Mitchell Levin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at TCF Bank. Levin is currently based in Wayzata, MN. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Theodore Krumholz is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, NorthMarq Capital, Day Plumbing, and Bank Midwest. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Van De Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1999 and serves a select group of individual and corporate clients. Thomas works with clients on a wide range of financial matters including investments, estate planning strategies, retirement forecasting and planning, as well as credit and lending through Bank of America, N.A. He aims to create customized financial strategies that address the unique complexities of each client's situation. Thomas holds a B.A. in Religion and Philosophy from St. Olaf College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on areas such as college education planning, legacy planning, LGBT wealth planning, retirement income, portfolio management, and socially responsible investing among others. He is active in the Twin Cities community, volunteering with organizations like Habitat for Humanity, SWWS Booster President, and Wishes and More. Thomas lives in Minneapolis with his wife Sara, their three children, and a golden retriever named Mylo.

Madeline Thun is a Series 66-licensed advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. for seven 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tracy Manson is a financial advisor with Merrill in Wayzata, MN, holding Series 63, 65, and 66 credentials and having 32 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 a range of model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jayne Bushman is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1993 and brings over a decade of prior experience owning her own business. Jayne focuses on a range of wealth management services including retirement planning, portfolio strategy, and estate planning. Jayne holds several professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed her high school education at Windward School for Adults. Her client focus areas include education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Jayne is actively involved in community volunteer efforts, including health-related fundraising initiatives and education. She supports the Tim Rasmussen Foundation. Her personal interests include boating, hiking, photography, skiing, soccer, and traveling.

Donald Hutson is a financial advisor with Merrill in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill since 1985 and also has a 15-year tenure with Bank of America, N.A. There are no other business activities reported. 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.

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Jeanne Rosengren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1986 as a securities analyst and transitioned to wealth management in 1998. Jeanne provides advisory services to high-net-worth families and small companies, focusing on family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She utilizes the resources of Merrill Lynch to assist clients in clarifying their financial goals, investment selection, and asset allocation strategy. Jeanne holds a Bachelor's Degree from St. Cloud State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience includes advising individuals and multigenerational families on retirement planning, education funding, wealth transfer, and wealth preservation. Jeanne is a member of the Children’s Legacy Advisors board. Active in her community, Jeanne has supported nonprofit organizations such as Interfaith Outreach and Community Partners, Benilde St. Margaret’s School, and Susan G. Komen, including speaking on breast cancer awareness related to her personal experiences. She resides in Plymouth, Minnesota with her husband, Steve, and their three adult children. Jeanne enjoys spending time with her family, tennis, and traveling.

Martha Lewin is a financial advisor at Merrill with Series 63 and Series 66 designations and 35 years of industry experience. She has been with Merrill since 1988. 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.

Peter Vickery is a financial advisor at Merrill with Series 63 and Series 65 designations and 47 years of industry experience. He has been with Merrill since 1978 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a City Council member for Minnetrista, Minnesota. 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, pensions, corporations, and charitable organizations.

Brendan Skarda is a Financial Advisor with the A&V Wealth Management Group at Merrill Lynch Wealth Management, based in the Minneapolis office. He holds the designation of CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA), guiding clients through complex financial decisions by integrating personalized advice with the capabilities of Merrill and Bank of America. Brendan specializes in college education planning, legacy planning, and personal retirement planning. Prior to his current role, Brendan worked as a Corporate Banking Analyst within Wells Fargo's Financial Institutions Group, where he supported financing activities, relationship, and portfolio management across asset management and insurance verticals. He assisted Fortune 500 and Middle Market companies in achieving their financial and strategic goals. He joined Merrill in 2024 as a Wealth Management Client Associate and transitioned to a Financial Advisor role in 2026. Brendan earned a Bachelor of Arts in Economics with a minor in Finance from Tufts University, graduating Cum Laude. During his time at Tufts, he played Varsity Men’s Hockey, earned all-academic NESCAC honors, and participated in the Tufts Financial Group. Outside of his professional work, Brendan enjoys spending time with family and friends, coaching Minnetonka Bantam AA youth hockey, fishing, golfing, ice hockey, and pickleball.

