Peter Fox is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. 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.

Alan Beymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2004, he has served both individual and institutional clients, applying his knowledge and diverse perspectives to help them achieve their financial goals. Prior to Merrill, Alan gained experience at Bank One Investment Advisors and on the trading desk of Waterhouse Securities. He holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. Alan earned a Bachelor's degree in Business Management from the University of Kentucky. Outside of his professional work, Alan is an active pilot and enjoys skiing. He coaches his children’s sports teams and volunteers with the Franklin County Special Olympics Program. He also participates in The Match program and was a bone marrow donor in 2010. Alan lives in Worthington with his wife and two children.

Timothy Thiele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill 29 years ago following a brief career in the banking industry. In his role, he creates, directs, implements, and oversees various aspects of wealth management, focusing on portfolio management and planning. Tim holds a Bachelor of Science degree in Business Administration and Finance from The Ohio State University, earned in 1991. He is a qualified Portfolio Manager who can build and manage personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Series 7, 63, and 65 FINRA registrations and serves clients through the firm's Investment Advisory Program, where he may manage strategies on a discretionary basis. Tim is involved with United Way locally and resides in Dublin, Ohio, with his wife Erin and their two children, Lauren and Michael.

Joseph Long is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2016 to 2021. He is based in Columbus, OH. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carl Weise is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of experience in financial planning. He specializes in areas including college education planning, corporate benefits, executive compensation, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning strategies, tax minimization, and retirement income. Carl works closely with a diverse client base, including retirees, doctors, business owners, and corporate executives, particularly assisting them with stock option, retirement, and deferred compensation benefit plans. Carl graduated from Cedarville University with a dual major in Finance and Accounting and has been a CERTIFIED FINANCIAL PLANNER™ certificant since 2002. Throughout his career, he has been recognized by Forbes as one of the "Best in State Wealth Advisors" for Ohio from 2022 through 2026. His approach to financial planning integrates principles from his Christian faith, emphasizing money as a tool to serve families, communities, and future generations. Beyond his professional role, Carl is actively involved in his community in Hilliard, Ohio, where he lives with his wife Erika and their four children. He and his family have contributed by serving as foster parents and participating actively in Northwest Bible Church. Carl's personal interests include basketball, fishing, golfing, hunting, and tennis.

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events. Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives. Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.

Taylor Roberts is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor collaborates with clients to assess their current financial situations and provides information on solutions available through Merrill and Bank of America. Taylor aims to equip clients with knowledge and tools to manage their financial lives effectively. Taylor holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Ohio State University. Their professional approach focuses on understanding what matters to clients and their families, assisting in the development of strategies to pursue financial goals.

Braedon Killion is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Weise Team. Recognized in 2025 by Forbes on their "Best-In-State Wealth Management Teams" list for Ohio, he focuses on helping individuals and families make confident, values-based financial decisions. His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Braedon holds a bachelor's degree from Cedarville University, with majors in Finance and Accounting and minors in Business Analytics and Biblical Studies. His professional background includes experience in venture capital and financial planning, and he holds the designations of Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach combines personalized strategies with clear, consistent guidance, emphasizing trust and client interests. Outside of his professional role, Braedon enjoys camping, hiking, running, and traveling. He believes that financial freedom, built on a foundation of trust and a thoughtful plan, is one of life's greatest accomplishments.

Andrew Hummer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, N.A., Upper Arlington City Schools, and The Ohio State University. Outside of advisory work, he serves as a head and middle school basketball coach for Upper Arlington City Schools. 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.

John Strand is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Merrill and Bank of America N.A. since 2012. Outside of his advisory role, he is the owner of DLZ Aviation, LLC, a holding company for his airplane. 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.

Ellen Pogos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been advising individuals and families since 1983, focusing on providing professional guidance in managing finances, savings, and investments with an emphasis on long-term planning. Ellen's areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. She holds the designation of Personal Investment Advisor (PIA). Ellen earned both her Bachelor's and Master's degrees from Ohio State University. Born in Russia, Ellen and her family emigrated to the United States in 1962, settling primarily in Columbus, Ohio. Outside of her professional career, she enjoys music, photography, reading, and spending time with her family.

