Julio Levisohn

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 15 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Additionally, with our per plan/project and Quick Plan service fee options, I can help individuals that want financial planning services, but cannot use the Assets Under Management fee model. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

Mark Wilden is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Lexington, KY, where he has served for over 30 years. As a partner with Wilden, Thompson & Associates, he provides wealth planning and investment management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment objectives. Mark is also a qualified Portfolio Manager, offering discretionary management of personalized or defined strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mark's expertise encompasses areas such as divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, defined benefit and defined contribution plans, personal retirement planning, portfolio management services, and sports and entertainment wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Mark earned a Bachelor of Arts degree in Political Science and Business from Duquesne University and has also attended the Graduate School of Business at Duquesne and the College for Financial Planning. He has been involved in community activities as a past board member of the Kentucky Humanities Council. Outside of his professional work, Mark has interests in basketball, football, and golfing.

Katelyn Scheller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she began working in 2017. She specializes in retirement planning and holds the CERTIFIED FINANCIAL PLANNER® designation as well as the Personal Investment Advisor (PIA) credential. Katelyn's approach to financial advising emphasizes understanding clients' individual life priorities to create personalized plans that align with their goals and aspirations. Katelyn earned her Bachelor's Degree from Miami University, where she also played on the Women's Ice Hockey Team. She competed three times in the World University Games with the National Women's Ice Hockey team, earning two Bronze Medals in Italy and Kazakhstan. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of her professional work, Katelyn is involved with the community organization Reach Out Lakota. She enjoys boating, ice hockey, running, spending time with her family, and traveling.

Mark Dill is a Senior Financial Advisor and partner at Brennan & Associates, affiliated with Merrill Lynch Wealth Management since 2018. His entry into the wealth management industry was influenced by his personal experiences during the 2008-2009 recession. Mark holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), enabling him to provide expertise in multigenerational family planning and complex financial strategies. Mark focuses on serving business owners and entrepreneurs, emphasizing family wealth management, legacy planning, liquidity management, and socially responsible investing. His approach includes working closely with each generation of a family to articulate their goals and develop comprehensive financial strategies. A Lexington native, Mark graduated Magna Cum Laude and Phi Beta Kappa from Centre College with a degree in economics and finance. He was a four-year baseball player and led a student investment group managing part of the college's endowment. Mark is active in his community, serving on the Board of Deacons at Calvary Baptist Church and volunteering with organizations such as Bluegrass Tomorrow, Kentucky Children's Hospital, and the Make-A-Wish Foundation. He resides in Lexington with his wife, Alison, their two children, and their dog, Willow. In his free time, Mark enjoys golfing and spending time with his family.

Hope Wilden is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013 and joined Wilden, Thompson & Associates Wealth Management Group in 2015. As a second-generation financial advisor, Hope supports the legacy established by her father and her partner throughout their tenure at Merrill. Her role focuses on providing comprehensive client service, assisting with financial planning and investment management, and collaborating with specialists on retirement planning, insurance, and lending solutions. She also serves as the group's liaison to Bank of America, facilitating unique mortgage and lending opportunities for clients and businesses. Prior to joining Merrill, Hope supported 401(k) plans and provided participant education to prepare plan members for retirement. She continues this work by helping business owners and plan sponsors implement and maintain effective 401(k) strategies. Her expertise covers areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, women and wealth, and retirement income. Hope holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree from the University of Kentucky. Hope participates actively in professional and community organizations such as God's Pantry, Kentucky Endowment for Humanities (where she serves as a board member), Ronald McDonald House, The National Association of Women Business Owners (NAWBO), and The Red Cross. She is also involved with the Lexington Chapter of the Professional Women's Forum, the University of Kentucky Alumni Chapter, and her sorority alumnae group, Alpha Omicron Pi. Outside of work, Hope enjoys spending time with family and friends, engaging in outdoor activities, and following University of Kentucky sports.