Ewa Hassa is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2016, following brief roles at Wells Fargo Clearing and Credit Suisse Securities in the same year. 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 strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tara Stalesky is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1997, concurrently affiliated with Bank of America since 2018. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Didomenico is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a relationship manager for The HDB Group. He works closely with retired physicians, business owners, and other high-net-worth clients to assist them in growing and preserving their wealth for future generations. He develops strategies tailored to clients' goals, time horizons, liquidity needs, and risk tolerances, emphasizing asset allocation and diversification. Matt began his career at Merrill Lynch in 1993 after completing the firm's financial advisor training program. He is a qualified Portfolio Manager capable of managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides traditional advice and guidance and can manage these strategies on a discretionary basis as part of the firm's Investment Advisory Program. Matt holds a bachelor's degree in finance from Bradley University and is a Personal Investment Advisor (PIA). He is involved in community organizations such as the Barrington High School Quarterback Club, Feed My Starving Children, and The Community Meal in Barrington. Matt lives in Barrington with his wife, Crystal, and their three children. In his free time, he enjoys golfing, running, traveling, antiquing, camping, fishing, football, skiing, and running marathons.

Jared Korn is a Financial Advisor at Merrill Lynch Wealth Management, with over eight years of experience in the financial services industry. He specializes in comprehensive wealth management tailored to the needs of small business owners, corporate executives, and high-net-worth families. Jared provides personalized guidance in areas such as retirement planning, tax-efficient wealth preservation, estate planning, executive compensation optimization, and small business retirement plans. Jared employs a client-centric approach, focusing on building lasting relationships grounded in trust and a thorough understanding of his clients' financial goals. His expertise spans portfolio management, tax planning, estate planning, and retirement solutions, and he stays informed of market trends and regulatory changes to ensure relevant and up-to-date advice. His services aim to support clients in achieving their financial aspirations, whether through wealth building, retirement planning, or legacy preservation. He holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and carries the Personal Investment Advisor (PIA) designation. Jared is also involved in professional organizations, including the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Outside of work, his interests include adventure sports, boating, football, golfing, music, rock climbing, skiing, surfing, and spending time with his family.

Tracy Cook is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dejan Acimovic is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 15 years of experience in wealth management, sales, and finance, with a focus on helping clients achieve their financial goals through personalized strategies. Dejan holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned both his Bachelor’s and Master’s degrees from University Paris XII and is fluent in Serbo-Croatian, French, and English. Dejan emphasizes understanding each client’s full financial picture to develop flexible strategies that align with their long-term objectives. In addition to his professional work, he participates in community activities and volunteers with local organizations. Outside of work, Dejan enjoys basketball, reading, soccer, and traveling. His approach is centered on working closely with clients one-on-one to establish tailored financial plans that pursue their personal goals.

Pandit Singharuksa is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Bank of America and Interfirst Mortgage Company, as well as entrepreneurial experience with Singharuksa Company. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party management teams for a variety of client types.

Vanessa Drolshagen is a financial advisor with Merrill in Northbrook, Illinois, holding a Series 66 designation and 2 years of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. Vanessa is a co-trustee of a family trust and owns a home remodeling business where she assists with administrative tasks. Merrill, along 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 using model-based and discretionary investment strategies.

Scott Barber is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a member of the team since 1992. He has held several roles throughout his tenure, including investment associate, training coordinator for new financial advisors, and financial planning specialist for Merrill Lynch’s Financial Foundation® program. Currently, he serves with The HDB Group, leveraging over 20 years of financial services experience to assist clients such as attorneys, physicians, and business executives in defining, prioritizing, and pursuing their financial goals. Scott follows a disciplined, goals-based wealth management process that addresses critical financial planning areas including college education funding, retirement income planning, estate planning, philanthropic planning, tax minimization, liability management, and portfolio management services. He is a qualified portfolio manager who can build and manage personalized strategies incorporating individual securities, Merrill model portfolios, and third-party investment strategies. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Private Wealth Advisor (CPWA) designation, along with the Personal Investment Advisor (PIA) credential. Scott earned a Bachelor of Science degree in business from Indiana University Bloomington. He resides in St. Charles with his wife, Bethany, and their daughters, Riley and Quinn. Outside of his professional responsibilities, he enjoys running, reading, traveling, and spending time with his family. Scott was recognized as part of the HDB Group on the 2024 Forbes “Best-in-State Wealth Management Teams” list.

Evelyn Elena Gasher is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. She has been with Merrill Lynch for 14 years, where she focuses on helping individuals and families gain clarity and confidence in their financial decisions. Evelyn specializes in working with women navigating major life transitions, including career changes, family shifts, and periods of loss, utilizing a thoughtful and steady approach that prioritizes listening and understanding clients' unique priorities and goals. Evelyn holds a Bachelor’s degree in Business Administration with a concentration in Finance from Eastern Michigan University. She has earned several professional credentials, including the Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA) designations. Earlier in her career, she gained diverse experience at various investment firms, including managing an institutional fixed income portfolio, which informs her disciplined and risk-aware approach to long-term financial strategy. Outside of her professional role, Evelyn is a mother and stepmother to five children and enjoys spending time with her family and their micro mini Goldendoodle. She pursues interests such as sewing, creative projects, home improvement, and volunteering in her community. Evelyn is involved with organizations like the Bataille Academie of the Danse in Barrington, Illinois, and the Chicago Botanic Gardens.

