Nicholas Harlow is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 35 years of experience in the financial services industry. He has been providing financial guidance to clients since 1988, specializing in areas such as family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Mr. Harlow holds a bachelor's degree in Finance from the University of Nebraska-Lincoln, earned in 1981. He has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded in 2000 by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business at the University of Pennsylvania. In 2007, he obtained the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning Institutes Corp. In 2014, he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Harlow enjoys biking, cooking, golfing, and tennis.

Sherry Mcdaniel is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Safe Haven ADT and Pacific Life. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Leith is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she has worked in various roles including as an event performer at Universal Orlando Resort, where she participated in seasonal Halloween Horror Nights. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Lassek is a Senior Financial Advisor and managing partner at The Schubert & Lassek Group within Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014, working alongside his father and partner, and has held a leadership role since 2019. The group operates offices in Omaha and Lincoln, focusing on multigenerational family wealth management. Dan specializes in strategic generational wealth planning, serving successful families, entrepreneurs, and executives. His expertise areas include college education planning, divorce transition planning, executive and equity compensation, family wealth and legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor's degree in business administration from the University of Nebraska at Omaha and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Dan is active in community service, having served as President, Secretary, and board member of the Omaha West Rotary Club where he continues to contribute on several committees. He also participates in coaching youth sports teams in Bennington, Nebraska, where he and his wife live with their three children. Dan's professional affiliations include memberships in the Bennington Chamber of Commerce, Bennington Youth Football, Omaha West Rotary Club, Pi Kappa Alpha Fraternity - Delta Chi Alumni, and the UNO Alumni Association.

Amanda Nelson is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2015. 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 investors, and institutional entities.

Michael Bagley is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been in the financial services industry since graduating from the University of Nebraska at Lincoln in 1998, where he earned a bachelor's degree with majors in Finance and Marketing. He joined Merrill Lynch in 2003 as a Financial Advisor. Mike holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc. He is responsible for providing clients with ongoing service, including regular contact and account reviews. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works as part of the Ethen/Bagley Group, which aims to assist individuals and families in achieving their retirement goals through a disciplined process based on their unique financial objectives and risk tolerance. The team offers access to extensive resources and a commitment to client service that includes thorough explanations of investments and regular communication.

Anthony Nebelsick is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. He also has 15 years of experience at Bank of America, N.A. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

C.S. Nolan Hruby is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Slattery-Hruby group in 2022 and works with the team to provide high level wealth management and planning services to clients in a family office-like setting. Nolan's areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor of Science degree in Business from Bellevue University in 2020. Outside of work, Nolan enjoys camping, reading, and spending time with his family.

Karen Henke is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill Lynch since 2006 and concurrently works at Bank of America since 2017. Outside of her advisory work, she is a general partner managing a holding company for a property she is converting into a short-term rental. 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, and institutional investors, supported by internal CIO teams and third-party managers.

Victoria Brimhall is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 7 years of industry experience. She has been with Merrill since 2015. 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.

Matt Rehberg is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on helping high net worth families align their investment advisory and transitional wealth needs with their personal goals. He develops personalized strategic solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. His work includes facilitating clients' financial independence, funding college educations, implementing tax reduction strategies, and supporting philanthropic and wealth transfer goals. He takes an advisor team approach by coordinating with clients' tax and legal advisors to design and implement tax-efficient financial and transfer strategies. Matt joined Merrill Lynch Wealth Management in 1999 and has held various roles including Bank of America Merrill Global Institutional Consultant and Retirement Benefits Consultant. His experience extends to working with endowments, foundations, and retirement plans, assisting these organizations with financial strategy development and implementation. His services include investment policy statement development and review, customized asset allocation modeling, investment manager search, selection and tracking, and customized performance reporting. He holds professional designations such as CERTIFIED FINANCIAL PLANNER4, Certified Investment Management Analyst4, and Certified Plan Fiduciary Advisor4. Matt earned a Bachelor's degree in Finance from Iowa State University and serves as an adjunct professor at the Heider College of Business at Creighton University. He previously served on the board of the Millard Public Schools Foundation. In his personal time, he enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, reside in Omaha with their three children.

