Orland Park, IL S 94th Ave Office

Team
Updated today
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Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,545

Across 3,141 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

15255 S 94th Ave

Orland Park IL 60462

Advisors at this office

10

Advisors at this office

Christopher J

Series 63, Series 66

Orland Park, IL

Merrill

Christopher Janyk is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing tailored wealth management strategies that aim to grow, preserve, and transfer wealth based on each client's unique needs. Christopher works closely with individuals and businesses to develop investment products and strategies designed to meet their financial goals while minimizing risk and maximizing tax efficiency. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement planning, among others. Christopher begins his client relationships with in-depth conversations to thoroughly understand their background and financial situation, utilizing the resources at Merrill Lynch to design and monitor individualized financial plans. When necessary, he collaborates with firm specialists to address all aspects relevant to clients' families and businesses. Christopher holds a Personal Investment Advisor (PIA) designation. He earned his high school diploma from Mount Carmel High School and attended DePaul University without completing a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Wealth management Retirement income strategy Inheritance planning Business Financial Management Divorce financial planning

Anthony P

Series 63, Series 65

Orland Park, IL

Merrill

Anthony Petro is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He joined Merrill in 1988 after earning a Bachelor of Science in Management from Ball State University. Anthony holds several industry licenses, including the Series 7, Series 63, and Series 65, and is recognized as a Personal Investment Advisor (PIA). Throughout his career, Anthony has focused on providing clients with tailored financial strategies that address a range of life priorities such as family, philanthropy, finance, home, health, and work. His expertise encompasses college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies and has discretionary authority in the firm’s Investment Advisory Program. Anthony was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as part of the Dismore Petro Conner Wealth Management Group. He resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of work, Anthony enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Wealth management Social Security optimization Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing

Cassidy L

Series 66

Orland Park, IL

Merrill

Cassidy Leonard is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to create personalized investment strategies tailored to their individual goals and financial circumstances. Her approach emphasizes understanding what matters most to her clients and adapting their portfolios as their needs evolve. With expertise in areas including college education planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income, Cassidy provides comprehensive financial guidance. She holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned her bachelor's degree from the University of Alabama. Outside of her professional role, Cassidy has interests that include antiquing, football, gymnastics, ice skating, music, skiing, spending time with family, traveling, watching movies, and practicing yoga.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Tax-loss harvesting Women Professionals Women's Finance

Kevin K

Series 63, Series 65, Series 66

Orland Park, IL

Merrill

Kevin Kurtis is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops structured financial strategies for individuals and businesses, focusing on family wealth management, legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Kevin leverages his knowledge and experience in financial services, banking, and investing to help clients build a platform to grow their assets and secure their financial future. Kevin holds a Bachelor's Degree and a Master's Degree from Northern Illinois University and holds the Personal Investment Advisor (PIA) designation. He works closely with clients to create personalized investment strategies tailored to their goals and provides access to banking and lending needs through Bank of America. Outside of his professional work, Kevin enjoys outdoor activities and several sports, including basketball, football, golfing, and softball. He lives in Woodridge with his wife, twin daughters, and their dog Lily.

Wealth management General retirement planning General estate planning guidance Parents Married/Couples/Partners

Alonzo H

Series 66

Orland Park, IL

Merrill

Alonzo Hinton is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their current financial situations and introduces solutions offered through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives effectively and select platforms that align with their needs. Mr. Hinton holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Chicago State University and a Master of Business Administration (MBA) from National Louis University. His approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

General retirement planning Wealth management

Kyle S

Series 66

Orland Park, IL

Merrill

Kyle Spayth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, emphasizing transparency and straightforward communication in managing complex financial topics. Kyle focuses on building thoughtful, personal plans rather than using templates, aiming to support clients' current needs and long-term visions. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Kyle earned a Bachelor's Degree from Purdue University System. In his personal time, he enjoys adventure sports, boating, camping, cooking, gardening, music, reading, spending time with his family, traveling, and yoga.

Wealth management Retirement income strategy General retirement planning Divorce financial planning College savings (529s, UTMA, etc.)

Michael W

Series 63, Series 66

Orland Park, IL

Merrill

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner Parents

Giulio L

Series 63, Series 65

Orland Park, IL

Merrill

Giulio Liotine is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He brings extensive experience in financial services, having begun his career in 2002 and joined Merrill in 2009. Giulio specializes in managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Giulio served honorably in the U.S. Army and earned a Bachelor’s Degree from Eastern Illinois University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Giulio’s approach centers on understanding his clients’ needs through close collaboration to craft customized financial strategies aimed at helping them pursue their goals. Outside of his professional commitments, Giulio spends time with his wife and children and enjoys activities such as biking, chess, golfing, hiking, reading, and running.

Wealth management Active portfolio management Startup equity planning Business ownership considerations Military & Veterans

Daniel L

Series 66

Orland Park, IL

Merrill

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Wealth management Retirement income strategy

Stefanie W

Series 63, Series 65

Orland Park, IL

Merrill

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Wealth management Retirement income strategy Income planning General retirement planning
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