Amber O'Brien is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients define their financial goals and develop personalized wealth management strategies that address individual priorities, risk tolerance, time horizons, and liquidity needs. Amber works with both individual and corporate clients on investment strategies, tax minimization, and retirement income planning. Amber holds a Bachelor's Degree from Illinois State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of professional organizations such as Illinois State University Alumni and Iowa Women Lead Change. Beyond her professional work, Amber is involved in community organizations including ESRA (English Springer Rescue America), Riverbend Food Bank, and Rotary. Her personal interests include biking, boating, camping, cooking, gardening, golfing, hiking, music, swimming, and tennis.

Cindy Arter is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management, based in the Davenport, Iowa office since 1998. She provides personalized wealth management strategies tailored to each client’s unique financial goals and changing market conditions. Cindy’s expertise encompasses a wide range of financial services, including executive stock option analysis, 10b5-1 plans, retirement and education planning, estate planning, portfolio development, and tax minimization. Her client focus areas include corporate executive services, family wealth management, investment consulting for defined contribution plans, personal retirement planning, and portfolio management. Cindy holds a Bachelor’s degree in Finance from the University of Missouri and multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has built enduring client relationships by working one-on-one to develop financial strategies aimed at helping clients pursue their long-term goals. Residing in Bettendorf, Iowa, Cindy has two grown children and six grandchildren. Outside of her professional work, she enjoys cooking, gardening, traveling, and spending time with her family.

Teresa Hanser is a Senior Financial Advisor with Merrill Lynch Wealth Management. She collaborates closely with clients to develop personalized financial strategies that align with their long-term goals. Teresa's approach incorporates insights from Merrill alongside banking and lending solutions from Bank of America to address evolving market conditions and client needs. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Teresa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor of Science degree in Business Finance and Economics from Montana State University. Teresa participates in community service consistent with Merrill's commitment to community engagement. Outside of work, she enjoys gardening, hiking, pickleball, skiing, traveling, and spending time with her family.

Alex Reese is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from Davenport, Iowa. He joined Merrill in 2017 and is a member of The Arter-Reese Wealth Management Group. Alex focuses on managing new wealth, personal retirement planning, and portfolio management services. He holds a Bachelor's degree in Finance from the University of Iowa and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alex’s wealth management approach emphasizes designing financial strategies tailored to help clients achieve their retirement and legacy planning goals. Outside of his professional role, Alex enjoys a variety of personal interests such as camping, cooking, fishing, football, golfing, hunting, softball, tennis, watching movies, and spending time with his family. He values staying connected to his hometown community and building lifelong relationships with his diverse client base.

Laura Genis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management since 2022. With over fifteen years of experience in the financial services industry, she specializes in providing wealth management and investment guidance tailored to individuals, families, and businesses. Laura holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Laura earned dual bachelor's degrees in Finance and Accountancy from the University of Illinois at Urbana-Champaign. Her client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, addressing the needs of women and wealth, and tax minimization. Residing in Davenport, Iowa, with her husband, Dan, and their daughter, Laura is actively involved in community initiatives. She serves on the Davenport Public Library Board of Trustees and has previously held leadership roles including President of Friends of Davenport Library and Past-President of the Junior League of the Quad Cities. Additionally, she has contributed over a decade to financial literacy volunteering with Junior Achievement and participated in United Way’s allocation committee to support local nonprofit organizations.

Nicholas Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in the financial services industry, specializing in working with qualified individuals. Nicholas provides personalized consultations to help clients establish clear financial goals, which he supports with customized wealth management strategies utilizing a broad range of financial instruments. His team is proficient in areas such as concentrated stock positions planning, Black-Scholes stock option modeling, 10b5-1 trading plans, and block trading. Before joining Merrill Lynch in 2012, Nicholas worked in Financial Institutional Sales for Pacific Life and AIG across the Midwest. His client focus includes executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds a Bachelor's Degree from Truman State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Bettendorf, Iowa, with his wife Kelly and their three children. Outside of his professional life, Nicholas enjoys basketball, golfing, hiking, reading, skiing, soccer, swimming, and traveling.