Andre Myrick is a financial advisor with Merrill based in Chicago, IL, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2020 and previously held roles at CTF Illinois, Eastern Illinois University, Zara USA, and the College of DuPage. Myrick is also the owner of Myrick Financial LLC, an entity established to potentially invest in real estate and REIT ETFs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party managers.

Grayson Clountz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in entrepreneurial activities, including management roles at Parking Management Company LLC and Oprec Events Co LLC. 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Fantasia is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 10 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.

Henry Latimer IV is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Bank of America, N.A. since 2011. Latimer serves as an advisory board member for the ETHS Foundation, a nonprofit organization focused on educational fundraising. 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.

Christopher Nield is a Private Wealth Advisor with Merrill Private Wealth Management, where he is a member of the Nield Moles Group. He specializes in strategies for business owners pre and post transaction, managing concentrated equity positions, complex lending solutions for fine art collections, and trust and estate planning techniques. With over 20 years of experience in financial services in Chicago, Christopher joined Merrill in 2017 following seven years at JP Morgan Private Bank and four years at Citi Smith Barney. Prior to his career in financial services, he spent over seven years conducting M&A due diligence in the corporate sector, beginning his career after relocating to Chicago from Seattle, Washington in 1999. Christopher holds an M.B.A. in Finance from Loyola University Chicago and a Bachelor's degree in Law & Justice from Central Washington University. He maintains Series 7, 66, and 63 FINRA registrations. He lives in Hinsdale with his wife and two sons, and enjoys coaching youth sports, traveling, and outdoor activities. He has been involved with the Museum of Contemporary Art Chicago, the Art Institute of Chicago, and the Society for Contemporary Art.

Robert Briggs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1996. He focuses on assisting families and individuals in developing customized retirement income strategies that support their objectives for comfortable retirement and legacy planning. Robert works closely with clients through frequent, face-to-face conversations to create a personalized wealth management experience grounded in trust and education. Robert holds a Bachelor of Science degree in Marketing from Purdue University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor℠ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes client education, regularly speaking on financial topics and sponsoring events in the Chicagoland area. Robert resides in Downers Grove with his wife and daughter, and enjoys skiing, tennis, yoga, and spending time with family.

Eran Ben Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He entered the financial services industry in 2014 and joined Merrill Lynch in 2020. Eran works collaboratively with clients including successful business owners, physicians, young wealth accumulators, and non-profit organizations, developing goals-based strategies tailored to individual needs. He integrates the resources of his team and the broader capabilities of Bank of America and Merrill's Chief Investment Office to provide comprehensive wealth management solutions. His expertise spans divorce transition planning, family wealth management, institutional investment consulting, legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and retirement income. Eran holds a Bachelor's Degree from the University of Wisconsin System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is fluent in English and Hebrew. Outside of his professional role, Eran enjoys adventure sports, basketball, biking, camping, cooking, soccer, spending time with his family, table tennis, traveling, and yoga.

Sarah Tarpy is a Senior Financial Advisor at Merrill Lynch Wealth Management and co-founder of the Tarpy Group, working alongside her brother Michael. She has over 25 years of experience advising clients and joined Banc of America Investment Services, Inc. (now Merrill Lynch Wealth Management) in 2002. Sarah has developed her practice by focusing on the client experience and assisting clients in leveraging the institution's resources effectively. In her role, Sarah serves as a trusted resource and thinking partner for clients, helping translate their financial plans into actionable steps. She emphasizes investing as a long-term pursuit with expected periodic volatility and encourages disciplined financial habits such as controlled spending and consistent saving. Sarah collaborates closely with clients to provide timely recommendations aligned with changing market conditions and evolving client needs. Originally from Nashville, Tennessee, Sarah holds a Bachelor of Science degree in Business Administration from the University of Alabama. She resides in Chicago and is an active member of the University Club of Chicago, where she serves on the Admissions Committee. Her personal interests include sporting clays, cardio tennis, golf, and traveling.

Kelly Weible is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2021. Outside of her advisory role, she is a promoter for Corporate Curling, a nonprofit that organizes curling as a networking and team-building activity. Merrill and its affiliate Managed Account Advisors LLC provide 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 various institutions.

Sydney Viehman is a Wealth Management Advisor based in The Pennbrook Group's Chicago Office. She brings over 20 years of experience in financial markets, having worked in investment banking, institutional equities, and fixed income across various locations including New York, London, Texas, and Chicago. Prior to transitioning to private wealth management in 2020, Sydney served as a Managing Director and Regional Manager at Deutsche Bank Chicago, overseeing Global Markets for the Southeast, Texas, and Midwest regions. Sydney holds several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She is registered with FINRA for Series 7, 63, 66, 3, 9, and 10 and is a licensed principal and supervisor. Her academic credentials include graduating Cum Laude from Princeton University and earning an MBA with honors from The Wharton School at The University of Pennsylvania. Her client focus encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. Sydney also dedicates time to community involvement through organizations like Capital For Kids. Outside of her professional role, she enjoys cooking, dancing, hiking, interior decorating, reading, spending time with family, tennis, traveling, and yoga.

