Steven Wickstrom is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He collaborates with high net worth families, individuals, and successful business owners to develop and review financial goals, providing personalized wealth management strategies that address various client needs including retirement planning, legacy planning, and portfolio management. His approach involves working closely with clients to create a financial strategy tailored to their long-term objectives. Steven holds a Bachelor's Degree from The Ohio State University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with professional organizations such as the National Association of Plan Advisors and FINRA. He participates in local community events and expresses an interest in activities such as cooking, fishing, golfing, hunting, running, and watching movies.

George Poleondakis is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients to help them manage and grow their wealth. The information provided does not include specific details about his experience, areas of expertise, education, credentials, or personal interests.

Angela Marsh is a financial advisor with Merrill in Westlake, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch since 2000. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Slyman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He leads Slyman Wealth Management, focusing on developing customized wealth management strategies tailored to individual client financial goals. John is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He graduated from Cleveland State University with a Bachelor's degree in Finance and is a graduate of St. Edward High School. From 2019 through 2024, John has been recognized on Forbes' "Best-in-State Wealth Advisors" list. He is committed to providing appropriate wealth strategies and clearly communicating these to clients, supported by an experienced team. Outside of his professional career, John is a former board member of the St. Edward High School alumni association. He resides in Westlake with his wife Elisa and their children, Jaeden and Eliana. His personal interests include baseball, fishing, football, golfing, hiking, reading, running, skiing, and spending time with his family.

Steve Lull is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, also working with Bank of America since 2022. 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.

Jamelie Hartman is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Merrill from 2004 to 2006 and Bank of America, N.A. since 2025. 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 plans, corporations, and charitable organizations.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

Jennifer Nida is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2014. Jennifer also worked at Bank of America, N.A. starting in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Alfonso Messina is a Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience assisting individuals and families in achieving financial security and growth. He specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Alfonso holds a Bachelor's Degree from Fordham University and has earned the Personal Investment Advisor (PIA) designation. He is fluent in both Italian and English. He emphasizes clarity and follow-through in financial conversations, aiming to make complex financial concepts accessible and meaningful for his clients. Outside of his professional role, Alfonso enjoys cooking, gardening, golfing, and soccer.

Michael James is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017. Prior to that, he spent eight years with Manis Realtors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

W Cox is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 36 years of experience to his role. Since joining Merrill in 1986, he has focused on helping individuals and families build and manage wealth for retirement, developing customized strategies to achieve clients’ goals while managing risk. His approach includes regular portfolio reviews to address client needs and adapt to changing market and life circumstances. W Cox holds both a bachelor's degree and a master's degree from Case Western Reserve University and is a Personal Investment Advisor (PIA). He grew up in Chagrin Falls, lived in Shaker Heights for many years, and currently resides in Bratenahl with his wife. They have two grown daughters and one granddaughter. Outside of his professional work, W Cox has interests in baseball, biking, music, reading, running, scuba diving, skiing, spending time with family, traveling, and watching movies.

George Gerges is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has focused on providing comprehensive wealth management services by taking a holistic approach to clients' financial situations. George and his team work closely with clients on a range of areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. George earned a Bachelor's Degree in Chemical Engineering from The Ohio State University before starting his career at Merrill. He holds the Professional Investment Advisor (PIA) designation and utilizes the extensive resources and products available through one of the world's largest wealth managers to deliver consistent and objective financial advice. Residing in Rocky River, he is active in civic and charitable organizations. Outside of work, George enjoys playing golf, traveling, and spending time with his family.

Denise Neugebauer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over thirty years of experience in the financial services industry, focusing on managing new wealth, personal retirement planning, and portfolio management services. Denise works to develop personalized wealth management strategies tailored to clients' unique financial situations and goals. She holds FINRA Series 7, 63, and 65 registrations, Life Insurance and Variable Annuity licenses, and the CERTIFIED FINANCIAL PLANNER® (CFP) designation. Denise also earned a Bachelor's degree from the University of LaVerne and completed an Accredited Certificate Program at Nova Southeastern University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Denise grew up in Chagrin Falls and served four years stationed at Vandenberg Space Force Base in California during her enlistment in the U.S. Air Force. Outside of her professional life, she enjoys boating, running, and traveling. She is committed to building and maintaining strong relationships with clients to help them make important financial decisions.

