Meet Our Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

• On Wall Street named Kevin one of the nation’s elite young advisors in its “Top 40 Advisors Under 40” list 2017 – 2020 (*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Mar. Rankings based on data as of Sept 30 - Dec 31 of prior year).
• Forbes named Kevin to its list of “America’s Top Millennial Advisors” ranking him No. 8 in the nation out of the nearly 20,000 advisors (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 24, 2019. Rankings based on data as of March 31, 2019).
• Forbes named Kevin as one of the "Best-in-State Wealth Advisors" from 2019 - 2022 (*Source: Named to the 2022 Forbes “Best-in-State Wealth Advisors” list. Published on April 7, 2022. Rankings based on data as of June 30, 2021).

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*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Source: The On Wall Street's "Top 40 Advisors Under 40" list, published on January 23, 2020. Rankings based on data as of Sept. 30, 2019.

The ranking for the "Top 40 Advisors Under 40" list is compiled using data solicited from the advisors' employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12- month production for each advisor was the primary ranking criteria. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from On Wall Street are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. On Wall Street is a trademark of SourceMedia. All rights reserved.


*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 24, 2019. Rankings based on data as of March 31, 2019.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes
Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

Meet Our Merrill Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

Jamie has provided wealth strategies and offerings to affluent clients since 1999. He looks to help individuals and families pursue a number of concurrent priorities, reflecting their personal, business, and philanthropic goals. He is particularly skilled in long-term wealth strategies, insurance, and lending for high-net-worth clients. Jamie is also experienced in helping clients design and implement strategies for special needs children and eldercare.

Jamie believes strongly in the value of a cohesive strategy. He spends significant time with clients, assessing and revisiting their goals and timeframes. This process allows him to design an in-depth framework to pursue the priorities that are most meaningful to clients. Client discussions include retirement strategy, education funding, stock option analysis, equity compensation, wealth transfer strategy, and Social Security analysis.

Jamie continues to be recognized by Forbes as one of the country's top advisors. Forbes named Jamie to its annual list of Best-In-State Wealth Advisor 2020 - 2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year). He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in Business from Xavier University. Jamie serves on the corporate board for CancerFree KIDS and is actively involved with the Cincinnati Golfers for Charity.

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*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Meet Our Merrill Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

Tom joined Merrill in 2009. As a Private Wealth Advisor with The Evelo|Singer|Sullivan Group, Tom works with affluent individuals and families to design long-term wealth strategies. These financial frameworks allow clients to focus on life’s primary objectives, while addressing risk in the present and preserving wealth for future generations.

Tom works with business owners and senior corporate executives to navigate concentrated equity positions. He looks to help insulate or monetize those positions in coordination with clients’ long-term goals. For private companies, he explores pre-liquidity event opportunities and succession plans; for public companies, he evaluates hedging, swap and sales strategies. Tom applies his quantitative skills to analyze and coordinate research of major market developments and assess alternative investment strategies as a member of the group’s investment committee, which  sets the team’s strategic asset and style allocations within the guidelines of a client’s personal wealth management plan.

Tom was named a Best-in-State Next-Generation Wealth Advisor by Forbes in 2022 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022); the magazine recognized a select group of individuals who are 40 years of age or younger and leaders of their teams. 

Tom is an Honors graduate of Princeton University.  Originally from Cincinnati, Tom is actively engaged in the community, serving on the board of CISE and Ohio Valley Voices’ investment committee.

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*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and
are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Meet Our Merrill Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

In 2005, Braden joined The Evelo|Singer|Sullivan Group as an intern.  He quickly rose through the ranks and today he is a Private Wealth Advisor.  Braden works closely with senior corporate executives, advising on 10b5-1 trading plans, hedging and monetization, future selling or gifting of positions, while analyzing tax and regulatory implications.  

In his prior roles with the team, Braden led the portfolio review process, which documents a client’s progress toward their identified goals. He also has extensive experience implementing specialized hedging and trading strategies on behalf of clients, including concentrated stock selling, options trading, and fixed income new issues.

Braden is a CERTIFIED FINANCIAL PLANNER™ professional who has been recognized by Forbes as a “Best-in-State Next-Generation Wealth Advisors” on their 2022 list (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022). He holds an M.B.A. from the Williams College of Business at Xavier University with a concentration in Finance. He earned his undergraduate degree in Finance, Accounting, and International Business from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati.  He is also a member of UC’s Goering Center for Family & Private Business.
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*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and
are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

Steve joined The Evelo|Singer|Sullivan Group in 2007. He directs economic and market research, portfolio management, trading and due diligence across asset classes and investment funds.  He works closely with clients, advising them on portfolio strategies to help them pursue their financial goals.

Steve also chairs the team’s investment policy committee, which sets the strategic asset and style allocations within the guidelines of a client’s personal wealth management plan. Steve has earned industry recognition by Forbes, being named to their “Best-in-State Next-Generation Wealth Advisors” list in 2022 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022).

Steve graduated Summa Cum Laude with a B.S.B.A. with a concentration in Finance from Xavier University. Steve is a CFA® charter holder and is active in the CFA Society of Cincinnati.

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*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.


*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and
are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Meet Our Merrill Lynch Wealth Management Professional

Matt began his career with Merrill in 2000, and joined The Evelo|Singer|Sullivan Group in 2015. With more than two decades experience in management and execution of compliance activities, Matt oversees the operations segment of the team. He manages internal control systems, preparation of management reports and reviews, and communicates compliance measures to support the ever-changing regulations of the industry.

Matt received his B.B.A. with a concentration in Finance from the University of Cincinnati.

Meet Our Merrill Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

As a Private Wealth Relationship Manager, Katherine counsels clients on helping them achieve their strategic wealth goals. In addition to providing wealth planning and investment management advice to individuals, Katherine has been working with multi-generational families since 2019 in the area of learning and development to prepare the rising generation for the responsibility of ownership. In partnership with Merrill’s Family Wealth Center, she has developed curriculum to facilitate individual and sibling-group learning to bolster financial and investment knowledge with next-gen clients. While each plan is bespoke to the learners, popular topics include money skills, investing concepts and lead to topics such as crypto currency and ESG investing.

Katherine holds a Chartered Financial Analyst® (CFA®) designation and a CERTIFIED FINANCIAL PLANNER certification.  She earned her B.S. in Chemical and Biomolecular Engineering, Summa Cum Laude, from the University of Tennessee, where she was a member of the Chancellor’s Honors Program. Katherine is active in the Fine Arts community and serves as the co-chair for the ArtsWave’s YP Board and on the Cincinnati Opera’s investment committee. She is also active in her sorority alumni group –  Alpha Chi Omega.
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*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Meet Our Merrill Private Wealth Management Professional

Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.

Amanda joined The Evelo|Singer|Sullivan Group in 2011. She coordinates business development and client appreciation events, oversees marketing strategies to promote the team to affluent families, and ultimately helps the team deliver a unique client experience. She holds an Accredited Wealth Management Advisor, AWMA^® designation. 

Amanda earned her B.A. in Communication Studies from Northern Kentucky University.  Amanda is passionate about causes that empower women and girls.  She is a member of the Cincinnati Parks Foundation Women’s Committee and currently serves as the board chair for Kenzie’s Closet – a non-profit providing high school girls with prom attire.