Chicago, IL W Madison St Office

Kevin Marpaung is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Melnychuk is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and several non-financial positions such as at Two Guys Construction and Tanaka Ramen. 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 and profit-sharing plans, corporations, and charitable organizations.

Amir Jafariaria serves as a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He brings a global perspective to his role, shaped by his experiences living in six countries across multiple cities and working in private equity in Istanbul before relocating to the United States in 2014. Since joining Merrill Lynch Wealth Management in 2015, Amir has focused on delivering comprehensive wealth management services and proactive financial strategies tailored to his clients' diverse needs. With a background rooted in an entrepreneurial family and professional experience spanning private equity, start-ups, and wealth management, Amir specializes in areas including college education planning, employee benefits planning, executive and equity compensation services, family wealth management strategies, institutional and corporate benefit services, and wealth planning for LGBT and women clients. He integrates his services with clients’ external advisors such as attorneys, tax professionals, business managers, and family offices. Amir holds a Bachelor’s Degree in Management Information Systems and a Master of Business Administration (MBA), both from Eastern Mediterranean University. He also holds the Personal Investment Advisor (PIA) designation and is proficient in English, Persian, and Turkish. Outside of his professional life, Amir’s personal interests include bungee jumping, cooking, pickleball, refereeing, skiing, soccer, table tennis, and tennis.

Daniel Tricoli is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and previously held a position at MB Financial Bank from 2015 to 2017. 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 a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Sheahan is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America and several other firms since 2016. 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.

Miguel Orjuela is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2012 and Bank of America since 2017. He is based in Chicago, IL. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Choi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, as well as positions at Uber, Instacart, and the Northbrook Park District. 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.

Jacob Joseph is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Prior to this, he worked at All Around Math Learning Center and Mesa Community College. 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 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.

Daniel Olvera is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His background includes roles outside of finance in retail and education, including positions at Culvers and Harper College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristie Mels is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2020 and previously spent seven years at Grand Victoria Casino. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Melnychuk is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at both Merrill and Bank of America, and has prior experience working with local government and education sectors in Illinois. 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.

Shpetim Berbati is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, previously spending five years at American Travel Solutions. 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 and profit-sharing plans, corporations, and charitable organizations.

Paul Budnik is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2017. Outside of his advisory role, he is the owner of Neva LLC, a limited liability company based in Chicago. 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, and institutional investors.

Kyle Dalton is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Pinstripes. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Morgan Banks is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, Banks worked at Bank of America and Willis Towers Watson. Outside of advisory roles, Banks has been involved with Town Kitchen LLC and held academic positions at Loyola University Chicago and Tulane University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, and institutions.