Davenport, IA Office

Cambry Gundrum is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Cambry’s work history includes positions at Texas Roadhouse, Buffalo Wild Wings, State Farm Michele Kapinski, Cracker Barrel, and Community Healthcare. He also works as a consultant and independent contractor for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional accounts.

Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in individual and corporate investment strategy, tax minimization, and retirement income planning. Her role focuses on helping clients define their goals, assess their risk tolerance, and establish wealth management strategies tailored to their priorities, adapting these strategies as life circumstances change. Amber holds a Bachelor's Degree from Illinois State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with the Illinois State University Alumni and Iowa Women Lead Change. In addition to her professional work, Amber is involved in community organizations such as English Springer Rescue America (ESRA), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Cindy Arter is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Davenport, Iowa. She joined Merrill Lynch in 1998 and has been providing personalized wealth management strategies to clients. Cindy focuses on areas such as corporate executive services, education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and tax minimization. She holds a Bachelor's Degree in Finance from the University of Missouri and is a CERTIFIED FINANCIAL PLANNER® certificant. Additionally, Cindy holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her services include retirement, college, and estate planning, executive stock option analysis, 10b5-1 plans, 401k plans, and ongoing portfolio management. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of work, she enjoys cooking, gardening, traveling, and spending time with her family.

Teresa Hanser is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies aimed at helping clients pursue their long-term goals. Teresa's approach is centered on understanding each client's full financial picture and crafting flexible wealth management strategies that adapt to changing market conditions. She utilizes investment insights from Merrill as well as banking and lending solutions from Bank of America. Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Teresa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a B.S. in Business Finance and Economics from Montana State University. In addition to her professional work, Teresa participates in community service following the Merrill tradition. She volunteers with organizations in her community. Outside of work, she enjoys gardening, hiking, pickleball, skiing, spending time with her family, and traveling.

Alex Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from Davenport, Iowa. He joined Merrill in 2017 and is a member of The Arter-Reese Wealth Management Group. Alex focuses on managing new wealth, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Finance from the University of Iowa and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alex’s wealth management approach emphasizes designing financial strategies tailored to help clients achieve their retirement and legacy planning goals. Outside of his professional role, Alex enjoys a variety of personal interests such as camping, cooking, fishing, football, golfing, hunting, softball, tennis, watching movies, and spending time with his family. He values staying connected to his hometown community and building lifelong relationships with his diverse client base.

Laura Genis is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. She has over fifteen years of experience in the financial services industry, focusing on providing financial planning and investment guidance to individuals, families, and businesses. Laura's client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, women and wealth, and tax minimization. Laura holds dual bachelor's degrees in Finance and Accountancy from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She lives in Davenport, Iowa with her husband, Dan, and their daughter. In addition to her professional work, Laura is involved in addressing early childhood literacy and poverty issues in her community. She currently serves on the Davenport Public Library Board of Trustees and has previously served as President of Friends of Davenport Library. Laura is also a Past-President of the Junior League of the Quad Cities and has served on the United Way allocation committee. She has volunteered for Junior Achievement for more than a decade, demonstrating her commitment to financial literacy.

Nicholas Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry and specializes in working with qualified individuals. Nicholas assists clients by providing personal, confidential consultations to establish quantifiable goals supported by customized wealth management strategies that utilize a wide range of financial instruments. Before joining Merrill Lynch Wealth Management in 2012, Nicholas worked for Pacific Life and AIG in Financial Institutional Sales throughout the Midwest. His expertise includes concentrated stock positions planning, Black-Scholes stock option modeling, 10b5-1 trading plans, block trading, as well as services related to executive compensation, family wealth management strategies, legacy and philanthropic planning, portfolio management services, investment strategy, tax minimization, and retirement income. Nicholas holds a Bachelor's Degree from Truman State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Bettendorf, Iowa with his wife Kelly and their three children. His personal interests include basketball, golfing, hiking, reading, skiing, soccer, swimming, and traveling.

Robin Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial planning and wealth management. She started her career at Merrill in 1996 in the Estate Planning Department. After an 11-year small business ownership experience in Bettendorf, Iowa, she returned to Merrill in 2014 and currently leads an all-women team focusing on multi-generational families. Robin is a CERTIFIED FINANCIAL PLANNER® professional and holds several other designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of expertise include college education planning, personal retirement planning, portfolio management services, socially responsible, values-based, and ESG investing, and work with women and wealth. Robin focuses on providing holistic financial strategies aligned with her clients' goals and values. She is a member of professional organizations such as the Financial Planners Association, Investments & Wealth Institute, and the National Association of Plan Advisors. Robin holds a Bachelor's Degree from Marycrest College and lives in Davenport, Iowa with her husband and three sons. She is involved in community activities including the Davenport North High School Vocal Booster and The Bix of the Quad Cities. Her personal interests include gymnastics, music, running, and spending time with her family.

Nathan Pozzi is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Davenport, IA office. He collaborates with a team of advisors to provide personalized financial strategies for families and businesses in the local area. His work focuses on individual and corporate investment strategy, tax minimization, and retirement income planning. Nathan grew up in Rock Island, Illinois, and attended Rock Island High School before earning both a Bachelor's and a Master's Degree in Public Administration from the University of Illinois System. Prior to joining Merrill Lynch in January 2015, he held administrative roles with the State of Illinois Department of Healthcare and Family Services and Friendship Manor, where he was involved in long-term care. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Nathan’s personal interests include camping, music, and reading.

Tony Singh is a financial advisor at Merrill with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 1988 and has also worked with Bank of America since 2009. Outside of his advisory role, Singh serves as General Partner of Prairie Oaks LLC, a native wildlife and plant reserve in Iowa, and holds various nonprofit leadership and committee positions in the Quad Cities area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Catherine Dittmer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. She works with small business owners, founders, and high-achieving executives, focusing on family wealth management, philanthropic planning, and strategies for endowments, foundations, and non-profits. Catherine is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. She holds a bachelor's degree from St Ambrose University. Catherine is active in several professional organizations, including the Financial Planning Association, International Society of Arboriculture, Muscatine, IA Chamber of Commerce, National Association for Plan Advisors, Quad Cities IL/IA Chamber of Commerce, and the Tree Care Industry Association. In addition to her professional work, Catherine participates in community service as Coordinator for Better Money Habits in Iowa, a board member and president of the Associate Board for the Cancer Support Community at Gilda's Club, a volunteer for Junior Achievement of the Heartland, and a board trustee for Rivermont Collegiate.

Larry Pozzi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop individualized investment strategies, with particular attention to tax minimization and retirement income planning. His approach prioritizes aligning financial plans with clients' personal goals and perspectives. Larry holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Rock Valley College without earning a degree and completed high school at West High School. Outside of his professional work, Larry enjoys baseball, basketball, golfing, music, and spending time with his family.

Brandon Pribyl is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Brandon completed his high school education at Bettendorf High School, earning a High School Diploma/GED. Further details regarding his areas of expertise, additional educational background, or personal interests are not provided.

Bryan Lopez is a financial advisor with Merrill in Davenport, IA, holding a Series 66 designation and three years of industry experience. He has worked with Merrill since 2019 and is also involved in the restaurant industry, working at Plus Saporis where he serves and manages staff. Additionally, he has driven for Uber Technologies, Inc. in the Quad Cities. 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.

Natalie Maas is a Series 66-registered financial advisor with Merrill, based in Davenport, IA, and has 16 years of industry experience. She has worked at Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2017. 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.