James Sianta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 after earning a bachelor's degree in Finance and Marketing from Indiana University’s School of Business. James focuses on assisting families in establishing and maintaining personalized wealth management strategies. His approach involves a disciplined process that starts with understanding each client's individual needs, concerns, and priorities. His areas of expertise include college education planning, tax minimization, and retirement income. James holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, James dedicates time to personal interests such as golfing, spending time with his family, and traveling.

Patrick Bronge is a Financial Advisor at Merrill Lynch Wealth Management and an integral member of The Speers Group. He began his association with the group as an intern in 2012 and joined full-time in 2015. Patrick brings to his clients a comprehensive approach to financial planning, focusing on a disciplined, planning-based strategy to address various financial challenges. Patrick holds a Bachelor of Science degree in Finance from Eastern Illinois University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise spans areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, portfolio management, tax minimization, and small business strategies. Born, raised, and currently residing in the Melrose Park area of Chicago, Patrick enjoys boating, football, ice hockey, music, spending time with his family, and watching movies.

Krzysztof Zoltek serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He leverages over 20 years of experience in wealth management, working with individuals and business owners to navigate complex financial challenges. His areas of expertise include education planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Utilizing the investment insights of Merrill and the banking solutions of Bank of America, Krzysztof creates personalized financial strategies tailored to each client's long-term goals. Krzysztof holds a Bachelor's Degree and a Doctorate from DePaul University, specializing in Behavioral Finance, as well as an MBA from the University of Iowa. His academic research focuses on financial decision-making within immigrant communities and the interplay between wealth management and nonprofit organizations. He carries the Personal Investment Advisor (PIA) designation and is proficient in Polish, German, and English. Beyond his professional responsibilities, Krzysztof is active in community organizations including the Polish Highlanders Alliance of North America and the DePaul University Polish Students Alliance. His personal interests include camping, dancing, fishing, hiking, music, reading, rock climbing, running, skiing, and traveling.

Janet Marmo is a financial advisor with Merrill in Oak Brook, IL, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. She has worked with Merrill Lynch since 2007 and has been associated with Bank of America, N.A. since 2019. 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.

Bradley Kitchener is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in qualified retirement plans and helping clients pursue their financial goals. Since 2000, he has developed personalized wealth management strategies tailored to his clients' changing needs, focusing on areas such as corporate executive services, divorce transition planning, education planning, family wealth management, portfolio management, tax minimization, and retirement income planning. Brad holds a Bachelor of Science degree in Finance and Marketing from Lewis University and has earned professional designations including Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He applies his expertise to create flexible financial strategies supported by the investment insights of Merrill and the banking solutions of Bank of America. In addition to his professional role, Bradley participates in community volunteering activities. His personal interests include cooking, football, golfing, music, and traveling. His approach centers on working one-on-one with clients to develop personalized financial strategies designed to help them achieve their long-term goals.

Evienna Escanilla is a Financial Advisor at Merrill Lynch Wealth Management based in Oak Brook, IL. She works with individuals, families, high-net-worth clients, and small business owners to develop personalized financial planning and wealth management strategies. Her focus areas include retirement planning, investment management, risk management, credit optimization, generational wealth strategies, business succession planning, and education planning. Before joining Merrill, Evienna developed experience in banking, credit, and accounting, which informs her practical approach to financial guidance. She partners with Merrill and Bank of America specialists to deliver disciplined, data-driven strategies tailored to clients' life stages and financial complexities. Her work aims to align financial strategies with clients' life goals, providing clarity and confidence in financial decisions. Evienna holds a Bachelor's Degree from Far Eastern University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), 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). She is fluent in English and Tagalog (Filipino). Outside of work, she participates in community activities such as Feed My Starving Children and Junior Achievement and enjoys cooking, drawing, music, painting, spending time with family, table tennis, traveling, and volleyball.

Joel Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1999 and joining Merrill in September 2007, he has focused on providing comprehensive wealth management services. Joel works closely with his clients to develop personalized financial strategies that reflect their unique goals and adapt to changing market conditions. He specializes in areas including retirement planning, college education planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and corporate retirement plan services. Joel leads The Whitley Colón Group alongside colleagues Cris Colon and Jack Whitley, supporting approximately 120 clients primarily through the Merrill Investment Advisory Program, which operates on a fee-based model without transactional costs. Joel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joel earned bachelor's degrees from both Cortland State and Cornell University. Residing in Oak Park, Illinois, he enjoys golfing, fitness, travel, and spending time with family and friends.