Eric Brunton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial advice to meet the unique goals of his clients. His work focuses on areas including liquidity management, personal retirement planning, and retirement income. Eric and his team combine boutique-like attentiveness with the global perspective and experience of Bank of America Merrill Institutional Consulting to support institutions and individuals in strengthening and growing their financial resources. Eric holds a bachelor's degree in business from Bucknell University and an MBA from the University of Notre Dame. He has earned several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise supports a variety of client needs including fiduciary best practices, investment policy services, investment due diligence, retirement plan benchmarking, and employee education programs. Outside of his professional role, Eric enjoys golfing, soccer, and spending time with his family.

Sherrie Mills is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2011 and joined Merrill in 2013. Sherrie specializes in business development and wealth management for families and women in transition, providing personalized financial strategies tailored to individual client needs. Her expertise includes college education planning, family wealth management, LGBT wealth planning, portfolio management, women and wealth, and retirement income. Before becoming a financial advisor, Sherrie spent 15 years as a business owner, which gives her insight into the unique challenges small businesses face. She holds a Bachelor's degree from Indiana University and is a member of the National Association of Women Business Owners. As part of the Niceley-Mills Wealth Management Group, Sherrie focuses on clients navigating life transitions such as retirement, divorce, job changes, sale of a business, or loss of a spouse. Beyond her professional work, Sherrie fosters animals awaiting adoption and volunteers at food pantries and her church. She is a mother of three grown children and lives in Carmel, Indiana.

Ian Edington is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops and executes financial strategies aimed at helping both institutional and individual clients meet their short- and long-term goals. His work involves planning and managing customized advice by leveraging the investment management services of Merrill and the banking services of Bank of America. Ian's expertise includes institutional consulting, services for endowments, foundations, and non-profits, as well as investment consulting for defined benefit and defined contribution plans. He employs a goals-based investment process to assist clients in wealth accumulation, preservation, and addressing broader financial needs by integrating insights from Merrill, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America. He holds a bachelor's degree in business from Butler University and the Chartered Financial Analyst (CFA) designation. Ian is involved with Best Buddies Indiana and resides in Indianapolis, Indiana with his wife, Meghan. His personal interests include basketball, football, golfing, hiking, music, racquetball, tennis, traveling, watching movies, and woodworking.

Joseph Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has focused on developing financial strategies for individuals, families, businesses, and foundations to help them achieve both short- and long-term financial goals. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, small business strategies, socially responsible and ESG investing, as well as retirement income planning. Joseph has been involved in the financial services industry since 2001. He holds the CERTIFIED FINANCIAL PLANNER® professional designation awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Investment Management Analyst® (CIMA®) designation. His educational background includes a bachelor's degree in Business-Journalism from Indiana University and a master's degree from the University of Notre Dame. He has been active with the Investments & Wealth Institute® and has served on the Board of Directors of the Rotary Club of Indianapolis. A native Hoosier with a family farm dating back to 1823, Joseph resides in Indianapolis with his wife, Janet. They have three adult children and seven grandchildren.

Faith Mullins is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001 and holds a Series 66 designation. 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 institutions.

Joanna Schneider is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as operating Schneider Industries LLC, a business focused on HVAC equipment distribution. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kelly Carroll is a Series 66-licensed financial advisor with Merrill in Indianapolis, IN, where he has worked since 2000. He has 19 years of industry experience. 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.

Robert Vickers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over thirty years of experience in the financial services industry, having started his career in 1991 and joining Merrill in 1999. He works with a select group of high-net-worth individuals and retirees, focusing on serving all aspects of their financial lives. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Robert collaborates closely with clients and their tax and legal advisors to develop integrated and personalized financial plans aimed at growing and preserving wealth. He emphasizes understanding clients' financial needs, objectives, time horizons, and risk tolerance to create customized wealth management plans and regularly reviews these plans to adapt to changing circumstances. Robert holds a Bachelor's Degree from Indiana State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he volunteers with the More Group in Carmel, Indiana, supporting fundraising and activities for Carmel Elementary School children.

Leland Horrall is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a family business, supervising planting and grain marketing at the Horrall Family Farm in Carmel, Indiana. 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 various institutional investors.

Corey Dicker is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2023, following roles at Charles Schwab and Charles Schwab Bank. He also serves as an independent contractor arbitrator for FINRA. 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.

Reid Searles is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Searles Akers Team. He joined the team in the summer of 2011 and has since focused on goals-based wealth management for high net worth individuals, endowments, and corporate retirement plans. Reid's expertise includes areas such as Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, and Retirement Income. He earned a Bachelor of Science in Public Affairs (BSPA) degree from Indiana University School of Public and Environmental Affairs in 2010. Reid holds the Certified Plan Fiduciary Advisor (CPFA) designation and currently maintains Series 7 and 66 FINRA registrations. Additionally, he holds designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Reid is involved with the Simon Youth Foundation. His personal interests include hiking, music, reading, and spending time with his family.

Landon Fox is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to plan for and achieve their lifelong goals and dreams. With over seven years of experience, he specializes in employee benefits planning, personal retirement planning, and tax minimization. Landon applies a client-first approach, focusing on personalized strategies that prioritize long-term results and incorporate regular portfolio reviews to adapt to life’s changes. He holds a Bachelor's Degree from Indiana University/Purdue University at Indianapolis and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Landon engages in adventure sports, golfing, and watching movies. His philosophy centers on helping clients uncover what matters most to them and their families in order to develop tailored financial strategies.

Ann Duwel is a financial advisor at Merrill with Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1992. 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.

Gretchen Nichols is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates, Stifel, and City Securities Corporation. 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 using model-based and discretionary investment strategies.

Jeffrey Brisben is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is the owner of Brisben Oil LLC, a for-profit business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reese Mitchell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2020, he held positions at Citizens State Bank, STAR Financial Bank, and Fifth Third Bank. His career also includes a role at Cunningham Restaurant. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Rachel McCluskey is a Financial Advisor with the McCluskey Group at Merrill Lynch Wealth Management. She recently advanced to the Team Financial Advisor role, collaborating closely with senior advisors and engaging directly with both new and established clients. In this capacity, she applies the firm's planning tools to design thoughtful and personalized financial strategies that support clients' long-term financial well-being. Rachel brings five years of experience supporting and learning from her team. She holds a Bachelor's degree in Liberal Arts from Indiana University, earned in 2022, and has also attended Indiana University without degree conferred. Her professional designation includes Personal Investment Advisor (PIA). Outside of her professional work, Rachel's personal interests include antiquing, cooking, football, gardening, interior decorating, music, spending time with family, and watching movies.

Travis Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting executives and multigenerational families with retirement planning, equity compensation, and legacy planning. Since joining Merrill in 2019, he has focused on helping clients navigate complex financial decisions with confidence. Travis holds a Bachelor's Degree from Lake Forest College and carries the Personal Investment Advisor (PIA) designation. His expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, and tax minimization. As part of the A'Hearn Stevens & Associates team, he prioritizes building trust-based relationships and providing personalized guidance to clients. Beyond his professional role, Travis is active in community organizations including 100 Black Men of Indianapolis, the Boys and Girls Club of America, and the Ebenezer Church Soup Kitchen. He enjoys spending time with his wife and son, traveling, exploring new restaurants, and participating in activities such as basketball and golf.