Gabriel Torres is the Resident Director at Merrill, specializing in wealth management and portfolio construction. With six years of experience in the financial services industry, he collaborates closely with families, individuals, and business owners to develop personalized, tax-efficient strategies that align with clients' goals, risk tolerance, and time horizons. Gabriel emphasizes a goals-based approach, guiding clients through market volatility and leveraging resources from Bank of America and Merrill to enhance the investment experience. Gabriel holds a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He is a Personal Investment Advisor (PIA) and is active in the University of Chicago Alumni Association as well as professional organizations in Illinois. Bilingual in English and Spanish, Gabriel is committed to building long-term client relationships through quality service and community involvement. He volunteers with several organizations and enjoys interests such as basketball, cooking, music, traveling, and spending time with his family.

Jason Cherny is a financial advisor with Merrill in Mequon, WI, holding a Series 63 designation and 38 years of industry experience. He has worked with Merrill since 1996 and also has 15 years of experience at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting corporate executives and business owners with comprehensive wealth management and retirement planning services. His client focus areas include corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income. Michael holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from St Mary's University of Minnesota and completed an Accredited Certificate Program at The Wharton School. His approach involves clarifying clients' goals and constraints to design coordinated financial plans that distinguish between wealth accumulation and distribution. Beyond his professional work, Michael is involved in community service through his volunteer efforts with SecureFutures, a non-profit focused on financial literacy for high school students. He has contributed to the organization as a member of their annual investment conference committee and finance committee, as well as serving as a board director, classroom volunteer, and one-on-one coach. Michael resides in Mequon, WI with his wife Lisa.

Rachel Boylan is a Series 66-licensed financial advisor at Merrill with three years of industry experience. She previously worked at Beacon Business Group for four years and has held positions at Barre District Milwaukee LLC, von Briesen & Roper, s.c., and Padway & Padway, Ltd. in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Louis Henneck is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves on the local chapter board of Ducks Unlimited, focusing on wetland preservation and directing membership activities. 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.

Meghan Slocum is a Financial Advisor with Merrill Lynch Wealth Management and a member of the ST Group, joining in 2022. She has over 20 years of experience in the financial services industry, having held various roles within Asset Management and Commercial Banking prior to her current position. Meghan leverages her extensive background to assist clients through a consultative process aimed at achieving their financial goals while providing professional service and attentiveness. Her areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, and investment strategies for both individuals and corporations. Meghan holds a Bachelor of Arts degree from Duke University and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Meghan is actively involved in her community, serving as a board member for the Heiliger Huegel Foundation for Outdoor Education and as Vice Chair of the SHARP Literacy board. She resides in Mequon, Wisconsin, with her family.