Elijah Schulz is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, personal retirement planning, and retirement income. Elijah holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Pepperdine University. He began his career at Merrill Lynch Wealth Management in 2025 and earned his CRPC designation in 2026. Outside of work, Elijah enjoys baseball, basketball, pickleball, surfing, and spending time with his family.

Alexandra Grenier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She started her career at Merrill Lynch in 2005 as part of The Grenier Group and became a full-time member of her father's team in 2007. Alexandra focuses on developing financial strategies and providing a broad range of financial and investment services to assist clients in achieving their short- and long-term financial goals, including retirement and portfolio development. She utilizes advanced resources and technology and collaborates with a network of specialists to integrate all aspects of a client's financial life. Alexandra holds a bachelor's degree in Economics from the University of Washington and a master's degree in Personal Financial Planning from the College for Financial Planning. Her professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). These credentials reflect her commitment to the field of financial planning and retirement counseling. In her personal time, Alexandra enjoys golfing, spending time with her family, watching movies, and practicing yoga.

Tammy Cole is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2013. She specializes in creating wealth management strategies tailored to individual client needs, focusing on areas such as college education planning, legacy planning, liquidity management, retirement income, socially responsible and values-based investing, and portfolio management. Tammy emphasizes understanding life priorities to develop personalized financial plans that align with clients’ goals and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tammy earned a High School Diploma/GED from Everett Community College and a Bachelor's Degree from Western Governors University. She is involved in professional and community organizations such as P.E.O., Rotary Gig Harbor North, Housing Hope, and has previously served on the Metro Parks Tacoma BRAAC Board. Outside of her professional work, Tammy dedicates time to volunteering and engaging with community organizations. Her personal interests include camping, fishing, hiking, hunting, music, reading, running, scuba diving, traveling, and yoga.

Matthew Weber is a Financial Advisor at Merrill Lynch Wealth Management, focusing primarily on retirement plans. He joined Merrill after six years of experience with a third party administrator specializing in Qualified Retirement Plans. Matthew has expertise in ERISA Law and testing procedures of Qualified Plans. He completed the Certified Plan Fiduciary Advisor® Program in 2020 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew earned his Bachelor's Degree from Central Washington University. Matthew works closely with plan sponsors and employees to help them meet their financial objectives, including managing new wealth, personal retirement planning, and small business strategies. Outside of work, he is involved in his son's education at Saint Pats elementary in Tacoma and spends time with his family, which includes an 8-year-old and a 15-month-old child. His personal interests include basketball, billiards, chess, and football.

Christopher Zuydhoek is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Tacoma, WA. 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.

Eric Zawilski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with families and businesses to help them achieve their financial goals by connecting all aspects of their financial lives. Eric holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows a disciplined process centered on understanding clients' financial situations and priorities to deliver tailored advice. His approach emphasizes prioritizing and pursuing the goals that matter most to clients, reflecting his commitment to excellent service.

David Zesbaugh is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Graham Trucking, Inc. and Pacific Freight Express from 2017 to 2021, and at NU-Way, Inc. from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kurt Chambers is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at AAA Missouri and AAA Washington. Outside of his advisory role, he serves as a referee for the Seahawks Flag Football League. 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 individual and institutional clients.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Alissa Stearns is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at notable firms including JP Morgan Securities LLC and Securian Financial Services. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group based in Puyallup, WA. 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, high-net-worth clients, and institutional investors.

Douglas Olmstead is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and leads The OZ Group, focusing on a client-centered, goals-based approach to wealth management. Doug and his team work with clients to develop tailored financial strategies in life, investment, and retirement planning, aiming to help clients identify and prioritize their evolving needs and goals. Before joining Merrill Lynch, Doug owned and operated a real-estate appraisal company for 10 years. He holds a Bachelor's Degree in Finance from Central Washington University. His areas of expertise include education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income, among others. Doug is actively involved in his community, serving on the Board of Directors for Puyallup St. Francis House and having served as Past President and Board member of Puyallup South Hill Rotary. He and his wife reside in South Hill Puyallup, where they raised their two grown children. Outside of work, Doug enjoys biking, boating, cooking, gardening, golfing, traveling, and spending time with his family.

Nikolay Terekhin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help them navigate complex financial situations and develop preparedness for various economic circumstances. Nikolay's personal experience includes moving to the United States in 2006 and facing the financial challenges of the economic crisis shortly thereafter, which informs his approach to advising clients. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Enlightium Academy. He is proficient in English and Russian.

Duane Wangler is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2011 and previously worked at Bank of America for eight years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Callalily Ferguson is a Series 66-licensed financial advisor with Merrill, based in Tacoma, WA, and has three years of industry experience. She previously worked at BDO USA, LLP for ten years and also spent time with Windermere Liberty Lake and Beauty Barrage LLC, where she represented and sold skincare, haircare, and makeup brands. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Susan Swope is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1984, concurrently working with Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Benjamin Witten is a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management in Olympia, Washington. He holds the Chartered Financial Consultant® designation awarded by The American College of Financial Services, along with other professional designations including Certified Plan Fiduciary Advisor® and Retirement Accredited Financial Advisor. He is also a Senior Portfolio Advisor in the Merrill Investment Advisory Program and maintains the Series 7 and 66 FINRA registrations and Washington State life and disability insurance licenses. Ben focuses on helping clients articulate and pursue their unique financial goals through estate and retirement planning strategies, investment management, and risk management. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments and non-profits, personal retirement planning, portfolio management, and socially responsible investing. He uses a goal-based approach to simplify the financial landscape for clients and aligns portfolios with clients' values and objectives. Born in the Bay Area and raised in Amsterdam, Ben moved to the Puget Sound area in 1989 and began his tenure with Merrill Lynch Wealth Management in 2015. Outside of his professional work, he enjoys boating, cooking, hiking, music, rock climbing, spending time with his family, and traveling.

Christopher Fuson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of investment industry professionals to deliver a full range of wealth management services, focusing on institutional client relationships. Prior to joining Merrill Lynch, Christopher worked with Morgan Stanley in their Los Angeles and Olympia offices. Since entering the financial services industry in 2003, Christopher has developed expertise in managing endowments, organizational liquidity, and benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Christopher holds a Bachelor's degree from the University of Southern California and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

John Power is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 2012. He co-leads the MPS Wealth Management Group and has been the Resident Director of the Tacoma office since 2020. John's professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He works with a diverse client base including doctors, lawyers, entrepreneurs, executives, and other professionals. John earned a Bachelor's degree in French and Political Science from the University of Portland and a Master's degree in International Relations with advanced study in conflict resolution from Syracuse University in 2012. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor (CPFA®) designation, and FINRA Series 9 and 10 registrations. John is a member of the Bellarmine Alumni Association. Outside of his professional responsibilities, John is active in his local community and non-profit organizations. He is fluent in English, French, and Spanish, stemming from his extensive travels to Europe, South America, and Africa. John enjoys golfing, reading, playing soccer, and spending time with his family.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. 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 individual and institutional investors.

Kevin Reed is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cale Robinson is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011, as well as Wells Fargo Investments from 2005 to 2011. 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 managers for a variety of client types including individuals and institutions.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, retirees, business owners, and multigenerational families to build, preserve, and transfer wealth through personalized financial planning and investment guidance. He focuses on family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Since joining Merrill Lynch in 2018, Joshua has helped clients navigate retirement, major life transitions such as loss of a loved one, divorce, or inheritance, and wealth transfer strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, Joshua is proud to serve the community he has called home his entire life. Outside of his professional role, he enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.