Angela Specht is a financial advisor with Merrill in Westlake, Ohio, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. Outside of her advisory role, she is involved part-time with Mary Kay Cosmetics as a representative. 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 a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Scott Gehlbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement income, portfolio management services, and planning for special needs, endowments, foundations, and non-profits. Scott works closely with clients to develop personalized financial strategies tailored to their long-term goals and changing market conditions. He holds a Bachelor's Degree from The Ohio State University and maintains the professional designation of Personal Investment Advisor (PIA). Scott emphasizes a client-focused approach supported by Merrill's extensive resources to help clients pursue their envisioned futures. A native of Northeast Ohio, Scott lives in Rocky River with his wife, two children, and their German shepherd. He enjoys spending time with family and friends and is a Cleveland sports fan. His personal interests include boating, camping, fishing, golfing, hiking, music, racquetball, and skiing. Scott also actively participates in community volunteering in line with Merrill’s tradition of community involvement.

Scott Bauchmoyer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and joined Merrill Lynch in 2019. Scott focuses on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. With over 18 years of experience, Scott specializes in managing new wealth, personal retirement planning, and retirement income. He emphasizes a relationship-based approach, working closely with his clients to create customized plans that use the present to help secure their future based on their unique priorities. Scott holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Scott earned a bachelor's degree in Marketing from Miami University. He lives in Avon with his wife, Sadie, and their two children. Scott is active in his community and serves as the Secretary on the Board of Directors for Fedor Manor. He also dedicates time to volunteering with local organizations supporting seniors.

Alexander Ruiz serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he partners with clients to offer strategic, goal-based financial guidance aimed at building, protecting, and growing wealth with confidence and peace of mind. He focuses on a holistic approach to wealth management that connects all aspects of his clients' financial lives. With expertise in areas such as retirement planning, college education funding, legacy planning, liquidity management, and socially responsible investing, Alexander works closely with individuals, families, and businesses. He applies Merrill's goals-based wealth management methodology to translate complex financial concepts into clear and actionable strategies designed to preserve and grow wealth over time. Alexander holds a Bachelor's Degree from Case Western Reserve University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional duties, he values family, friendships, and maintaining a balanced life. His personal interests include baseball, cooking, football, music, and spending quality time with his family, which inform his emphasis on trust, consistency, and long-term relationships with his clients.

Karl Kniely is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates insights from Merrill with banking and lending solutions from Bank of America to provide flexible wealth management approaches responsive to changing market conditions. Karl holds a Bachelor's Degree from Cleveland State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He also participates in community organizations through volunteer work, reflecting Merrill’s tradition of engagement in the communities it serves.

Andrew Kaye is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients one-on-one to define their financial goals and develop portfolio strategies designed to pursue those objectives. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to specialized banking, credit, home financing, and small business solutions through Bank of America specialists. Andrew's expertise encompasses education planning, family wealth management strategies, personal retirement planning, and retirement income. He is dedicated to helping clients manage the complexities of financial priorities such as purchasing a home, funding college education, caregiving responsibilities, and healthcare planning. His approach focuses on understanding what matters to clients and their families to create tailored financial strategies. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Cleveland State University and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Andrew participates in community activities including First Tee Cleveland. His personal interests include golfing, tennis, yoga, and spending time with his family.

Dean Ducato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He draws on his background in Accounting to develop financial strategies for individuals, families, and companies, addressing various aspects including assets, liabilities, estate planning, trust planning, corporate financial services, and business sales. Dean works closely with a team of professionals whose collective experience in the financial services industry exceeds 100 years, providing clients with a comprehensive and collaborative approach to wealth management. Dean's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cleveland State University. His professional affiliations include the Cleveland State Marketing Association, Italian American Club, and Tau Kappa Epsilon. Outside of his professional work, Dean is involved in community efforts such as the Hunger Task Force. His personal interests include adventure sports, biking, boating, fishing, gardening, golfing, scuba diving, skiing, and traveling.