Connor Hanson is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, business owners, and families to develop personalized wealth management strategies focused on areas such as investment management, retirement planning, tax-efficient wealth strategies, and legacy planning. He has a particular focus on assisting attorneys, law firm partners, and legal business owners with financial decisions related to their careers and practices. Connor holds a Bachelor's Degree from the University of Missouri, Columbia, and has earned designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding each client's individual values and circumstances to provide tailored financial guidance. Outside of his professional activities, Connor lives in Chicago's Logan Square neighborhood with his wife. He enjoys golfing, running, and exploring new restaurants in the city.

John Weinzelbaum is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2019. He works with a select group of successful families, including business owners and professionals, to develop customized financial strategies aligned with their goals. His clients seek his assistance in forging realistic paths toward a comfortable life in their later years and creating sustainable income streams to maintain their lifestyles. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and tax minimization. John emphasizes collaboration with clients to define what matters most as they prepare for the next stage of life and its financial implications. John holds a Bachelor's Degree from the University of Alabama and has earned the Personal Investment Advisor (PIA) designation. He is involved in professional and community organizations, including the Ducks Unlimited Chicago Chapter, and supports charitable causes such as the American Heart Association, Arthritis Foundation, Cystic Fibrosis Foundation, and Toys for Tots. Outside of his professional responsibilities, John enjoys boating, camping, fishing, football, golfing, hunting, ice hockey, skiing, and spending time with his family.

Jack Butler is a financial advisor at Merrill with a Series 66 credential and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously spent one year with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Merrill 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.

Allison Graham is a Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2018, leveraging the firm's investment products, research, and banking services to assist clients in managing their financial portfolios. Allison works with clients to develop wealth management strategies tailored to their individual and family needs, focusing on a disciplined process that begins with understanding personal financial situations and priorities. Allison's areas of expertise include divorce transition planning, education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She emphasizes connecting all aspects of her clients' financial lives to help them pursue their most important goals. She graduated cum laude from the University of Illinois Chicago's School of Business with a Bachelor of Science degree in Finance. Allison holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, she enjoys cooking, dancing, hiking, spending time with her family, traveling, and practicing yoga.

Michail Gournis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he acts as a lead advisor and relationship manager to high-net-worth individuals, families, and organizations, including closely-held and family-owned businesses. He works closely with clients to understand their lifestyle, career, philanthropic, and wealth planning goals, collaborating with senior advisors to develop personalized and evolving wealth management plans. With over 25 years of banking experience in wealth management, sales, and research across U.S. and international financial markets, Michail's expertise spans foreign exchange, equities, fixed income, derivatives, trust and custody services, as well as secured and unsecured lending. He focuses on areas such as college education planning, employee benefits planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, socially responsible investing, and tax minimization. Michail holds a Bachelor's Degree from The American College of Greece and a Master's Degree from DePaul University. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is multilingual, speaking Greek, German, and English. Michail participates in community volunteering and enjoys basketball, boating, skiing, and spending time with his family.

James Harris is a Financial Advisor at Merrill Lynch Wealth Management. He supports individuals, families, and business owners in making informed financial decisions through education, guidance, and clear communication. His approach emphasizes building relationships based on trust and consistent follow-through. James holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Emory University. He is also the Head of Partnerships at Argentis, where he collaborates with professionals across industries to develop solutions addressing global food security. In addition to his professional roles, James is involved with organizations such as Head-Royce School and Project Transition. He participates in community activities through the NAACP. He communicates in both English and Spanish.

Sherri Lange is a Financial Advisor with Merrill Lynch Wealth Management, serving affluent families, corporate executives, business owners, and successful individuals as part of a thirteen-person Private Wealth Management team. Her role focuses on delivering tailored wealth management strategies supported by the global resources and capabilities of Merrill and Bank of America, while maintaining the attentiveness of a boutique firm. Sherri works with clients across the United States, providing integrated planning for goals-based investing, retirement, business succession, family planning, and tax minimization. Sherri’s expertise includes equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. She is a CERTIFIED FINANCIAL PLANNER® professional and holds several industry designations including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her bachelor's degree from Davidson College and was a Division I student-athlete during her time there. Prior to her financial career, Sherri was a third-year medical student. In addition to her professional commitments, Sherri values building meaningful relationships and providing guidance tailored to unique client circumstances. She draws on her background and industry experience in medicine to assist physicians, biotech professionals, and others in the sciences to develop comprehensive wealth planning strategies. Outside of work, Sherri enjoys cooking, hiking, traveling, and spending time with her family, which includes her spouse, a physician-scientist in training, and their mini Aussiedoodle named Hazel.

Bridget Lynch is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and having 24 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, she serves on the board of the American Red Cross of Greater Chicago. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Rames is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill 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, pension plans, corporations, and charitable organizations.

Sara Mouayed is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas including college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, international wealth management, women and wealth, sports and entertainment, and tax minimization. Sara holds a Bachelor's Degree from Indiana University and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Farsi, and French. Outside of her professional work, Sara's personal interests include baseball, basketball, gardening, music, painting, soccer, spending time with her family, traveling, woodworking, and yoga.

Bijan Pounaki is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill since 2016. Outside of his advisory role, he serves as a director for a charitable organization focused on fundraising for schools and is involved in founding nonprofit initiatives that support technology access for students. He also manages an ecommerce lifestyle brand and oversees a personal LLC for asset protection. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gail Porter is a financial advisor at Merrill with 42 years of industry experience. She has been with Merrill since 1977, holding a Series 63 designation. 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.

Dana Carbonneau is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years before joining Merrill and Bank of America in 2024. Outside of her advisory role, she serves as co-trustee for an investment-related entity associated with her spouse. 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 supported by internal and third-party managers, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Hackmeier is a financial advisor at Merrill with seven years of industry experience. He has held roles at Whitetop Management Ltd, JPMorgan Securities LLC, and Charles Schwab & Co., Inc. Edward holds Series 63 and Series 66 licenses and is 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Dickman is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked at BlueLake Wealth Advisors and has a background that includes roles at Indiana University, Forest Hills Country Club, and Richmond High 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Orlando Garcia is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes tenures at Bank of America, N.A. and Merrill since 2016, and a year at Fifth Third Securities prior to that. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates internal and third-party managers and offers tax-aware investment options, with support for account administration and custody through Bank of America.

Robert P. Zabel, Jr. is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He has worked with business owners, senior corporate executives, and other clients with substantial wealth throughout his financial services career. Prior to joining Merrill in 2003, he held positions at First Chicago Corporation, JP Morgan, and Goldman Sachs. Bob focuses on developing strong relationships with a limited number of ultra-high-net-worth families and individuals. He works with families to develop comprehensive plans to help meet their objectives today and goals in the future. His expertise includes capital markets, asset allocation, investment management, strategies for private business acquisitions and initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree in English from Kenyon College and earned an MBA from the Ross School of Business at The University of Michigan. As an undergraduate, he was a nationally ranked singles and doubles tennis player and has also been a nationally ranked platform tennis player. Bob serves on the Board of Trustees at Salisbury School and is a Director at the Western Golf Association/Evans Scholars Foundation. He enjoys tennis, bicycling, and golf. Bob and his wife, Meggan, have three daughters and reside in Winnetka, Illinois.

Louis Farr is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1997, he has provided financial advisory services, focusing on wealth management, retirement planning, and investment strategies tailored to clients' long-term goals. Louis leads The FSG Wealth Management Group, which serves a diverse client base including corporate executives, business owners, physicians, attorneys, retirees, and non-profits. His work involves coordinating with retirement, trust, banking specialists, as well as clients' tax advisors and attorneys to ensure cohesive financial planning. With 29 years at Merrill, Louis specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, socially responsible investing, and retirement income planning. He manages discretionary investment portfolios, utilizing a variety of investment vehicles and aiming to balance risk with clients' stated objectives. The FSG Wealth Management Group emphasizes personal attention and compassionate service, often being a key resource for clients during significant life events. Louis holds the Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from The Ohio State University. In his personal time, Louis enjoys golfing, music, and spending time with his family.

Peter Chase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides client-centric financial solutions tailored to the investment objectives, risk tolerance, liquidity needs, and time horizons of his clients. His client base includes corporate executives, entrepreneurs, generational families, retirees, foundations, and organizations. Peter leverages the resources of Merrill Lynch and Bank of America to offer a range of services such as cash management, lending, investments, wealth structuring, global markets research and trading, alternative investments, corporate executive services, concentrated stock management, retirement plans, and trust and estate planning. Peter holds a Bachelor of Science degree in Business Administration with a focus on Marketing from the University of Illinois at Champaign-Urbana. He also holds the Personal Investment Advisor (PIA) designation. In his professional capacity, he collaborates with specialists within Merrill and Bank of America to enhance service delivery. Residing in Wilmette, Illinois, Peter is engaged with the Big Cedar Lake Conservation organization. His personal interests include golf, fly fishing, boating, and shooting.

Steven Laporta serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1994, he has accumulated over 31 years of experience in the financial advisory industry. He provides traditional financial advice and guidance, focusing on portfolio management through personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Mr. Laporta holds a Bachelor of Arts degree in Economics from Northwestern University. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2006 and obtained the Certified Plan Fiduciary Advisor® designation in 2019. His areas of expertise encompass wealth structuring, estate planning services, and coordinating trust and estate services through Bank of America Private Bank. His client focus includes college education planning, family wealth management strategies, legacy planning, retirement income, among others. Beyond his professional career, Steven Laporta is an avid equestrian jumper who competes nationally several times a year. He is a member of the Illinois Hunter Jumper Association and the United States Equestrian Federation.