Fiorella Falcon Franzer is a financial advisor at Merrill with nine years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Todd Fortune is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Madison, Wisconsin. He holds the Chartered Retirement Planning Counselor™ (CRPC®) designation as well as the Certified Investment Management Analyst® (CIMA®) designation. In his role, Todd employs a planning-based approach to assist clients in developing retirement and transition strategies tailored to their risk tolerance, time horizon, liquidity needs, overall investment goals, and associated costs. With a career in financial services dating back to 1996 and tenure at Merrill since 1999, Todd brings extensive experience across various client focus areas, including corporate executive services, divorce transition planning, education and employee benefits planning, family wealth management, socially responsible investing, sports and entertainment, tax minimization, and retirement income strategies. He earned a Bachelor's Degree in Economics from Ripon College and a Master's Degree in Finance, Investment and Banking from the University of Wisconsin-Madison. Todd and his wife, Trish, reside in McFarland with their two adult daughters and a son. They are actively involved in the community, supporting organizations such as the YMCA of Dane County, 100 Men of Dane County, the Juvenile Diabetes Research Foundation – Western Wisconsin Chapter, Leadership Greater Madison, and McFarland High School Athletics.

Wolfgang Reichenberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2008, he has developed a client-centric approach grounded in “care and consideration,” focusing on clients’ personal and professional passions to build meaningful, multi-generational relationships. His work encompasses areas such as college education planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. Wolfgang emphasizes educating clients and providing straightforward guidance, even when recommendations may be challenging. He strives to reassure clients during market volatility and personal difficulties while serving as a consistent resource to help them make informed decisions. Dedicated to simplifying financial responsibilities, he works to bring clarity regardless of wealth complexity and supports clients in understanding their financial position and possibilities through comprehensive strategies that include cash flow and liability management. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Wolfgang earned a bachelor’s degree from the University of Minnesota. Outside of work, he enjoys skiing, traveling, and spending time with his family.

Hans Johnson is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with Merrill for 50 years and affiliated with Bank of America, N.A. for 15 years. Johnson is involved as a power of attorney for a for-profit investment-related business associated with his spouse. 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.

Steven Gillingham is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and holds Series 63 and Series 65 licenses. Merrill, along 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. The firm utilizes internal Chief Investment Office teams and third-party managers to implement various investment approaches, including tax-aware strategies and strategic asset allocation.

David Hayward is a financial advisor with Merrill in Madison, WI, holding the Series 66 designation and with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, Axa Advisors LLC, Joshua Kosnick, and Northwestern Mutual Investment Services LLC. 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.

Peter Cavi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in areas including divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Peter’s approach emphasizes thorough diligence in developing financial strategies tailored to his clients’ goals, focusing on preparation for future financial uncertainties and coordinating efforts with other professionals such as accountants and estate planning attorneys. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor designation, the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations, as well as credentials as a Personal Investment Advisor and Retirement Benefits Consultant. He earned a Bachelor of Science degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign and a Master of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University. Within his community, Peter serves on the Community Grants and Foundation Investments Committees of the Rotary Club of Madison and is a board member of the Wisconsin Association of Charitable Gift Planners, supporting its programming. Outside of his professional and volunteer commitments, he enjoys golfing, music, and traveling.

Molly Geary is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Neider & Boucher, S.C. for five years and held a position at Biaggi's Ristorante Italiano for one year. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Handeland is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2015. 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.

Troy Blodgett is the Senior Resident Director at Merrill's Madison, WI office and a Wealth Management Advisor. He began his career as a financial advisor in 2001 and joined Merrill in 2006 after previously serving as Branch Manager at an independent firm in Madison. In his role, Troy leverages his experience and the financial services at Merrill to assist clients in streamlining their financial lives. Troy follows a disciplined process that starts with understanding each client's specific needs, concerns, and priorities. He and his team develop financial strategies tailored to balance clients' objectives, risk tolerance, and timelines. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Wisconsin-Madison Business School with a degree in Finance & Investment Banking. Troy lives in the Madison area with his wife, Erin, and they coach their three sons in various sports. He is active in the community, serving on the boards of the Verona Area Lacrosse Club and Verona Wildcat Youth Football.

Thomas Dunn is a Financial Advisor at JB Wealth Management Group, affiliated with Merrill Lynch Wealth Management. He works with successful young professionals, business owners, families, and retirees to provide clarity and confidence in their financial lives through proactive planning, tax-aware strategies, and coordinated advice. Dunn's expertise covers a broad range of areas including financial planning for young professionals, growing family financial strategies, business owner planning, retirement planning, tax-efficient investing, equity compensation strategies, and estate and legacy planning. He began his career at Merrill in 2020 and joined JB Wealth Management Group in 2022. He holds a bachelor's degree in Personal Finance: Financial Planning with a minor in Entrepreneurship from the University of Wisconsin–Madison, graduating in 2020. Dunn has earned several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved with Logan's Heart and Smiles and enjoys golfing, attending sports events, and spending time with his wife and son in Madison, Wisconsin.

