Kevin Longo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, working with the Guttmann & Longo Group. Since joining Merrill in 2011, Kevin has focused on evaluating and implementing appropriate asset allocations, as well as designing customized financial strategies to meet the unique needs of his clients. His team utilizes Merrill’s extensive investment and research platforms to develop process-driven, goal-oriented solutions aimed at helping clients achieve their financial objectives. Kevin holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and the Certified Plan Fiduciary Advisor (CPFA) designation. He also maintains FINRA Series 7 and 66 registrations, along with life insurance and annuity licenses. He earned bachelor's degrees in Finance and Marketing from the University of Iowa. Kevin lives in Elmhurst, Illinois, with his wife Megan and their three children, Dominick, Isabella, and Viviana. Outside of his professional responsibilities, he enjoys biking, cooking, golfing, reading, running, spending time with his family, and traveling.

Paul Bowman is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding partner of the Vasel / Bowman & Associates wealth management group. He works primarily with individuals and families to help them stay on track for retirement and successfully transition into that phase of life. Paul's approach focuses on providing meaningful advice through every stage of life to help clients avoid common mistakes and retire on their own terms. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Denver and is affiliated with the Lambda Chi Alpha Fraternity. Paul joined Merrill Lynch full-time in 2015 after moving back to Chicago from Denver, Colorado. Outside of his professional work, Paul is involved with the Providence St. Mel School. He enjoys cooking, ice hockey, music, skiing, and spending time with his family. Paul currently resides in the Wicker Park/Ukrainian Village neighborhood of Chicago with his wife Ashley and their black lab, Maisy.

Richard Phelan is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 65 licenses and 55 years of industry experience. He has been with Merrill since 1967 and also works with Bank of America since 2009. Outside of his advisory role, he serves as chair of a capital campaign for Ray Graham Association, focusing on raising funds to improve housing for clients with disabilities. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rafael Rivadeneira is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients navigate changing market conditions and pursue their long-term goals. Rafael provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. His client expertise includes strategies for divorce transition planning, family wealth management, legacy planning, managing new wealth, retirement income, socially responsible and ESG investing, and supporting women and wealth. Rafael is also active in community service, participating in volunteer activities within the communities he serves. Rafael holds a bachelor's degree from the University of Southern California and has earned professional designations such as CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys baseball, cooking, dancing, fishing, music, spending time with his family, and traveling.

William Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, personal retirement planning, and values-based investing, including socially responsible and Environmental, Social, and Governance (ESG) investing. William and his team aim to provide personalized strategies and best-in-class services that simplify clients' financial lives, allowing them to focus on what matters most. With over two decades of experience, William helps clients develop tailored financial plans that incorporate individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. William earned his Bachelor's degree in Business Administration, majoring in Finance, from the University of Notre Dame. Outside of his professional work, William is active in his community. He participates in organizations such as the American Youth Soccer Organization, Chicago Wilderness Corporate Council, Horizons For Youth, and the One Earth Film Festival. Additionally, he serves on the executive board of AYSO Region 300 and the Declan Drumm Sullivan Foundation. William enjoys basketball, biking, boating, hiking, refereeing, soccer, swimming, traveling, and spending time with his family.

Anthony Bittman serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, and businesses in developing comprehensive strategies to manage their wealth. His approach centers on understanding clients' goals to create tailored financial plans and implement them collaboratively. Anthony leverages Merrill's investment insights alongside Bank of America's banking services to address various aspects of clients’ financial lives. He emphasizes periodic reviews and revisions, building trust-based relationships to deliver attentive service aimed at helping clients pursue their financial objectives. Anthony joined Merrill in 2018 and has expertise in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds a bachelor's degree in economics from Indiana University Bloomington and carries several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). In addition to his professional commitments, Anthony is engaged in his community and participates in local organizations such as the Delta Chi Fraternity. He enjoys spending his free time with family and friends, golfing, attending concerts, working on project cars, cooking, and watching movies.

