Paul Murray is a financial advisor with Merrill in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bank of America and Morgan Stanley. Outside of finance, he is involved in acting, auditioning for TV commercials and film/TV series. 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 for individuals, high-net-worth clients, and institutional investors.

Svitlana Botsyura is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial services industry since 2003 and joined Merrill in 2010. Svitlana focuses on providing high-quality wealth planning experiences that simplify the complexities of financial life, with an emphasis on clear communication, transparency, trust, and excellent service. She works closely with high-net-worth clients and supports The Sheppard Group, recognized in the Forbes "Best-in-State Wealth Management Teams" list in 2024. Additionally, she has been named to the Forbes "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024, as well as the "Top Next Generation Wealth Advisors Best in State" list in 2023. Her expertise encompasses a broad range of client focus areas including equity compensation services, family wealth management strategies, legacy and philanthropic planning, portfolio management, personal retirement planning, and services for endowments, foundations, and non-profits. Svitlana integrates a holistic approach to wealth management, incorporating home, health, leisure, and philanthropy aspects tailored to each client's goals. She holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Svitlana earned a Bachelor of Science in Finance with a minor in Economics from Northeastern Illinois University, graduating summa cum laude. She is fluent in Ukrainian, Russian, and English. She is involved in community initiatives such as Better Money Habits, a Bank of America partnership with Khan Academy, and the Chicago Public Library Foundation Associate Council. Svitlana resides in the Wicker Park neighborhood of Chicago with her husband Brian and their rescue dog Chloe. Outside of work, she enjoys plant-based cooking, reading, traveling, biking, yoga, hiking, running, and skiing.

Jordan Gelb is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over three decades of experience working with families and corporations on their financial goals. Jordan focuses on creating personalized strategies to help clients optimize their compensation plans and protect their wealth from unnecessary risk exposure. His expertise includes corporate benefits, executive compensation, family wealth management, legacy planning, portfolio management, and retirement planning. Jordan holds a Bachelor's Degree from Indiana University and has earned multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His team employs proprietary financial models to help clients maximize the value of their benefits plans and navigate complex financial matters. In addition to his professional endeavors, Jordan is involved in community organizations such as Bnai Brith Sports Lodge and Napa Flyin. He resides in Northbrook with his wife and has two adult children. In his spare time, Jordan enjoys basketball, golfing, swimming, table tennis, and volleyball.

Connor Kotzenberg is a Series 66-licensed financial advisor at Merrill with four years of industry experience. His prior roles include positions at Bank of America, Northbrook Park District, and Target. 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.

Edward G. Schroeder is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on retirement planning strategies and institutional money management analysis. He also undertakes responsibilities such as reviewing trust accounts and optimizing insurance policy strategies. Edward holds Series 7, 3, 31, 63, and 65 FINRA registrations, as well as the Illinois Life Insurance license. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edward began his financial services career on the trading floor of the Chicago Board of Trade as a broker and trader. He holds a bachelor's degree in Communication from the University of Kentucky and a high school diploma from New Trier East. His client focus areas include legacy planning, personal retirement planning, socially responsible investing, values-based and ESG investing, sports and entertainment, and individual and corporate investment strategy. Away from the office, Edward enjoys biking, cooking, fishing, skiing, swimming, and traveling. He is involved in community activities such as the American Lung Association Portland OR Reach the Beach event and supports the Blessed Sacrament Youth Center in Chicago's Lawndale neighborhood.

Nisrin Martin is a Financial Advisor at Merrill Lynch Wealth Management based in Northbrook, Illinois. She specializes in guiding senior women executives, entrepreneurs, and high-achieving professionals through complex financial situations including equity compensation, business exits, divorce, widowhood, and sudden inheritances. Nisrin works closely with her clients to understand their unique priorities and crafts personalized strategies that integrate various aspects of their wealth, including art and collectibles, leveraging the comprehensive resources of Merrill and Bank of America. With a Bachelor's Degree from Northern Illinois University, Nisrin holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her experience encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and tax minimization. Outside of her professional role, Nisrin is involved with Paws Chicago and pursues personal interests such as antiquing, cooking, gardening, horseback riding, traveling, and yoga. Her approach emphasizes clarity, confidence, and control for her clients navigating significant financial decisions.

Matthew Garrity is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working with Merrill Lynch Wealth Management since 2016 and brings a comprehensive approach to managing wealth that emphasizes understanding client needs and goals. His role leverages investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Matthew's expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. He was ranked #7 in the state of Illinois in the 2023 Forbes "Best-in-State Wealth Management Teams" list. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree from the University of Illinois Urbana-Champaign in Technical Systems Management. Matthew is a member of the Delta Tau Delta fraternity, Beta Upsilon chapter. His community involvement includes participation in the Big to Little Program in North Chicago, Great Lakes Adaptive Sports Association, Lake Forest Day Foundation as a Trustee, and Shields Township Trustee. He is fluent in Spanish and English.

Filip Momcilov is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduce solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their needs. Filip holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from UKIM St Ciryl and Methodius. His professional approach focuses on helping clients identify what matters most to them and their families to develop strategies for pursuing their financial goals.

Lisa Pappageorge is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. 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 range of clients including individuals, high-net-worth individuals, and institutions.