Max Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015 as a member of The Boyd Team. He specializes in developing tailored wealth management strategies for affluent individuals to help them achieve their unique financial goals. Max offers a range of services including budgeting, investment education, trust and estate planning, alternative investments, and tax-minimization strategies. He focuses on client segments such as Corporate Executive Services, Family Wealth Management, Legacy Planning, Managing New Wealth, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Max earned a bachelor's degree in economics and labor and employment relations from Pennsylvania State University, where he graduated with high distinction. During his university years, he played on the varsity hockey team and was actively involved in THON, an organization dedicated to raising funds and awareness for pediatric cancer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in St. Louis Park, Max continues his community involvement through volunteer coaching with Minnetonka Youth Hockey. In his personal time, he enjoys playing hockey, golf, tennis, and spending time outdoors with his family.

Michael Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he offers a comprehensive approach to managing wealth. He works closely with clients and their families to understand their financial situations and priorities, developing customized wealth management strategies that adapt to changing market conditions. Michael provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. He has built and leads the Levitt Wealth Management Group, assisting clients and their families or businesses in achieving a range of financial objectives. Michael specializes in areas such as divorce transition planning, family wealth management, investment consulting for defined contribution plans, legacy planning, managing new wealth, retirement planning, small business strategies, tax minimization, and retirement income. His expertise has been recognized by Forbes and Shook Research, including a 2022 ranking as a Top Next Generation Wealth Advisor Best in State. Michael holds a Bachelor's Degree from the University of Minnesota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Russian and is involved in community organizations. Outside work, Michael enjoys biking, hiking, running, and playing table tennis.

Kent Scholten is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on developing strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and financial goals. Kent partners with individuals, families, and business owners to help them pursue both short- and long-term objectives through a consultative and relationship-driven approach. His areas of expertise include investments, retirement planning, estate planning, philanthropy, corporate benefits, education planning, personal retirement planning, special needs planning strategies, and retirement income. Kent holds a bachelor's degree in Economics from the University of Wisconsin-Madison and holds the Personal Investment Advisor (PIA) designation. Kent has been actively involved in community initiatives, serving in board and leadership roles with Hammer Residences, Hammer Travel, and the Minnesota Council on Economic Education. He also volunteers at Mount Olivet Lutheran Church, where he is a member. Kent and his family reside in Excelsior, Minnesota.

Tatiana Soto is a financial advisor at Merrill with Series 63 and Series 65 credentials and 21 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Leif Engen is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial planning and investment management services. Leif holds a Bachelor's Degree from Gustavus Adolphus College.

Brett Oslund is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. He also has a 15-year tenure at Bank of America, N.A. 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 strategies from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Lawrence is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill since 2000 and is also affiliated with Bank of America, N.A. since 2009. Outside of his advisory work, he serves as treasurer for Branch Church in Shorewood, Minnesota, where he manages budgeting and bill payments. Merrill, together 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with portfolio implementation tailored to client needs.

James Bowe is a Senior Financial Advisor at Merrill Lynch Wealth Management and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He began his career in 1997 and has over 29 years of experience helping individuals and families build financial strategies. His approach emphasizes clarity, confidence, and creating long-term value tailored to each client's needs. James's financial philosophy is centered on generating a rising income stream through dividends. Utilizing proprietary analysis, historical data, and extensive research from Merrill, he develops customized strategies aimed at helping clients achieve and exceed their financial goals. He regularly reviews portfolios to ensure alignment with evolving objectives, risk tolerance, and life changes. A graduate of Brown Institute, James resides in Plymouth with his wife and son. He remains active in his community through volunteer work with organizations such as Interfaith Outreach & Community Partners and Second Harvest Heartland. Previously, he has also coached hockey and baseball.