Tonya Lore is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2023. She has been active in the financial services industry since 2004, providing investment guidance and developing potential solutions to meet the financial objectives of individuals, families, and businesses. Tonya's areas of focus include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, portfolio management services, small business strategies, and tax minimization. Tonya holds a bachelor's degree in Economics with a minor in Business from the University of Colorado at Boulder and earned a Master's in Business Administration from Rockhurst University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She approaches financial advising with a commitment to acting as a fiduciary and aims to tailor personalized financial strategies considering clients' risk tolerance, time horizon, and liquidity needs. Residing in Overland Park, Kansas, Tonya lives with her husband Brian and their two daughters. The family is active in the community, supporting organizations such as the Steps of Faith Foundation and the Kansas City Zoo. Tonya enjoys boating, gardening, music, reading, spending time with her family, and traveling.

Glenn Bates Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients navigate important financial decisions during periods of transition. He works with professionals, executives, business owners, and families to provide structured financial plans that align with their goals, income needs, and long-term priorities. His focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. With over 20 years of experience in the financial services industry, Glenn draws on his understanding of the challenges faced by diverse client groups to deliver tailored financial strategies. His professional designations include Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Glenn holds a Master of Business Administration degree from Liberty University and a Bachelor of Business Administration degree from Northwood University. Glenn is actively involved in his community through organizations such as Junior Achievement, Connections to Success, KVC, and the Overland Park Rotary Club. He lives in Overland Park, Kansas with his wife and two sons. Outside of work, Glenn enjoys football, ice hockey, music, traveling, watching movies, and spending time with his family.

Kevin Frevert is a financial advisor with Merrill, holding the Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America, N.A. since 2015 and has been with Merrill since 2014. Earlier in his career, he spent a year at Ameriprise. 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.

Mark Munsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1997 following his graduation from the University of Missouri with a degree in Finance. Mark holds the Chartered Retirement Planning Counselor (CRPC) designation, awarded by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark focuses on the pre- and post-retirement needs of individuals. As a specially qualified Senior Portfolio Advisor, he provides traditional advice and guidance, helps clients pursue their objectives by building and managing custom investment strategies, and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage those strategies on a discretionary basis.

John Hesser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies that address a comprehensive range of client needs, including college education planning, divorce transition planning, retirement income, portfolio management, tax minimization, and services for defined benefit and contribution plans. Leveraging the resources of Merrill and Bank of America, he aims to provide clients with flexible, goal-oriented financial solutions tailored to their unique circumstances. John holds a Bachelor's Degree from Concordia University - Texas and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes transparent communication and takes pride in developing a deep understanding of each client’s financial goals to design clear and personalized strategies. Outside of his professional work, John is active in his community as a parishioner of St. Michael the Archangel in Leawood, Kansas. He enjoys spending time with his wife Jennifer, their four daughters, and engaging in personal interests such as boating, cooking, football, gardening, golfing, hiking, music, swimming, and traveling.

William Haas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Great Plains Capital Partners, Edward Jones, and Bank of America. Haas has also been involved with the Overland Park Golf Association and worked at Yaya's Euro Bistro. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristine Roberts is a financial advisor with Merrill in Leawood, Kansas, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Merrill Lynch since 1993. 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, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Stephen Dumsky is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the Group One Wealth Management team. He began his career in the financial services industry in 1996 at Merrill Lynch and joined Group One in 2009. Stephen specializes in providing customized financial strategies, drawing from extensive knowledge and resources to support clients nationwide. He holds the CERTIFIED FINANCIAL PLANNER® certification and is skilled in asset allocation, manager selection and oversight, and portfolio construction. Stephen values advising multiple generations of clients and emphasizes listening to clients to communicate financial concepts in an understandable way. Stephen earned a bachelor's degree from the University of Missouri System. He lives in Lee's Summit, Missouri with his wife, Rocio, and their two children. Outside of his professional role, he enjoys baseball, chess, fishing, reading, spending time with his family, and traveling.

Kevin Blick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2007 and joined Group One Wealth Management in 2017. Kevin works primarily with business owners and corporate executives to build personalized financial strategies and guide important financial decisions. As a Senior Portfolio Advisor, he assists clients with investment management, retirement planning, and complex financial situations such as selling a business, managing concentrated stock positions, and estate planning for multi-generational wealth transfers. Kevin's expertise centers on executive compensation and stock option planning, small business owner and retirement planning, as well as goals-based planning. His client focus includes college education planning, divorce transition planning, family wealth management strategies, socially responsible investing, and services for endowments, foundations, and non-profits. He holds a bachelor's degree from Newman University and a high school diploma from Kapaun Mt Carmel. Kevin has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of work, Kevin enjoys basketball, biking, boating, golfing, swimming, and spending time with his wife Elizabeth and their two daughters, Emerson and Madelyn. He is involved in community organizations such as Harvesters and volunteers with groups including Special Olympics.

Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to her clients' unique financial goals. Hannah specializes in areas including family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income planning. Hannah holds a Bachelor's Degree from Kansas State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She draws upon her experiences growing up in Spring Hill, Kansas, where she was involved in 4-H, FFA, and community volunteering, to inform her professional approach. Beyond her advisory role, Hannah actively participates in her community through involvement with organizations such as the Junior League of Kansas City, the Cystic Fibrosis Foundation, the Leawood Chamber Ambassador program, and the Spring Hill FFA Alumni Association. In her free time, she enjoys adventure sports including boating, fishing, golfing, horseback riding, scuba diving, and traveling, often spending summers at the lake with her family and her husky, Max.

Marcia Daniel Baron is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deidra Hunn is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2011, following eight years at Ameriprise. Outside of her advisory role, she serves on the board of the Shawnee Mission West Soccer Booster Club, assisting with communications and fundraising for the team. 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 strategies designed for individuals, high-net-worth clients, and institutional investors.

Nicholas Crippen is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas including college education planning, family wealth management strategies, personal retirement planning, and retirement income. His approach involves helping clients build personalized financial plans encompassing balance sheets, asset allocation, and income strategies aligned with their specific needs. Nicholas holds a Bachelor's Degree from Kansas State University and holds professional designations such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Sigma Alpha Epsilon Alumni Association and maintains an ongoing commitment to education and professional development in financial services. Outside of his professional work, Nicholas participates in community involvement through organizations like Big Brothers Big Sisters Kansas City. His personal interests include billiards, cooking, golfing, music, racquetball, table tennis, and tennis.

Cynthia Van Cleve is a Series 66-licensed financial advisor with Merrill, where she has worked since 1999. She has 25 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his financial advisory career in 2006 and co-founded The ASA Group in 2014, combining his practice with two trusted colleagues to better serve clients. Before entering financial services, Darin spent 15 years in Corporate Finance and Accounting Management and served eight years in the United States Air Force. His expertise covers areas such as retirement planning, family wealth management, tax minimization, liquidity management, college education planning, small business strategies, and investment strategy. Darin believes in providing clients with a clear understanding of their financial trajectory to enable informed decisions and long-term sustainability. Darin holds an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. He is involved in his community through activities with Sacred Heart Catholic Church, the Metropolitan Community Colleges Foundation Board, and the National Eagle Scout Association. Darin and his family are active members of their parish, and he has served in various leadership roles including as District Chairman for the Shawnee Trails District of the Boy Scouts of America.

Victoria Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to simplify complex financial decisions and create strategies that support lasting financial well-being. Her areas of focus include retirement planning, investment management, wealth accumulation strategies, and helping clients navigate important financial decisions throughout every stage of life. Before entering financial advising, Victoria spent over 25 years building trusted client relationships in the Healthcare IT industry. Her transition into financial advising was influenced by personal experiences with financial uncertainty and caring for her father during his illness, which underscored the importance of clear planning and trusted guidance. Victoria holds a Bachelor's Degree from the University of Oklahoma and the Personal Investment Advisor (PIA) designation. She is a wife and mother of five, actively involved in her community through organizations such as Hillcrest Hope, Missouri PTA, and Pleasant Valley Baptist Church. Outside of work, her personal interests include baseball, football, reading, traveling, spending time with family, and watching movies.

Bekah Orendac is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and previously at National General Insurance from 2015 to 2017. Outside of her advisory role, she occasionally donates plasma to supplement her income. 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 diverse client base including individuals, high-net-worth clients, and institutions.

Madelyn Verhaeghe is a financial advisor at Merrill with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill since 1980, also working with Bank of America since 2009. 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 constructed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stuart Brock Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has served as a Merrill Financial Advisor since 1998 and is the senior member of his team. Stuart and his team work closely with families and small businesses to assist with comprehensive financial planning, focusing on areas such as retirement planning, portfolio management, tax minimization, and estate planning. They develop disciplined plans tailored to clients' most important goals, whether related to wealth accumulation, preservation, or transfer to the next generation. Stuart's expertise spans college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, socially responsible and ESG investing, investment strategy, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned his Bachelor's Degree from the University of Kansas. Outside of work, Stuart enjoys spending time with his wife and five children, pursuing charitable activities, golfing, tennis, and traveling. He values developing close relationships with clients and their families and is committed to positively affecting the lives of those he interacts with.

Jessica Bacon is a Series 66-credentialed financial advisor with Merrill in Leawood, KS, bringing six years of industry experience. She worked at Aflac from 2016 to 2018 before joining Merrill in 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.