Waukesha, WI N19 W24400 Riverwood Dr Office

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Alyssa Pochert is a financial advisor with Merrill in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory work, Alyssa manages a side business, Alyssa Pochert Photography LLC, where she provides photography services for individuals, families, couples, and weddings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Laura Hopp is a Series 66-licensed financial advisor with Merrill in Waukesha, WI, with 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. 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, pension plans, corporations, and charitable organizations.

Jonathan Klein is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and small business owners develop personalized financial strategies that integrate investments, retirement planning, and long-term priorities. His approach centers on building meaningful relationships and providing guidance to simplify complex financial decisions. With experience as a small business owner, Jonathan understands the challenges and commitments involved in entrepreneurship. This background informs his work with business clients, allowing him to address their unique needs and assist in comprehensive financial planning. His expertise includes legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. Jonathan holds a Bachelor's Degree from the United States Air Force Academy and an MBA from Liberty University. He is involved in his local community through participation in American Legion Post 63 and the Boy Scouts of America. Outside of his professional duties, he enjoys fishing, football, hunting, reading, and swimming.

Ashley Thomas is a Series 66–licensed financial advisor with Merrill in Waukesha, WI, and has 13 years of industry experience. She has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. 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.

Joshua Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined The Ebeling/Melby Group in 2021 as a Financial Advisor and brings 15 years of experience in the financial industry, having worked in various capacities within the field. Joshua's areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from Missouri State University. A United States Army veteran, Joshua is also an avid international traveler. He is involved with the Make A Wish Foundation. He resides in Oconomowoc, Wisconsin with his wife Ashley, their daughter Maribelle, and their dog Cappy. Outside of work, Joshua's personal interests include boating, camping, cooking, football, music, and watching movies.

Jacalyn Brown is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Tomahawk, Wisconsin. 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.

Kevin Rodden is a Senior Resident Director at Merrill, specializing in comprehensive wealth management strategies. He focuses on understanding clients' financial situations, families, and priorities to develop personalized approaches tailored to their goals. Kevin's client expertise spans college education and legacy planning, retirement income, portfolio management, family wealth management, liquidity management, small business strategies, and special needs planning. Kevin has been with Merrill since 2004. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Wisconsin System. Outside of work, Kevin enjoys baseball, golfing, hiking, music, skiing, and spending time with his wife and two children in Pewaukee.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. 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 institutional investors.

Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. 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, and institutions.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also serving Bank of America since 2011. Outside of his advisory role, he is a fiduciary with power of attorney responsibilities for EMS, an investment-related entity based in Waukesha, Wisconsin. 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.

Karli Caine is a Financial Advisor with Merrill Lynch Wealth Management, where she applies a comprehensive approach to wealth management that emphasizes understanding clients’ goals and delivering personalized financial strategies. She is part of the TBS Group, which integrates client aspirations with strategic insights to develop action plans that address risk tolerances, time horizons, liquidity needs, and investment objectives. Karli began her career at Merrill in 2020 in client service roles before transitioning to financial advising. She leverages her background in client services to prioritize client satisfaction and provide ongoing support through a dynamic wealth management process. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli earned a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, is licensed in life and health insurance in Wisconsin, and holds FINRA Series 7 and 66 registrations. She is involved with the Financial Occupations Club for University Students and participates in community activities with the ALS Association. Her personal interests include cooking, reading, tennis, and volleyball.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, Wisconsin. 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, and institutions.

Elizabeth Roecker is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an 11-year tenure at Robert W. Baird. 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, pension and profit-sharing plans, corporations, and charitable organizations.