Aidan Bresnahan is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill in 2024, he worked at Morgan Stanley from 2022 to 2024 and has held roles at Untuckit and several educational institutions. 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.

Annette Seaberg is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. She has been with Merrill since 1980 and also works with Bank of America since 2011. Seaberg serves as a director for the Ulla & Bertil Brunk Family Foundation, a charitable organization focused on education, Swedish-American culture, the arts, child support organizations, and medical research, where she helps create investment policy and guide the foundation’s mission. 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 tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Miguel Rodriguez Marquez is a Financial Advisor at Merrill Lynch Wealth Management. He works primarily with medical professionals such as physicians, surgeons, dentists, veterinarians, nurses, and practice owners, providing personalized strategies to navigate complex financial decisions beyond investment management alone. His approach focuses on long-term relationships, helping clients gain clarity, confidence, and perspective to make intentional financial decisions aligned with their life goals. Miguel specializes in areas including executive compensation, family wealth management strategies, personal retirement planning, and small business strategies. He holds a Bachelor's Degree from Malone University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Miguel enjoys adventure sports, soccer, and spending time with his family. He is also involved in community activities such as Feed My Starving Children and Junior Achievement.

Dominic Altobelli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2012, when he transitioned from a professional baseball career with the Colorado Rockies organization. Dominic focuses on serving 1st and 2nd generation business owners and executives, providing comprehensive wealth management strategies tailored to individual and business objectives. Dominic holds FINRA Series 7 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER® professional. He earned his Bachelor's degree in Finance from the University of Illinois at Urbana-Champaign. Throughout his career, Dominic has been recognized on several industry lists, including Financial Planning's "Top 40 Advisors Under 40" for 2024-2025 and multiple Forbes lists of top wealth advisors. Beyond his professional role, Dominic and his family are involved in philanthropic efforts, serving on the Board of Visitors for the Children's Hospital of Philadelphia and supporting the Transformational Surgical Care Fund. He also contributes as a volunteer coach at Bo Jackson Elite Sports. Dominic enjoys spending time with his wife and three daughters, particularly on the golf course.

Joseph Lamberti is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a co-founder of Paxinos, Lamberti, Bilton & Associates, a team that has more than 50 years of combined experience serving clients with complex wealth management needs. The team focuses on guiding affluent individuals, families, business owners, financial professionals, and professional athletes in areas such as executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, sports and entertainment, and tax minimization. Joseph oversees and manages the group's portfolio strategies, aiming to create diversified and risk-managed portfolios tailored to clients' unique financial positions and goals. Joseph has been recognized for his work, including being named to Barron's "2026 Top 1,500 Financial Advisors" for the third consecutive year and consistently listed on Forbes' "Best-in-State Wealth Advisors" from 2020 to 2026. He earned a bachelor's degree in finance with a minor in economics from Miami University. He holds several professional designations, including the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Private Wealth Advisor (CPWA). Outside of his professional responsibilities, Joseph serves on the boards of Conway Farms Golf Club and the LFHS Boosters and has been a past president of the HEAR Scholarship Foundation. He lives in Lake Forest, Illinois, with his wife Amanda and their three children and enjoys activities such as baseball, biking, fishing, gardening, golfing, ice hockey, reading, soccer, and spending time with his family.

Josef Weber is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving as a key resource for his clients' comprehensive financial needs. Since joining Merrill in 2014, he has focused on a consultative approach that personalizes strategies to align with each client's unique financial situation, preferences, and goals. His work includes planning and organization, estate planning services, investment management, credit and lending, executive compensation, and risk management. Josef brings a diverse background to his role, including experience as a professional American football player in Europe and a bachelor's degree from Augustana College, where he was an All-Conference football selection. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Beyond his professional responsibilities, he serves on the Ambassadors Board of the Chicago Children's Choir. Residing in Chicago's West Town neighborhood with his wife, Josef maintains personal interests in football, golfing, skiing, traveling, and yoga.

David Schmidt Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America N.A. since 2008. 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.

Al Shahinpouri is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors, LLC and Poseidon Development LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Shu Yeh is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Rondell Richardson Jr. is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 designations and totaling 29 years of industry experience. He has been with Merrill for 22 years and also has experience at Bank of America, N.A. since 2018. Outside of his advisory role, he is the sole owner of a rental property business. 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.