Emily Mirkiani is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Chesley, Taft & Associates LLC and CIBC Private Wealth Advisors, Inc. She has also worked at Bank of America and Merrill in multiple periods totaling several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a variety of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams.

Molly Vandeveld is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her financial services career in 1988 as a financial analyst at LaSalle National Bank and later joined the bank's Capital Markets Group, where she assumed the role of financial advisor within the bank's Wealth Management Group. Molly holds a Bachelor of Arts, cum laude, in Mathematics and Economics from Vanderbilt University and a Master's in Business Administration from the University of Chicago Booth School of Business. She holds the Certified Investment Management Analyst® (CIMA®) designation and the Chartered Retirement Planning Counselor™ (CRPC™) designation. A Chicago native, Molly and her husband, Peter, have four children. She is a member of the Executives Club of Chicago and serves as a board member of the John McNicholas Pediatric Brain Tumor Foundation. Molly is involved in her community and serves as the Christ the King School Foundation Memorial Program Coordinator.

Meghan Shulfer is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill and several divisions of JPMorgan and Bank of America since 2016. 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, combining internal Chief Investment Office teams and third-party managers.

Alyssa Brown is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011, concurrently serving at Bank of America, N.A. since 2018. Based in Chicago, IL, she has a background spanning over a decade with one of the largest financial institutions. 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, serving individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anne Luburic is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with managing new wealth, personal retirement planning, and retirement income. She works with clients to define their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Anne provides ongoing advice and adapts strategies as clients' situations evolve. Before joining Merrill Lynch, Anne was a Certified Public Accountant at a Big 4 firm. She holds a Bachelor's Degree from DePaul University and is a Personal Investment Advisor (PIA). While she draws on her background in accounting, she does not provide tax advice in her current role. Anne enjoys spending time with her family, traveling, and practicing yoga. Her approach focuses on uncovering clients' priorities to help them create financial strategies aligned with what matters most to them and their families.

Joseph Kunze is a Private Wealth Advisor with Merrill Private Wealth Management. He leads KUNZE ASSOCIATES, a team that advises clients on wealth management, business transition planning, retirement, and legacy planning. Joe's professional background includes over 35 years of experience in wealth management, banking, and leadership roles focusing on advising business owners and wealthy families. Prior to joining Merrill in 2013, he held senior positions at Northern Trust, including Managing Director and Chief Administrative Officer for Northern Trust Ireland, overseeing various business functions and the integration of Barings Financial Services Group. Joe's previous career also includes commercial banking roles with Crédit Agricole and Continental Illinois National Bank & Trust Company. Joe holds a B.A. in Political Science and German Literature with Honors from the University of Wisconsin–Madison and an M.B.A. in Finance and International Business from the University of Chicago. He possesses multiple professional certifications, including the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Certified Exit Planning Advisor (CEPA). He maintains FINRA Series 7 and 66 registrations. Originally from Wisconsin, Joe has lived and worked across the United States, Europe, and Africa. He is married to Jennifer Haggerty, a fellow Private Wealth Advisor at Merrill, and together they have five adult children. Joe is involved in community organizations, serving as a Life Trustee of National Louis University and as a past Executive Committee Chairman of the Primo Center for Women and Children. He has held board and leadership roles in other nonprofit organizations including the Milwaukee Symphony Orchestra.

Brian Moore is a financial advisor at Merrill in Chicago, IL, holding the Series 66 designation with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, AnalystSolutions, and Wintrust Financial Corporation. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes a variety of investment program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Shankar Iyer is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career with Merrill in 1993, he co-founded The Verschuur / Iyer Group in 1999 and has been dedicated to helping clients and their families achieve and maintain financial security. Shankar specializes in legacy wealth planning, portfolio management, retirement planning, philanthropic planning, and tax-efficient investment strategies. He serves a limited number of successful individuals and families, often across multiple generations, assisting with family wealth management strategies and transitions. He is a CERTIFIED FINANCIAL PLANNER® and holds additional designations including Personal Investment Advisor and Sports & Entertainment. A graduate of the University of Wisconsin System, Shankar is involved in several community organizations including Blood Cancer United, Friends of Lane, and The Buckingham Club of Chicago. Outside of work, he enjoys boating, fishing, football, music, skiing, surfing, tennis, traveling, and studying languages such as German and Tamil. He resides in Chicago with his family.

