Huimin Shi is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Merrill, Shi worked at Bank of America and JPMorgan Chase Bank. Outside of advising, Shi is a co-owner of a family rental property business. 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 clients including individuals, high-net-worth investors, and institutional entities.

Meghan Broderick is an Associate Resident Director at Merrill, where she has worked since 2007. She began her career after graduating from Indiana University with a Bachelor's Degree in 2009 and has experience working in both the Indianapolis and Cincinnati offices. Meghan focuses on building multi-generational relationships with families and assisting business owners with the structuring and servicing of employer-sponsored retirement plans. Her areas of client focus include employee benefits planning, family wealth management strategies, personal retirement planning, philanthropic planning, tax minimization, and retirement income. She holds the Series 7 and 66 FINRA registrations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and the Certified Plan Fiduciary Advisor (CPFA™) designation. Meghan also holds professional titles including Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). She is a graduate of Indiana University and attended Saint Ursula Academy for high school. Meghan is a member of professional organizations such as Business Networking International (BNI), Kenzie's Closet, and Pi Beta Phi Fraternity. Meghan lives in Cincinnati with her husband Adam and their two children. She actively volunteers with organizations including Freestore Foodbank, Kenzie's Closet, Our Daily Bread, and her women's fraternity Pi Beta Phi. Meghan enjoys spending time with her family and participating in activities such as biking, cooking, football, music, reading, traveling, and volleyball.

Douglas Galloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving affluent families of success and complexity since 2012. Douglas provides advice and guidance to executives, small business owners, and families, aligning clients' investments with their life goals through personalized planning processes. His professional career spans 13 years, including experience from small start-ups to international business and wealth management. Douglas employs risk management strategies to help clients pursue their financial objectives. His client focus areas include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. Douglas holds a Bachelor's Degree from the University of Kentucky, an MBA from the Williams College of Business at Xavier University, and is a Personal Investment Advisor (PIA). He also participates in community activities, volunteering with organizations locally. His personal interests include boating, camping, cooking, fishing, gardening, hiking, hunting, reading, skiing, and traveling.