Stephen Half is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 35 years of experience providing financial and wealth management advice and services, primarily focusing on individuals and families who have achieved significant wealth accumulation. His approach centers on a goals-based wealth planning process that helps clients understand their current financial situation and ensures they remain on track to maintain their desired lifestyle. Stephen specializes in working with business owners and C-suite executives to address challenges related to tax efficiency, estate coordination, philanthropy, and legacy planning. As the senior member of The Half Group, he directs asset allocation, investment management, and wealth transfer strategies. His practice emphasizes risk mitigation throughout the wealth management cycle and aims to offer accurate, competent, and trusted advice tailored to individuals and families across the country. He holds a Bachelor's Degree from the University of Minnesota and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen was recognized as a "Best in State Wealth Advisors" in 2023 by Forbes. Outside of work, he and his wife Kim actively support and volunteer in their children's lives, valuing the life lessons gained through activities such as teamwork and personal discovery.

Eleni Passias is a Wealth Management Advisor at Merrill, bringing over 20 years of experience in financial services. She specializes in managing wealth for professionals and their families, with client focus areas including family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and women and wealth. Prior to joining Merrill in 2022, Eleni spent most of her career in private banking, working at Goldman Sachs, Citi's law firm group, and Wells Fargo's legal specialty group. Eleni holds a Bachelor's degree in French and Linguistics from New York University and is a Personal Investment Advisor (PIA). She is proficient in Greek, French, and English. Eleni supports an Arizona nonprofit that brings quality education to children in disadvantaged areas and is involved in the local Greek community and her church. She lives in Lincoln Park with her husband, John, and their young son.

Quinn Beckwith is a Financial Advisor with The Beckwith Group based in downtown Chicago, Illinois. He specializes in guiding young professionals and individuals who are beginning their wealth planning journey. Quinn focuses on helping clients navigate the complexities of financial planning to build confidence in their financial decisions, offering personalized strategies that align with each client's goals and stage of life. Quinn earned a Bachelor of Arts from Colgate University, majoring in Environmental Economics with a concentration in Statistics and and minoring in Geography. He holds the Personal Investment Advisor (PIA) designation. His academic background has contributed to his analytical approach in assisting clients with education planning, legacy planning, retirement planning, portfolio management, and investment strategies that include socially responsible and values-based options. Outside of his professional work, Quinn enjoys outdoor activities such as camping, skiing, scuba diving, and traveling, which reflect his interest in adventure sports and active pursuits.

Kathy Walsh is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Merrill since 1986. Outside of her advisory role, she is involved with KOLLINA LLC, a family-held 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 individuals, institutions, and charitable organizations.