Duluth, MN W Superior St Office

Timothy Sieh is a financial advisor with Merrill in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Merrill since 1989 and also associated with Bank of America since 2011. Outside of his advisory role, Sieh serves as a trustee for a family estate trust and is involved in local community organizations including a condominium homeowner's association. 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 serving individuals, high-net-worth clients, and institutional investors.

James Joynes is a Senior Vice President and Wealth Management Advisor based in Merrill Lynch’s Duluth, Minnesota office. As the senior and founding partner of Joynes Wealth Management Group, he leads a team of financial professionals dedicated to serving the specialized needs of individuals and families of wealth. The group includes three financial advisors and an administrative professional, each contributing distinct skills to deliver comprehensive and responsive client service. With a career at Merrill beginning in 1988 following his graduation from the University of Minnesota Duluth with a major in Finance and Marketing, James leverages decades of experience to assist clients in setting long-term financial goals and implementing customized wealth management strategies. His expertise spans wealth management, retirement planning, college planning, portfolio development, and small business strategies. As a qualified Portfolio Manager, he manages personalized strategies that may include individual securities, Merrill model portfolios, and third-party investments, sometimes on a discretionary basis. He holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James draws on his background growing up in a multi-generational family business to offer insight into family dynamics and the challenges facing small business owners. Outside of his professional responsibilities, he is involved in community initiatives such as the Joynes Youth Challenge, which provides scholarships for youth participation in the Lutsen 99er mountain bike race, and participates in various sporting events and races. His personal interests include adventure sports, biking, hiking, running, skiing, and spending time with his family.

Heather Maki is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the multi-generational Joynes Wealth Management Group. She focuses on women and wealth, as well as assisting clients through life transitions such as retirement, inheritance, divorce, or loss of a loved one. Heather joined Merrill in 2014 and brings prior experience from the retail banking side of the financial services industry. Heather's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and values-based investing including socially responsible and ESG investing. She holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She also completed a non-accredited certificate program from the University of Minnesota. Outside of her professional role, Heather is involved in community organizations such as the American Red Cross—where she serves as Board Chair—P.E.O., Salvation Army, United Way, and World Vision. Her personal interests include hiking, boating, cooking, golfing, painting, reading, singing, and yoga.

Christopher Anderson is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013 and also has experience at 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristi Palmer is a financial advisor with Merrill in Duluth, MN, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at Merrill since 2017 and previously spent four years with U.S. Bancorp Investments, Inc. Outside of her advisory role, she is a co-owner of a family real estate venture. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Peter Emerson is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Merrill since 1985 and has also worked at Bank of America since 2011. Outside of his advisory work, Emerson is involved in a family business owning residential rental property and serves as an officer of a farm and hunting preserve in South Dakota. 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 various institutions.

Jordyn La Vigne is a Series 66 licensed financial advisor with six years at Merrill and a total of five years in the industry. Prior to joining Merrill in 2020, she worked at North Shore Bank of Commerce for three years and has experience in the hospitality sector with Black Woods Grill & Bar. She assists with administrative duties for her husband's small businesses in adult foster care and community services in her spare time. 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 range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Geris is a Wealth Management Advisor at Merrill Lynch Wealth Management, joining the firm in 2008. He is a member of The Yung Geris Group, which emphasizes building long-term client relationships through listening, understanding, and collaborative goal achievement. Ryan's role focuses on delivering integrated financial services tailored to clients' needs, utilizing the resources of Merrill Lynch and the banking capabilities of Bank of America. Ryan's expertise includes retirement planning, college education planning, executive compensation, family wealth management strategies, tax minimization, and liquidity management, among other areas. He holds professional designations such as Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Arts degree from the University of Minnesota Duluth. Committed to community involvement, Ryan serves as a board member for the Beck Foundation and Northwoods Children's Services, and has previously been involved with the Duluth Denfeld High School Hockey team as an assistant coach and the Duluth Amateur Hockey Association as a board member. Outside of work, he spends time with his family and enjoys outdoor activities including biking, boating, camping, golfing, ice hockey, photography, running, football, and yoga.

