Tamara Thompson is a Series 66-credentialed advisor with Merrill in Peoria, IL, where she has worked since 2000, accumulating 25 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Friedrich serves as a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience in finance, founded by Kim Mitchell and Elizabeth Miller. The team's mission focuses on the care and protection of their families through comprehensive financial services. Mr. Friedrich's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He is committed to helping individuals and families manage their financial lives through thorough financial planning aimed at supporting various aspects of life such as family, health, and home. He holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Alexander participates in several organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends and watching movies.

Jonathan Gibson is a financial advisor with Merrill in Peoria, IL, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked for Marine Bank & Trust, part of United Community Bank, from 2013 to 2020. 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.

Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.

Susan Elizarraras is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, she had roles at the East Central Illinois Area Agency on Aging, Petco, and Advocate BroMenn Medical Center. Outside of her advisory work, she is a travel agent consultant for InteleTravel. 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 institutions.

Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after spending eight years as a business consultant. Eric holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Over his career, Eric has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and retirement income. He applies a thorough approach to client strategies, drawing from his engineering background to keep recommendations simple and understandable. Eric lives in Lincoln, Illinois with his wife and their four children. He is active in his community, serving as Chairman of the Abraham Lincoln Memorial Hospital Foundation, a board member of Memorial Health, and a trustee for Lincoln College. Additionally, he coaches youth sports teams and has held leadership roles in local organizations including the Lincoln/Logan County Chamber of Commerce and Logan County Leadership Academy.

Carolyn Davis is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2000. 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.

Dominick Leali is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2018 and is a Chartered Financial Analyst (CFA) charterholder. Prior to his current role, Dominick worked for two years as an Equity Research Associate covering the Healthcare and Financial industries. Dominick holds a Bachelor's degree in Economics from Kenyon College, where he also spent a year studying at the London School of Economics and Political Science. He earned a Master of Science in Finance from the Olin School of Business at Washington University in St. Louis. In addition to his CFA designation, he holds the Personal Investment Advisor (PIA) credential. Dominick's client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of his professional responsibilities, Dominick is involved with the Peoria Academy. His personal interests include biking, chess, cooking, hiking, table tennis, and tennis.

Robert Young Jr. is a financial advisor with Merrill in Peoria, IL, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BBE&T LLC, an entity established to manage personal asset protection related to a short-term rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Kimberly Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. After a 13-year career as an executive of a large national consumer retailer, she joined Merrill in 1996. She has served as Resident Director for the firm and led the Central Illinois Professional Development Program for Merrill Financial Advisors. Kim holds the Certified Financial Planner (CFP®) certification, the Chartered Retirement Planning Counselor™ designation, and the Retirement Benefits Consultant (RBC) title. She completed her master's degree in financial planning through the College for Financial Planning and earned her bachelor's degree from Bradley University. Kim serves as an advisor to the Bradley University College of Health, Education and Sciences and is a member of the Peoria Women's Club. Her client focus areas include corporate executive services, education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of her professional work, Kim enjoys horseback riding, sewing, and spending time with her family. She and her husband live in Germantown Hills on a horse hobby farm and actively participate in horse shows and family activities.

Mc Kenna Richardson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Richardson worked at Morton Community Bank and Commerce Bank. Outside of finance, Richardson has held roles in the hospitality sector, including positions at The Forge Steakhouse and West Dublin Pub. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Morgan Ferrenburg is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2021, he worked in various roles including positions at Illinois State University and Heartland Community College. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1978 and holds Series 7 and 66 FINRA registrations. Michael holds the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations, and he earned a Bachelor's degree in Finance from Northern Illinois University. Michael works with clients on estate and succession planning, investment portfolio management, and education regarding investment holdings, performance, and risk. As a specially qualified Senior Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, and tax minimization. He is involved in several community organizations, serving as a board member emeritus for the Salvation Army of Peoria, Illinois, and co-founding the Greater Peoria Chess Foundation, on whose board he serves. Michael has coached youth soccer and chess and is actively involved with Easter Seals, St. Thomas Church, and St. Vincent de Paul Society. He resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.

Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation and completed both his Bachelor's degree and Master of Business Administration (MBA) at Millsaps College. Stephen's role focuses on helping individuals and families make the most of their financial resources by listening to their needs and providing clear, straightforward guidance. By simplifying complex decisions, he aims to give clients greater confidence in their financial direction.

Laura Kuehn is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2008 and has worked at Bank of America, N.A. since 2014. Outside of her advisory role, she participates in the 85 Broads Global Women's Network, a professional organization that facilitates networking and volunteer opportunities among women. 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 institutions.

Melissa Shacklett is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1993. 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 developed by internal and third-party managers.

