Guy Alderdice

Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010 and brings over 20 years of experience in the financial services industry. Christopher specializes in areas including divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Christopher holds a Bachelor of Science degree in Finance from the University of Vermont and earned his Master of Business Administration from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, designated by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additionally, he carries the Personal Investment Advisor and Retirement Benefits Consultant professional designations. Outside of his professional role, Christopher is actively involved in organizations such as the Quechee Ski Team and The Quechee Club. He enjoys adventure sports including golfing, running, and skiing. He spends personal time with his wife, Liz, their three sons—Topher, George, and Ford—and their golden retriever, Bogey, particularly in Vermont.

Kaitlyn M. Cruse is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she also serves as a Portfolio Manager and holds the Retirement Accredited Financial Advisor designation. She began her career at Merrill in 2008 in Boston, MA, working with ultra-high net worth individuals at Merrill Private Wealth Management Group. Since relocating to San Diego, CA in 2016, Kaitlyn has focused on developing personalized wealth plans in collaboration with estate attorneys, tax preparers, and other specialists to meet her clients' specific needs and goals. Kaitlyn holds the Certified Investment Management Analyst® certification, the Certified Plan Fiduciary Advisor® designation, and Merrill’s Retirement Accredited Financial Advisor title. She is also licensed in California for Life, Accident & Health insurance and holds FINRA Series 7, 63, 65, and 66 registrations. She earned a Bachelor of Science degree in Business Administration from Bryant University with a focus in Financial Services and a minor in Communications, including study abroad at the University of New South Wales in Sydney, Australia. Outside of her professional work, Kaitlyn is involved with Merrill Women's Exchange and the National Association for Women Business Owners (NAWBO). She enjoys skiing, Pilates, traveling, cooking, and spending time with her family. Kaitlyn resides primarily in Carlsbad, CA with her husband, two young children, and rescue dog, and they also spend time at their home in Vermont.