Anthony Yung is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and began his career in financial services in 1993. Anthony is recognized for his work with the Yung Geris Group, which provides a Goals-Based Management process focused on client-centered strategies. His expertise includes Family Wealth Management, Divorce Transition Planning, Personal Retirement Planning, and Small Business Strategies. The team serves a diverse clientele including families, retirees, professional practices, business owners, and non-profit organizations in the Twin Ports area and beyond. Anthony holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Minnesota Twin Cities and completed his high school education at Duluth East High School. Community involvement is a significant part of Anthony's life. He serves on the boards of the Ordean Foundation, Lake Superior Swim Club, and Northland Country Club. Outside of work, he enjoys golfing, running, swimming, traveling, football, and spending time with his family.

Robert Soyring is a financial advisor with Merrill in Duluth, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Merrill since 1995 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he teaches managerial accounting at Fond du Lac Tribal and 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Lynnea Emerson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning her financial services career at Merrill in 2010, Lynnea has collaborated closely with individuals and families to define their financial goals and priorities. She assists clients in realizing these objectives through comprehensive planning and informed investment decisions, focusing on strategies that align with their unique circumstances and ambitions. With expertise across areas including college education planning, retirement income, legacy planning, and values-based investing, Lynnea and her team work diligently to develop tailored financial plans. She holds the CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR® designations and earned a Bachelor of Arts in Economics from Saint Olaf College. Prior to joining Merrill, Lynnea spent thirteen years developing wealth-building strategies for business owners and professionals. Lynnea is actively involved in her community, serving as a board member of the Junior League of Duluth and participating in organizations such as the Duluth YMCA, Habitat for Humanity, and the Twin Ports Women's Foundation. She resides in Hermantown with her husband and enjoys traveling, playing outdoor games, listening to music, reading, and spending time with family.

Madeline Evanson is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Duluth, Minnesota. She joined Merrill full time in June 2018 following her graduation from the University of St. Thomas in St. Paul, where she earned a Bachelor's Degree in Financial Management. Madeline is a member of a multigenerational team serving clients across the United States, focusing on a goals-based approach to help clients navigate financial life events and transitions while reducing stress around their finances. Her expertise encompasses a range of client focus areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management, and socially responsible investing. Madeline holds Series 7 and 66 FINRA registrations and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She plays a key role in planning and business management within her team, leveraging her analytical skills alongside relationship-building to support clients in aligning their financial strategies with their goals. Outside of her professional work, Madeline is active in community organizations such as Dementia Friendly Duluth’s Victory Chorus, Fuse Duluth Leadership Council, Healing Haiti, Junior Achievement USA, and the Walk to End Alzheimer’s Executive Leadership Team. She enjoys outdoor activities including mountain biking, cross-country skiing, hiking, and teaching yoga classes locally.

Michael Henderson is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER® professional affiliated with the Sieh Henderson Group at Merrill Lynch Wealth Management. He focuses on helping clients realize and achieve their financial goals through comprehensive wealth management strategies. Michael's areas of expertise include working with retirees and those nearing retirement, as well as clients in the wealth accumulation stage of life, employing a goals-based approach to wealth management tailored to individual financial aspirations. Prior to his role in wealth management, Michael served as an officer in the United States Army for ten years, during which he piloted helicopters and airplanes on stateside and deployed assignments including Operation Iraqi Freedom and the Republic of Korea. He earned his bachelor's degree from Saint John's University in Collegeville, Minnesota, where he also received his commission into the U.S. Army. Michael's military experience has influenced his approach to client relationships, emphasizing trust and integrity, and inspiring his commitment to assisting active military members and veterans transitioning to civilian life. Michael grew up on a dairy farm in South Dakota and now lives in Duluth with his two children. He enjoys outdoor activities such as skiing, biking, fishing, hiking, and flying. He is involved in his community and maintains professional connections through Merrill Lynch.