Cambry Gundrum is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Cambry’s work history includes positions at Texas Roadhouse, Buffalo Wild Wings, State Farm Michele Kapinski, Cracker Barrel, and Community Healthcare. He also works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional accounts.

Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in individual and corporate investment strategy, tax minimization, and retirement income planning. Her role focuses on helping clients define their goals, assess their risk tolerance, and establish wealth management strategies tailored to their priorities, adapting these strategies as life circumstances change. Amber holds a Bachelor's Degree from Illinois State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with the Illinois State University Alumni and Iowa Women Lead Change. In addition to her professional work, Amber is involved in community organizations such as English Springer Rescue America (ESRA), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Cindy Arter is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Davenport, Iowa. She joined Merrill Lynch in 1998 and has been providing personalized wealth management strategies to clients. Cindy focuses on areas such as corporate executive services, education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and tax minimization. She holds a Bachelor's Degree in Finance from the University of Missouri and is a CERTIFIED FINANCIAL PLANNER® certificant. Additionally, Cindy holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her services include retirement, college, and estate planning, executive stock option analysis, 10b5-1 plans, 401k plans, and ongoing portfolio management. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of work, she enjoys cooking, gardening, traveling, and spending time with her family.

Teresa Hanser is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies aimed at helping clients pursue their long-term goals. Teresa's approach is centered on understanding each client's full financial picture and crafting flexible wealth management strategies that adapt to changing market conditions. She utilizes investment insights from Merrill as well as banking and lending solutions from Bank of America. Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Teresa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a B.S. in Business Finance and Economics from Montana State University. In addition to her professional work, Teresa participates in community service following the Merrill tradition. She volunteers with organizations in her community. Outside of work, she enjoys gardening, hiking, pickleball, skiing, spending time with her family, and traveling.

Alex Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from Davenport, Iowa. He joined Merrill in 2017 and is a member of The Arter-Reese Wealth Management Group. Alex focuses on managing new wealth, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Finance from the University of Iowa 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). Alex’s wealth management approach emphasizes designing financial strategies tailored to help clients achieve their retirement and legacy planning goals. Outside of his professional role, Alex enjoys a variety of personal interests such as camping, cooking, fishing, football, golfing, hunting, softball, tennis, watching movies, and spending time with his family. He values staying connected to his hometown community and building lifelong relationships with his diverse client base.

Laura Genis is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. She has over fifteen years of experience in the financial services industry, focusing on providing financial planning and investment guidance to individuals, families, and businesses. Laura's client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, women and wealth, and tax minimization. Laura holds dual bachelor's degrees in Finance and Accountancy from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She lives in Davenport, Iowa with her husband, Dan, and their daughter. In addition to her professional work, Laura is involved in addressing early childhood literacy and poverty issues in her community. She currently serves on the Davenport Public Library Board of Trustees and has previously served as President of Friends of Davenport Library. Laura is also a Past-President of the Junior League of the Quad Cities and has served on the United Way allocation committee. She has volunteered for Junior Achievement for more than a decade, demonstrating her commitment to financial literacy.

Nicholas Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry and specializes in working with qualified individuals. Nicholas assists clients by providing personal, confidential consultations to establish quantifiable goals supported by customized wealth management strategies that utilize a wide range of financial instruments. Before joining Merrill Lynch Wealth Management in 2012, Nicholas worked for Pacific Life and AIG in Financial Institutional Sales throughout the Midwest. His expertise includes concentrated stock positions planning, Black-Scholes stock option modeling, 10b5-1 trading plans, block trading, as well as services related to executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, investment strategy, tax minimization, and retirement income. Nicholas holds a Bachelor's Degree from Truman State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Bettendorf, Iowa with his wife Kelly and their three children. His personal interests include basketball, golfing, hiking, reading, skiing, soccer, swimming, and traveling.

