Steven Latterman

Michael Estabrook is an International Wealth Advisor with Merrill Lynch Wealth Management, based in Basalt, Colorado. Since joining the firm in 2013, he has leveraged his extensive international experience studying and working in Switzerland, The Netherlands, and the United Kingdom to serve clients domestically and abroad. His approach to wealth management integrates principles of value creation and service excellence, influenced by his background in hospitality, to help clients identify and achieve their financial goals. Michael is licensed to sell insurance in multiple states, including Colorado, Texas, California, Florida, North Carolina, Maryland, and New York. Michael holds a Master of Science from Rotterdam School of Management and a Bachelor of Science in Hospitality Management from Ecole Hôtelière de Lausanne. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Fluent in English, French, and Spanish, with working knowledge of Dutch, he maintains a commitment to ongoing professional development through internal courses at Merrill Lynch. His client focus areas include family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. In addition to his professional work, Michael participates in several community and professional organizations such as the Colorado Hispanic-Latino Business Council and the Hispanic/Latino Organization for Leadership and Advancement Colorado Chapter, both affiliated with Bank of America. He is also involved with the Roaring Fork Conservancy, My Environment Colorado Chapter, and the Raizado Festival supporting justice for migrant women. Michael enjoys traveling, hiking, skiing, camping, cooking, fishing, and spending time with his wife Brechtje, their daughters Rafaella and Emmanuella, and their dogs.

Dwayne Ross is a Senior Financial Advisor specializing in developing long-term financial strategies for families, individuals, and successful business owners. He has 36 years of experience in the financial industry and currently works within Merrill Lynch Wealth Management. Mr. Ross holds a Bachelor's Degree in Business from the University of Florida, earned in 1985. His professional credentials include certifications such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his current role, he served as Senior Vice President Wealth Management at Morgan Stanley Smith Barney from September 1999 to December 2012 and as First Vice President Financial Consultant at Dean Witter & Prudential Securities from January 1989 to September 1999. Residing in Davie, Florida with his wife Durée and two children, Mr. Ross is an avid antique collector. He participates in local community events and assists local schools with their math and business curriculums, reflecting his commitment to community involvement.

Maxwell Rispoli is a Wealth Management Advisor and First Vice President at Di Ianni & Associates within Merrill Lynch Wealth Management. Since joining the firm in 2014, he has developed expertise in family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing. His client focus includes college education planning, managing new wealth, and serving endowments, foundations, and non-profits. Max graduated with honors from Babson College with dual concentrations in Finance and Economics. Before returning to Aspen to pursue his advisory career, he gained experience working with Merrill Lynch Wealth Management teams in New York and New Jersey and completed internships with UBS and Merrill Lynch. He holds the Certified Private Wealth Advisor (CPWA) and Chartered SRI Counselor (CSRIC) designations and has been recognized multiple times by Forbes as a Top Next-Generation Wealth Advisor. Outside of his professional work, Maxwell is active in nonprofit and community organizations. He serves as Secretary and Alumni Chair for the Aspen Education Foundation and has previously held leadership roles with Springboard Aspen and the Jazz Aspen Snowmass Advisory Board. An Aspen resident since 1999, he enjoys outdoor activities including hiking, biking, snowboarding, and running marathons, and is fluent in Spanish.

Thomas Schmidt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides advice, guidance, and customized strategies across various aspects of wealth management for high-net-worth individuals, affluent families, and corporate executives nationwide. With over 20 years of experience in financial services, Thomas holds a Bachelor's Degree in Economics from the University of Massachusetts Amherst. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, Thomas and his wife have three children, and the family enjoys watersports, trail running, skiing, and mountain biking.

Donna Di Ianni is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 1983, founding Di Ianni & Associates and advising high-net-worth individuals, families, endowments, and private family foundations. Donna began her career at Merrill Lynch Wealth Management in Bridgewater, New Jersey, where she worked for 17 years before relocating to Aspen, Colorado in 2000 to open the Aspen Merrill branch. Donna holds a Bachelor's degree from Susquehanna University and a Master's degree from The Pennsylvania State University. She has earned the Personal Investment Advisor (PIA) designation. Her community involvement includes serving on the boards of nonprofit organizations such as Jazz Aspen Snowmass, where she is currently on the Board of Trustees and Co-Chair of the National Council. She has also held past board positions with the Aspen Music Festival and School and Schools Need Active Parents (SNAP). Donna resides in Aspen, Colorado.

Allison Gerrie is a Financial Advisor with the Gerrie-Stafford Group at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with complex financial needs through a goals-based wealth planning approach. Allison is committed to guiding her clients through the uncertainties of life and financial markets while delivering attentive customer service. Before joining Merrill Lynch in 2021, she spent five years at J.P. Morgan’s Private Bank in Dallas, where she began her career serving high net worth individuals. Allison earned a Bachelor of Business Administration in Finance with a Minor in Marketing from the University of Texas at Austin. She holds the Personal Investment Advisor (PIA) designation. Residing in Carbondale, Colorado with her husband, Andrew, Allison is involved in her community through volunteer work at the Wind Walkers Equine Assisted Learning & Therapy Center. In her personal time, she enjoys activities such as horseback riding, fly fishing, snow skiing, and attending football games.