Lawrence Mackey is a financial advisor with Merrill in Chicago, IL, holding a Series 66 credential and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he has authored a science fiction novel available on Amazon Kindle and assists with a small business involved in house flipping. 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.

Derek Christian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 30 years of experience in financial services, specializing in wealth management and alternative investments. Derek utilizes his Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, and Chartered Alternative Investments Analyst® designations to help clients develop strategies aimed at meeting their long-term financial goals. Before joining Merrill Lynch, Derek spent 12 years as a Financial Futures Trader and member of the Chicago Board of Trade. He founded ASI Global Trading, a registered Commodity Trading Advisory firm, and served as Senior Consultant and Trader/Developer for equities and M&A firms at the Chicago Board Options Exchange. His expertise includes the analysis of alternative investment managers and asset classes such as Private Equity, Hedge Funds, Managed Futures, Commodities, and Real Assets, with a focus on portfolio integration. Derek holds a Bachelor of Business Administration from the University of Illinois at Chicago. Outside of his professional work, he has personal interests that include biking, golfing, ice hockey, and traveling.

Kathryn Krauskopf is a financial advisor at Merrill in Chicago, IL, holding a Series 66 license with three years of industry experience. Her prior roles include positions at Morgan Stanley and BMO Private Bank. 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 variety of clients including individuals, pension plans, and charitable organizations.

Marwa Agha is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Merrill since 2011 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, along with trading, account administration, and custody support.

Aylla Lashaway Mueller is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds certifications as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor and has been with Merrill since 2016. Aylla focuses on providing comprehensive, personalized financial strategies aimed at helping clients pursue their long-term goals through a disciplined financial approach. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and retirement income planning. She works closely with individuals and corporate clients, particularly family businesses, assisting with succession strategies and the development of company benefit plans. Aylla’s approach emphasizes empowering clients through financial education and a 360-degree view of their finances. Aylla earned her Bachelor's degree in economics from the University of Michigan, where she was involved with the Running and Economics clubs. Before joining Merrill, she worked at JP Morgan Chase in New York City. Currently residing in Chicago, Aylla enjoys spending time outdoors running along the lakefront with her dog, playing golf and pickleball on weekends, traveling to explore new cultures, and participating in community volunteer work.

Jon Richman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience assisting individuals, families, and businesses with their financial planning needs. Jon focuses on a range of client areas including college education planning, executive compensation, divorce transition planning, family wealth management strategies, and tax minimization. His approach involves analyzing both sides of the balance sheet to identify opportunities for adding value in a tax-efficient manner. Jon holds a Bachelor's Degree from the University of Illinois and a Master's Degree from the University of Chicago. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned several additional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jon enjoys music, spending time with his family, and traveling.

Derek Caldwell is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Kapnick Insurance Group and held various roles including business ownership with The Sign Guys, LLC, which provides marketing materials to businesses and school districts. His background also includes several positions outside finance, such as work at Smoothie King and Rescue Lawn Care Services. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for a range of individual and institutional investors.

James Ertmann is a Private Wealth Advisor and Managing Director based in the Chicago office of Merrill Private Wealth Management. He began his career in 1996 at Goldman, Sachs & Co, where he developed expertise in servicing affluent individuals, families, trusts, and foundations with investment management. Over his career, he has assisted clients with liquidity events related to middle market private company sales and addressed a variety of wealth management concerns. Before joining Goldman Sachs, James held managerial and corporate finance roles at The BOC Group, a U.K.-based chemicals and healthcare conglomerate. He earned a Bachelor of Science degree in Mechanical Engineering from the University of Illinois and an MBA in Finance from the University of Chicago. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, James is involved in community organizations including Habitat for Humanity, Buddy Baseball, and the Kenilworth-Winnetka Baseball Association. He also participates in recreational activities such as baseball, biking, boating, golfing, hiking, music, reading, singing, skiing, and spending time with his family.

Samuel Marquart is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Miami 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Kielty is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages Merrill’s investment insights alongside the banking and lending solutions of Bank of America to create flexible wealth management plans that respond to changing market conditions. Michael holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He is also committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of service in the communities they support.

Mason Wagner is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Morgan Stanley, U.S. Bank, Archford Capital Strategies, and Club Fitness. Outside of his advisory role, Wagner is a content creator on TikTok. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 investors.

