Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill. She works closely with clients and their families to navigate significant financial decisions, focusing on areas such as wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta emphasizes clear communication to help clients weigh their options and make informed decisions aligned with their individual financial goals. Greta holds a Bachelor’s degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional, a credential awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Her professional approach combines technical knowledge with personal dedication to support clients in achieving their long-term financial objectives. Residing in her hometown of Lake Elmo, Minnesota, Greta shares her life with her husband, Joel, and their two children. Outside of her professional work, she enjoys spending time with her family, skiing, reading, and attending Iowa State Cyclones games. Her interests also include billiards, boating, music, running, watching movies, and yoga.

John Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he focuses on helping clients manage their wealth through personalized financial strategies. He works closely with clients to develop tailored approaches that align with their long-term goals, drawing on the resources of Merrill for investment insights and Bank of America for banking and lending solutions. With a career dedicated to building trusting relationships, John specializes in providing advice and guidance for complex personal and business financial situations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Iowa. In addition to his professional role, John is actively involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation.