Michael Vocker is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of his advisory role, he serves as a successor trustee for his parents' revocable living trust. Merrill, alongside 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.

Sara Friedman is a financial advisor with Merrill in Clayton, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she worked at Wells Fargo Clearing Services for five years. Outside of finance, she serves as a part-time House Manager at the Touhill Performing Arts Center, where she manages front-of-house staff during performances. 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, retirement plans, corporations, and charitable organizations.

William Carmody is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1989 and has worked his entire career at Merrill. In 2015, he formed the Carmody-Turner Group alongside his partner Brian Turner and assistant Rick Morrison. The group's clients include physicians, college coaches, entrepreneurs, small business owners, executives, and other high net-worth individuals and their families. They focus on comprehensive wealth planning strategies, collaborating with clients’ legal and tax advisors to help achieve customized financial goals. Bill earned his bachelor's degree from Southwest Missouri State University and obtained his CERTIFIED FINANCIAL PLANNER® certification in 2007. He is also recognized as a Personal Investment Advisor (PIA) and is a member of the Certified Financial Planning Institute. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, retirement planning, and portfolio management services. Originally from Kirkwood, Missouri, where he currently resides with his wife Kathleen and their three children, Bill is deeply involved in his community. He volunteers with several nonprofit organizations such as Operation Food Search, Our Lady of Perpetual Help Food Pantry, St. Patrick Center for the Homeless, St. Peter and Paul Food Kitchen, and The Marin Fund. Outside of work, Bill enjoys antiquing, biking, gardening, hiking, soccer, tennis, and spending time with his family.

Brian Turner is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Carmody-Turner Group. He has been in the financial services industry since 2012 and joined Merrill Lynch in 2015. Brian works with high-net-worth clients, including physicians, serial entrepreneurs, college coaches, small business owners, and executives, providing individualized wealth management and planning strategies. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their financial goals, combining personalized service with the investment insights of Merrill and the banking convenience of Bank of America. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) accreditation. He earned both his bachelor's degree and Master of Business Administration from Western Illinois University, where he also played and lettered on the NCAA Division I men's basketball team. Originally from southeast Iowa, Brian and his wife, Dr. Ashlyn Turner, have three children. They lived in St. Louis before relocating to Ballwin. Brian supports the community through his involvement with organizations such as the Western Illinois University Foundation Board, Fathers & Families Support Center, and the United Way's Charmaine Chapman Society. He also dedicates time to coaching youth sports.

Amanda Plotkin is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at Precision Document Solutions from 2014 to 2018. 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.

Jacob Greer is a financial advisor at Merrill with Series 65 and Series 66 credentials. He has one year of industry experience and previously worked at Bank of America, Dell Technologies, and Florida Financial Advisors. Outside of his advisory role, he has experience in hospitality management and operated a bar and grill for two 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James O'Connor IV is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 1993 and has been associated with Bank of America since 2011. Merrill, together 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 a range of model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Hampton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial advice and portfolio management services to a diverse clientele including corporate executives, entrepreneurs, professionals, foundations, non-profit organizations, and families across 25 states. Tim is a qualified Portfolio Manager who builds and manages personalized investment strategies combining individual securities, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He may manage client portfolios on a discretionary basis through the firm’s Investment Advisory Program. Tim launched his financial services career in 1999 and joined Merrill Lynch Wealth Management in 2008. He holds several 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). Tim graduated Magna Cum Laude with a Bachelor of Science degree in Business Administration, majoring in Finance, from Saint Louis University and earned a Master’s in Business Administration from Washington University in St. Louis. Beyond his professional role, Tim is involved in community and philanthropic activities. He has served in leadership roles with the Boy Scouts of America and has been recognized with the Silver Beaver Award. Tim is a member of the Eastern Missouri Beekeeping Association and the St. Louis Genealogical Society. He and his wife Elizabeth actively support local theater and reside in St. Louis, where they have raised two sons. Tim’s personal interests include genealogy, photography, traveling, and beekeeping.

Jordan Foster is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan works with clients to develop customized financial strategies that align with their short- and long-term goals. By combining disciplined investment management with clear communication, Jordan helps clients navigate the markets, reduce uncertainty, and make confident financial decisions over time. Jordan's expertise includes education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, portfolio management services, small business strategies, tax minimization, and retirement income. Jordan is recognized as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. Jordan earned a High School Diploma from Hazelwood Central High and attended Columbia College without earning a degree. In addition to professional pursuits, Jordan's personal interests include basketball, cooking, fishing, football, gardening, and spending time with family.

Alan Taxman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA) designations and focuses on consulting and advising affluent families in personal wealth management. His expertise includes retirement planning strategies for individuals and businesses, estate planning, corporate benefit programs, and integrating corporate benefits into long-term financial approaches. Alan also provides banking and lending solutions through Bank of America. His client focus areas cover college education planning, family wealth management, services for endowments and non-profits, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and investment strategy for both individuals and corporations. Alan earned a bachelor's degree from the University of Missouri System and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes Magazine as one of the "Best-In-State Wealth Advisors" for 2019 through 2026 and as part of the Taxman Specter Wealth Management Group honored as a "Best-In-State Wealth Management Team" from 2023 to 2026. Residing in Creve Coeur with his wife and two children, Alan volunteers for charitable organizations in the St. Louis area, including Habitat for Humanity, the Fathers and Family Support Center, and the FoodBank. In his free time, he enjoys working on home projects and has interests in biking, fishing, hiking, ice hockey, skiing, softball, volleyball, and woodworking.