Touby Bender is a Financial Advisor with the Cenname Team at Merrill Lynch Wealth Management. He works closely with individuals, families, and corporate executives to provide clarity and confidence in their financial decisions. Touby specializes in areas such as investment strategy, portfolio management, retirement income planning, tax-efficient wealth strategies, equity compensation planning, and estate and legacy planning. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional who takes a planning-first approach to coordinate all aspects of clients' financial lives. Touby joined Merrill in 2013 and holds a Bachelor's Degree in Business Administration with an emphasis in Finance and Economics from Wittenberg University. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Over the years, Touby has gained extensive experience working with executives managing stock-based compensation, helping them navigate complex equity awards, manage concentration risk, and integrate these assets into broader financial plans. Originally from Ohio, Touby lived in the Washington, DC area for five years before returning to central Ohio to be closer to family and continue his career with Merrill and the Cenname Team. He is involved with the Mid-Ohio Foodbank and in his free time enjoys spending time with his family, supporting Ohio State athletics, playing golf and basketball, and following college and professional sports.

Matthew Groh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill and the group in 2019 after seven years as a financial advisor at JPMorgan, bringing over 20 years of experience in financial services. As a key member of the group’s investment committee, he focuses on managing risk in clients’ portfolios and emphasizes education as a fundamental part of his advisory approach. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor’s degree in Finance from Ohio University. His areas of expertise include college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Matthew lives in Delaware, Ohio. Outside of work, he spends time with his family and friends and often attends his children’s athletic events. His personal interests include baseball, basketball, boating, camping, football, and golfing.

Joseph Ginocchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the complex financial needs of high-net-worth families. Since joining Merrill in 2000, he has focused on areas such as retirement and education planning, wealth transfer, business succession strategies, liquidity management, and tax minimization. He is committed to developing goals-based financial strategies tailored to help clients achieve their desired outcomes while managing risk. Joseph holds the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Engineering from Youngstown State University and an MBA from Franklin University. Joseph resides in Powell with his wife, Kathy, and their two children. In his personal time, Joseph enjoys activities such as billiards, golfing, and soccer. His approach as an advisor centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Kerry Truckly is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building long-term family relationships through customized and disciplined wealth management strategies, emphasizing transparency, accessibility, education, and starting with a comprehensive plan. His approach centers on providing clear and candid financial advice to help clients meet their goals. Kerry's expertise encompasses corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2019 and consecutively from 2023 to 2026, as well as being part of the Forbes "Best-in-State Wealth Management Teams" from 2024 to 2026. He holds a Bachelor's degree from The Ohio State University and a High School Diploma from Heath High School. Kerry has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He is involved in the community through organizations such as Feed The Kids and Youth for Christ. His personal interests include baseball, cooking, football, golfing, spending time with family, and traveling.

Michelle Allgire is a Series 63 licensed advisor with 26 years of industry experience, currently affiliated with Merrill since 2014. She is based in Columbus, Ohio. 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.

Stephanie Saghy is a Wealth Management Advisor with Merrill Lynch Wealth Management in Columbus, Ohio. She has over 15 years of industry experience serving a diverse client base across the country, including young professionals, accumulating wealth and planning their financial futures, as well as ultra-high-net-worth families focused on asset protection and legacy planning. Stephanie works closely with business owners, assisting with succession planning, exit strategies, and structuring ownership interests to meet legacy objectives. Stephanie holds the Certified Financial Planner® professional designation, as well as the Chartered Financial Analyst® and Certified Exit Planning Advisor (CEPA) credentials. She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and Management from Ohio Northern University. She currently serves on the advisory board for the Dicke College of Business at her alma mater. Residing in Delaware, Ohio, Stephanie and her husband are raising their two children. Outside of her professional work, she enjoys cooking and traveling, and she participates in community volunteer activities in line with Merrill's tradition of community involvement.

Danielle Ball is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and joined Bank of America, N.A. in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abby Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience advising high net worth clients and their families, focusing on comprehensive wealth management strategies encompassing investments, banking, and wealth planning. Abby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Abby began her career in wealth management in 2010 with Northern Trust in Chicago. She later returned to Columbus, Ohio, her hometown, where she worked with J.P. Morgan Private Bank and then spent over six years as a wealth management advisor at Fifth Third Private Bank before joining Merrill Lynch. She graduated summa cum laude from Miami University with a Bachelor of Science in Finance. Abby is involved with the Miami University Alumni Association, having served as President of the Columbus chapter alumni board and currently serves as a regional ambassador for the Miami Initiative for Advancing, Mentoring, and Investing in Women (M.I.A.M.I. WOMEN).

Kevin Cox is a financial advisor with Merrill based in Columbus, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1988 and has been associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies constructed by internal and third-party teams and provides account administration and custody support.