Jeremy Kellem is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill in 2014. Jeremy works closely with families, corporate executives, dental practices, and specialty physician groups to develop financial strategies that address wealth accumulation, retirement planning, and business transitions. His approach includes goals-based wealth management, retirement income strategies, and retirement plan design for businesses. Jeremy holds a Bachelor of Science degree in Accountancy from the University of Illinois’ College of Business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial services, Jeremy worked as a Certified Public Accountant, gaining experience as an income tax preparer, auditor, and QuickBooks consultant. Outside of his professional work, Jeremy is active in his community in Peoria, Illinois. He has served on the boards of the Peoria Symphony Orchestra and ArtsPartners of Central Illinois, and has been a Peoria Chamber of Commerce Ambassador. He enjoys running and has participated in the Chicago Marathon and multiple half marathons. Jeremy lives with his wife, Dawn, and their two sons.

Mary Moehlenhof is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Previously, she was employed at Benjamin F. Edwards & Company, Inc. for 11 years and spent one year with the Catholic Diocese of Peoria. 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 plans, corporations, and charitable organizations.

Mark Robben is a financial advisor with Merrill, holding a Series 66 designation and 29 years of industry experience. He has been with Merrill since 1997. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Katrina Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2009 and holds a Series 7 and 66 FINRA registration along with the CERTIFIED FINANCIAL PLANNER® certification. In her role, Katrina works with new and existing clients to define and prioritize financial goals, developing and maintaining achievable financial strategies. She assists clients with estate and succession planning, investment portfolio management, and helps them understand their investment holdings, performance, and associated risks. As a Portfolio Manager, Katrina manages discretionary personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Katrina holds a Bachelor's degree in Business Administration from Southern New Hampshire University, as well as a Master's degree in Financial Planning from the College for Financial Planning Institutes Corp. She also earned an Associate's degree from Illinois Central College and completed her high school education at Richwoods High School. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Peoria with her two sons, Remington and River, Katrina is actively involved in her community. She volunteers by coaching soccer and participates in local charities including Almost Home Kids - Peoria, Easter Seals, OSF Cancer Institute, Salvation Army, and St. Jude. In her free time, she enjoys reading, planning travel adventures for her family, biking, running, and spending time with her family.

Kylee Link is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, she worked at Great Western Bank and Kay Jewelers. 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 supported by internal and third-party investment teams for a range of individual and institutional clients.

Donald Atut is a Senior Resident Director at Merrill, where he has worked for 27 years. In his role, he focuses on personalized wealth management strategies that reflect each client's life priorities and financial goals. He serves a select group of clients, including business owners, executives, retirees, and families, providing tailored advice across areas such as college education planning, corporate retirement plans, divorce transition planning, equity compensation services, family wealth management, institutional consulting, and tax minimization. Mr. Atut began his financial career after gaining experience building and selling a business, joining Merrill Lynch Wealth Management in 1995. Since 2013, he has been part of the Atut, Scanlon, and Spayth team, known for its commitment to cultivating strong relationships with clients and delivering focused, comprehensive advisory services. He holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Moraine Valley Community College. Outside of his professional work, Donald Atut is engaged in community service and volunteers with local organizations. His personal interests include baseball, biking, cooking, hiking, racquetball, and traveling.

Gavin Mitchell is a Financial Advisor with Merrill Lynch Wealth Management and a partner of the Mitchell Miller Group in Peoria, Illinois. He began his career with Merrill in 2016 as an intern and has since progressed to his current role, where he focuses on assisting families through complex financial transitions such as job changes, retirement, and inheritances. Gavin leverages the global resources of Merrill and Bank of America to support every client relationship and is part of a multigenerational team that emphasizes a disciplined, goal-based wealth management approach. Gavin's expertise encompasses education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, as well as socially responsible and ESG investing. He works closely with clients to align their financial plans with their lifestyle, income, and goals, focusing on comprehensive planning rather than solely on investing. His career experience is supported by a Personal Investment Advisor (PIA) designation and a bachelor's degree in Enterprise Leadership from the University of Iowa. Outside of his professional role, Gavin is active in his local community, participating in organizations such as the Multiple Sclerosis Council, Young Professionals of Greater Peoria, the Germantown/Metamora Rotary, and the Germantown/Metamora Chamber of Commerce. He resides in Germantown Hills with his wife, Leah, and their son, Colson.

Jennifer Gulley is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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.

Curt Curtis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Curtis works collaboratively with clients to develop comprehensive financial plans that align with their individual goals and values, leveraging the global resources of Merrill and the banking services of Bank of America. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Curtis earned a high school diploma from Manual High School, an associate's degree from Illinois Central College, and a bachelor's degree from Eureka College. Outside of his professional role, he is involved with St. Jude and enjoys cooking, music, and spending time with his family.

Kory Barlow is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank. 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.