Michelle Vance is a financial advisor with Merrill in Pepper Pike, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch since 1996. Outside of her advisory role, she serves as the executor of the Estate of Teddy R Vance. 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, providing model-based and discretionary strategies for individuals, high-net-worth clients, and various institutions.

Christine Geissinger 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Joseph Hiller is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services LLC, John Ertz, and PNC Investments. Merrill, along 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.

John Krieger is a financial advisor with Merrill in Pepper Pike, Ohio, holding Series 63 and Series 65 designations and 42 years of industry experience. He has worked at Merrill since 1984 and at Bank of America, N.A. since 2011. Krieger serves as an officer at The Country Club in Pepper Pike, where he presides over membership meetings and helps set board meeting agendas. 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.

Hannah Chen is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas such as education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Ms. Chen holds a Bachelor's Degree from Fudan University and a Master's Degree from Case Western Reserve University. She also completed an Accredited Certificate Program at Yale University. She has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to her current role, Ms. Chen worked for 12 years in medical research. She is involved with professional organizations such as Merrill Lynch and participates in community activities with Bethel Cleveland and Bible Study Fellowship. She speaks both English and Chinese.

Corey Kimble is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been building his career since 2011. In his role, Corey assists clients by developing comprehensive wealth management strategies that address individual needs. He focuses on engaging closely with clients to support their financial goals, including corporate executive services, family wealth management, investment consulting for defined contribution plans, personal retirement planning, portfolio management, and small business strategies. Corey holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Chartered Retirement Planning Counselor (CRPC). He is also a qualified Portfolio Manager, managing personalized or defined investment strategies that may involve individual stocks and bonds, Merrill model portfolios, and third-party investment options. He earned an Associate's Degree from Lakeland Community College. Residing in Gates Mills, Ohio, Corey lives with his wife Gabrielle and their daughter. Outside of his professional duties, he enjoys spending time with family and friends, participating in sporting events and concerts, and engaging in various personal interests such as baseball, basketball, cooking, football, golfing, hiking, music, running, and traveling.

Harry Newmark is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving Private Clients. He has been with Merrill since 2007 and brings over 30 years of experience in the financial services industry. His work focuses on areas including Corporate Executive Services, Equity Compensation Services, Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. Harry holds a bachelor's degree in Economics and an MBA from Case Western Reserve University. He is a Personal Investment Advisor (PIA). Throughout his career, he has assisted institutional and individual clients across the United States in structuring risk management financial strategies. Harry emphasizes understanding investor concerns and setting appropriate financial goals. Based in Northeast Ohio, Harry and his wife Kimi have four grown children. They are active in their Temple, where Kimi serves as the Director of Youth. Harry also mentors the next generation through youth and summer camp programs. His personal interests include music, photography, reading, and spending time with his family.

Denise Zalewski is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1999. 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.

David Palumbo is a financial advisor with Merrill holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Raymond James & Associates, Cetera Advisor, Ameriprise Financial Services, and Fidelity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 teams.

Linda Hanek is a Series 66-registered financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 1999. 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, retirement plans, corporations, and charitable organizations.

Sean Dougherty is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Miami University and completed his high school education at Chagrin Falls Exempted Village Schools.

Thomas Detoro serves as the Resident Director and Wealth Management Advisor at the Canfield, Ohio office of Merrill. He collaborates with families across the Mahoning and Shenango Valleys and other regions, focusing on a comprehensive, goals-based wealth management process that is tailored to clients' long-term objectives. Prior to his current role, he was the Associate Resident Director in the Hermitage, Pennsylvania location for five years before consolidating operations with the Canfield office. Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Youngstown State Penguin Club. In addition to his professional responsibilities, Tom serves on the Board of Directors for the United Way of Mercer County and Whole Life Services, Inc., both located in the Shenango Valley. A lifelong resident of the Mahoning Valley, he currently lives in Boardman with his wife, Katie.

Patrick Mckelvey is a Wealth Management Advisor with the KMM Group at Merrill Lynch Wealth Management. He provides financial advising and planning services to high net worth individuals and families, focusing on creating comprehensive family wealth plans that incorporate asset allocation and liability management as key components of the group's wealth management platform. Patrick began his career at Merrill Lynch as an intern in 2011 and joined the KMM Group as an Investment Analyst upon graduating from Elon University in 2012 with a bachelor's degree in Finance. He was promoted to Financial Advisor in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Patrick’s expertise includes family wealth management strategies, liquidity management, retirement income planning, and portfolio management services. Patrick resides in Chagrin Falls, Ohio, with his wife and two children. Outside of his professional work, he enjoys cooking, golfing, spending time with his family, and traveling. In 2022, he was named to Forbes’ “Top Next-Generation Wealth Advisors Best-in-State” list.

Alexandria Michel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked in education at Open Door Christian School, Brunswick City Schools, and Buckeye City Schools. 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 accounts.

James Egan is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fifth Third Securities and Fifth Third Bank. 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.

Ryan Ketvertis serves as Senior Resident Director at Merrill, where he provides wealth management services tailored to the unique ambitions and priorities of his clients. He specializes in areas including divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and investment consulting for defined contribution plans, among others. Ryan utilizes a disciplined process that considers all aspects of a client's life and business to develop customized financial strategies, with a focus on regular reviews to ensure alignment with clients' evolving goals. Ryan joined Merrill in 2007 after a career in real estate and works as part of a team with over 50 years of combined industry experience. He holds a Bachelor of Science degree in Marketing from John Carroll University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Ryan is involved in coaching community youth sports programs. His personal interests include biking, golfing, spending time with family, and traveling.

Robert Teren is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building durable and repeatable wealth management strategies tailored to clients' objectives whether they seek to grow, protect, or generate income from their assets. His approach to wealth management is consultative and objective, emphasizing transparency, communication, and long-term relationships. Robert has over 25 years of experience in the financial industry. Before joining Merrill Lynch in 2007, he spent 15 years in commercial and residential finance. His expertise includes managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He offers clients recommendations on asset allocations that reflect their income and growth expectations, along with discussions on investments, retirement, estate planning services, and tax minimization strategies. Robert holds a Bachelor's Degree from the University of Wisconsin and is a graduate of the London School of Economics. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Robert and his wife, Sofia, are involved in civic and charitable organizations and live with their two children. Robert is also a four-time finisher of The Boston Marathon and an avid triathlete.

Daryl Martin is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fidelity Investments, Bank of America, and E*TRADE. Outside of his advisory role, Martin owns DKM Capital LLC, a business focused on purchasing, renovating, and reselling physical real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

John Evans II is a Wealth Management Advisor with the KMME Group at Merrill in Pepper Pike, Ohio. He specializes in providing planning, advice, and portfolio management strategies to high net worth families and institutions. John holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations, focusing on strategic asset allocation, manager selection, and portfolio construction. Before joining Merrill, John was a Partner at a Cleveland-based institutional consulting firm where he worked with endowments, foundations, nonprofits, and pension plans. He started his career at Goldman Sachs in New York, spending seven years there and most recently serving as Vice President and Portfolio Manager for foundation and endowment clients across the United States. John graduated magna cum laude with a Bachelor of Arts in Economics from the University of Pennsylvania. He and his wife reside in Chagrin Falls, Ohio, and they have three children. His personal interests include fishing, golfing, hunting, and traveling.

Brian Gehlbach is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2018 and previously spent two years with The Friendship Foundation. Merrill 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.