Wichita, KS N Rock Rd 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

2959 N Rock Rd

Wichita KS 67226

Advisors at this office

15

Advisors at this office

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Robert M

Series 63, Series 65

Wichita, KS

Merrill

Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.

Tax-loss harvesting Active portfolio management Wealth management
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Jacob S

Series 66

Wichita, KS

Merrill

Jacob Siggins is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has held multiple roles at Butler Community 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Casey T

Series 66

Wichita, KS

Merrill

Casey Truman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, also affiliated with Bank of America since 2021. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Cynthia L

Series 63, Series 65

Wichita, KS

Merrill

Cynthia Laub is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1993, starting immediately after graduating from Phillips University with a degree in Business Administration, emphasizing Economics and Marketing. Throughout her career, Cynthia has focused on wealth management consulting and helping clients prepare for and navigate retirement. Cynthia has extensive experience designing portfolios for high-net-worth individuals and their families. Her areas of expertise include divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and retirement income. She works closely with clients to develop investment approaches tailored to their unique goals and priorities, reviewing asset allocation, insurance needs, estate plans, and providing customized retirement analyses. Cynthia holds several professional designations, including Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, Personal Investment Advisor, and Retirement Benefits Consultant. Beyond her professional work, Cynthia has personal interests such as basketball, boating, cooking, gardening, golfing, interior decorating, music, singing, spending time with her family, and watching movies.

General retirement planning Retirement income strategy Income planning Wealth management General estate planning guidance Women Professionals Women's Finance Parents

Auston L

Series 66

Wichita, KS

Merrill

Auston Lauber is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce them to the solutions available through Merrill and Bank of America.\n\nHe holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Auston earned a Bachelor's Degree from Friends University.\n\nHis approach focuses on helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.

General retirement planning Wealth management
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James E

Series 63, Series 66

Wichita, KS

Merrill

James Easter is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and has experience in both financial services and other industries, including higher education and logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Julie S

Series 66

Wichita, KS

Merrill

Julie Staehr is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1993 and has been affiliated with Bank of America, N.A. since 2016. Outside of her advisory role, she assists with a telecommunications consulting LLC started by her husband. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Ronald R

Series 66

Wichita, KS

Merrill

Ronald Rivas is a Financial Advisor based in Wichita, Kansas, working with Merrill Lynch Wealth Management. He partners with individuals, families, and small business owners to provide thoughtful, long-term financial guidance aimed at retirement planning, income strategies, business transition planning, and overall wealth management. Ronald's approach centers on understanding clients' priorities, values, and timelines to develop personalized strategies that evolve as their needs change. He emphasizes building lasting relationships to offer consistent advice and support. His expertise includes retirement planning, managing new wealth, family wealth management strategies, college education planning, and small business owner guidance. Ronald holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma from Derby High School. Outside of his professional role, Ronald enjoys bowling, chess, cooking, football, golfing, music, pickleball, spending time with his family, and watching movies.

General retirement planning Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management

Kyrstin S

Series 66

Wichita, KS

Merrill

Kyrstin Segura is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with high-net-worth individuals and their families to develop and execute custom financial strategies tailored to their personal goals. Her expertise spans a comprehensive understanding of taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, aiming to address all aspects of a client's financial life. Kyrstin holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Colorado Mesa University and completed a master's degree in financial planning at the College for Financial Planning in 2023. Kyrstin’s approach is informed by a commitment to integrity shaped by her upbringing in a military and law enforcement family, combined with her extensive training and experience. Based in Grand Junction, Colorado, Kyrstin lives with her husband, a firefighter since 2000, and their two children. Outside of work, she stays active through hiking, running, pickleball—participating with the Western Slope Pickleball Club—and enjoys cooking with her family. She emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them.

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing Tax-loss harvesting Young Families
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Dylan K

Series 66

Wichita, KS

Merrill

Dylan Kuhn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill and Bank of America in 2022, he worked with KMS, LLC and KMS, Inc., and has prior experience with Wichita State University and Ora Design Group 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Jessica M

Series 66

Wichita, KS

Merrill

Jessica Martinez is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management

Alexander C

Series 63, Series 66

Wichita, KS

Merrill

Alexander Croy is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial solutions to high-net-worth investors. He focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Alexander works closely with clients to develop customized financial approaches that align with their priorities, risk tolerance, time horizon, and liquidity needs. He is committed to offering transparent guidance and helping clients navigate the complexities of investing to achieve their personal and family goals. Alexander holds a Bachelor's Degree from Wichita State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes clarity in fees and services, ongoing assessment of clients’ financial plans, and responsiveness to changing life circumstances and market conditions. Outside of his professional role, Alexander enjoys spending time with his wife, Taylor, and engaging in activities such as golfing, traveling, camping, and yoga.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance
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Delilah R

Series 66

Wichita, KS

Merrill

Delilah Reid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Verizon Wireless and has held various roles in retail and service industries. 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 a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Cavon C

Series 66

Wichita, KS

Merrill

Cavon Cockrum is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Outside of his advisory role, he is involved with AIC Builders LLC, a family-owned business focused on rental homes and property flipping. 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 institutions.

Tax-loss harvesting Active portfolio management Wealth management

Dustin K

Series 66

Wichita, KS

Merrill

Dustin Kuhn is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He focuses on developing strategies and recommendations to assist successful individuals and their families in achieving their financial goals, particularly in areas such as retirement planning, college education planning, personal retirement income, and investment consulting for defined contribution plans. Dustin is a member of the Laub Kuhn Wealth Management Group team and contributes to client communication and team marketing efforts. Dustin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). He also carries the title of Retirement Benefits Consultant from Merrill, reflecting his experience servicing company retirement plans. Dustin graduated from Wichita State University with a bachelor's degree. His accomplishments have been recognized by Forbes, naming him to its "Best-in-State Next-Generation Wealth Advisors" list multiple years and to the "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists as recently as 2026. Outside of his professional responsibilities, Dustin is actively involved in the Wichita community as a member of the Rotary Club of Wichita, the Air Capital Cosmopolitan Club, and the Young Professionals of Wichita. He also holds membership with Magdalen Catholic Church. His personal interests include football, golfing, softball, tennis, traveling, and spending time with his family, including his children.

General retirement planning Retirement income strategy Income planning Mid-Career Professionals Parents
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