Shane Brannigan is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 credential and previously worked at Nasdaq, Inc. from 2021 to 2024. His background includes diverse roles across sports organizations and hospitality, such as the St. Louis Cardinals and Franklin's Public House. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Patricia Bresnahan is a Wealth Management Advisor with Merrill Lynch Wealth Management in Chicago, Illinois. She is co-founder of the Kohut & Bresnahan Group, where she works with affluent individuals and families to provide comprehensive wealth management focused on growing, preserving, and transferring wealth across generations. Patricia brings more than two decades of financial services experience to her role, having joined Merrill Lynch in 2001 with 17 years already in the industry. Her approach centers on a disciplined wealth management planning process that helps clients define their financial goals in alignment with their values and life circumstances. She provides guidance on managing the financial implications of major life events such as career transitions, business activities, marriage, divorce, inheritance, and retirement. Patricia serves as a Merrill Investment Advisory Program Portfolio Manager, managing personalized and defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Patricia holds a Bachelor’s degree in finance from DePaul University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA®), and Certified Plan Fiduciary Advisor® (CPFA®) designations. She is a member of the Investments & Wealth Institute™ and the Certified Financial Board of Standards, Inc. Additionally, she serves as Vice President of Merrill’s Chicago chapter of The Women’s Exchange professional network. Outside of her professional work, Patricia volunteers with organizations such as the Alzheimer’s Association, Autism Speaks, and the American Cancer Society. She resides in La Grange Park, Illinois, with her husband and enjoys gardening, knitting, and spending time with her family.

Raphael Roche III is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has over three decades of experience in building long-lasting relationships with individuals and families, providing personalized financial guidance to support their goals and long-term wellbeing. As part of The Roche Group, he focuses on understanding what matters most to each client to tailor his advisory services. He holds a Bachelor's Degree from Loyola University Chicago and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). Raphael has received recognition on the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years, reflecting his commitment to excellence in wealth management. Raphael lives in Downers Grove with his wife, Lynne, and their three children. Outside of work, he enjoys spending time with his family and engaging in activities such as traveling, cooking, and watching movies.

Allison Duoibes is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her background includes roles at Facilities Management, LLC, the University of Notre Dame Investment Office, and Saint Mary's College. 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 and profit-sharing plans, corporations, and charitable organizations.

Reginald McCoy is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He supports clients in developing strategies tailored to their short-, mid-, and long-term financial goals. His practice includes providing guidance on family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. Reginald works with entrepreneurs, lawyers, and first-generation wealth creators to help them achieve clarity, structure, and confidence in their financial decisions. His expertise includes retirement planning, preparing for business transitions, and managing complex variable income structures. He emphasizes a personalized approach, building each plan around clients' goals, values, and vision. He holds a Bachelor's degree from Ball State University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, Reginald enjoys basketball, chess, football, music, reading, and traveling.

Dominic Di Puccio is a Senior Financial Advisor with the Knowles, Armitage and Lucas Group at Merrill Lynch Wealth Management. He works primarily with multi-generational families, corporate executives, and business owners to develop detailed, customized financial plans aimed at achieving their most important goals. Dominic operates out of the team's downtown Chicago office, where he has been based since 2018. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Dominic earned a Bachelor's degree from Xavier University and began his career with Merrill in Cincinnati before relocating to Chicago. His expertise encompasses areas such as education planning, executive and equity compensation, family wealth management, legacy planning, LGBT wealth planning, and socially responsible investing. Outside of his professional work, Dominic is an active board member of the Bridging Generations Board for The Village Chicago. He enjoys spending time with his family and engaging in outdoor activities.

Preston Harper is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has worked at Merrill and Merrill Lynch, and has experience in the food and beverage sector with roles at Brick Street Bar and Gaslight Brewhouse. 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.

Arturo Aupont is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing tailored wealth management strategies to a select group of successful business owners and company executives. Since joining the team in 2018, Arturo has focused on helping clients navigate the complexities of their financial lives, aiming to bring clarity and confidence throughout their financial journey. He holds a Bachelor's Degree in Finance from the University of Illinois Chicago and is a Certified Financial Planner (CFP®) professional with FINRA Series 7 and 66 registrations. Arturo also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes education planning, equity compensation services, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Arturo enjoys spending time with his family, playing soccer, and surfing.

Inko Dokubo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America and spent seven years involved with Loyola University Chicago Men's Basketball. Outside of finance, he works as an event manager and consultant for Theater On the Lake and Lakefront Restaurant in Chicago, overseeing events such as weddings and concerts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, implementing a range of investment approaches including tax-aware strategies.