Powering up: What could drive the next era of growth?

Watch our latest webcast where expert panelists help you navigate opportunities and risks in 2026 and beyond—fast, focused, and full of value.

Watch now

The Evelo|Singer|Sullivan|Bruegge Group

Merrill Private Wealth Management

312 Walnut Street

Suite 2400

Cincinnati OH 45202

(513) 579.3888

Learn more about an advisor's background on

WelcomeRecognitionOur ApproachMeet Our TeamInsightsAbout Private Wealth

Welcome

The Evelo|Singer|Sullivan|Bruegge Group
Comprehensive Wealth Management for Families and Institutions

For more than four decades, we’ve partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth. With $10 billion in assets under management (as of September 30, 2025) and a team of seasoned professionals, we deliver the scale, expertise, and innovative strategies required to protect, grow, and efficiently transfer wealth.

Managing significant wealth is about more than investments—it’s about creating a cohesive plan that aligns with your goals, values, and vision for the future. Managing a large portfolio is complex and our mission is to simplify the complexity for you and your stakeholders. Let us help you protect, grow, and steward your investment assets with confidence.

Recognition

David L. Singer

Managing Director, Private Wealth Advisor

Barron's "America's Top Private Wealth Advisory Teams", 2022

(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)

Barron's "Top 100 Financial Advisors", 2017-2025

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Show More Recognitions

Barron's "America's Top Private Wealth Advisory Teams", 2022

(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)

Barron's "Top 100 Financial Advisors", 2017-2025

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Forbes "America"s Top Wealth Advisors", 2022-2023

(Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2025

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

Financial Times "400 Top Financial Advisers", 2014, 2016-2020

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

Forbes "Best-in-State Wealth Advisors", 2018-2025

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

Show more recognition

David L. Singer

Managing Director, Private Wealth Advisor

Barron's "America's Top Private Wealth Advisory Teams", 2022

(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)

Barron's "Top 100 Financial Advisors", 2017-2025

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Show More Recognitions

Barron's "America's Top Private Wealth Advisory Teams", 2022

(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)

Barron's "Top 100 Financial Advisors", 2017-2025

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Forbes "America"s Top Wealth Advisors", 2022-2023

(Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2025

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

Financial Times "400 Top Financial Advisers", 2014, 2016-2020

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

Forbes "Best-in-State Wealth Advisors", 2018-2025

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

Kevin M. Bruegge

Managing Director, Private Wealth Advisor

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

(Published on March 7, 2025. Rankings based on data as of September 30, 2024.)

Forbes "America’s Top Wealth Management Teams Private Wealth", 2025

(Published on November 12, 2025. Rankings based on data as of March 31, 2025.)

Show More Recognitions

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

(Published on March 7, 2025. Rankings based on data as of September 30, 2024.)

Forbes "America’s Top Wealth Management Teams Private Wealth", 2025

(Published on November 12, 2025. Rankings based on data as of March 31, 2025.)

Financial Times "400 Top Financial Advisers", 2019-2020

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

On Wall Street "Top 40 Advisors Under 40", 2017-2019

(Published annually Jan – Mar. Rankings based on data as of Sept 30 – Dec 31 of prior year.)

Jamie C. Morgan

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

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

Forbes "Best-in-State Wealth Advisors", 2020-2024

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

Thomas E. Hurley

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

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

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023, 2025

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

Forbes "Best-in-State Wealth Advisors", 2023-2024

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

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023, 2025

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

Braden J. Martini

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2024

(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

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

Forbes "Best-in-State Wealth Advisors", 2024

(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023

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

Steven M. Claar

Senior Vice President, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2023-2024

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

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023, 2025

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

Forbes "Best-in-State Wealth Advisors", 2023-2024

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

Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023, 2025

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

Katherine E. Anderson

Financial Advisor

Barron's "Top 100 Private Wealth Management Teams", 2021-2023

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 50 Private Wealth Management Teams", 2020

(Published on April 17. 2020. Rankings based on data as of December 31, 2019.)

Show More Recognitions

Barron's "Top 100 Private Wealth Management Teams", 2021-2023

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Barron's "Top 50 Private Wealth Management Teams", 2020

(Published on April 17. 2020. Rankings based on data as of December 31, 2019.)

Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2024

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

Richard W. Hidy

Financial Advisor

Barron's "Top 50 Private Wealth Management Teams", 2025

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

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Show More Recognitions

Barron's "Top 50 Private Wealth Management Teams", 2025

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

(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

Forbes "America’s Top Wealth Management Teams Private Wealth", 2022

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

Click here to learn more about advisor recognitions

Our Approach

Foundations & Endowments

We partner with endowments, foundations, and nonprofits to help steward assets wisely — so you can stay focused on advancing your mission and creating stronger, more vibrant communities.

Safeguarding financial resources is essential for organizations committed to long-term impact. Foundations and endowments need a strategic, forward-thinking partner who appreciates both your mission and the complexities of perpetual capital management.

Our team works alongside you to anticipate obstacles, plan strategically, and meet evolving financial demands. Beyond investment management, we offer consulting and advisory services further tailored to mission-driven organizations.

Our investment philosophy is designed to be:
· Responsive to your unique needs
· Aligned with long-term goals and values
· Focused on attractive risk-adjusted returns
· Grounded in integrity, excellence, stewardship, and decisive action

Your mission is unique. Our mission is to help you advance it.

Meet Our Team

Joseph H. Evelo

Managing Director, Senior Relationship Manager

513.579.3888

David L. Singer,

CFA

Managing Director, Private Wealth Advisor

513.579.3889

Linnell R. Sullivan

Managing Director, Senior Relationship Manager

513.579.3890

Kevin M. Bruegge,

CEPA®

Managing Director, Private Wealth Advisor

513.579.3897

Jamie C. Morgan,

CEPA®, CFP®, CRPC™

Managing Director, Private Wealth Advisor

513.579.3883

Thomas E. Hurley,

CFP®

Managing Director, Private Wealth Advisor

513.579.3892

Braden J. Martini,

CFP®

Senior Vice President, Private Wealth Advisor

513.579.3893

Steven M. Claar,

CFA

Senior Vice President, Private Wealth Advisor

513.579.3881

Katherine E. Anderson,

CFA, CFP®

Financial Advisor

513.579.3886

Matthew B. Dodds

Senior Vice President, Resident Director

513.562.2084

Richard W. Hidy,

AAMS™, CFP®

Financial Advisor

513.562.2080

Nicholas P. Riordan

Vice President, Financial Advisor

513.562.2085

Andrew D. Flood,

AAMS™

Assistant Vice President, Private Wealth Relationship Manager

513.579.3885

Katie E. Andrews,

ChSNC®

Registered Private Wealth Client Associate

513.579.3895

Amanda K. Bentley Fessler,

AWMA™

Assistant Vice President, Private Wealth Business Development Specialist

513.579.3882

Kristin T. Biedenharn,

CIMA®

Assistant Vice President, Private Wealth Senior Investment Manager

513.579.3880

Alexandra N. Christman

Wealth Management Client Associate

513.579.3818

Amy A. Commins,

AWMA™

Assistant Vice President, Private Wealth Relationship Manager

513.579.3896

Jaden M. Dahm,

AAMS™

Wealth Management Specialist

513.579.3634

Allison N. Doll,

AWMA™

Vice President, Private Wealth Senior Relationship Manager

513.579.3898

Alexandra C. Griffin,

AWMA™

Officer, Registered Wealth Management Client Associate

513.562.2083

Kelly L. Holterhoff

Private Wealth Client Associate

513.562.2105

Brady N. Hunt

Wealth Management Specialist - Non-Registered (FP)

513.579.3629

Brent E. Kassner,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager

513.579.3884

Mary Beth LaFountain

Officer, Wealth Management Client Associate

513.579.3817

Anne M. Niemeyer

Officer, Registered Private Wealth Client Associate

513.579.3894

David M. Ostmann,

CRPC™

Registered Private Wealth Client Associate

513.579.3785

Morgan Kay Shover,

AAMS™

Investment Management Specialist

513.579.3813

Paul R. Vonluehrte,

AAMS™

Assistant Vice President, Private Wealth Investment Management Specialist

513.562.2114

Jacob R. Williams

Wealth Management Specialist - Non-Registered

513.579.3613

Additional Resources

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

Matthew Vandenack

Wealth Strategist

Merrill

Shilpa Mirchandani

Family Office Principal

Bank of America, N.A.

Sharon Knapp

Structured Credit Executive

Bank of America, N.A.

Insights

Family Office Study: Perspectives on the modern family office

Explore how lifetime gifting can reduce estate taxes

Beyond exemptions: Advanced techniques for high-net-worth families

Strategic approaches to transferring personal real estate

Insights on how families can navigate communication amidst wealth

Transferring wealth to the next generation: the gifting dilemma

About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.