. He focuses on providing private equity solutions tailored for foundations, endowments, institutions, and high-net-worth individuals. His client focus areas include divorce transition planning, family wealth management strategies, as well as individual and corporate investment strategy. Sandford began his career with Merrill in 1983 as a futures and options specialist in Capital Markets based in the Sears Tower in Chicago. From 1987 until 2015, he concentrated on fixed income securities sales to insurance companies before rejoining Merrill in 2016 to focus on alternatives and private equity investments. He holds a Bachelor's Degree and an MBA from the University of Virginia and carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sandford has a personal interest in equestrienne sports, including hunter-jumper riding and race-horse ownership over the past five years. He has been involved with the Illinois Society of Colonial Warriors and has volunteered with Lake Forest Hospice in the past.