Bloomington, MN Norman Center Dr Office

John Shrewsbury is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to that, he spent three years with various Federated entities, including Federated Investment Counseling. 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 both model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Jeffrey Pirk is a financial advisor at Merrill with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley, Strong Tower Wealth Management, and Wells Fargo Investments. Outside of his advisory role, he serves as Executive Director of Cities Alive, a nonprofit organization coordinating worship-related training events for churches and musicians. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for 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 institutional investors.

Ethan Quarandillo is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Merrill, he worked in retail and education, including positions at Milbern Clothing Company, Walmart, and local schools in Minnesota. 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 individual and institutional clients.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career over more than 25 years. As a partner of the BWA Wealth Management Group, he focuses on helping clients identify and pursue their financial goals through customized planning and portfolio strategies. Ben works with a broad range of clients managing executive compensation, family wealth, liquidity, retirement planning, investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in business finance from Augsburg College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ben resides in Lakeville, Minnesota. Outside his professional work, he is an active member of the Lakeville community and enjoys outdoor activities such as skiing, hunting, fishing, biking, boating, cooking, hiking, running, and soccer, as well as spending time with his family.

Mark Adkins is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has been with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tiffany Fahnhorst is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management for individuals, families, and business owners. With a career that began in residential real estate development, Tiffany transitioned to wealth management in 2007 when she joined her father's practice, developing a long-term, relationship-driven advising approach. She focuses on helping clients build, preserve, and transition wealth through disciplined planning and clear communication. Tiffany holds a Bachelor's Degree from the University of Colorado System and holds the Personal Investment Advisor (PIA) designation. She partners closely with her clients to simplify complex financial decisions, providing strategic guidance aligned with their goals, emphasizing trust built over time. Her client base primarily grows through personal introductions, reflecting the trust placed in her as a financial resource. Outside of her professional work, Tiffany is active in her community through involvement with the Edina Football Association and Our Lady of Grace Catholic Church. She is also a mother and engages in coaching football, playing tennis, volunteering, and spending time outdoors with her dogs.

Jacob Johnson is a Wealth Management Advisor at Merrill, serving clients by developing personalized financial strategies aligned with their long-term goals. He joined Merrill in 2022 and leverages sophisticated wealth management tools to create comprehensive plans addressing various aspects of clients’ financial lives. Jacob brings over a decade of experience in financial services, including roles in wealth management and leadership at several national banks and financial companies. His expertise encompasses college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, retirement income, philanthropic planning, and socially responsible investing. He holds a Bachelor of Arts degree in Political Science and Religion from Concordia College – Moorhead. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor™ and Certified Trust and Fiduciary Advisor designations. Residing in Eagan, Jacob lives with his wife, Marisa, their two daughters, and their golden retriever. In his personal time, he enjoys golfing and exploring local parks with his family.

Michelle Nelson is a financial advisor with Merrill in Bloomington, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2003. 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 with model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Erin Evans is a Series 66-licensed financial advisor with Merrill in Bloomington, Minnesota, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she holds a power of attorney position with an entity named L B. 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 a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies developed by internal and third-party managers.

Chad Bovee is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, also working through its affiliation with Bank of America since 2011. Outside of his advisory role, he serves as a part-time soccer referee for the Tonka United Soccer Association, a nonprofit organization. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Camisha Needom is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Ameriprise Financial Services, and Wells Fargo. Outside of her advisory role, she owns and operates a photo booth 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. The firm offers a range of model‑based and discretionary investment strategies supported by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor at Merrill with 31 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2016, previously spending two years at Morgan Stanley. 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.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career at American Express Financial Advisors while still in college and joined Merrill in 2007 to provide clients with a comprehensive range of services. He serves women, men, and multiple generations with significant wealth, often senior-level corporate executives, across Minnesota and 15 other states. His expertise includes managing complex financial situations involving concentrated company equity, restricted stock, grants, options, and strategies for hedging, cash flow, and tax minimization. His services address areas such as college education planning, executive compensation, portfolio management, retirement income, and tax minimization. Rob holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Finance from the University of St. Thomas. His practice involves continuous collaboration with clients from initial goal-setting to implementing and reviewing financial strategies. Rob holds the firm's Portfolio Manager designation, allowing him to manage personalized or defined investment strategies on a discretionary basis. Robert was named to the Forbes/SHOOK "Best-In-State Wealth Advisors" list in 2024 and 2025 and was previously recognized in Forbes' "America's Top Next-Generation Best-In-State Wealth Advisors" list in 2019. A lifelong resident of the Twin Cities, he lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. He is also a private pilot and involved with the Minnesota Center for Advanced Professional Studies (MNCAPS).

Peter Lafferty is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on helping clients grow and preserve their wealth through personalized financial strategies and in-depth planning. He joined Merrill in 2008 and brings over 30 years of industry experience to his role, working with clients on areas including personal retirement planning, tax minimization, and retirement income. Peter emphasizes the importance of a strong client-advisor relationship and continual review of financial plans to ensure alignment with clients' evolving needs. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). His educational background includes a Master's of Business Administration (MBA) from Capella University, a Bachelor's Degree from University of Phoenix, an Associate's Degree from Thomas Edison State College, and attendance at Saint John's University as well as Cretin High School. Peter is also involved in community activities such as coaching and support roles with various organizations, including Big Brother Big Sisters of the Twin Cities, Edina Soccer Association, Minnesota Special Hockey, and others. His personal interests include boating, cooking, fishing, golfing, ice hockey, music, skiing, spending time with his family, tennis, and yoga.

Richard Flack is a financial advisor at Merrill with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 1984. He also has 15 years of experience working with Bank of America. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.