Kirk Cunningham is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he advises entrepreneurs and C-suite executives on managing their personal balance sheets, offering guidance on investments, credit, philanthropy, and estate planning services. Before joining Merrill, Kirk spent 12 years as an Investment Specialist at J.P. Morgan’s Private Bank, where he managed portfolios and provided investment solutions for clients. Prior to that, he held a similar position at Goldman Sachs & Co. Kirk holds a Bachelor’s degree from the University of Notre Dame and an M.B.A. in Finance with a focus on Investment Management from Indiana University. He has earned the Personal Investment Advisor (PIA) designation.

Christiaan Webb is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and Merrill since 2010. 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.

Robert Bodmer is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst (CIMA) and Certified Plan Fiduciary Advisor (CPFA) designations, recognizing his expertise in investment management and retirement benefits consulting. Robert brings over two decades of experience, having joined Merrill Lynch in June 2000, and specializes in managing portfolios through personalized and defined strategies that incorporate individual securities, Merrill model portfolios, and third-party investments. As a Senior Portfolio Manager, he has the flexibility to manage client assets on a discretionary basis and collaborates with other Merrill Advisors to extend his strategies to a broader client base. Robert has professional experience in both profit and non-profit sectors and holds a bachelor's degree from the University of Tampa. His practice focuses on working with affluent families, corporate executives, and business owners to address financial goals such as retirement planning, family wealth management, college education funding, and portfolio management services. He integrates financial strategies including tax-efficient investments, discretionary money management, and risk management in coordination with specialists at Bank of America and Merrill. In addition to his professional role, Robert participates in community outreach initiatives with Bank of America. He enjoys outdoor activities such as biking, boating, camping, and fishing. His approach emphasizes developing personalized financial strategies to pursue clients' long-term objectives through one-on-one collaboration.