Robin Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial planning and wealth management. She started her career at Merrill in 1996 in the Estate Planning Department. After an 11-year small business ownership experience in Bettendorf, Iowa, she returned to Merrill in 2014 and currently leads an all-women team focusing on multi-generational families. Robin is a CERTIFIED FINANCIAL PLANNER® professional and holds several other designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of expertise include college education planning, personal retirement planning, portfolio management services, socially responsible, values-based, and ESG investing, and work with women and wealth. Robin focuses on providing holistic financial strategies aligned with her clients' goals and values. She is a member of professional organizations such as the Financial Planners Association, Investments & Wealth Institute, and the National Association of Plan Advisors. Robin holds a Bachelor's Degree from Marycrest College and lives in Davenport, Iowa with her husband and three sons. She is involved in community activities including the Davenport North High School Vocal Booster and The Bix of the Quad Cities. Her personal interests include gymnastics, music, running, and spending time with her family.

Nathan Pozzi is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Davenport, IA office. He collaborates with a team of advisors to provide personalized financial strategies for families and businesses in the local area. His work focuses on individual and corporate investment strategy, tax minimization, and retirement income planning. Nathan grew up in Rock Island, Illinois, and attended Rock Island High School before earning both a Bachelor's and a Master's Degree in Public Administration from the University of Illinois System. Prior to joining Merrill Lynch in January 2015, he held administrative roles with the State of Illinois Department of Healthcare and Family Services and Friendship Manor, where he was involved in long-term care. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Nathan’s personal interests include camping, music, and reading.

Tony Singh is a financial advisor at Merrill with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 1988 and has also worked with Bank of America since 2009. Outside of his advisory role, Singh serves as General Partner of Prairie Oaks LLC, a native wildlife and plant reserve in Iowa, and holds various nonprofit leadership and committee positions in the Quad Cities area. Merrill, together 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.

Catherine Dittmer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. She works with small business owners, founders, and high-achieving executives, focusing on family wealth management, philanthropic planning, and strategies for endowments, foundations, and non-profits. Catherine is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. She holds a bachelor's degree from St Ambrose University. Catherine is active in several professional organizations, including the Financial Planning Association, International Society of Arboriculture, Muscatine, IA Chamber of Commerce, National Association for Plan Advisors, Quad Cities IL/IA Chamber of Commerce, and the Tree Care Industry Association. In addition to her professional work, Catherine participates in community service as Coordinator for Better Money Habits in Iowa, a board member and president of the Associate Board for the Cancer Support Community at Gilda's Club, a volunteer for Junior Achievement of the Heartland, and a board trustee for Rivermont Collegiate.

Larry Pozzi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop individualized investment strategies, with particular attention to tax minimization and retirement income planning. His approach prioritizes aligning financial plans with clients' personal goals and perspectives. Larry holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Rock Valley College without earning a degree and completed high school at West High School. Outside of his professional work, Larry enjoys baseball, basketball, golfing, music, and spending time with his family.

Brandon Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Brandon completed his high school education at Bettendorf High School, earning a High School Diploma/GED. Further details regarding his areas of expertise, additional educational background, or personal interests are not provided.

Bryan Lopez is a financial advisor with Merrill in Davenport, IA, holding a Series 66 designation and three years of industry experience. He has worked with Merrill since 2019 and is also involved in the restaurant industry, working at Plus Saporis where he serves and manages staff. Additionally, he has driven for Uber Technologies, Inc. in the Quad Cities. 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 plans, corporations, and charitable organizations.

Natalie Maas is a Series 66-registered financial advisor with Merrill, based in Davenport, IA, and has 16 years of industry experience. She has worked at Merrill since 2009 and is also affiliated with Bank of America, N.A. since 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Dekarske is a Financial Advisor at Merrill Lynch Wealth Management, bringing close to 15 years of experience in the financial industry. She applies her background in commercial and agricultural relationship management, along with over a decade of banking and Treasury Management experience, to provide comprehensive personalized wealth planning. Ashley has worked with a diverse range of clients including County Treasurers, Executive Directors, CEOs, CFOs, small business owners, and multi-generational farming operations. Originally from Phoenix, Arizona, Ashley has made Iowa her home for nearly a decade and is actively involved in the Quad Cities community. She serves as a classroom educator for Junior Achievement, Interim Treasurer for Dress for Success Quad Cities, a mentor with the LeadHER Quad Cities program, and an auditor for the Junior Little Miss Iowa pageants. She also volunteers with several nonprofit organizations including the Jr. and Little Miss Iowa Scholarship Program and United Way- Women United. Ashley holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Barry Goldwater. Outside of work, she enjoys gardening, antiquing, music, and spending time with her family, including supporting her two children at various events.

