Indianapolis, IN E 96th St Office

Samuel Smith is a Financial Advisor with The Avagian Smith Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Samuel works with successful individuals, families, business owners, and corporate executives to help them make informed financial decisions throughout different life stages. Samuel's areas of expertise include retirement planning, investment management, tax-efficient strategies, estate and legacy planning services, business succession planning, concentrated stock and stock compensation planning, and wealth transfer strategies. He and his team focus on coordinating key aspects of their clients' financial lives to provide a disciplined framework for making confident decisions. Samuel is a member of the Estate Planning Council of Indianapolis and holds a Bachelor's Degree from Indiana State University. Outside of his professional work, Samuel enjoys baseball, basketball, football, spending time with his family, and watching movies.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. 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, and various institutions, supported by internal Chief Investment Office teams and third-party style managers.

Alyssa Hamer is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. In addition to her advisory role, she is involved with Distinctive Diamonds. 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 a range of individual and institutional investors.

Nicole Mcgoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in wealth planning with a focus on high-net-worth families, senior executives, and individuals navigating divorce. Nicole's approach to financial advising is holistic and personalized, addressing investments, estate considerations, and the complexities of multigenerational wealth. She began her financial services career in 2010 and has experience working with successful families and business owners to build, preserve, and transfer their wealth. Nicole holds the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Indiana University-Purdue University Indianapolis. Beyond her professional role, Nicole is actively involved in her community, serving as a board member of Highland Golf & Country Club and volunteering at St. Luke Catholic School. She enjoys cooking, gardening, golfing, traveling, and spending time with her husband Sean, their two children, Colin and Maeve, and their Bernedoodle, Benny.

Nicholas Oliff is a Series 66-registered financial advisor with Merrill in Indianapolis, IN, with one year of industry experience. Prior to joining Merrill, he worked at TruckerFi / Conserv Capital for five years and held positions at TrueShares, Chicago Baseball and Educational Association, University of Illinois at Chicago, and Jefferson College. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dallas Senters is a financial advisor at Merrill in Indianapolis, IN, holding a Series 66 designation with 16 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Samuel Wertz is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve them. He provides ongoing advice and adapts portfolios as client situations change. Samuel's expertise includes general investing, retirement planning, and saving for unexpected expenses. He emphasizes getting to know clients personally to understand what matters most to them and their families, enabling him to tailor financial strategies accordingly. He holds a Bachelor's Degree from Indiana University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel is affiliated with the Phi Kappa Psi Fraternity and participates in community activities such as Hamilton County 4-H.

Sadie Harper is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and having 16 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Adam Hancock is a Financial Advisor with Hancock Wealth Management Group in Indianapolis, where he manages portfolios and trading as part of a team that provides comprehensive wealth management services. He works closely with Indiana professionals, families, and business owners to help them navigate financial decisions related to retirement planning, tax-efficient investing, equity compensation, college education savings, and small business retirement strategies. Adam holds the AWMA®, CRPC™, and AAMS® professional designations and earned his Bachelor of Science in Business with a major in Finance from Indiana University's Kelley School of Business. He applies a disciplined, relationship-first approach to help clients simplify complex financial choices and develop plans aligned with their personal goals. A lifelong resident of Indiana, Adam balances his professional work with personal interests including cooking, gardening, spending time with family and friends, and maintaining his vintage Mazda Miata. His commitment to serving local families is reflected in his thoughtful approach to financial advisory and client partnership.

Travis Scharps is a Financial Advisor with Merrill Wealth Management. He works closely with clients and their families to develop personalized financial plans that integrate investment strategy, retirement planning, and risk management aligned with their long-term goals. His approach is centered on building deep relationships based on trust and understanding clients' values and priorities. His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Travis holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Davenport University. Outside of his professional work, Travis enjoys golfing, spending time with his family, and traveling. He is a member of Merrill Lynch Wealth Management.

Ashley Bradburn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning for J K Bradburn & Associates. She joined Merrill in 2017 and has been working in the financial services industry since 2008. Ashley focuses on helping clients develop personalized financial strategies by understanding their unique goals, risk tolerance, liquidity needs, and time horizon. Her primary areas of expertise include college education planning, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Ashley holds a Bachelor's degree in Finance from Miami University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also designated as a Personal Investment Advisor (PIA). Outside of her professional career, Ashley lives in Indianapolis with her husband and four children. She enjoys spending time with her family and friends.

Ellie Klima is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she held various roles including part-time work at Texas Roadhouse. Outside of her advisory role, she continues to work part-time in the restaurant industry. 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 a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Candy Raven is a financial advisor at Merrill with 28 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1996. In addition to her advisory role, she holds an Indiana real estate broker’s license in referral status. 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 with model-based and discretionary investment strategies.

Robert Scheele is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He works with families, individuals, and business owners to develop long-term financial strategies combining personalized attention with comprehensive resources. His client focus includes equity compensation services, family wealth management strategies, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor, and Certified Plan Fiduciary Advisor. He graduated with high distinction from the Indiana University Kelley School of Business. He plays a key role in his community as a Trustee of Newfields, one of the nation's largest museums, where he participates in the executive, finance, and investment committees. Residing in Indianapolis, Robert enjoys spending time outdoors with his family. His personal interests include gardening, golfing, hiking, photography, and traveling. He also contributes significant volunteer service annually and coaches little league.

Gregory Hutto is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013, based in Indianapolis, IN. 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.