Aleksandar Mitrovic serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management, lending, and real estate, supporting clients in achieving their financial goals through personalized strategies. Aleksandar focuses on areas including corporate executive services, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as sports and entertainment financial planning. He holds a Bachelor's Degree from DePaul University and the professional designation of Personal Investment Advisor (PIA). Aleksandar is fluent in Italian, Serbo-Croatian, and English, and brings extensive experience to his advisory role, characterized by proactive communication, creativity, and technological proficiency. Aleksandar is also involved with professional and community organizations, including the National MS Society, the Daniel Murphy Scholarship Fund, and the First Tee of Greater Chicago. Outside of his professional commitments, Aleksandar has an interest in basketball, golfing, running, and tennis. His approach centers on developing personalized financial strategies aligned with clients' long-term goals through one-on-one collaboration.

Aaron Redmond is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with Merrill since 2014, including a period at BofA Securities in 2019. He is based in Oak Brook, IL. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Mlady is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2017 and joined Merrill and The Suri Group in 2019. Lauren holds the Chartered Retirement Planning Counselor™ (CRPC) and Chartered Sustainable Responsible and Impact Counselor™ (CSRIC) designations. Lauren focuses on customized wealth management strategies, providing access to Merrill investing and Bank of America banking resources to assist families in pursuing their financial goals. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. She also has experience helping clients manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. Lauren graduated from Butler University with a degree in finance. Outside of her professional work, she enjoys adventure sports, boating, cooking, hiking, horseback riding, reading, spending time with her family, and traveling. She has also written her own cookbook.

Shweta Jain is a Financial Advisor at Merrill Lynch Wealth Management, where she assists clients in achieving their financial goals through personalized and holistic retirement and investment planning. She works with professionals, business owners, and families to develop strategies that integrate various financial aspects into a cohesive plan aligned with their long-term objectives. Jain offers guidance in areas such as college education planning, family wealth management, retirement income, tax minimization, and small business strategies. Jain holds a Bachelor's degree from The School of the Art Institute of Chicago and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a member of the Executives' Club Of Chicago. In addition to her professional role, Jain is involved in various community activities such as supporting special children's charities, participating in marathon events with Achilles International, and volunteering with organizations like the Greater Chicago Food Depository and the Susan G Komen Breast Cancer Foundation. She enjoys cooking, dancing, golfing, painting, photography, pottery, woodworking, traveling, spending time with her family, and watching movies.

Syeda Mahmood is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals, families, and business owners make informed financial decisions aligned with their personal values and long-term objectives. Syeda takes a personalized approach to wealth management, assisting clients in navigating life's financial decisions with clarity and confidence. Her experience includes serving ultra high net worth clients as a team associate, where she developed an understanding of complex financial landscapes. She began her career as a consultant, guiding financial advisors and their clients through firm transitions, which inspired her to become a financial advisor herself. Syeda's areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Syeda holds a Bachelor's Degree from the University of Illinois System and has earned the Personal Investment Advisor (PIA) designation. She is proficient in Urdu and English. Outside of her professional role, Syeda enjoys reading, spending time with her family, and playing tennis.

Natalie Nissen is a Financial Advisor at Merrill Lynch Wealth Management with over 23 years of experience in the financial services industry. She specializes in working with business owners, high net worth individuals, and multigenerational families, focusing on wealth creation, preservation, and efficient wealth transfer. Natalie collaborates with clients to develop tailored financial plans that address investment management, asset allocation, risk management, tax efficiencies, and estate planning. Her expertise includes delivering goals-based wealth management strategies aligned with clients' investment objectives, risk tolerance, time horizon, and liquidity needs. She has in-depth knowledge of the unique financial challenges faced by business owners and executives, such as liquidity planning, legacy considerations, concentrated stock positions, and tax management. Additionally, Natalie emphasizes sustainable investing, helping clients integrate their values into their portfolios while maintaining performance objectives. Natalie holds the CERTIFIED FINANCIAL PLANNER® certification and has earned a Master's in Business Administration with distinction from DePaul University, as well as a Bachelor's degree in Economics with a minor in Spanish from the University of Illinois at Urbana-Champaign. She is fluent in English and Spanish. Residing in Homer Glen with her family, Natalie actively volunteers with her son's school, Kingswood Academy, and the Homer Glen Junior Woman's Club.