C Hruby III is a financial advisor at Merrill with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Merrill since 1985 and has been associated with Bank of America, N.A. since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Barbara Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2009 and joined the Harlow Associates Wealth Management Group as a Wealth Management Advisor in 2018. Prior to this role, she served as Vice President, Administrative Manager for eight Merrill Lynch Wealth Management Mountain Plains Market offices. Barbara focuses on providing comprehensive wealth management and financial planning advice tailored to the specific needs and goals of her clients. Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. A Nebraska native, Barbara earned her Bachelor's Degree from Creighton University in Omaha. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the CFP Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. She has volunteered in the community for over 25 years and is active in multiple organizations including Aksarben, Catholic Charities, Christ the King Church, Christ Child Society of Omaha, Omaha Symphony, and PEO. Barbara's personal interests include golfing, hiking, reading, and spending time with her family.

Eric Otten serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients manage their wealth to achieve their financial goals. Since beginning his career in 2011, Eric has worked with individuals, families, not-for-profits, and foundations. His client base primarily includes small business owners, doctors, management accountants, clergy, and veterans. As a Portfolio Manager, he manages client investments on a discretionary basis and utilizes Merrill Lynch's model portfolios alongside third-party investment strategies. Eric employs a goals-based approach to wealth management, working with clients to develop customized plans through the Merrill Personal Wealth Analysis®, which are reviewed at least annually. His investment management often involves the Merrill Investment Advisory Program, emphasizing tax efficiency and charitable giving strategies, including Bank of America's Charitable Gift Fund and qualified charitable distributions. For accredited investors, he assists in selecting alternative investments from Merrill's offerings to complement core holdings. Eric holds a Bachelor's Degree from the United States Naval Academy and an MBA from the Naval Postgraduate School. His professional designations include Personal Investment Advisor (PIA). He is actively involved in professional and community organizations, such as the Institute of Management Accountants, Military Officers Association of America, Nebraska Admirals Association, and the U.S. Naval Academy Alumni Association. Additionally, Eric contributes as a Better Money Habits Volunteer Champion and supports the Cystic Fibrosis Foundation. He lives with his wife Kim and their three children.

Craig Korkow serves as a Senior Resident Director at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop and implement comprehensive retirement plans through a goals-based approach that addresses both the financial and emotional components of wealth management. Since joining Merrill Lynch in 2000, Craig has worked with a wide range of clients on family wealth management, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and small business strategies. Craig graduated Summa Cum Laude with a degree in Economics from South Dakota State University. Prior to his financial services career, he served four years in the United States Army, leaving with the rank of Captain. He holds multiple professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His community involvement includes active participation in the Rough N Ready Challenge Rodeo, a program that supports children with special needs. Outside of his professional responsibilities, Craig enjoys fishing, football, horseback riding, hunting, and spending time with his family. His personal philosophy emphasizes a collaborative, personalized approach to financial planning, working closely with clients to support their long-term financial goals.

Matthew Swartz is a financial advisor with Merrill based in Omaha, NE. He holds a Series 66 designation and has 10 years of industry experience, including concurrent roles at Bank of America and Northern Lights Distributors, LLC. Merrill, in partnership with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, employing model-based and discretionary investment strategies developed by internal teams and third-party managers.

Jeffrey Hagan is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Maureen Mccrudden is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2014 and concurrently with Bank of America, N.A. since 2015. Outside of her advisory role, she serves as power of attorney for several family trusts and entities in Omaha, Nebraska. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Zarontonello is a Financial Advisor with Merrill Lynch Wealth Management who specializes in helping clients pursue their short-, mid-, and long-term financial goals. He provides guidance in areas such as investing, retirement planning, education planning, family wealth management strategies, managing new wealth, tax minimization, and retirement income. Brett works closely with clients to understand their unique needs and adapts financial strategies as their situations change. He holds a Bachelor's Degree from McKendree University and an MBA from Lindenwood University. Brett has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and a member of professional organizations like Sigma Beta Delta International Honor Society and the United States Tennis Association. Beyond his professional work, Brett is involved in various community programs such as the 180 Re-Entry Assistance Program, Food Bank for The Heartland, Habitat for Humanity, Mustache for Kids (M4K), Siena Francis House, and Special Olympics - Unified Fore Joy ProAm. His personal interests include biking, cooking, golfing, pickleball, skiing, table tennis, tennis, traveling, and spending time with his family.

