Quincy, IL S 36th St Office

Kyle Awerkamp is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals understand financial opportunities and strategies available through Merrill and the banking convenience of Bank of America, guiding clients toward financial success with personalized wealth management strategies. His areas of client focus include college education planning, personal retirement planning, and retirement income. Kyle began his professional career in broadcast media, working in Chicago, Detroit, and Quincy, Illinois. After deciding to transition careers, he joined Merrill in 2022, bringing his passion for working with people to help identify challenges and develop appropriate financial plans. Born and raised in Quincy, Illinois, he earned his bachelor's degree from Eastern Illinois University. Kyle holds the Personal Investment Advisor (PIA) designation. Active in his community, Kyle volunteers his time with organizations including the United Way of Adams County, Chaddock, and the Quincy Catholic Elementary Schools. Outside of work, he enjoys boating, cooking, golfing, spending time with his family, and watching movies. He is married to his wife Kelly, and they have three school-age children.

Richard Marcolla serves as a Senior Resident Director and Wealth Management Advisor at Merrill. In this role, he provides personalized wealth management and financial planning strategies to individuals, families, and business owners. He focuses on areas such as family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, portfolio management services, tax minimization, and retirement income. With more than 35 years of experience, Richard has sustained a commitment to helping clients navigate changing markets and significant life transitions. He began his tenure with Merrill in 2007, establishing the Quincy office. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His education includes a High School Diploma from St John Vianney High School and a Bachelor's Degree from Southeast Missouri State University. Richard is active in his community, contributing to organizations such as the Community Foundation of the Quincy Area, Quincy Notre Dame Foundation Fund Drive, Quincy YMCA Board (2007-2014), Rotary Club of Quincy, and the Transitions of Western Illinois Foundation. Outside of work, he enjoys traveling with his wife and has completed the Boston and Chicago Marathons.

Lyndell Fross is a financial advisor with Merrill in Quincy, Illinois, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and with Bank of America, N.A. since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caylin Haxel is a Financial Advisor at Merrill Lynch Wealth Management based in Quincy, Illinois. In her role, she works as a Team Financial Advisor focused on building strong relationships and delivering personalized financial strategies to individuals and families. With over six years of experience, Caylin supports clients in pursuing their financial goals and planning for the future. She holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Caylin earned her bachelor's degree from Illinois State University. A native of Quincy, she lives locally with her husband and two daughters. She actively volunteers for her local church and the Quincy Children's Museum, where she serves on the board.

Hannah Marcolla is a Financial Advisor based in the Quincy, Illinois office at Merrill Lynch Wealth Management. She works alongside the advisor team to develop financial strategies tailored to clients' goals, values, and long-term plans. Prior to joining Merrill, Hannah gained experience at KPMG in St. Louis, where she worked as a CPA and manager, providing her with a strong foundation in tax planning, financial analysis, and problem solving. Hannah's background as a CPA combined with her expertise in areas such as college education planning, family wealth management strategies, legacy planning, and tax minimization informs her approach to delivering thoughtful guidance to clients. She holds a Personal Investment Advisor (PIA) designation and earned both her bachelor's and master's degrees from the University of Missouri System. Originally from Quincy, Hannah is actively involved in her community through organizations such as Horizons Social Services, Mardi Gras Inc., Quincy Art Center, and Women of Impact - Quincy. In her personal time, she enjoys basketball, cooking, dancing, music, pickleball, running marathons, traveling, watching movies, and spending time with family.

Andrew Tappe is a Wealth Management Advisor at Merrill Lynch Wealth Management who focuses on wealth planning by working closely with clients to build customized strategies based on their financial goals. He integrates his banking, lending, and planning experience to help clients manage both sides of their balance sheet, providing regular updates and reviews to maintain lasting client relationships through consistent communication and service. Andrew has been in financial services since 2004, with prior roles including licensed personal banker, branch manager, and financial advisor at JPMorgan Chase in Chicago, followed by positions as a commercial loan officer and business development manager at Heartland Bank & Trust in Quincy. He holds a Bachelor's Degree from Quincy University and a high school diploma from Quincy Notre Dame. Andrew is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is involved in his community through various roles such as mentoring on the CFP Board, serving on the Salvation Army advisory board in Quincy, participating in Quincy University's Mart Heinen Club and Hall of Fame Committee, and involvement with the Gem City Breakfast Kiwanis. Andrew enjoys baseball, basketball, cooking, football, golfing, music, photography, spending time with family, traveling, and yoga.

Michael Brennan is a financial advisor with Merrill in Quincy, Illinois, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Merrill Lynch since 2008 and Bank of America since 2009. Outside of his advisory work, Brennan owns and manages a farm through a sole proprietorship and a trust, focusing on grain crop farming with no direct physical involvement. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Cutrone is a financial advisor with Merrill in Quincy, IL, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. His career includes tenures at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.