Colorado Springs, CO S Cascade Ave Office

Jonathan Simmons is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to assess their current financial situations and to introduce them to financial solutions available through Merrill and Bank of America. Jonathan holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Coronado. His approach is centered on helping clients identify what is important to them and their families to develop strategies aimed at achieving their financial goals.

Christopher Poulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals. Leveraging resources from Merrill and Bank of America, he provides clients with access to investment insights, banking convenience, and lending solutions to help navigate changing market conditions. Christopher holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Colorado State University - Pueblo. In addition to his advisory work, Christopher is actively involved in community service, dedicating time to volunteer with local organizations.

Michael Law is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Law & Associates Group. He has been in the financial services industry since 1986 and joined Merrill Lynch in 2000. Michael specializes in evaluating the comprehensive financial situations of high net worth clients and businesses, focusing on areas such as corporate executive services, divorce transition planning, and family wealth management strategies. Michael's expertise includes corporate benefit programs—such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans—and the integration of these benefits into long-term financial plans. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He graduated from Brigham Young University with a bachelor's degree in Business Management. In addition to his professional work, Michael is engaged in community activities, serving on the board of the Tri-Lakes Chamber of Commerce and actively participating with the Colorado Springs Housing and Building Association.

Alicia Piz is a Financial Advisor at Merrill Lynch Wealth Management, where she focuses on optimizing her clients' long-term financial security throughout every life stage and market cycle. She provides a holistic, client-centered experience tailored to individuals, families, and businesses, combining customized portfolio construction with thorough financial planning. Her practice includes expertise in areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and socially responsible investing. Before joining Merrill, Alicia was a small business owner for nearly a decade, operating the largest athlete training facility in San Diego. Her background as a competitive NCAA Division 1 soccer player and entrepreneur informs her approach to wealth management. She holds a bachelor's degree in public relations from San Diego State University, where she was a scholar-athlete. Her professional credentials include designations as a Chartered Retirement Planning Counselor™ (CRPC™), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alicia is actively involved in her community, serving on boards and volunteering with organizations connected to sports and service, including the Aztec Link NIL Collective and the Colorado Springs Sports Corp. She enjoys camping, hiking, music, running, soccer, and spending time with her family in Colorado Springs.

Richard Stonger is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Colorado Springs office since 1993. He leads the Stonger Gilkerson Group and is a specially qualified Senior Portfolio Manager. In this capacity, he helps clients pursue their financial objectives by building and managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis and offers his expertise to clients working with other Merrill Lynch advisors. Richard has more than 35 years of experience across finance, insurance, and real estate industries. He holds a Bachelor's degree from the University of Missouri and a Master of Business Administration in Finance from Houston Baptist University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, small business strategies, investment strategy, tax minimization, and retirement income. In his personal time, Richard enjoys biking, golfing, hiking, skiing, spending time with his family, and traveling.

Trevor Daggers serves as a Resident Director at Merrill Lynch Wealth Management, specializing in the wealth management needs of high-net-worth individuals, families, and businesses facing sophisticated financial demands. He employs a goals-based wealth management model combined with personalized service, leveraging the investment insights of Merrill and the banking solutions of Bank of America. His approach includes investment planning, cash flow management, banking and lending, as well as legacy planning, following a comprehensive four-step client-service process. Trevor's expertise encompasses areas such as education planning, family wealth management strategies, services for endowments and foundations, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. He holds a Bachelor's Degree in Finance from Liberty University and has earned the Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Residing in Colorado Springs with his wife and three children, Trevor enjoys spending time with his family playing board games and watching movies. His personal interests include reading, golfing, hiking, hunting, fishing, camping, cooking, music, and watching movies. Trevor is engaged in his community, having served on the Board of Directors for the Orchard Valley West Home Owner's Association and as a committee member for Colorado Springs Ducks Unlimited, among other organizations.

Jacqueline Shaughnessy Sobczak is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2007 and specializes in building wealth management strategies tailored to individual client needs. Jacqueline focuses on delivering a comprehensive approach to managing wealth, starting with listening to her clients to help them make informed decisions and develop personalized financial plans. Jacqueline assists clients with areas including college education planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management, special needs planning strategies, women and wealth, and retirement income. She holds a Bachelor's Degree from the University of Southern Colorado and professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to her professional work, Jacqueline is involved with community organizations such as Habitat for Humanity of the Pikes Peak Region, the American Legion, and the Veterans of Foreign Wars. Her personal interests include cooking, fishing, gardening, horseback riding, knitting, crocheting, reading, sewing, singing, swimming, and traveling.