Elizabeth Jackson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience in the financial services industry, having begun her career at Merrill in 1994 and joining the JB & Associates Team in 2000. Elizabeth focuses on helping families and business professionals navigate their financial challenges with straightforward coaching, aiming to build multi-generational relationships based on integrity, dependability, and trust. Her areas of expertise include college education planning, employee benefits planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and women and wealth. Elizabeth collaborates with clients and their legal, estate, and tax advisors to develop goals-based strategies that reflect clients’ changing life circumstances. Elizabeth holds a Bachelor's Degree from the University of Wisconsin System and holds professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a lifelong Madison resident, active in supporting the Alzheimer's & Dementia Alliance of Wisconsin, and participates in caregiver workshops in Madison. Elizabeth lives in Sun Prairie with her two sons.

Colleen Bowar is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she assists with family farming operations during planting and harvest seasons and serves as trustee and executor for several family trusts and estates. 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, and institutions, with support for trading, account administration, and custody.

M Neuendorf is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. M Neuendorf has provided wealth management advice and guidance to individuals and families in Wisconsin and beyond. Since 1977, she has helped clients navigate life's transitions and prepare for various financial challenges and opportunities. M Neuendorf begins each client relationship with in-depth conversations to understand their values, hopes, and fears. She utilizes her extensive knowledge acquired through real-world experience, education, and professional training to customize investment strategies that align with clients' interests, risk tolerance, investment timeline, and liquidity needs. She also collaborates closely with clients' CPAs, attorneys, and specialists from Bank of America to develop tax minimization and estate planning strategies. M Neuendorf holds a Bachelor's Degree from the University of Wisconsin System Madison and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). She is a member of the Madison Estate Council and participates in community activities such as involvement with Holy Wisdom Monastery.

Kseniya Romanenko is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes roles at NewtonX and the University of California, Berkeley. 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.

Scott Wallen is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Nicholas Reiland is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2001, bringing over 30 years of business experience to his role. Nicholas began his career as a Certified Public Accountant with a "Big Eight" accounting firm before moving into executive positions as Chief Financial Officer and Chief Executive Officer for managed care organizations across multiple states. Nicholas holds a Bachelor's degree from the University of Notre Dame and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA) designations. While he is a CPA by training, he does not provide tax or legal advice in his current role. His background in healthcare and executive leadership provides him with insights into the challenges faced by medical professionals, businesspeople, and families. Nicholas focuses on helping families develop strategies to meet goals such as education funding and legacy planning. He has coached youth sports teams and served on advisory boards for his Church. Nicholas resides in Madison with his wife, Kate, and their four children.

Janet Callan is a financial advisor with Merrill in Madison, WI, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has worked at Merrill since 2005 and has been affiliated with Bank of America N.A. since 2020. 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 developed by internal and third-party teams.

Crystal Carlson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Madison, WI, where she has been serving clients since 2012. She takes a consultative approach to wealth management, focusing on listening to clients' financial situations, preferences, and goals in order to provide tailored recommendations that align with their income and growth objectives. Crystal's expertise encompasses a wide range of areas including executive compensation, family wealth management, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, and socially responsible investing. Crystal holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Certified Private Wealth Advisor (CPWA). She earned her Bachelor's Degree in Finance from Colorado Technical University. In her role, Crystal collaborates closely with a Bank of America Wealth Management Lending Officer to offer clients personalized home financing guidance as part of their overall financial strategy. Outside of her professional responsibilities, Crystal resides in Madison with her husband Jesse, their daughter Isla, son Declan, and two dogs. She is an avid fan of the Brewers, Packers, and Badgers and enjoys activities such as baseball, basketball, cooking, football, golfing, reading, running, soccer, spending time with her family, and yoga.

Ryan Wang is a financial advisor with Merrill in Madison, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, UW Credit Union, Aon, and experience in academia at Lake Forest College and Phoenix Country Day School. 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.

Christopher Tierney is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, based in Madison, Wisconsin. With over 25 years of experience in the financial services industry, he has served in various capacities including a decade as the Resident Director of the Madison office. He joined Merrill in 2000 and has developed expertise in structuring professionally managed investment programs that focus on risk-adjusted returns, risk tolerance, and meeting clients' long-term goals. Chris holds a Bachelor's degree from the University of Wisconsin-Madison, where he triple majored in Finance, Marketing, and Management. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized multiple times on the Forbes "Best-in-State Wealth Advisors" list and was named on the Forbes "Best-in-State Wealth Management Teams" list in 2024. In addition to his professional activities, Chris supports several charitable organizations in the Madison community including Big Brothers Big Sisters of Dane County, 100 Men of Dane County, and the Jim B. Lemon Foundation. Outside of work, he enjoys spending time with his wife, Stacie, and their children Davis and Mila James, as well as engaging in golf and other outdoor activities.