Paul Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, professionals, business owners, corporate executives, retirees, and families, providing comprehensive wealth management strategies tailored to each client's unique goals. His expertise includes corporate benefits, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. Paul emphasizes a client-centered approach, focusing on understanding clients' ambitions and responsibilities to deliver personalized financial solutions. Paul has been a financial services professional since 1999, starting his career at Deutsche Bank Alex Brown and later gaining experience at UBS and Morgan Stanley before joining Merrill Lynch in 2015. As a founding member of the RLH Group, he assists clients that include venture capitalists, private equity and technology executives, attorneys, physicians, government employees, contractors, and many recent immigrants from Asia and the Middle East. He has substantial experience in concentrated stock transactions, corporate cash management, 401(k) plans, initial public offerings, mergers and acquisitions, succession and exit planning, and corporate and executive services. He holds a Bachelor's Degree from George Washington University and several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is also involved with professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. His community involvement includes participation with AALEAD, the Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos. Outside of work, he enjoys basketball, golfing, running, soccer, and spending time with his family.

Adrianna Granata is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Northwestern Medicine and Bank of America. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Steven D'alise is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the investment industry, beginning his career in venture capital in the mid-1990s focused on raising capital for a startup firm in the dental implant manufacturing sector. Steven joined Morgan Stanley in 2001, where he managed private and institutional assets before joining Merrill in 2007. At Merrill, he provides advice and guidance with an emphasis on wealth management, retirement planning, and institutional services to small business owners, bankers, doctors, dentists, and other professionals. Steven specializes in areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Boston College. Outside of his professional career, Steven resides in River Forest with his two children. He enjoys activities such as golfing, swimming, and attending his children's extracurricular events.

Dennis Foley is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, Banc Of America Investment Services, Inc., and LaSalle Financial Services, Inc. He has been with Merrill since 2009 and has also worked at Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients, including individuals, high-net-worth clients, and institutional investors. The firm employs model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, with flexible portfolio implementation and support services.

John Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA) with Gibson & Associates. He focuses on delivering personalized wealth management strategies tailored to clients’ individual goals, encompassing family wealth management, legacy and retirement planning, socially responsible and ESG investing, and specialized areas such as LGBT and special needs planning. John holds a Master's degree in Applied Mathematics and a Bachelor's degree in Biochemistry and Applied Mathematics from Northern Illinois University. He applies his background in mathematics, including expertise in dynamical systems and machine learning, to portfolio construction. He is a member of the American Mathematical Society, the Society for Industrial and Applied Mathematics, and the Financial Planning Association. In addition to his professional work, John is actively involved in the community through volunteering with organizations such as PADS Chicago/Elgin. His personal interests include chess, cooking, hiking, music, reading, writing, and spending time with his family. John is also multilingual, speaking Japanese, English, and French.

Kenneth Pesavento is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Merrill since 1972 and also has experience at Bank of America, where he has worked since 2011. 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 plans, corporations, and charitable organizations.

Domenico Capezzuto is a financial advisor at Merrill Lynch Wealth Management. He builds personalized investment strategies for families and successful industry professionals, focusing on education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Domenico draws from his passion for finance, which developed from a young age, and his family's experience with consistent saving and investing across generations. This background has shaped his approach to guiding clients through important financial decisions and helping them feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Aurora University and is a member of the Chicagoland Italian American Charitable Organization. Outside of work, Domenico enjoys fishing, golfing, soccer, spending time with his family, table tennis, traveling, and watching movies.

Daniel Armstrong is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management, where he has served clients since 1987. He focuses his practice on family wealth management strategies, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Dan works closely with clients and their families to develop personalized financial strategies, drawing on his ability to translate complex financial matters into clear, actionable plans. He emphasizes a family service model and supports multiple generations, including families with special needs children. Dan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of South Dakota. As a Senior Portfolio Manager, he manages discretionary personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Dan enjoys boating, baseball, and cooking. He has competed over 20 times in the Chicago-to-Mackinac sailboat race on Lake Michigan. Dan and his wife reside in Lemont, Illinois, where they follow their teenage son’s travel baseball activities.