Shahram Hazany has been with Merrill Lynch Wealth Management since 2004, advising a select group of accomplished individuals and families across the U.S. with a focus on exit planning and guiding business owners through wealth management before and after liquidity events. He leverages the full resources of Merrill Lynch to help clients maximize the impact of their wealth for generations, using a disciplined approach that uncovers true objectives and aligns tailored investment strategies with client goals. Shahram holds the CIMA®, CEPA™, and CPFA® designations and earned a Bachelor’s degree from UC San Diego and a Master’s degree from San Francisco State University. Louis Hamel understands the key aspects of building successful long-term client relationships: personal attention, trust, integrity, responsiveness and the importance of proactive thinking. Louis specializes in advisory services for closely held businesses, from start-up enterprises to large privately owned firms. Areas of expertise include consulting for tax issues, business formation, and succession and estate planning. With over 25 years of experience, Louis has expertise in a variety of industries, including technology, manufacturing, distribution, real estate and professional services, among others. Louis also works with high net-worth individuals, including founders, across a range of areas, including tax consulting, estate and financial planning, as well as exit planning and structuring. Louis’ expertise also includes Qualified Small Business Stock and equity-based compensation. Frank Lemieux is a Regional Vice President, Business Consultant with Manulife John Hancock Investments. Prior to joining his firm, Frank worked as a Wealth Management Associate with a small practice just south of Boston, MA. During his time in wealth management, Frank saw the need for advice and assistance around the process of Exit Planning, so last year he received his Certified Exit Planning Advisor certification. His goal is help the financial professionals that he works with to form a plan and a team for their business owner clients and prospects with the goal of creating the optimal exit planning experience.