Julie Hash is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Lincoln, Nebraska. She began her career in financial services in 1990 and joined Merrill Lynch in 1992. Julie works with a select group of multigenerational high-net-worth families, business executives, physicians, and educators, providing strategic guidance tailored to their complex financial needs. She is experienced in helping clients navigate critical life events such as retirement, the death of a loved one, divorce, and remarriage. Julie holds the Chartered Retirement Planning Counselor (CRPC™) designation and is an alumnus of the College for Financial Planning. Her approach emphasizes understanding clients’ goals and aspirations before developing customized wealth management strategies. She manages personalized and defined investment strategies that may include individual securities, model portfolios, and third-party strategies to help clients pursue their financial objectives. Residing in Lincoln with her husband, Jay, Julie is involved in community efforts as a team leader for the Alzheimer’s Association. Her personal interests include traveling, photography, biking, and outdoor activities. She values spending time with her family, including her grown sons and grandchildren.

Patricia Bennett is a Senior Resident Director with Merrill Lynch Wealth Management in Lincoln, Nebraska. She began her career at Merrill in 1982 as a Client Associate, left the firm in 1984 to pursue a career in teaching, and rejoined Merrill in 1996 as an Investment Associate before becoming a Financial Advisor in 2001. Patricia currently serves as the Resident Director of the Lincoln office. Over her career, Patricia has focused on helping clients understand the complexities of their wealth, assisting them in making informed financial decisions tailored to their unique needs. She serves as a relationship manager for many key clients and employs a consistent and disciplined approach to preserve wealth and achieve financial goals in various market environments. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Patricia earned a Bachelor's degree from Wayne State College and a Master's degree from the University of Nebraska at Lincoln. She is involved in the community as a board member of Friendship Home in Lincoln. Outside of work, she enjoys boating, golfing, photography, reading, and spending time with her family.

Brenda Badami is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on delivering personalized wealth management strategies tailored to each client’s unique financial picture and goals. Brenda serves a select clientele, including individuals and multigenerational families, providing guidance beyond investment management, with expertise in lifetime income planning, philanthropy, estate and trust planning, debt management, banking, and long-term health care. Her areas of specialization include managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. Brenda emphasizes a collaborative approach, working one-on-one with clients to develop financial strategies aligned with their long-term aspirations. She also leads a dedicated team committed to transparency and comprehensive client support. Brenda holds a Bachelor's Degree from the University of Nebraska System and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Junior League of Lincoln and actively volunteers with Lincoln Public Schools and United Way. Outside of work, Brenda enjoys biking, cooking, gardening, hiking, photography, and running.

Dene Burns is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1996. 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.

Anh Dao Starita is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and business owners in bringing clarity and structure to their financial lives, covering areas such as managing cash flow, preparing for retirement, business transitions, and legacy planning. As a Senior Portfolio Advisor, she manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. With over a decade of experience in enterprise product development, Anh Dao applies a long-term, systems-based mindset to financial planning. Her expertise encompasses education planning, executive compensation, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and tax minimization. She adopts a relationship-first and strategy-driven approach, helping clients plan intentionally and make informed decisions through key life moments. Anh Dao holds a Bachelor's and a Master's degree from the University of Nebraska System and has completed an Accredited Certificate Program at Metropolitan Community College. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively engaged in the local entrepreneurship community through her involvement with 1 Million Cups Lincoln. Her personal interests include biking, cooking, hiking, reading, skydiving, spending time with family, tennis, traveling, watching movies, and yoga.

Theodore Kinkaid is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Theodore works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's Degree from the University of Nebraska System and has earned the Professional Investment Advisor (PIA) designation. Theodore is committed to building lasting relationships with clients by understanding their current financial situation and future aspirations. In addition to his professional work, he volunteers with community organizations and values spending time with his family. His personal interests include baseball, football, golfing, horseback riding, and softball.