Omaha, NE California St Office

Nicholas Harlow is a Wealth Management Advisor at Merrill Lynch Wealth Management, with over 35 years of experience in the financial services industry. He has been providing financial guidance to clients since 1988, specializing in areas such as family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Mr. Harlow holds a bachelor's degree in Finance from the University of Nebraska-Lincoln, earned in 1981. He has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded in 2000 by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business at the University of Pennsylvania. In 2007, he obtained the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning Institutes Corp. In 2014, he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Mr. Harlow enjoys biking, cooking, golfing, and tennis.

Sherry Mcdaniel is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Safe Haven ADT and Pacific Life. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Leith is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she has worked in various roles including as an event performer at Universal Orlando Resort, where she participated in seasonal Halloween Horror Nights. 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.

Daniel Lassek is a Senior Financial Advisor and managing partner at The Schubert & Lassek Group within Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014, working alongside his father and partner, and has held a leadership role since 2019. The group operates offices in Omaha and Lincoln, focusing on multigenerational family wealth management. Dan specializes in strategic generational wealth planning, serving successful families, entrepreneurs, and executives. His expertise areas include college education planning, divorce transition planning, executive and equity compensation, family wealth and legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor's degree in business administration from the University of Nebraska at Omaha and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Dan is active in community service, having served as President, Secretary, and board member of the Omaha West Rotary Club where he continues to contribute on several committees. He also participates in coaching youth sports teams in Bennington, Nebraska, where he and his wife live with their three children. Dan's professional affiliations include memberships in the Bennington Chamber of Commerce, Bennington Youth Football, Omaha West Rotary Club, Pi Kappa Alpha Fraternity - Delta Chi Alumni, and the UNO Alumni Association.

Amanda Nelson is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2015. 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 entities.

Michael Bagley is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been in the financial services industry since graduating from the University of Nebraska at Lincoln in 1998, where he earned a bachelor's degree with majors in Finance and Marketing. He joined Merrill Lynch in 2003 as a Financial Advisor. Mike holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc. He is responsible for providing clients with ongoing service, including regular contact and account reviews. His areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works as part of the Ethen/Bagley Group, which aims to assist individuals and families in achieving their retirement goals through a disciplined process based on their unique financial objectives and risk tolerance. The team offers access to extensive resources and a commitment to client service that includes thorough explanations of investments and regular communication.

Anthony Nebelsick is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. He also has 15 years of experience at Bank of America, N.A. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

C.S. Nolan Hruby is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the Slattery-Hruby group in 2022 and works with the team to provide high level wealth management and planning services to clients in a family office-like setting. Nolan's areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned his Bachelor of Science degree in Business from Bellevue University in 2020. Outside of work, Nolan enjoys camping, reading, and spending time with his family.

Karen Henke is a financial advisor with Merrill in Omaha, NE, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Merrill Lynch since 2006 and concurrently works at Bank of America since 2017. Outside of her advisory work, she is a general partner managing a holding company for a property she is converting into a short-term rental. 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 institutional investors, supported by internal CIO teams and third-party managers.

Victoria Brimhall is a financial advisor with Merrill in Omaha, NE, holding a Series 66 designation and 7 years of industry experience. She has been with Merrill since 2015. 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.

Matt Rehberg is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on helping high net worth families align their investment advisory and transitional wealth needs with their personal goals. He develops personalized strategic solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. His work includes facilitating clients' financial independence, funding college educations, implementing tax reduction strategies, and supporting philanthropic and wealth transfer goals. He takes an advisor team approach by coordinating with clients' tax and legal advisors to design and implement tax-efficient financial and transfer strategies. Matt joined Merrill Lynch Wealth Management in 1999 and has held various roles including Bank of America Merrill Global Institutional Consultant and Retirement Benefits Consultant. His experience extends to working with endowments, foundations, and retirement plans, assisting these organizations with financial strategy development and implementation. His services include investment policy statement development and review, customized asset allocation modeling, investment manager search, selection and tracking, and customized performance reporting. He holds professional designations such as CERTIFIED FINANCIAL PLANNER4, Certified Investment Management Analyst4, and Certified Plan Fiduciary Advisor4. Matt earned a Bachelor's degree in Finance from Iowa State University and serves as an adjunct professor at the Heider College of Business at Creighton University. He previously served on the board of the Millard Public Schools Foundation. In his personal time, he enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, reside in Omaha with their three children.

C Hruby III is a financial advisor at Merrill with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Merrill since 1985 and has been associated with Bank of America, N.A. since 2009. 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.

Barbara Greene is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2009 and joined the Harlow Associates Wealth Management Group as a Wealth Management Advisor in 2018. Prior to this role, she served as Vice President, Administrative Manager for eight Merrill Lynch Wealth Management Mountain Plains Market offices. Barbara focuses on providing comprehensive wealth management and financial planning advice tailored to the specific needs and goals of her clients. Her client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. A Nebraska native, Barbara earned her Bachelor's Degree from Creighton University in Omaha. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the CFP Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. She has volunteered in the community for over 25 years and is active in multiple organizations including Aksarben, Catholic Charities, Christ the King Church, Christ Child Society of Omaha, Omaha Symphony, and PEO. Barbara's personal interests include golfing, hiking, reading, and spending time with her family.

Eric Otten serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he helps clients manage their wealth to achieve their financial goals. Since beginning his career in 2011, Eric has worked with individuals, families, not-for-profits, and foundations. His client base primarily includes small business owners, doctors, management accountants, clergy, and veterans. As a Portfolio Manager, he manages client investments on a discretionary basis and utilizes Merrill Lynch's model portfolios alongside third-party investment strategies. Eric employs a goals-based approach to wealth management, working with clients to develop customized plans through the Merrill Personal Wealth Analysis®, which are reviewed at least annually. His investment management often involves the Merrill Investment Advisory Program, emphasizing tax efficiency and charitable giving strategies, including Bank of America's Charitable Gift Fund and qualified charitable distributions. For accredited investors, he assists in selecting alternative investments from Merrill's offerings to complement core holdings. Eric holds a Bachelor's Degree from the United States Naval Academy and an MBA from the Naval Postgraduate School. His professional designations include Personal Investment Advisor (PIA). He is actively involved in professional and community organizations, such as the Institute of Management Accountants, Military Officers Association of America, Nebraska Admirals Association, and the U.S. Naval Academy Alumni Association. Additionally, Eric contributes as a Better Money Habits Volunteer Champion and supports the Cystic Fibrosis Foundation. He lives with his wife Kim and their three children.

Craig Korkow serves as a Senior Resident Director at Merrill Lynch Wealth Management. In this role, he focuses on helping clients develop and implement comprehensive retirement plans through a goals-based approach that addresses both the financial and emotional components of wealth management. Since joining Merrill Lynch in 2000, Craig has worked with a wide range of clients on family wealth management, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and small business strategies. Craig graduated Summa Cum Laude with a degree in Economics from South Dakota State University. Prior to his financial services career, he served four years in the United States Army, leaving with the rank of Captain. He holds multiple professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His community involvement includes active participation in the Rough N Ready Challenge Rodeo, a program that supports children with special needs. Outside of his professional responsibilities, Craig enjoys fishing, football, horseback riding, hunting, and spending time with his family. His personal philosophy emphasizes a collaborative, personalized approach to financial planning, working closely with clients to support their long-term financial goals.