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 Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Davenport, Iowa office. She has been with Merrill Lynch since 1998 and specializes in providing a wide array of financial services, including 401(k) plans, executive stock option analysis, 10b5-1 plans, retirement planning, college planning, estate planning services, and portfolio development. Cindy focuses on client areas such as Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Portfolio Management Services, and Tax Minimization. Cindy holds a Bachelor's degree in Finance from the University of Missouri and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Residing in Bettendorf, Iowa, Cindy has two grown children, five grandsons, and one granddaughter. Outside of her professional work, she enjoys cooking, gardening, and traveling.

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.