Timothy Kane is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 27 years. He serves as the senior partner in the Kane Fasanello Group, specializing in family wealth management strategies, services for endowments, foundations, and non-profits, as well as managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and retirement income. Tim also oversees the professional money managers used by many high-net-worth clients and provides portfolio management services, designing and managing investment strategies customized for clients' goals. He works closely with clients' accounting and legal advisors and with governing boards of not-for-profit organizations to implement comprehensive investment strategies that comply with regulatory requirements. Before joining Merrill Lynch, Tim practiced law with one of Buffalo's largest law firms. He holds a Juris Doctorate from Saint Louis University School of Law, graduating cum laude, and a Bachelor's Degree from Cornell University. Tim is a qualified Portfolio Manager at Merrill Lynch and holds the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Bar Association of Erie County and several country clubs in Buffalo. Tim has been active in the Western New York community, serving on the boards of Canisius High School, Cornell University, D'Youville College, the Irish Classical Theatre, and the Buffalo Club. His personal interests include boating, fishing, football, golfing, hiking, ice hockey, reading, running marathons, soccer, and traveling. In 2024, he was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of the Kane Fasanello Group.

Patrick Burke is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since January 1993. He specializes in providing wealth management services to high-net-worth families, businesses, non-profit organizations, and corporate clients. His advisory work encompasses traditional investing with a risk management approach, acquisition financing, estate planning, and philanthropic goals. Prior to his current role, Patrick was a Credit Manager at Norwest Financial, where he advised clients on liability management needs. Patrick graduated in 1989 from Virginia Polytechnic Institute with a B.S. in Business Management. He completed the Business Executive Education program at Wharton and earned his Certified Investment Management Analyst (CIMA) certification in 2007. Additional professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include family wealth management, corporate executive services, retirement income planning, and services for endowments, foundations, and non-profits. Residing in Mt. Vernon, VA, Patrick has been active in his local community since 2007 as a soccer and basketball coach at the Lee Mt. Vernon Sports Club. He is also a classic car enthusiast and enjoys sports such as football, basketball, soccer, boxing, ice hockey, and adventure sports. Patrick emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.