Kevin Dehler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Kevin focuses on developing strategies and advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. He holds the Wealth Management Advisor designation and is a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his experience working with clients in the sports and entertainment industry. Kevin is a graduate of Archbishop Molloy High School and St. John's University, where he earned a bachelor's degree in Finance. Prior to joining Merrill Lynch, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, and socially responsible investing. He and his wife, Kristen, live in Sag Harbor with their two children and are active in the community, supporting Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. Kevin also holds a United States Coast Guard Captain's license and has coached various sports over the past eight years.

Harry Hackett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has provided financial advisory services since 1995. He succeeded his father's practice and has extensive experience working with families to help them achieve their financial and lifestyle goals. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Harry also offers Trust and Estate services, cash flow creation analysis, and access to Bank of America's banking and lending services. Harry holds the Chartered Retirement Planning Counselor (CRPC®) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Hamilton College. In addition to his professional commitments, Harry is a member of the Masonic Order and is involved in community activities, including participation in the Bridgehampton Half Marathon. He lives in Bridgehampton with his wife Louise and their three children.

Jacob Eckart is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team have been serving clients since 2008. With a career in the investment community beginning in 1983, Jacob brings extensive experience in portfolio management and financial advisory services. He is qualified as a Portfolio Manager and provides clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. Jacob's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation. Jacob graduated from Westhampton Beach High School and earned an Associate's Degree from Suffolk County Community College. Outside of his professional work, Jacob enjoys boating, fishing, golfing, and music.

Anthony Addison is a Senior Financial Advisor and Managing Director within the Merrill Lynch Wealth Management Group. With a professional focus on wealth management and asset management for high net worth clients, Anthony and his team have provided financial guidance since 1997 to affluent families and corporations. They take a holistic approach by reviewing clients' assets, debts, risk tolerance, time horizons, liquidity needs, and overall investment goals to tailor customized wealth management plans. Anthony also collaborates closely with clients' attorneys and CPAs to align financial strategies comprehensively. His expertise encompasses goals-based wealth management, retirement planning and distribution options from employer-sponsored plans, estate planning services, hedge fund lending, and managing concentrated stock positions with tax-efficient stock option exercises. Anthony advises on a broad range of client focus areas including college education planning, family wealth management strategies, liquidity management, small business strategies, and tax minimization. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Vermont. In addition to his professional pursuits, Anthony participates in community activities consistent with Merrill’s tradition of service. Outside of work, he enjoys biking, cooking, hiking, hunting, and spending time with his family. He emphasizes developing personalized financial strategies tailored to his clients’ long-term goals and treats his clients with a family-oriented approach.

Mary Barty is a Wealth Management Advisor at Merrill Lynch Wealth Management. She rejoined the firm in 2008 after an earlier tenure and has been working in the financial industry since 1996. Mary specializes in retirement planning, estate planning services, and overall wealth management. As a qualified Portfolio Manager, she provides traditional advice and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Within the firm's Investment Advisory Program, she may manage strategies on a discretionary basis. Mary holds an associate degree from Suffolk County Community College and a bachelor's degree in economics from the State University of New York at Albany. She 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). Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, women and wealth, tax minimization, and retirement income. Outside of her professional responsibilities, Mary enjoys baseball, boating, hiking, music, reading, running, skiing, spending time with her family, traveling, and yoga. She is married and has two children.

Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has served as a financial advisor since 2007. She specializes in working with high-net-worth, multi-generational families, business owners, and professionals to address a broad range of financial needs. Ariel employs a consultative approach, collaborating closely with clients and their other professional advisors to develop comprehensive wealth management strategies. Her areas of focus include education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, portfolio management, and supporting women in pursuing defined financial goals. Ariel holds a Bachelor’s degree in Psychology from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Chartered Retirement Planning Counselor™ (CRPC™), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). Ariel leads a team of advisors and client service associates who work alongside internal specialists to offer clients tailored financial solutions. In addition to her professional role, Ariel serves as a Board Member for the Kaplen JCC on the Palisades. She resides in Demarest with her husband and their two sons. Her personal interests include playing tennis, traveling, entertaining, and spending time with her family watching movies.

Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He specializes in developing customized, goal-oriented wealth management strategies for his clients. Since joining Merrill Lynch in 2013, Christopher has focused on serving two primary groups: corporate executives and key employees dealing with issues such as concentrated stock positions, deferred compensation, and liability management; and small groups of affluent families across the country, providing multi-generational wealth and estate planning services. His client focus also includes areas such as college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. Christopher holds a Bachelor's Degree in Business Administration with concentrations in Finance and Entrepreneurship from Boston University. He has earned the Personal Investment Advisor (PIA) designation. In 2019, he was recognized by Forbes as one of the Best-in-State Next-Gen Wealth Advisors.

Lawrence Shields is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1980 and brings extensive experience in assisting clients with personalized wealth management strategies. Lawrence and his team emphasize a comprehensive approach to managing wealth that starts with listening carefully to clients in order to understand their specific goals and develop informed financial strategies. Lawrence’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income solutions. He also works with clients in the sports and entertainment sectors. Lawrence holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Cornell University as well as an MBA from Pace University. Outside of his professional work, Lawrence enjoys golfing, swimming, tennis, and writing. He commits to working one-on-one with clients to create personalized financial strategies designed to help them pursue their long-term goals.

Gracjana Sawicki is a Resident Director and Wealth Management Advisor at Merrill, specializing in family wealth management strategies, personal retirement planning, and small business strategies. Leveraging extensive experience as a former U.S. Army Judge Advocate General's Corps officer and over 18 years as a civilian attorney and small business owner, she now focuses on proactively assisting clients in developing their financial needs and goals and creating personalized financial strategies to help achieve them. Gracjana emphasizes understanding clients' life priorities to tailor plans aligned with their aspirations. She holds a Bachelor's degree from Michigan State University and a Juris Doctorate degree from the University of Detroit School of Law. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gracjana is a member of the American Legion and is involved in her children's schools, reflecting her commitment to community engagement. Gracjana combines her legal and business background with the resources and technology provided by Merrill to deliver competent and timely financial guidance. While no longer practicing law, she draws on her advisory experience to build trusted client relationships, prioritizing a professional yet personable approach. Outside of work, she enjoys hobbies such as chess, football, golfing, hunting, and spending time with her family.