David Willeumier

Amir Jafariaria serves as a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He brings a global perspective to his role, shaped by his experiences living in six countries across multiple cities and working in private equity in Istanbul before relocating to the United States in 2014. Since joining Merrill Lynch Wealth Management in 2015, Amir has focused on delivering comprehensive wealth management services and proactive financial strategies tailored to his clients' diverse needs. With a background rooted in an entrepreneurial family and professional experience spanning private equity, start-ups, and wealth management, Amir specializes in areas including college education planning, employee benefits planning, executive and equity compensation services, family wealth management strategies, institutional and corporate benefit services, and wealth planning for LGBT and women clients. He integrates his services with clients’ external advisors such as attorneys, tax professionals, business managers, and family offices. Amir holds a Bachelor’s Degree in Management Information Systems and a Master of Business Administration (MBA), both from Eastern Mediterranean University. He also holds the Personal Investment Advisor (PIA) designation and is proficient in English, Persian, and Turkish. Outside of his professional life, Amir’s personal interests include bungee jumping, cooking, pickleball, refereeing, skiing, soccer, table tennis, and tennis.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Michael Ochs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael and his team focus on creating wealth by providing guidance to help clients avoid financial pitfalls and navigate monetary challenges, prioritizing their goals and establishing timelines to achieve them. Michael holds a bachelor's degree in finance from Eastern Illinois University and an MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He has been in the financial services industry since 2004, with experience in life and long-term care insurance sales, retail banking, and branch operations prior to becoming a financial advisor in 2012. Michael lives in Algonquin, Illinois, with his wife Michelle and their six daughters. He is active in his community and church, serving on several committees, coaching volleyball at his daughters' school, and volunteering with organizations including 4-H of Kane County, Feed My Starving Children, and the Northern Illinois Food Bank. He is also a member of the Knights of Columbus.