Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Mitchell Winter is a Private Wealth Advisor and founding partner of the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. He specializes in serving ultra-high net worth families by simplifying and streamlining their complex financial affairs. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds a Bachelor's Degree from Lafayette College and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mitchell is committed to personalized wealth management strategies, working closely with clients to develop tailored financial plans that align with their long-term goals. Mitchell has been an Upper West Sider in New York City throughout his adult life and has been married for 41 years with three children and one granddaughter. He participates in community activities and dedicates time to mentoring interns and externs at Lafayette College as well as supporting MS Hope for a Cure. His personal interests include golfing, hiking, skiing, spending time with family, and traveling.

John Darrah is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of Wall Street experience to his role. He specializes in serving individual investors, institutions, and trusts, focusing on the full life cycle of wealth, including accumulation, preservation, and distribution. John is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis. His approach incorporates individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. John holds the Certified Private Wealth Advisor (CPWA®) designation awarded by the Investments & Wealth Institute through the University of Chicago, and he maintains FINRA Series 7, 65, 63 registrations, as well as a Series 3 CFTC registration. He earned a Bachelor of Science degree with distinction in Finance from the University of Maine. John divides his time between New York City and Park City, Utah, where he lives with his wife.

Anthony Brookfield is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he works closely with a selective group of ultra-high-net-worth individuals and families to provide disciplined portfolio oversight and develop investment strategies. He integrates tax, estate, and philanthropic planning to ensure a cohesive financial framework for his clients. Anthony specializes in advising business owners during critical transition periods, including pre-liquidity planning and post-exit capital deployment, assisting them in transforming enterprise value into lasting family wealth. He also guides senior executives on equity-based compensation, covering concentrated and restricted stock strategies, while implementing risk management and multigenerational governance structures aimed at preserving wealth. He holds a Bachelor of Arts degree in Economics from the University of California, Davis, and an MBA in International Business and Finance from Columbia Business School. Anthony is designated as a Personal Investment Advisor (PIA).

Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.

Sandra Hill is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 1993, progressing through various roles including Vice President, Financial Consultant, and Account Executive before her current position, demonstrating over 30 years of experience in the financial services industry. Sandra works with affluent individuals and families to address their wealth planning needs. She focuses on understanding client goals and partnering with them to make prudent decisions regarding investments and financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sandra's personal interests include board games, cooking and baking, and golf.

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management who joined the firm in 2007. With a background in investment banking focused on mergers and acquisitions, Jon brings over 15 years of experience in the financial services industry. He specializes in assisting both individual and corporate clients with managing major transition events such as retirement or the sale of a business. His services include estate planning, lending and credit issues, investment management, and holistic wealth management. Jon’s expertise extends to areas such as corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with clients on college education planning, family wealth management strategies, services for endowments, foundations and non-profits, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Lending services are provided through Bank of America, N.A. Jon holds a high school diploma from Cardinal Newman and a bachelor’s degree from the University of New Orleans. He also attended Tulane University without degree conferment. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Jon enjoys golfing, hiking, soccer, and tennis.

David Feigelman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in constructing asset allocation plans tailored to each client’s unique income and growth expectations. As a qualified Portfolio Manager, David provides traditional advisory services and also manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He offers portfolio management services through the Firm’s Investment Advisory Program, where strategies may be managed on a discretionary basis, and works with clients to build customized portfolios incorporating mutual funds, ETFs, and option strategies for income. David began his career with EF Hutton in Massachusetts in 1982 and has been with Merrill’s Boca Raton office since 1988. He holds a bachelor's degree in finance from Boston University, graduating magna cum laude. Recognized for his professional achievements, David has been named to the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years, including in 2025, and his team has been honored on the Forbes Best-in-State Wealth Management Teams list for the past three years. Outside of his professional life, David is an avid sportsman who enjoys tennis, basketball, and swimming. He resides in Boca Raton with his wife of over 29 years and spends time with his family at their home in Stowe, Vermont, engaging in skiing, hiking, and mountain biking.