Carrie Genovese is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. She specializes in personalized wealth management strategies, focusing on personal retirement planning, women and wealth, and retirement income. Carrie works closely with clients to develop tailored financial strategies that align with their individual goals, emphasizing a comprehensive understanding of each client's full financial picture. Carrie holds a Bachelor of Business Administration from Saint Mary's College, Notre Dame, and an M.B.A. from Saint Louis University. She also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, she follows the Merrill tradition of engagement by volunteering with local organizations. Outside of her professional role, Carrie enjoys spending time with her husband, son, and dog, traveling, boating, cooking, and planning parish blood drives.

Fabio Estrella De Assis is a Financial Advisor at Merrill Lynch Wealth Management. He has been working with Merrill since 2020, providing personalized wealth management and long-term financial strategies to individuals and families. As a Senior Portfolio Advisor, he manages custom investment strategies and selects from a wide range of Merrill model portfolios and third-party investment options on a discretionary basis. Fabio brings a deep understanding of the financial considerations involved in relocating to another country, drawing from his background as a Brazilian with firsthand international perspective. He has extensive experience assisting relocated individuals and families in navigating cross-border financial transitions such as investment alignment, cash flow planning, and coordinating long-term goals within new financial systems. His approach is relationship-driven, disciplined, and focused on delivering clarity and confidence through life's transitions. He holds the FINRA Series 7, Series 66, and SIE licenses, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and carries the Personal Investment Advisor (PIA) title. Fabio earned his Bachelor's Degree from Fundacao Armando Alvares Penteado and his Masters of Business Administration (MBA) from Business School Sao Paulo. He is fluent in English, Portuguese, and Spanish. Outside of work, Fabio enjoys biking, cooking, reading, spending time with his family, and traveling.

David Rath is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience to his role, having transitioned from a ten-year career as an estate planning attorney to nearly nine years advising clients on their financial futures. Based in St. Louis, where he lives with his wife and two children, David works closely with families across the country to develop comprehensive wealth management strategies tailored to their objectives. His expertise encompasses a broad range of financial services, including wealth forecasting, retirement and education planning, executive compensation strategies, portfolio management, and tax and estate planning coordination with clients’ other advisors. The Connell-Rath Group leverages the resources of Merrill Lynch, Bank of America, and Bank of America Private Bank to provide clients with an expansive array of cash management, credit, lending, and fiduciary services designed to fit their overall financial plans. David holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the Personal Investment Advisor (PIA) credential, and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) accreditation. David earned both his bachelor's degree and Juris Doctorate from Saint Louis University. He is involved in the community through organizations such as the Donald Danforth Plant Science Center and The Sheldon Concert Hall & Art Galleries. Outside of work, he enjoys cooking, music, reading, running, swimming, traveling, and spending time with his family.

Catherine Mcdermott is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and PNC Investments during her career. 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.

Maria Poggioli is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Canvas Property Group, Marcus Millichap, NYLO Aesthetics, and Jill Krutick Fine Art. She also holds power of attorney responsibilities related to family beneficiaries. Merrill, along 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, pension plans, corporations, and charitable organizations.

Elizabeth Owens is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides customized and comprehensive financial strategies, focusing on areas such as college education planning, family wealth management, legacy planning, retirement income, and women and wealth. Elizabeth integrates her academic background in psychology and philosophy to understand client biases around money, supporting clients in overcoming these challenges to pursue their long-term goals. Elizabeth holds a Bachelor's Degree from the University of Denver and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her CRPC certification reflects her dedication to guiding clients through successful retirement planning alongside other financial objectives. Committed to community service, Elizabeth participates as a Bank of America Volunteer and is involved with the Denver Botanic Gardens and the Goodman Community Center. In her personal time, she enjoys activities such as camping, cooking, gardening, hiking, knitting and crocheting, pottery, reading, spending time with family, and practicing yoga.

Peter Marbarger is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients create personalized wealth management strategies that align with their financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill as well as the banking and lending solutions of Bank of America to support comprehensive financial planning. Peter holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from Georgetown University. Committed to community involvement, Peter participates in volunteer activities within the communities he serves, reflecting the Merrill tradition of local engagement.

Jackson Schmitt is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill in 2024, he worked at Charles Schwab and has professional experience outside finance, including roles at DoorDash Incorporated and Vi-Jon Incorporated. 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, and institutional investors.

Kristen Hill is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Wells Fargo, Charles Schwab, and TD Ameritrade. 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 plans, corporations, and charitable organizations.

Leigh Funke is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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, and various institutional investors, supported by internal and third-party asset managers.