Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

Adam Huston is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance such as at Michigan State University and the Interlochen Center For The Arts. He is involved with the Great Lakes Chorus, a nonprofit barbershop choir, where he serves as Treasurer. 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.

William Calvert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and has evolved his role to assist clients with comprehensive financial planning, including retirement planning, charity and legacy considerations, education planning, employee benefits, and transition planning such as business succession and divorce. He co-founded The Calvert Anderson Group in 2012, serving clients in Ohio and nationwide with a proactive and professional approach. William holds several professional designations including Certified Divorce Financial Analyst® (CDFA®), Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Certified Exit Planning Advisor (CEPA®). He earned his Bachelor's Degree in Finance from The Ohio State University. His expertise focuses on helping clients navigate retirement objectives, optimize income streams, manage tax consequences, and plan for significant life transitions. In addition to his professional work, William is actively involved in community service, participating in organizations such as the United Way, Kiwanis Club, Buckeye Club, and City Year Columbus. He serves on the Tocqueville Committee of The United Way and engages in Kiwanis service projects. A lifelong Columbus resident, William enjoys football, hiking, running, traveling, and spending time with his family.