Samuel Cherny is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating from the firm’s flagship Fifth Avenue office in New York City. He leads an experienced advisory team that serves high net worth individuals, families, and small businesses nationwide. Samuel and his team draw upon over 80 years of collective financial services experience to deliver comprehensive investment and wealth management strategies. His approach emphasizes customized financial planning that considers clients’ time horizons, liquidity needs, and tax circumstances to help them achieve long-term objectives. Services provided by his team include investment management, personal banking, trust and estate planning, and insurance solutions. Many client relationships managed by Samuel span multiple generations. Samuel earned a Bachelor’s Degree with a double major in Personal Finance and Economics from the University of Wisconsin–Madison. He holds the Personal Investment Advisor (PIA) designation. Originally from Wisconsin, Samuel now resides in Manhattan. He actively supports Muddy Paws Rescue in his community. His personal interests include basketball, cooking, football, running, skiing, soccer, traveling, volleyball, and watching movies.

Michael Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting accomplished business owners and corporate executives in optimizing their wealth and preparing for future financial needs. With over 34 years of experience, he focuses on both wealth accumulation and distribution, developing custom strategies that address the diverse tactics necessary for these distinct phases. Michael works closely with clients to manage their personal and corporate wealth, helping them navigate complex financial decisions and pursue their long-term goals. In his role, Michael provides guidance on fiduciary responsibilities for institutional clients, including plan health assessments and financial wellness programs for employees. He assists plan sponsors in selecting appropriate retirement plans and delivers employee education programs to support retirement readiness and engagement. His expertise also encompasses corporate executive services, family wealth management strategies, institutional benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income planning. Michael holds a Bachelor's Degree from St. Mary’s University of Minnesota and has completed an Accredited Certificate Program at The Wharton School. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Mequon, WI, Michael is actively involved in the community through his volunteer work with SecureFutures, a nonprofit organization dedicated to financial literacy for high school students, where he serves on the finance committee and supports annual investment conference efforts. Outside of work, he enjoys golfing, traveling, and spending time with his family.