Jason Mathes is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his financial advisory career in 1997 and joined Merrill Lynch in 1998. He founded Mathes, Gidcumb, Callen & Associates, where he works with a select group of high net worth families and businesses to identify, assess, and achieve their financial objectives, focusing on cash flow, liability, investment, and long-term wealth management strategies. Jason holds a Bachelor's degree in Business Administration with a focus on Corporate Finance and Investments from Drake University. He is a CERTIFIED FINANCIAL PLANNER® professional, awarded by the Certified Financial Planner Board of Standards, Inc., and has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute®, which is taught in conjunction with The Wharton School at the University of Pennsylvania. He also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation. Beyond his professional roles, since 2008, Jason has been involved with the United States Tennis Association (USTA), promoting tennis as a healthy lifestyle. He has held positions such as President Emeritus of the Board of Directors for the USTA Missouri Valley Section and the USTA St. Louis Board of Directors, along with service on various national USTA committees. Additionally, he has served on the boards of several local tennis and community organizations. Jason resides in Clayton, Missouri with his wife Diane and their sons John and James.

Kristi Blanquart is a financial advisor with Merrill and holds a Series 66 designation. She has 15 years of industry experience and has been affiliated with both Bank of America, N.A. and Merrill since 2001. Outside of her advisory role, she is the owner of JZSS Investments LLC, a holding company with a 20% ownership stake in a Jimmy Johns franchise. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Christopher Patritti is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Loyola University New Orleans. Christopher’s credentials reflect his expertise in retirement planning and investment advisory services.

Jordan Taylor is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and retirement income. Jordan focuses on providing personalized financial advice tailored to the unique goals and priorities of his clients, placing their needs at the center of his approach. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jordan earned a Bachelor's Degree from Wichita State University. Growing up in a small town, he witnessed a lack of investment knowledge among his peers and family, which inspired his commitment to helping others achieve financial confidence and security. Jordan is involved with the National WWI Museum and Memorial. His personal interests include baseball, football, golfing, hunting, music, spending time with his family, and traveling.

Mahi Jacob Raj is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Bank of America, N.A., Insight Global-US Bank, and various educational institutions. 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 institutions.

James Wiehe is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following a ten-year tenure at Wells Fargo. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Maureen Rathnakumar is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. She joined Merrill in 2024 and previously worked at J.P. Morgan Chase Bank and JPMorgan Securities from 2014 to 2024. 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.

Shawn Williams is a Private Wealth Advisor and the leader of The Williams Group at Merrill Private Wealth Management. He joined Merrill in June 2015 and provides consulting and wealth management strategies to both institutional clients and families with complex financial needs. His team focuses on creating financial strategies based on clients' risk tolerance, time horizon, liquidity requirements, and overall investment goals, leveraging the full capabilities of the firm supported by Bank of America's resources. Shawn holds a B.S. in Chemistry from the United States Naval Academy and earned both an MBA and a Master of Science in Finance from Indiana University's Kelley School of Business. He served as an F/A-18 pilot in the U.S. Marines and was deployed five times during his military career. His professional designations include Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). In addition to his professional work, Shawn serves on the Executive Committee of the St. Louis FD Lifesaving Foundation. He spends his personal time fishing, golfing, hunting, and with his family.

Laura Boedges is a financial advisor with Merrill and holds the Series 66 designation, bringing 17 years of industry experience. She has worked at firms including Bank of America, HighTower Securities, Rogers and Company Wealth Advisors, and LPL Financial. Outside of her advisory work, she is an author of an investment-related book titled *The Uncommon Divorce* and serves as Treasurer and Chair of the Finance Committee for the Washington University Women's Society. 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 tailored for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Katherine Kovach is a Financial Advisor at Merrill Lynch Wealth Management, where she supports the Slocomb Livingston service model and Wealth Management platform. She joined Merrill in 2019 following eight years of experience in consulting at Navigant Capital Advisors (now Ankura) and corporate finance at Exelon Corporation in Chicago. Katherine focuses on areas including education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Katherine holds a Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a Personal Investment Advisor (PIA). Her professional affiliations include Delta Zeta Sorority, Junior Service Club, and Phi Gamma Nu Professional Fraternity. Katherine emphasizes a collaborative approach to wealth management, working closely with clients to define their financial goals and providing comprehensive strategies tailored to a variety of financial situations. Outside of her professional responsibilities, Katherine enjoys cooking, skiing, spending time with her family, and watching movies.

Ashley Laws is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2015. Ashley serves as a board member for Operation Food Search Friends, where she contributes to event planning and community outreach efforts focused on addressing food insecurity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Nicole La Peire is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, aside from a brief period of unemployment in 2017. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Vogel Iturri is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. She leads a second-generation wealth management practice originally established by her father, providing goals-based wealth management services to approximately 100 families, including over 50 multigenerational households. With over 23 years of experience, she specializes in assisting clients through the transition from wealth accumulation during their working years to retirement income planning, with a focus on serving time-constrained female executives and divorcées. Victoria’s expertise encompasses financial strategies, retirement planning, and collaboration with clients' other advisors to support tax and estate planning. She is committed to educating and empowering women on investments and wealth management, founding the Wine & Wisdom Workshops for Women seminar series in 2011 to foster an inclusive learning environment. Fluent in English and Spanish, Victoria holds a Bachelor’s degree from the University of Missouri System and carries the Personal Investment Advisor (PIA) designation. She is involved with the National Association of Women Business Owners (NAWBO) and serves as a troop leader for the Girl Scouts of Eastern Missouri.

Susan Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2003 and holds a Series 63 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rick Morrison is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Griege is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2016, he has worked with families and businesses to accumulate, preserve, and distribute wealth. Kyle combines the resources of a global investment firm with a high-touch service approach to serve as a trusted advisor for his clients. He assists them in identifying and prioritizing financial goals such as estate planning, investments, tax minimization strategies, wealth transfer, and retirement income, then develops strategies aimed at pursuing these outcomes while managing wealth for current and future generations. Kyle holds a Bachelor's Degree from Southern Methodist University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas cover education planning, family wealth management, legacy planning, retirement planning, portfolio management, and specialized services for women, sports, and entertainment clients. He is also involved in the community as a board member of Pedal the Cause. Outside of his professional role, Kyle’s personal interests include football, golfing, music, skiing, swimming, traveling, and spending time with his family. He follows a personal philosophy of working one-on-one with clients to create personalized financial strategies designed to help pursue their long-term goals.

John Buhmann is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been associated with Bank of America, N.A. since 1985, including roles at Merrill since 2009. Outside of his advisory work, he is a consultant and independent contractor for DoorDash Inc., focusing on food delivery. 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.

Patrick Martin is a Series 66 registered advisor with Merrill, based in Clayton, MO, and has 10 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he co-owns a single-family rental property with his wife. 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 institutions.

Spencer Page is currently a Financial Advisor Trainee at Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst (CIMA) designation. Spencer earned his bachelor's degree from the University of Colorado System. Further details regarding his experience, areas of expertise, personal interests, or community involvement have not been provided.

Frank Hui is a financial advisor with Merrill in Clayton, MO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.