Luke Radio is a financial advisor with Merrill based in Omaha, NE, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pinnacle Bank and Strategic Legacy Advisors, as well as experience at the University of Nebraska-Lincoln and Ries Orthodontics. 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 individuals, institutions, and charitable organizations.

James Ambrose II is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. Prior to joining Merrill Lynch, he practiced law for five years. In his current role, he advises families and institutional clients on asset allocation, investment manager selection, and customized financial planning. He collaborates closely with clients' tax and legal advisors to design and implement tax-efficient investment and wealth-transfer strategies. James holds a Bachelor's degree in Finance with a minor in Philosophy and a Juris Doctorate degree, both from Loyola University Chicago. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst®, and a member of Alpha Sigma Nu, the Jesuit Honor Society. He has also served as an Adjunct Professor at Creighton University College of Business Administration, where he taught economics and finance to both undergraduate and MBA students for six years. In addition to his professional commitments, James is involved with the New Cassel Foundation. His personal interests include running, soccer, and traveling.

Cody Hayworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build, preserve, and manage their wealth through personalized strategies tailored to family wealth management, personal retirement planning, and tax minimization. Cody's approach emphasizes understanding each client's complete financial situation to develop long-term plans that not only address investment performance but also aid clients in making thoughtful decisions and preparing for important life transitions. He aims to be a trusted resource for his clients and their families across different stages of their financial lives. He holds a Bachelor's Degree from the University of Nebraska at Omaha and is designated as a Personal Investment Advisor (PIA). Outside of work, Cody enjoys cooking, football, golfing, hunting, traveling, and spending time with his wife, Brooke, and their daughter.

John Giggee is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at TD Ameritrade 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melina Petersen is a Series 66-licensed financial advisor with Merrill in Omaha, NE, where she has worked since 2000. She has 24 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rodney Ruh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial career in 1991 with Merrill Lynch and returned to the firm in May 2025 to assume his current role. Rodney has also worked as a Financial Advisor and Portfolio Manager at UBS Financial Services, Inc. He holds a Juris Doctorate degree from Creighton University School of Law and majored in Economics at the University of Nebraska-Lincoln and Rollins College. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2007 and is a member of the NFLPA Financial Advisor program. Rodney draws on years of experience to assist clients with investments, investment planning strategies, and multi-generational estate planning, collaborating closely with clients' attorneys and accountants. Rodney is a member of the Omaha Estate Planning Council and the Financial Planning Association. He has volunteered for various local schools, charities, and sports organizations. In his current role, he does not provide legal advice.

Kathryn Schubert is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-founder of The Lassek & Schubert Group. She joined Merrill Lynch in 1994 and works closely with retirees, business executives, entrepreneurs, and their families to address various financial needs, including legacy planning, liability management, cash-flow modeling, and college funding. Kathryn manages personalized and defined investment strategies on a discretionary basis as a Merrill Portfolio Manager. She earned a Bachelor's degree in business administration from the University of Nebraska at Omaha and is a CERTIFIED FINANCIAL PLANNER® professional. Kathryn is a member of the Omaha Suburban Rotary and has been active in the community since 2009, serving in multiple leadership roles including President, Sergeant-At-Arms, and as a member of the board of trustees for the Suburban Rotary Charitable Foundation. Kathryn lives in Lincoln, Nebraska with her husband and three children. She participates in community activities including the Omaha Hockey Club and enjoys reading, scuba diving, and supporting her children's activities such as hockey, dance, orchestra, and speech.

Richard Sale is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1992. 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 individual and institutional clients.

Kandis Schissel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she applies a consultative approach to help clients develop and implement wealth management strategies tailored to their individual needs. With a focus on family wealth management, tax minimization, and retirement income, Kandis collaborates with a dedicated team to provide comprehensive financial guidance that addresses wealth accumulation, distribution, intergenerational transfer, and philanthropic considerations. Kandis began her financial services career in 2004 and has since committed herself to helping clients secure their financial futures. She holds a bachelor’s degree in Consumer Science with an emphasis on Financial Advising and a master’s degree in Family Financial Planning, both from the University of Nebraska System. Kandis earned the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, underscoring her expertise in delivering goal-based financial advice. Outside of her professional role, Kandis is active in the LPGA Amateurs Golf Association Omaha Chapter and supports community efforts such as Project Linus. Her personal interests include golfing, reading, quilting, knitting, scrapbooking, and spending time with her family.

