Thomas Heilman

Thad Pike is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement strategies for high-net-worth individuals and businesses. He focuses on risk management, tax minimization, and estate and wealth transfer strategies. Thad is a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, model portfolios, and third-party strategies. He holds a Bachelor’s degree and a Master of Business Administration from North Dakota State University. Thad has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been with Merrill since 2007. Outside of his professional role, Thad enjoys outdoor activities such as boating, fishing, hunting, and racquetball, often spending this time with his family.

Antony Luz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on simplifying the financial lives of high-net-worth clients by assisting them in identifying and prioritizing various goals such as estate planning, investments, tax minimization strategies, wealth transfer, and retirement income. Antony develops customized strategies tailored to clients' personal circumstances and preferences, aiming to help optimize their financial resources. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). Antony earned a bachelor's degree in Economics from Rutgers University. He is also a qualified Portfolio Manager who manages personalized and defined strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Antony resides in Fargo, North Dakota, with his wife Aileen and their two children, Alex and Anachelle. His personal interests include adventure sports, boating, cooking, spending time with family, traveling, and watching movies.

Peter Hummel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1987, bringing over 30 years of experience in wealth management. Peter holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc. and has served as a Merrill Lynch Wealth Management Senior Vice President and Qualified Portfolio Manager. His expertise includes goal-based wealth management, retirement planning and income distribution strategies, and customized portfolio management. Peter works closely with clients to develop personalized wealth management strategies that focus on growing and preserving assets while planning for the distribution of wealth. His client focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, tax minimization, and retirement income. Peter earned a bachelor's degree in economics from the University of Minnesota. He is also involved in community service with the Great Plains Food Bank. Outside of work, Peter enjoys adventure sports, boating, boxing, fishing, swimming, and watching movies.

Michelle Hagen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' goals and values, including areas such as college education planning, divorce transition planning, family wealth management, retirement income, philanthropic planning, and socially responsible investing. Michelle holds professional designations as a Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Roseau High School, an associate's degree from Bemidji State University, and a bachelor's degree from the University of North Dakota. She is also an active member of Rotary International's Fargo, ND Club, contributing to her community through volunteering. Outside of her professional role, Michelle enjoys outdoor activities including biking, boating, golfing, hiking, ice hockey, running, and yoga. She values spending time with her family and traveling. Michelle’s financial philosophy centers on developing one-on-one, personalized financial strategies designed to help clients pursue their long-term goals.