Amy Simon is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Her prior work includes roles at Bank of America, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Outside of her advisory work, she owns a rental property in Oak Park, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brett Sierakowski is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and Bank of America, N.A. since 2016. He is also involved with the Puffer Hefty PTA. 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 designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Shane Fugler is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 licenses and totaling 23 years of industry experience. He has been with Merrill since 1996. 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 created by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Varga is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience at the firm. He specializes in providing personalized financial strategies tailored to each client’s unique situation, focusing on long-term, value-based investment approaches. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. James holds a Bachelor's Degree from the University of Notre Dame and has been with Merrill since 1991. He is a Personal Investment Advisor (PIA) and an active member of the University of Notre Dame Alumni Network. James has been involved in various community organizations including Friends of Alcott, Friends of Lane Tech, St Jude Children's Hospital Annual Campaign, and the American Cancer Society's Merrill Wears Pink campaign. Residing in Chicago’s Lakeview neighborhood with his wife, James engages in hobbies such as sporting clays, skeet shooting, and travel. He is committed to planning based relationship management, focusing on clients' goals and investment objectives rather than market volatility, aiming to provide top service through portfolio creation and implementation.

Jenna Passialis is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2020 and previously held roles at Bath and Body Works and Boston Market. 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.

Carolina Bernal is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party management teams.

Thomas Morrone is a Financial Solutions Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and became part of his current team in 2022. In his previous role at Merrill, Thomas assisted small business clients in obtaining over forty million dollars in Paycheck Protection Program (PPP) loans. He works closely with clients and their families to leverage wealth management resources and support a variety of day-to-day financial needs. Thomas brings a client-centered approach to his work, focusing on understanding what matters most to individuals and families in order to develop strategies that pursue their financial goals. His expertise covers general investing, retirement planning, and saving for unexpected expenses. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a bachelor's degree in Financial Planning from the University of Illinois at Urbana-Champaign. Raised in the Western Suburbs of Chicago, Thomas currently resides in Bucktown. Outside of work, he enjoys cooking for friends and family, working on his golf game, and spending time outdoors.

Kashim Skeete is a financial advisor with Merrill based in Chicago, IL, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Skeete serves as a board member of Junior Achievement of Chicago, where he participates in trustee duties and program committee oversight focused on educational initiatives for youth. 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 a range of clients, including individuals, high-net-worth investors, and charitable organizations.

Thomas Power is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial industry. Prior to joining Merrill in 2016 as an Investment Consultant, he worked as a futures and options trader at a major firm on the Chicago Board of Trade. This background in trading and risk management has equipped him to assist clients in developing customized investment plans aligned with their individual objectives and risk tolerance. As a member of the J&R Group at Merrill, Thomas collaborates with his team and the broader resources of Bank of America to provide comprehensive financial services. He focuses on understanding clients' financial values and concerns to craft tailored strategies covering areas such as education planning, executive compensation, family wealth management, legacy planning, liquidity and retirement income management, among others. He also conducts scheduled reviews to monitor progress and adjust plans to reflect clients' evolving life and business needs. Thomas holds an Accredited Certificate from the University of Notre Dame Mendoza College of Business and professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). Outside of his professional role, he enjoys spending time with his family, traveling, and following Chicago sports teams.

Nicholas Kapetanos is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, he was employed at Gambino's Fresh Market and attended Benedictine University. 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 and profit-sharing plans, corporations, and charitable organizations.

Patrick Baldwin is a Private Wealth Advisor and co-founder and leader of the Baldwin Marcovici Group within Merrill Private Wealth Management in Chicago. He works with ultra-high-net-worth clients, including entrepreneurs, business owners, senior executives, and affluent families, providing tailored strategies for building and preserving family wealth. Patrick began his career at Merrill in 1989 and brings over 30 years of experience focusing on comprehensive wealth planning strategies designed around life and legacy goals, as well as financial offerings and wealth transfer strategies. His expertise includes trust and estate planning strategies, customized credit and lending, philanthropy, inter-generational education, and access to family office services. He and his team coordinate with clients' external tax and legal advisors to provide cohesive wealth management solutions. Patrick holds a bachelor's degree from California Polytechnic State University and is a CERTIFIED FINANCIAL PLANNER (CFP) certificant. He is an active board member with the Summer of a Lifetime Educational Foundation and has served on the board of the Right Angle Foundation. Patrick resides in Winnetka with his wife and two children and enjoys golfing, hiking, skiing, and spending time with his family.

Molly Ottoson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill in 2025, she worked at Marcus and Millichap and has held various roles outside the financial sector, including positions at Stormys Tavern and Grille and involvement with several restaurant and hospitality businesses. 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 investors.