Lisa James Pope is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she directs the team in providing advisory and investment management services. She specializes in designing customized global financial strategies for affluent individuals and families, focusing on their primary objectives to develop and implement detailed, results-driven portfolios tailored to individual risk tolerance and investment policies. With over two decades of experience in financial services, Lisa holds certifications to offer Alternative Investments and is a Portfolio Manager, capable of managing personalized or defined investment strategies on a discretionary basis. She is a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Lisa received her Master's degree from Loyola University Chicago and her Bachelor's degree from Howard University. Prior to her financial career, she served ten years in the U.S. Army. Lisa is active in several professional and community organizations, including the Alpha Kappa Alpha Sorority Incorporated, DuSable Museum of African American History, Eta Creative Arts Foundation, and The Link Incorporated, Lake Shore Links Chapter. Her personal interests include interior decorating, music, painting, photography, and yoga. She emphasizes understanding clients' life priorities to create personalized financial plans that align with their family, goals, and aspirations.

Cynthia Chase is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2011 and also works with Bank of America, N.A. since 2015. Outside of her advisory role, she serves as a director and secretary on the board of Fogg System Company, Inc., a medical test equipment manufacturer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies with support for trading, account administration, and custody.

Richard Knier is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Merrill since 1992 and has also worked with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity based in Deland, Florida. 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, and institutional investors.

Jason Lorenzo is a Series 66-licensed financial advisor with Merrill in Northbrook, IL, and has seven years of industry experience. He previously worked at Bank of America and Axa Advisors. Outside of finance, he works as a server at RockSugar Southeast Asian Kitchen, a restaurant he has been involved with since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Matthew Pfister is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016 following his experience at Fidelity Investments and has over 13 years of experience in wealth management. In his current role, Matthew focuses on developing integrated, goals-based financial strategies tailored to clients’ risk tolerance, timelines, liquidity needs, and personal preferences. Matthew’s areas of expertise include family wealth management strategies, personal retirement planning, sports and entertainment wealth management, tax minimization, and retirement income planning. He works extensively with professionals and business owners, providing guidance on investment, tax mitigation, and wealth planning strategies to help build and sustain generational wealth. Additionally, Matthew offers support in exit planning, workplace retirement plans, and business lending or cash flow management strategies. Matthew holds a Bachelor’s degree from Cornell College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also affiliated with the Cornell Baseball Alumni organization. Outside of his professional work, Matthew enjoys baseball, basketball, football, skiing, spending time with his family, and traveling.

Lauren Stroner is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has worked at Merrill since 2014, with a brief period operating under her own name from 2017 to 2019, and has been with Bank of America N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Lissette Gomez is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1993 and serves as the senior partner of the GR Wealth Management Group. In her role, Lissette focuses on building long-lasting client relationships by thoroughly understanding clients' financial situations, priorities, risk tolerance, and goals. She and her team offer a comprehensive approach to wealth management, providing customized solutions and access to investment insights from Merrill and banking services through Bank of America. Her client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor in Merrill’s Investment Advisory Program, she manages custom investment strategies and selects appropriate portfolios to help clients pursue their financial objectives. Lissette resides in the Northern Suburbs with her husband and two sons. She supports various humanitarian and research organizations such as the American Cancer Society, United Way, and Special Olympics. In her personal time, she enjoys hiking, interior decorating, traveling, and spending time with her family.

Giorgio Sanfratello is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Morgan Stanley, ETRADE, and Millennium Trust Company, as well as full-time education at Loyola University Chicago. He also serves as a consultant for Handshake AI, a career network focused on enhancing large language models within specialized domains. 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 both model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Christine Gregory is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation and a Bachelor's Degree from Franciscan University of Steubenville. Christine focuses on connecting clients with the people, plans, and processes that align with their unique ambitions. Her work involves helping clients pursue personal financial goals, such as funding their children’s education, planning for retirement and potential healthcare costs, and developing personalized strategies to achieve long-term family objectives. She emphasizes simplicity and transparency in wealth planning to guide clients through the complexities of investing.

Jeffrey Reis is a Wealth Management Advisor at Merrill Lynch Wealth Management with employment since 1996. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA) designations. His expertise encompasses a broad range of financial planning areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on integrating all aspects of clients' financial lives to provide advice tailored to their needs, goals, risk tolerance, and liquidity requirements. Jeffrey earned his bachelor's degree from Colorado State University. Outside of his professional work, he is interested in biking, camping, fishing, hiking, skiing, swimming, and traveling.