Cherie Becker is a financial advisor with Merrill based in Indianapolis, IN. She holds the Series 66 designation and has 21 years of industry experience. She has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Walton is a financial advisor with Merrill in Indianapolis, IN, holding a Series 63 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 various institutional entities.

Sedric Banks is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Funds, Envista, and Indy Management Firm. Outside of his advisory work, Banks is involved in non-investment ventures including creating apparel through Judah Warriors LLC and producing gospel music under the artist name Young King Banks. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kevin Mc Mullen is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Merrill since 1994 and also at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as treasurer for a homeowners association and volunteers as a committee member involved in budget and investment review at Our Lady of Mount Carmel Catholic Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Schenck is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to providing personalized investment guidance. Steven earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis. His educational background supports his role in delivering wealth management services to clients.

Patrick Gothard is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held roles at Boston Beer Corporation, MML Investors Services, Westpoint Financial Group, and MassMutual Life Insurance Company. Outside of his financial career, he was involved with Walt's Other Pub and the Zeta Chapter of Phi Gamma Delta during his time at Indiana University Bloomington. 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.

Andrea Kobliska is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Merrill since 2015. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Biel is a financial advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' financial goals and changing market conditions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Samuel holds a Bachelor's Degree from Purdue University System and a Master's Degree from the University of South Florida. He holds the Professional Investment Advisor (PIA) designation. He is involved in professional organizations such as APA Billiards and BMW Club. Outside of his professional role, Samuel participates in community activities including volunteering with the 4-H organization. His personal interests include billiards, fishing, photography, reading, and spending time with his family.

Deborah Smogor is a Series 66-licensed financial advisor with Merrill in Indianapolis, Indiana, with 10 years of industry experience. She has worked at Merrill and its affiliate Bank of America, N.A. since 2015 and 2016, respectively. Outside her advisory role, she serves as a board member and committee member for the YWCA North Central and South Bend organizations, focusing on initiatives related to domestic violence awareness and women’s empowerment. 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 individuals, high-net-worth clients, and various institutional investors.

Kenneth Sendelweck is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012. Outside of his advisory role, he serves as a director on the finance and investment committees of Memorial Hospital and Health Care Center and is a committee member on the finance commission for Precious Blood Church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 supported by internal and third-party managers.

Jeffrey Avagian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and brings over 31 years of experience in the financial services industry. Jeffrey specializes in cash flow management, retirement and estate planning services, college planning, and tax minimization strategies. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Jeffrey holds a Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Public Financial Administration from Indiana University Bloomington and a master's degree in Business Administration from Baldwin-Wallace College. Jeff applies a personalized approach, working with clients one-on-one to develop financial strategies tailored to their long-term goals. Outside of his professional responsibilities, Jeffrey follows Merrill's tradition of community involvement and volunteers with organizations in his community. He enjoys boating, skiing, and spending time with his wife, Krista, and their three daughters, residing in Carmel, Indiana.

Emilia Singh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2023, she worked at Westpoint Financial Group and has held positions in education and behavior analysis. 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.

David Baugh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). David earned a Bachelor's Degree from Indiana University/Purdue University at Indianapolis.

Douglas Kistler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He focuses on delivering comprehensive wealth management solutions tailored to high-net-worth individuals and their families. His approach centers on understanding clients’ financial situations, family dynamics, and personal priorities to develop customized plans aligned with their goals and risk tolerance. Douglas emphasizes ongoing communication to ensure financial plans remain relevant as clients’ needs evolve over time. Douglas earned a Bachelor’s degree in Business from Indiana University in Bloomington. He holds the Professional Investment Advisor (PIA) designation. In addition to his professional responsibilities, he engages with community organizations including the Indianapolis Great Banquet, Juvenile Diabetes Research Foundation, Grace Church Miami, and Castleview Church. He currently resides in Fishers, Indiana, with his wife, Ally, and their two daughters, Isabelle and Addison.

Jacob Knott is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America 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.

William Biel is a financial advisor at Merrill with over 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1980 and Bank of America since 2009. He is based in Indianapolis, IN. 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.

Christopher Padgett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his bachelor's degree from Indiana University.

Jane Carter is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and over 20 years of industry experience. She has been with Merrill since 2004. 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.

Grant Weber is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 credential and six years of industry experience. He has worked at Bank of America and Merrill since 2020 and has previously been affiliated with The Heritage Group. Outside of his advisory role, Weber performs stand-up comedy at various venues in Indianapolis, typically participating in open mic nights with short sets. 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.

John Garcia is a financial advisor with Merrill in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Merrill since 2009 and concurrently associated with Bank of America, N.A. since 2011. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from integration with Bank of America affiliates across trading, lending, and capital markets.