Tiffany Jones is a Financial Advisor with Merrill Lynch Wealth Management. Drawing on more than ten years of experience in financial services—including five years in retail banking and five years in investment management—she provides personalized advice and disciplined investment guidance to help clients achieve their financial goals. She holds several FINRA registrations, including the Series 7 and Series 66, and the Personal Investment Advisor (PIA) designation. Raised in Colorado Springs, Colorado, Tiffany's upbringing as a military brat and pastor's kid instilled in her values of honesty, integrity, and service. These principles guide her professional approach, allowing her to build meaningful relationships with clients and support them through important financial decisions. Her focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Tiffany's mission is to help clients gain clarity and confidence in their financial lives by providing personalized advice and thoughtful planning. Outside of work, she enjoys cooking, drawing and sketching, hiking, interior decorating, music and singing, reading, writing, and spending time with her family.

Bryan Lieungh is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Colorado Springs, CO. With 19 years of experience at Merrill, Bryan has held several national executive roles prior to establishing a practice in Colorado where he and his family have settled for over a decade. He provides financial advisory services to clients both locally and nationwide. Bryan specializes in delivering personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and costs. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds the Certified Exit Planning Advisor (CEPA®) designation, enabling him to assist business owners with strategies to enhance business value and transition planning. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Bryan earned his bachelor's degree from the University of Wisconsin. He is bilingual in Spanish and English and participates in professional organizations including the Blackstone Entrepreneurs Network and Castle Pines Chamber of Commerce. Outside of his professional life, Bryan enjoys baseball, basketball, football, and spending time with his family.

Rodolfo Ayala Fuentes is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adapts financial plans as client situations evolve. Rodolfo's expertise includes assisting clients with various financial priorities such as home buying, college savings, elder care, and healthcare preparation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of the Ozarks. Rodolfo is fluent in English, Spanish, and German and is affiliated with Merrill Lynch Wealth Management.

Amity Herrera is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and 23 years of industry experience. She has been associated with Merrill since 2000 and Bank of America 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bailee Jameson is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, Bailee gained work experience at Soccerhaus Management Company, Dick's Sporting Goods Inc, and Forever 21 Inc. 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.

Christopher Trinceri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2011. Christopher focuses on providing a comprehensive and customized wealth management experience by understanding each client's unique values and financial goals. His team serves a select group of clients, including corporate executives, physicians, professional athletes, business owners, high-income families, and non-profit organizations, with expertise in areas such as executive compensation, family wealth management, retirement planning, portfolio management, tax minimization, and legacy planning. Christopher earned a Bachelor of Science degree from Norwich University. He holds the Personal Investment Advisor (PIA) designation. He emphasizes a disciplined, goals-based wealth management process, including the use of strategic planning tools and regular reviews to help clients track progress and adjust strategies as needed. Christopher is dedicated to community involvement and is an active member of Holy Apostles Catholic Church in Colorado Springs, Colorado. Outside his professional commitments, he enjoys spending time outdoors, attending sporting events, traveling with family and friends, and participating in activities like golf and hiking in the Colorado mountains.

Sheila Leite is a financial advisor with Merrill in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Her prior work history includes roles at Bank of America, N.A., Wells Fargo, the University of Hartford, and Victoria's Secret Stores, LLC. 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 a combination of model-based and discretionary investment strategies.

Dale Warner is a Financial Advisor and a member of the Law & Associates Group, operating within Merrill Lynch Wealth Management. He and his team combine industry expertise with the global resources of Merrill to deliver a comprehensive range of wealth management services. Their approach emphasizes holistic, personalized financial advice, leveraging access to banking, credit, and lending through Bank of America to support clients and their families. With over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, Dale has worked closely with boards of directors, business development partners, angel investors, private equity, and non-dilutive capital funding to spur company growth. He holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) professional designations. Dale uses his experience and credentials to advise business owners on building more valuable companies, strengthening personal financial plans, and aligning personal goals with potential business sales. Dale earned his High School Diploma from Gilroy High School and communicates with clients in English and Spanish. Outside of work, his interests include biking, boating, gardening, and pickleball. He values ongoing professional development and brings advanced training to every client relationship.