Mark joined Merrill Lynch Wealth Management in 2002. He focuses on the creation of strategies and recommendations for high-net-worth individuals and their families that are designed to help them meet their short- and long-term financial goals, including retirement and estate planning services. Mark holds the Certified Investment Management Analyst® (CIMA®) designation. He received his B.A. from Cleveland State University. He has received several accolades from industry publications such as Forbes “Best-In-State Wealth Advisors” list 2019-2023. (Published annually Jan- April. Rankings based on data as of June 30 of prior year.), Forbes “America’s Top Wealth Management Teams High Net Worth” list 2023 (Published on November 7, 2023. Rankings based on data as of March 31, 2023.) and 2023 Forbes “Best-In-State Wealth Management Teams” list. (Published on January 12, 2023. Rankings based on data as of March 31, 2022.) Mark, his wife Jodi and their two kids are active supporters of the Crohn’s and Colitis Foundation of America as well as the Boys and Girls Clubs of America. His hobbies include golf and coaching baseball.

_{2023 Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}

_{2023 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.}