Eric Savio is a financial advisor at Merrill with Series 65 and Series 66 designations and five years of industry experience. He previously worked at U.S. Bank for five years and Keen Wealth Advisors for three years. 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 using model-based and discretionary strategies developed by internal and third-party managers.

John Ludlow is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Commerce Trust Company, Fidelity, Mass Mutual Life Insurance, Morgan Stanley, and Orion Portfolio Solutions. He is based in Kansas City, MO. 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.

Kara Miller is a financial advisor at Merrill in Kansas City, MO, holding Series 63 and Series 66 designations with one year of industry experience. She has been with Merrill since 2011, totaling 15 years at the firm. 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.

Brooke Tarvin is a financial advisor at Merrill with eight years of experience, including six years at Bank of America Private Bank and four years at Phillips McElyea Carpenter & Welcg PC. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer and Board Member of the KC Express Network American Business Women’s Association, where she manages and balances the organization’s budget. 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 both model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Juan Ortiz Cadena is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and four years of industry experience. He has previously worked at Alliance Data Systems and has been with Merrill since 2016. Outside of finance, he serves as a managing member of a home remodeling and rehab business. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Tiffany Owens is a financial advisor with Merrill based in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2011 and spent a year at the University of Missouri - Kansas City. Outside of her advisory role, Owens is active in multiple charitable organizations, serving on the boards of Harvesters – The Community Food Network, The First Tee Greater Kansas City, the J. L. and E. C. L. Foundation, and the Lake Quivira Foundation, among others. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Chad Staatz is a financial advisor with Merrill based in Kansas City, MO. He holds a Series 66 credential and has three years of industry experience. Prior to Merrill, he worked at Bank of America and has held positions outside the financial sector, including roles at Kansas State University and fitness centers. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Bischmann is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Private Bank at Bank of America, VisionBank, Community National Bank, and Heartland Financial. 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.

William Gassen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at CrossFirst Bank, BOK Financial, and US Bank. Merrill 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.

Jacob Hetzel is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Keybank Real Estate Capital. 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.