Kurt Mass is a financial advisor with Merrill based in Chicago, IL. He holds a Series 66 designation and has 19 years of industry experience. He has worked at Bank of America N.A. and Merrill for the past 11 years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Sean Curtis is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Uriel Mercado is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A., Kohl’s, Walmart, and McHenry County College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rachel Anderson is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Prior to this, she gained experience at Kroger and Target Corporation, and spent ten years associated with the University of Liverpool/Laureate. 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.

Austin Venczel is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America and Nexus Pharmaceuticals and has educational experience from Washington University in St. Louis. Outside of his advisory work, he operates a sole proprietorship selling personal items online through eBay. 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 accounts.

Nicholas Coleman is a Series 66 credentialed advisor with Merrill, based in Chicago, IL, with 20 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as an adjunct professor for continuing education at Harold Washington College, teaching SIE exam preparation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Stencel is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and Merrill since 2021. Prior to his financial services career, he was employed at The Perfect Workout, Inc. for five years. 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, and institutional accounts, with portfolio implementations that include strategic asset allocation and tax-aware options.

Connor King is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Morton Private Wealth Strategies. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan O Connor is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to his advisory role, O Connor was involved with the University of Iowa, both academically and as part of the men’s basketball program. 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 for a range of clients including individuals, high-net-worth clients, and institutional plans.

Rory Wood is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2016. Outside of his financial advisory role, he teaches martial arts classes at J.P. Wood's Martial Arts America in Palatine, Illinois. 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 a range of model-based and discretionary investment strategies.

Jennifer Cousart is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2023 and previously held positions at Bank of America, N.A., Axelon, and RoundPoint Mortgage Company. 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 plans, corporations, and charitable organizations.

Patrick Meier is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously spent nine years at AT&T. 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 and profit-sharing plans, corporations, and charitable organizations.

Raylyn Tang is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016, 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.

Cory Hodyniak is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at the University of Nebraska-Omaha and Whole Foods Market. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Peter Haberkorn is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2017 and is also affiliated with Bank of America, N.A. since 2021. Prior to his current roles, he was employed at Traditum from 2012 to 2017. 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 plans, corporations, and charitable organizations.

Michael Fahling is a Series 66-registered advisor at Merrill with eight years of industry experience. He has been with Merrill since 2017 and previously worked at Target Corporation from 2014 to 2017. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Lee is a Series 66 licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and Hogan Transportation. 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.

Devin Mesnard is a Series 66-licensed financial advisor with Merrill in Chicago, IL, with five years of industry experience. His career includes roles at Bank of America, Merrill, Follett Corporation, and Stick Figure Books. Outside of his advisory work, he participates in online brand survey activities. 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, and institutional accounts.

Thomas Biber is a financial advisor with Merrill based in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Legence Bank, Midwestern Securities Trading Co. LLC, and Illinois State University. Outside of his advisory work, he owns BrandGenix LLC, an e-commerce business focused on selling and branding household products. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies.

Ashley Sinason is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Merrill since 2015. 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.