Tobey Pribyl is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Tobey earned a Bachelor's Degree from Iowa State University. His role focuses on providing financial advice and investment management services to clients.

Heidi Parkhurst is the Senior Resident Director at Merrill Lynch Wealth Management's Davenport, Iowa branch office. She joined Merrill Lynch in 1995 and holds the position of Senior Vice President and Senior Financial Advisor. In her role, Heidi collaborates with clients to identify their primary financial goals and develops tailored strategies to help them pursue their desired outcomes while building, managing, and preserving their wealth. Additionally, she provides access to a range of cash management, credit, and lending solutions through Bank of America, N.A. Heidi's expertise includes college education planning, family wealth management strategies, women and wealth, and retirement income. She holds several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Heidi earned her bachelor's degree from the University of Iowa in Iowa City. Beyond her professional duties, Heidi participates in community organizations including HavLife and Big Brothers Big Sisters, reflecting her commitment to the communities she serves. Her personal interests include biking, running, and swimming.

Victoria Ramirez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Robert W. Baird & Co., Wells Fargo Clearing, and Eagle One Investments. Outside of her advisory role, Ramirez serves as the treasurer for The Apostolic Sanctuary, a church where she has been involved since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Kettering is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Gallagher, Millager & Gallagher, PLC for five years and Tummelson, Bryan & Knox 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Bintz is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, their families, and small businesses to navigate the financial decisions that impact their lifestyles, goals, and generational legacies. His services include cash flow and debt management, risk management, investment selection, tax-efficient investment management, retirement and lifestyle planning, and estate planning guidance. Ryan helps clients develop tailored investment and wealth management strategies centered around their unique goals, personal values, and legacy aspirations. His approach focuses on building enduring relationships, providing personalized advice, and supporting clients in making confident financial decisions throughout every stage of life. He holds the Personal Investment Advisor (PIA) designation. Ryan earned his bachelor's degree from the University of Illinois in 2007. He obtained his Juris Doctorate degree from the Chicago-Kent College of Law in 2019 and completed his MBA with distinction at the University of Iowa Tippie College of Business in 2026. He previously served as a Marine Infantry Officer and practiced law as an attorney in Illinois.

Aleeza Singh is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads the Singh Group, where she serves as the lead client manager overseeing client relationships, planning, and communication. She works closely with clients to develop customized financial plans aligned with their priorities and unique circumstances, and she remains available daily to assist with the tactical aspects of achieving their financial goals. Aleeza focuses on family wealth management strategies including legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. She holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from the University of Iowa after graduating from Pleasant Valley High School. Aleeza is active in her community, serving as a board member of Family Resources and the Figge Art Museum, and mentoring through Lead(Her). She resides in Moline, Illinois, and enjoys outdoor activities such as rock climbing, camping, hiking, as well as interests like antiquing, cooking, drawing, gardening, and music.

Margaux Keck is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Prior to Merrill, she worked at Northwestern Mutual Investment Services LLC and RIA Federal Credit Union. Outside of her financial career, she has been involved with the Piranhas Swim Club since 2019. 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 serves a range of clients including individuals, high-net-worth clients, and institutions, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Bailey Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Bailey provides financial planning and investment advisory services to clients. Bailey holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), reflecting a commitment to professional standards and expertise in financial planning and investment management. Bailey earned a bachelor's degree from Iowa State University.

John Parkhurst is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a broad range of financial planning services including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. John also focuses on employee financial health, portfolio management services, and both individual and corporate investment strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). John earned his bachelor's degree from the University of Iowa.

Adam Finstein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at DoorDash and various educational institutions. He also has ongoing involvement with St. Ambrose 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Kern is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Ameriprise and Branderhorst, PLC, and spent five years 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.