Anthony Montemurro

Todd Dorman is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Terre Haute, Indiana. He has been serving clients in the financial services industry since 1986, with a tenure at Merrill Lynch starting in 1999 where he played a key role in opening the Terre Haute office. Todd has also held the position of Resident Director of this office for ten years. Throughout his career, Todd has focused on areas including college education planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He develops cash flow strategies and customized wealth management solutions tailored to clients’ risk tolerance, time horizon, liquidity requirements, investment goals, and associated costs. Todd holds the Personal Investment Advisor (PIA) designation. Todd graduated from Indiana State University with an associate’s degree in Business Management and played varsity tennis there for four years. Prior to his financial advisory career, he worked as a tennis teaching professional. He is involved in the community as an assistant varsity tennis coach at Terre Haute South High School. Todd resides in Terre Haute with his wife, Patty, and they have five daughters and one son. His personal interests include baseball, hiking, tennis, volleyball, and spending time with his family.

David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.