Hugo Piles Ballester is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to his current role, he has worked at Bank of America, N.A., and is also involved with Genesis Health Clubs, where he teaches and plays tennis. 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 individuals, high-net-worth clients, and institutional investors.

Paul Mcleay is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed for over 22 years. He holds the Certified Plan Fiduciary Advisor (CPFA) credential obtained in October 2018, enabling him to provide fiduciary services for retirement plans such as 401(k) plans. In his role as a Retirement Benefit Consultant, Paul works with business owners, HR managers, and CFOs to enhance their 401(k) retirement platforms, as well as assists individuals and families with investment and long-term planning. Paul's career in the securities industry spans over 30 years. Before joining Merrill Lynch in 2001, he worked as a Margin Manager at a major clearing firm, overseeing billions of dollars in margin loans and client option trading activity. His background in risk management has been foundational to his work as a financial advisor. Early in his career, he also worked three seasons as a tax preparer. Paul holds the Series 4, 7, 24, and 66 FINRA registrations. Paul graduated with a bachelor's degree from Creighton University. He also attended the University of Kansas and the University of Arizona, although no diplomas were conferred from these institutions. He is a member of the National Association of Plan Advisors (NAPA).

Amanda Braun is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007, with a two-year period at RBC Capital Markets from 2019 to 2021. She is based in Omaha, NE. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Bunselmeyer is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2021. Before transitioning into financial services, Scott spent over a decade working in health care and health care administration. He is dedicated to raising the standard of care for his clients by employing a goal-oriented, team-based approach and fostering genuine understanding through open communication. Scott’s expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has an academic background in exercise science and physical therapy, earning a bachelor's degree from Drury University and a Doctor of Physical Therapy degree from Southwest Baptist University. Residing in Bennington, Nebraska, Scott lives with his wife, Meghan, and their three children. Outside of work, he enjoys outdoor activities, sports, attending his children’s school events, and coaching their sports teams.

Samuel Jorgenson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2012 and provides a wide range of wealth management services tailored to individual, family, and corporate clients. His expertise includes investment management, risk management, retirement plan design and implementation, stock option program analysis, as well as wealth preservation and transfer services. Sam’s client focus areas encompass college education planning, executive compensation, legacy planning, divorce transition planning, philanthropic planning, and personal retirement planning, among others. He approaches each financial situation by thoroughly understanding what matters most to his clients and developing long-term, goals-based strategies to help them achieve their objectives. He holds a Bachelor's Degree from the University of Nebraska-Lincoln and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Sam enjoys baseball, fishing, golfing, reading, running, soccer, swimming, watching movies, and spending time with his family.

Noel Stoddard is a Senior Financial Advisor with Merrill Lynch Wealth Management and the managing partner of the Stoddard & Associates group. Since joining Merrill Lynch in 2007, he has provided personalized financial strategies and advice to plan sponsors and individual clients across a broad range of wealth management areas, including retirement planning, family wealth management, employee benefits, and socially responsible investing. Noel holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Prior to entering financial services, he studied Chemical Engineering at Iowa State University. He is an active member of the Omaha Chamber of Commerce and participates in community groups such as Habitat for Humanity and organizations focused on fighting pediatric cancer. Outside of his professional work and community involvement, Noel enjoys basketball, boating, football, reading, and traveling. His approach centers on developing flexible, personalized financial strategies aligned with clients’ long-term goals.

Janan Sarsam Dippel is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2022. 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 individuals, institutions, and charitable organizations.

Michael Lighthart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 1999 and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael focuses on financial advising, developing asset allocation strategies, conducting investment manager search and selection, and creating lending solutions through Bank of America, N.A. to address client liability issues. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as personal retirement planning. He earned a Bachelor of Science degree in Business Administration with a major in Management from Wayne State College in Wayne, Nebraska. Outside of work, Michael is active in volunteering in the community, including involvement at school and church. He enjoys spending most of his free time with his wife Kathleen and their four children.

Daniel Slattery is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1994 and also has 15 years of experience at Bank of America. Slattery serves as the treasurer and asset manager for a nonprofit family foundation and is a committee member of vinNEBRASKA, a charitable organization that raises funds through wine tasting and dinner events. 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 individuals, high-net-worth clients, and institutional investors.