Canton, OH Munson St NW Office

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Reigan Vargo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill Lynch Wealth Management since 2019. Her prior roles include positions at the National Inventors Hall of Fame and Peace Love & Little Donuts, as well as time as a student at Samford University and Kent State University. 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.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies to help clients grow and preserve their wealth for both themselves and future generations. Her approach includes retirement planning, long term care discussions, and wealth transfer strategies aligned with clients' goals. Stephanie's expertise encompasses college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. Stephanie also participates actively in her community, devoting time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. Her personal interests include camping, gardening, genealogy, and golfing.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. 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 institutional investors.

Randall Reed is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2018. 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.

Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. 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 individual and institutional clients.

Robert Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, primarily serving clients in Northern Ohio throughout his career. Robert focuses on providing personalized wealth management strategies tailored to his clients' unique financial situations. His areas of expertise include investment management, trust services, endowments, 401(k) plans, defined benefit plans, and Taft-Hartley retirement plans. Robert works with individuals, corporations, trusts, endowment funds, and retirement plans, offering specialized services such as divorce transition planning, employee benefits planning, institutional investment consulting, liquidity management, and retirement income planning. Robert holds a Bachelor's Degree from Ohio University’s BBA program and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has personal interests in cooking, fishing, football, golfing, and soccer.

Diana Cook is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to joining Merrill in 2018, she worked at Valmark Securities, Inc. and The Prudential Insurance Company of America. Outside of finance, she owns and operates a glass art business where she creates and sells upcycled bird baths and serving trays. 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.

Branden Vachon serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces tailored solutions available through Merrill and Bank of America. His work focuses on empowering clients to take control of their financial lives by selecting platforms that fit their individual needs. Branden holds the Personal Investment Advisor (PIA) designation, affirming his professional expertise in investment advisory services. He earned a Bachelor's Degree from Ohio State University. His approach involves helping clients identify what matters most to them and their families to develop strategies aimed at achieving their financial goals.

James Craig Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Canton, OH. Since beginning his financial services career in 1984 and joining Merrill Lynch in 1991, he has focused on assisting individuals, families, and businesses with disciplined planning and investment experiences. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. James holds a Certified Investment Management Analyst® (CIMA®) designation and a Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Business from Ohio University and a master's degree from Ashland University. As a qualified Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis. Outside of his professional work, James is involved with the United Way of Central Stark County and The Pegasus Farm as part of his community involvement. He is a member of The Congress Lake Club. His personal interests include golfing, spending time with family, and traveling.

Samuel Kirkbaumer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held positions in various industries including hospitality, landscaping, and technology. His work background also includes roles at academic institutions such as Kent State University and Stark State University. 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 range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Larocco is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has been based in Canton, OH, and has worked in the industry for three years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.