Katherine Storey

April Ylvisaker Tardiff serves as a Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch in 2012. In her role, April focuses on delivering comprehensive wealth management strategies tailored to individual client needs, with expertise in areas such as college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. April holds a Bachelor's Degree from the University of Maine System and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She and her team leverage both their industry knowledge and the global resources of Merrill to provide a full range of wealth management services, particularly assisting corporate executives in integrating corporate benefit programs into long-term financial strategies. Beyond her professional career, April is involved with various community organizations such as Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. Her personal interests include boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with family, and yoga.

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. He focuses on providing services for endowments, foundations, and non-profits, defined benefit and defined contribution plan investment consulting, as well as personal retirement planning and retirement income solutions. Martin works closely with successful professionals to create cash flow projections and financial models that enable clients to gain flexibility and security in their retirement years. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a board member for SMCC and participates in community initiatives such as Junior Achievement, Maine. In his personal time, Martin enjoys activities including chess, golfing, hiking, skiing, and spending time with his family. He values community involvement and dedicates effort to volunteering with local organizations.