Jamie Herring is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch and Merrill since 1998. 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.

Jeffery Wanner is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America N.A. since 2014. 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.

Scott Eccker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1980 after earning a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan's Stephen M. Ross School of Business. Scott comes from a family with a history at Merrill, with clients entrusting their assets to his family for three generations, since his grandfather was employed by a company later acquired by Merrill. Scott specializes in providing financial advice and guidance to attorneys, physicians, business executives, and entrepreneurs. His main areas of focus include financial strategies, retirement income planning services, and liability management. He is also a specially qualified Portfolio Manager who manages discretionary investment strategies tailored to clients' unique needs, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Throughout his career, he has emphasized consistent long-term performance and aims to help clients avoid emotional responses to market fluctuations. Throughout his career, Scott has maintained long-term relationships with clients, many of whom have been with him for more than three decades, serving multiple generations within the same families. He holds the Personal Investment Advisor (PIA) designation and welcomes connections with clients seeking comprehensive consultation on their personal and business financial decisions.

Tina Dittmer is a financial advisor at Merrill in Grand Rapids, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Merrill Lynch since 1994. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Berger is a Wealth Management Advisor with the Weemes/Berger Group at Merrill Lynch Wealth Management. He has been with the group since 2013 and focuses on providing a personal wealth management experience through goals-based planning, investment research, and dedicated service. His client focus areas include Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Brad graduated with a bachelor's degree in Finance from the Seidman College of Business at Grand Valley State University. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2016 and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Bradley is involved with The First Tee of West Michigan. He lives in East Grand Rapids with his wife and son and enjoys spending time with his family, fishing, tennis, golf, and platform tennis.

Amy Freeburg is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1986 and brings over 35 years of experience in the financial services industry. Amy is approved as a Portfolio Manager within the Merrill Investment Advisory Program, where she manages personalized and defined investment strategies on a discretionary basis. Her approach to wealth management is consultative, focusing on aligning client goals with tailored financial strategies. Amy holds a Bachelor of Science degree in finance from Grand Valley State University. She has earned several professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC™). She is also an active member of the Investments & Wealth Institute™. In addition to her professional work, Amy participates in community service and nonprofit leadership. She currently serves as a trustee for the Grand Rapids Public Library Foundation and is a member of the Officer’s Compensation Committee for Kent County. Her past board roles include President of Mind Meets Music, a local literacy nonprofit, and the first female board member at Blythefield Country Club. Amy’s volunteer involvement has also extended to the Grand Rapids Jaycees, Habitat for Humanity, Girl Scouts, and the Grand Rapids Association for the Blind and Visually Impaired.

Kurt Hazlewood is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Merrill since 1996 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Grace Connelly is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in various organizations including Chick-fil-A and Hope College. Grace has also been involved with Elite Baseball and Softball and Uplift Nutrition. 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 individuals, high-net-worth clients, and institutions.

Douglas Cloutier is a Financial Advisor with Merrill Lynch Wealth Management, committed to building deep relationships with clients by understanding their unique ambitions and priorities. Drawing on his experience as a Merrill Financial Solutions Advisor, he focuses on developing tailored strategies that address clients’ short-, mid-, and long-term financial goals. His approach includes offering guidance on areas such as retirement planning, investing, college education funding, legacy planning, and wealth management, while providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. Douglas holds a Personal Investment Advisor (PIA) designation and completed his education with a High School Diploma/GED from Lanse Creuse, an Accredited Certificate Program from Kaplan Financial Education, and a Bachelor's Degree from Northwood University. He is also involved with the Michigan Sober Social organization, reflecting a commitment to community engagement. Outside of his professional role, Douglas enjoys a variety of recreational activities including baseball, boating, bowling, fishing, football, pickleball, reading, traveling, volleyball, and spending time with his family.

Holly Durdel is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Merrill since 2012, with a period also spent at Bank of America, N.A. from 2012 to 2018. 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.

Natalie Sinquefield is a financial advisor with Merrill based in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with Merrill since 2002 and previously worked at Bank of America, N.A. since 2025. 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.

David Whitford is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and Bank of America, N.A. since 2009. He is based in Grand Rapids, MI. 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.

Philip Welch IV is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 credential and 10 years of industry experience. He previously worked at Waddell & Reed Inc before joining Merrill and Bank of America in 2017. Welch serves as a board member of Our Hope Association, a charitable organization focused on recovery programs for women battling addiction, and holds leadership roles with the Metro Health Foundation. 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 a range of individual and institutional clients.

Shane Smedley is a financial advisor with Merrill in Grand Rapids, MI, holding a Series 66 designation and 26 years of industry experience. He has been associated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1998 and with Bank of America, N.A. since 2009. Outside of his advisory role, he is involved with a family-held dental practice and is the owner of an LLC that holds ownership of the building housing the practice. 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.

Gregory Mead is a Wealth Management Advisor and the founder and lead advisor for the Mead Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2001, providing oversight and setting the investment strategy for his team. Greg is a Portfolio Manager in the Merrill Investment Advisory Program and offers discretionary management of personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also incorporates alternative investments for qualified clients, including private equity, real estate, and hedge funds. Greg holds a Bachelor's degree from the Eli Broad School of Business at Michigan State University, graduating with High Honors and a 4.0 cumulative GPA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. Over the years, Greg has been named to Forbes' "Best-in-State Wealth Advisors" list multiple times from 2019 through 2023. Actively involved in his community, Greg serves on the Board of Directors and Finance Committee for the Boys and Girls Club of Greater Kalamazoo and on the Board of Directors for the West Michigan Spartans Alumni Association. He is a former member of the Finance Committee for the Grand Rapids Public Museum. Greg lives in Grand Rapids, MI with his wife Angela and their three sons. Outside of work, he enjoys skiing, volleyball, biking, boating, and spending time with his family. He grew up in Traverse City and spends summers there with his family.

John Nowak is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing a comprehensive approach to wealth management that focuses on listening to clients and helping them make informed decisions. He assists clients in building tailored wealth management strategies that address their individual needs across diverse areas such as equity compensation services, family wealth management, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment. John began his financial services career in 1972 at Michigan National Bank in the Trust Investments department. Over the years, he gained experience at First Wisconsin Bank and co-founded his own financial firm before joining Merrill Lynch in 1980, where he continues to help clients achieve their financial goals. He holds a Bachelor's and a Master's degree from Western Michigan University and has earned professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, John has personal interests that include football, golfing, swimming, traveling, and watching movies.

Allison Stolicker is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Her prior experience includes roles at All-Phase Grand Rapids and Shephard Enterprise, as well as a position at Northwood University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Meah Bajt is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has held positions at Bank of America, Merrill, Plante Moran, Jackson Financial Services, Ottawa Avenue Private Capital, and Michigan State University. Bajt has also been involved with TEDs and Spring Lake Country Club. 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.

Anthony Schena Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Dallas Smock State Farm, and other organizations, as well as involvement with educational institutions such as Hope College and De La Salle Collegiate. 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 investors, and institutions.

David Dannels Jr. is a financial advisor with Merrill in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.