Lu Ann Losito is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and specializes in personal retirement planning, portfolio management services, and retirement income. Lu Ann works with clients to build wealth management strategies tailored to their individual needs, focusing on understanding their life priorities and collaborating to create personalized financial plans. Her professional background includes over 20 years in finance, following a 16-year career in radio. Lu Ann holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her High School Diploma from Herkimer High School. Outside of her professional work, Lu Ann enjoys cooking, golfing, and music. She and her team are actively involved in their communities, dedicating time and resources to support charitable organizations such as United Way.

Donna Burnett is a financial advisor with Merrill in Utica, NY, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael McGill is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 23 years of industry experience to his role. Since joining Merrill in 2010, he has focused on helping clients pursue their financial goals through personalized wealth management strategies. Michael works with clients on a variety of areas including college education planning, divorce transition planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, and small business strategies. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Natick High School. Michael is also affiliated with the American Legion Post 1376 in New Hartford, NY. In addition to his professional commitments, he participates in charitable golf events. Outside of work, Michael enjoys numerous outdoor activities such as adventure sports, baseball, billiards, boating, fishing, golfing, ice hockey, reading, skiing, and traveling.