Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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 institutional investors.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. Merrill, together 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 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 model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Cynthia Reynolds is a Wealth Management Advisor with the Cenname Team at Merrill Lynch Wealth Management. Since beginning her career with Merrill in 1993, Cynthia has developed expertise in providing high-net-worth clients across the country with comprehensive wealth management strategies tailored to their individual goals. Her approach covers a broad range of financial needs, including college education planning, retirement income, tax minimization, portfolio management, trust and estate planning, and executive compensation. Cynthia works closely with clients and their external tax and legal advisors to ensure cohesive and efficient financial planning. Cynthia has extensive experience supporting corporate executives with managing concentrated stock positions and implementing disciplined diversification strategies. She possesses in-depth knowledge of employer benefit services, such as 401(k)/403(b) plans, deferred compensation, defined benefit plans, and stock option awards, enabling her to assist clients in making steady progress toward their long-term financial objectives. She holds a Bachelor's degree in Communication from Miami University in Oxford, Ohio, and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. Cynthia also holds the Personal Investment Advisor (PIA) designation. Beyond her professional role, she contributes to her community through volunteer work and enjoys boating, ice hockey, and spending time with her family.

Adoo Chia Kur is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adoo works closely with clients to understand their unique needs and financial objectives, developing personalized strategies to pursue their short-, mid-, and long-term goals. Adoo provides guidance on a range of topics including investing, retirement planning, and saving for unexpected expenses, and offers access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Adoo holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. Adoo also holds the Professional Investment Advisor (PIA) designation. Outside of professional responsibilities, Adoo enjoys activities such as cooking, football, interior decorating, music, pickleball, soccer, spending time with family, watching movies, and practicing yoga.

Dakota Hutzler is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Dakota worked at Morgan Stanley, Pride Technologies, KeyBank, and Kent State 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Luis Mejia is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luis holds a high school diploma from Lancaster High School and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he is a member of the Hispanic Chamber of Columbus. His client focus areas include personal retirement planning, sports and entertainment, and retirement income. Outside of his professional work, Luis enjoys spending time with his family and engaging in activities such as baseball and cooking.

Brooke Thayer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Northwestern Mutual and has involvement with The Ohio State University, including a board member role for the Ohio State University Dance Team Alumni Association, focusing on event planning. 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 institutional accounts.

Jeffrey Krein is a financial advisor at Merrill with 41 years of industry experience. He has held positions at Merrill since 1990 and at Bank of America since 2010. He holds Series 63 and Series 65 credentials. 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 individual and institutional clients.

Marc Froebel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Merrill in 2026, he worked with The Huntington Investment Company and Huntington National Bank between 2016 and 2026. 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 various institutional investors.

Amy Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping clients develop and implement comprehensive financial plans tailored to their individual goals. Since joining Merrill in 2007, Amy has focused on a planning-based approach to wealth management, working closely with clients to address their financial and personal objectives across all stages of life. She collaborates with various business partners within Merrill to integrate retirement, education, insurance, philanthropy, and estate planning into her clients’ financial strategies. Amy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor’s degree from The Ohio State University and a Master of Science in Marketing and Communications from Franklin University. Amy’s client focus includes college education planning, family wealth management, retirement income, socially responsible and values-based investing, and tax minimization strategies. She serves clients with a holistic approach, catering to multi-generational families and individuals managing new wealth or navigating significant life changes. In addition to her professional work, Amy is involved with organizations such as LEAD for Women and contributes to community initiatives including Children’s Hospital TWIG and Dress For Success. She resides in Upper Arlington and enjoys cooking, football, interior decorating, pickleball, reading, traveling, yoga, and spending time with her family and two dogs.

Timothy Ryan is a financial advisor at Merrill with Series 63 and Series 65 designations and 40 years of industry experience. He has been with Merrill since 1992 and has also worked at Bank of America, N.A. since 2011. 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.

Jaren Webster is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from The Ohio State University and a Juris Doctorate Degree from The University of Akron School of Law. His educational background combines law and finance, supporting his advisory role within wealth management.

Beverly Ressler is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she serves as a fiduciary guardian for her brother, managing his financial and medical affairs. 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.

Susan Mogul is a financial advisor at Merrill with 27 years of experience at the firm and holds a Series 66 designation. She is based in Columbus, Ohio, and is involved as an owner and secretary in her family business, Excel Tire & Wheel. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mack Hartwell is a Wealth Management Advisor at Merrill Lynch Wealth Management with over thirty years of experience. He specializes in investment management, retirement planning, estate planning strategies, charitable gift planning, and family wealth management. Mack is a qualified Portfolio Manager and can manage personalized or defined strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. He holds the Certified Financial Planner (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst (CIMA®) designation administered by Investments & Wealth Institute® in conjunction with the Haas School of Business, University of California, Berkeley. Mack is also a graduate of The Ohio State University. Mack is actively involved in community service. He serves as a board member of The Unverferth House, has been a rider and fundraiser for Pelotonia for fifteen years, and volunteers as a race director emeritus for Bull Run Columbus benefiting Nationwide Children's Hospital. He is a dedicated supporter of The Ohio State University and its related activities.

Jennifer Newman is a Wealth Management Advisor with Merrill Lynch Wealth Management and a leader of Cress, Newman & Associates. She has dedicated her entire professional career to Merrill, joining the firm in 1994 and partnering with Mike Cress since 1996. Jennifer leverages more than 25 years of experience to assist individuals and families with a range of wealth management issues, including saving and investing, retirement strategy, next-generation stewardship, wealth transfer, and philanthropic planning. Her clients include physicians and healthcare professionals, as well as individuals transitioning into and through retirement. Jennifer offers technical insight and practical advice that align a client’s broad financial objectives with actionable solutions. She holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute in conjunction with the Wharton School at the University of Pennsylvania, as well as the Chartered Retirement Planning CounselorSM (CRPC) designation. Jennifer earned a Bachelor’s degree from The Ohio State University. In addition to her professional work, Jennifer is involved in community outreach. She serves on the board of the American Cancer Society for Ohio, West Virginia, and Northern Kentucky, and co-founded and co-chairs the C2C Relay Run fundraising event. She is also the secretary for the Dublin Coffman High School Cheer Boosters and chairs the Bank of America Columbus Community Volunteers program. Previously, she served as president of the Greater Columbus Advisory Council and was a founder and steering committee member of the Merrill Bull Run benefiting Nationwide Children’s Hospital.

Rohit Sharma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2005 after earning a Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University. Rohit holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. Rohit takes a disciplined and holistic approach to wealth management, focusing on aligning clients’ objectives with market realities to create consistent returns aimed at meeting their stated financial goals. He emphasizes client engagement in developing personalized strategies, working closely with individuals and families to address areas such as family wealth management, legacy planning, tax minimization, and retirement income. Rohit coordinates with clients’ CPAs, attorneys, and specialists from Bank of America Private Bank to provide comprehensive financial resources and solutions. Born in Vancouver, British Columbia, Rohit’s perspective has been shaped by living in various countries including India and Singapore before settling in Columbus. Outside of his professional role, he is an avid fan of Buckeyes football and basketball. Rohit resides in Columbus with his wife, Shipra, an interior designer.

Sarah Courtney is a Series 66 licensed financial advisor with Merrill in Columbus, OH, where she has worked for 10 years. She has nine years of industry experience. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Carmina Marie Nicolas is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Merrill since 2018, with prior experience at Fidelity Brokerage Services, LLC. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.