The Thorndyke Group

Merrill Lynch Wealth Management

9128 Strada Place

Suite 301

Naples FL 34108

(312) 696.7645

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Mission Statement

The Thorndyke Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Welcome

Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Recognition

Mark Thorndyke

Managing Director, Wealth Management Advisor

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "America’s Top 250 Wealth Advisors", 2022-2025

Show More Recognitions

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "America’s Top 250 Wealth Advisors", 2022-2025

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1,200 Financial Advisors", 2009-2025

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Show more recognition

Mark Thorndyke

Managing Director, Wealth Management Advisor

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "America’s Top 250 Wealth Advisors", 2022-2025

Show More Recognitions

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "America’s Top 250 Wealth Advisors", 2022-2025

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1,200 Financial Advisors", 2009-2025

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Rees Mason

Senior Vice President, Wealth Management Advisor

David Brady Award, 2017

Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Show More Recognitions

David Brady Award, 2017

Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Working Mother "Top Wealth Adviser Moms", 2019-2021

(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023

(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)

Matthew Nies

Senior Vice President, Wealth Management Advisor

Forbes "America's Top Wealth Management Teams High Net Worth", 2022

(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2022

(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)

Sally Blume-Kelly

First Vice President, Wealth Management Advisor

Forbes "Top Women Wealth Advisors Best-in-State", 2025-2026

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Forbes "Top Women Wealth Advisors Best-in-State", 2025-2026

(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)

Justin Brosseau

Vice President, Wealth Management Advisor

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Joseph Shannon

Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Monika Walczak

First Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Forbes "America’s Top Wealth Management Teams High Net Worth", 2023

(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Forbes "America’s Top Wealth Management Teams High Net Worth", 2023

(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)

Yasser Arrocha

Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Show More Recognitions

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)

Gianna Traylor

Wealth Management Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Show More Recognitions

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

The Thorndyke Group

Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025

Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2025

(Published annually in November. Rankings based on data as of March 31 of current year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Thursday, April 23rd 2026| 1:00 PM EST – 2:00 PM EST | (12:00 PM CST – 1:00 PM CST)

Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event, once available the link will show below. If you have any questions, please reach out. We look forward...

Wednesday, July 22nd 2026| 1:00 PM EST – 2:00 PM EST | (12:00 PM CST – 1:00 PM CST)

Market Outlook

Tuesday, October 27th 2026| 1:00 PM EST – 2:00 PM EST | (12:00 PM CST – 1:00 PM CST)

Market Outlook

Meet Our Team

Mark Thorndyke,

CEPA®, CFP®, CIMA®

Managing Director, Wealth Management Advisor

312.696.7645

Rees Mason,

CDFA®, CFP®

Senior Vice President, Wealth Management Advisor

904.273.3820

David Ponsot,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor

312.696.7607

Matthew Nies,

CEPA®, CFP®

Senior Vice President, Wealth Management Advisor

312.696.7573

Sally Blume-Kelly,

CFP®

First Vice President, Wealth Management Advisor

312.696.2117

Justin Brosseau,

CIMA®

Vice President, Wealth Management Advisor

312.696.7576

Joseph Shannon

Vice President, Senior Financial Advisor

312.696.7656

Monika Walczak

First Vice President, Senior Financial Advisor

312.696.2058

Matthew Pomerantz,

CEPA®, CFP®

Vice President, Wealth Management Advisor

312.696.7613

Constantine Quintas

Assistant Vice President, Senior Financial Advisor

312.499.4673

Yasser Arrocha,

CPFA®

Vice President, Senior Financial Advisor

312.696.7574

Suzanne Austin,

CFP®, CRPC™

Senior Vice President, Senior Wealth Planner

312.696.2151

Gianna Traylor,

CFP®, SE-AWMA™

Wealth Management Advisor

312.696.2080

Peter Au

Senior Financial Advisor

312.696.2109

Alex Siedow,

CFP®

Financial Advisor

239.649.2907

Matthew Thorndyke

Financial Advisor

312.325.2738

Judson D Nierman,

CFP®, CIMA®, CRPC™

First Vice President, Senior Investment Associate

312.696.7629

Michelle L Koehn

Assistant Vice President, Wealth Management Associate

312.696.2154

Thomas O'Mera,

CRPC™

Vice President, Senior Business Manager

312.696.2079

Erin Kalsto,

CRPC™

Vice President, Business Manager

312.269.5157

Erica Perez,

CFP®

Assistant Vice President, Relationship Manager

312.696.7688

Erica Nitzkin,

CPFA®, CRPC™

Assistant Vice President, Relationship Manager

312.696.7631

Nicholas Kapetanos,

CRPC™

Registered Wealth Management Client Associate

312.814.9027

Jake Eugene Bertog,

CFP®

Registered Wealth Management Client Associate

312.269.5005

Colin Ahearn

Wealth Management Client Associate

312.696.7572

Brittany N Marach

Wealth Management Client Associate (FP)

904.273.3863

Stefanie Taylor

Wealth Management Client Associate

312.696.7615

James Marshall

Registered Wealth Management Client Associate

312.269.5066

Alex Michalik

Wealth Management Client Associate

312.696.2073

Sheila Arellano

Registered Wealth Management Client Associate

312.696.7657

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Faheem Chaudhry

Wealth Management Banking Specialist

Merrill

James G Nagrant

Senior Wealth Management Lending Officer

NMLS #444459

Bank of America, N.A.

Brenda Dolan

Wealth Strategies Advisor

Merrill

Insights

Market Briefs

10 tax tips that could save you money

The One Secret To Creating A Smarter Wealth Transfer Plan

Why renewable energy won’t be enough

Countdown to 2035: Can we fix social security in time?

8 key retirement deadlines you won’t want to miss

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.