Anna Mc Cahill is a Series 66 licensed financial advisor with Merrill, based in Zionsville, IN. She has two years of industry experience and has worked with Merrill since 2021. Prior to her current role, she was affiliated with Indiana University and has experience related to community activities including involvement with the Franklin Family Aquatic Center and Franklin Community High School. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Beth Helm is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds a Series 66 designation. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Ryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern at Merrill following his time as a two-time captain of the football team at Ball State University. Since starting as a financial advisor in 2014, Connor has focused on business development and building trusted relationships with his clients, utilizing the firm's resources to deliver a comprehensive client experience. Connor holds a Bachelor's degree in Financial Planning from Ball State University and the Chartered Financial Consultant (ChFC) designation. His expertise includes corporate benefits, executive compensation, family wealth management, retirement planning, philanthropic planning, and portfolio management services. He is committed to serving public and private executives, business owners, and leaders, aiming to align financial strategies with their life goals. Outside of his professional work, Connor is involved with community organizations such as Habitat For Humanity, Ball State University, Make-a-Wish, and Soles4Souls. He enjoys adventure sports, fishing, football, hiking, reading, running, skiing, traveling, and spending time with his family. He resides in Indianapolis with his wife.

Jennifer Holland serves as the Resident Director of the Zionsville, Indiana branch office of Merrill and is a Financial Advisor with The Smith Ryan Group. In her role, she works closely with a select number of families, providing a holistic and customized wealth management approach that integrates clients’ goals and objectives into consolidated plans. This approach supports long-lasting relationships and generational wealth management. Jennifer began her career with Merrill in 1999 after earning a bachelor's degree from Indiana University. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the National Association of Women Business Owners (NAWBO). Based in Noblesville, Indiana, Jennifer lives with her husband, two sons, and their dogs. Outside of her professional responsibilities, she enjoys cooking, gardening, ice hockey, reading, soccer, and spending time with her family.

Justin Smith is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Merrill since 2002 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation, contributing to fundraising and volunteer activities focused on children with life-threatening conditions in Indiana. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader capital-markets platform and emphasizes tax-efficient strategies and manager selection in its service offerings.

Vincenzo Fabrizi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Merrill since 2022 and previously worked at RepuCare, Ahimsa, and DoorDash. Fabrizi serves as a board member for Butler University's Young Alumni Chapter, an unpaid role focused on alumni engagement, fundraising, and student connections. 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 plans, corporations, and charitable organizations.

Teng Huntington is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026 and has a background that includes academic roles at several universities and work experience in the private sector. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Leonardo Johnson is a financial advisor with Merrill in Zionsville, IN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at several firms, including Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of his advisory role, he serves as executor for a family estate, managing asset distribution and related duties. 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, and institutional investors.

Chris Statz is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2010. Outside of his advisory role, he is a general partner and managing member of Coco's Cute Things, LLC, a retail gift shop business. 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 plans, corporations, and charitable organizations.