As a Managing Director and Senior Financial Advisor with Merrill, Christina heads up the team, The Boyd Group and has been advising high-net-worth and ultra-high-net-worth families, associations and small business clients for over 26 years.

Christina joined Merrill in 1996 and offers financial advice and guidance to help clients pursue their financial goals. She uses a goals-based approach, looking at her clients' overall financial picture and helping them to manage complex needs.

Barron's magazine has recognized Christina among America's Top 1,200 Financial Advisors annually since 2014. She was named #1 in the state of Minnesota on Barron's "America's Top 1,200 Advisors: State-by-State" list in 2016 (Published annually in March. Rankings based on data as of September 30 of prior year). She was also named in the Top 1,000 Financial Advisors from 2009 through 2013 (Published annually in February. Rankings based on data as of September 30 of prior year), as the top ranked female financial advisor in the state of Minnesota during that time.

In 2023, for the seventeenth consecutive year, Christina was recognized by Barron's as one of the Top 100 Women Financial Advisors in the country (Published annually in June. Rankings based on data as of March 31 of current year). Forbes has recognized Christina as Minnesota's #1 ranked "Best-in-State Wealth Advisor" in 2018-2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year. Christina is also named by Forbes as one of America’s Top 250 Wealth Advisors annually since 2018 (Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year). She was also ranked #1 by Working Mother and SHOOK Research in their 2018 "Top Wealth Adviser Moms" rankings, #4 in 2019, #5 in 2020 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year).*

Christina holds the Chartered Retirement Planning Counselor, CRPC® designation and draws on her training and experience to help clients prepare for all financial aspects of life and retirement. She works with corporations and small businesses to support them as they create retirement plans for their employees and also offers advice and guidance to executives on supplemental compensation.

When working with high-net-worth and ultra-high-net-worth families, family meetings include discussions around the following topics: investment and risk management, multigenerational trust and estate, income, charitable giving, tax minimization strategies, access to banking and lending through Bank of America, N.A., as well as educating the various generations of the family. We collaborate with clients' legal and tax professionals, as needed.

Christina is committed to delivering the highest level of service to clients and has, we believe, earned a reputation for excellence in her field. She has been quoted in the media on wealth management topics. Christina excels in working with individuals in transition, including but not limited to those who have sold a business, retired, divorced or widowed.

She is highly involved in her community and is especially proud of her work with Children’s Hospitals & Clinics of Minnesota. Christina is a member of their Children’s Legacy Advisory Board and past Co-Chair of Children’s Hospital & Clinics Star Gala. Christina earned her bachelor’s degree from Colorado State University and lives near her office, in Wayzata, with her husband, Dustin, and their two children.


*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year.

The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services
experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to
determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community
involvement, among others. Rankings are based on the opinions of Barron’s 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. Barron’s does
not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and
recognition from Barron’s 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. Barron’s
is a trademark of Dow Jones & Company, Inc. All rights reserved.

*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.

*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30
of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention,
industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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.
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. 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.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years
of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service
models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; 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 SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Working Mother/SHOOK Research 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a
ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

*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.

Jeanne Rosengren began her career in the financial services industry in 1986 as a securities analyst at Dain Bosworth.  Jeanne moved to the wealth management side of the business in 1998 and has significant experience advising individuals and multigenerational families across a broad spectrum of wealth management strategies. Jeanne has helped guide clients through both bull and bear markets, giving her a seasoned perspective on the ever-changing financial landscape.  Jeanne holds the Certified Plan Fiduciary Advisor designation, with a focus on providing advisory services to retirement plans and their participants.

Capitalizing on the firm’s vast resources in capital markets and managed solutions groups in addition to external asset managers, Jeanne works closely with families to help achieve their goals in the areas of retirement planning, education funding, wealth transfer and wealth preservation.  She is driven by her passion for delivering excellent service and helping clients pursue their goals.

Passionate about giving back to her community, Jeanne has assisted several nonprofit organizations - primarily Interfaith Outreach and Community Partners.  Jeanne has been involved with Susan G. Komen for the Cure and has spoken on the topic of breast cancer awareness in connection with her own personal journey. Jeanne has held numerous volunteer roles with the Holy Name Church Community and Benilde-St. Margaret’s school.  In addition, she is a member of the Children’s Hospital of Minnesota Legacy Advisory Board.  Jeanne and her husband Steve reside in Plymouth, Minnesota where they have been active members of the community since 1990. They have three adult children and enjoy traveling with their family and all outdoor activities.

Max joined The Boyd Team in 2015. His primary focus is developing tailored wealth management strategies designed to help affluent individuals achieve their unique financial goals. To do this, Max works tirelessly to gain a deep understanding of each client’s financial situation, family dynamics, professional career, interests and charitable desires. This allows him to get to know what matters most to each client and tailor customized recommendations.

Prior to joining Merrill, Max attended Penn State University, where he graduated with high distinction. While at Penn State, Max played on the Varsity Hockey Team and believes his background in high level athletics gives him a unique perspective on the challenges and needs of those in the athlete and entertainment space. He offers concierge services to those clients that range from more basic concepts such as budgeting, investment education, how to use bill payment tools, or access Bank of America credit services for building credit, to more complex concepts such as trust and estate planning services, alternative investments for qualified individuals and tax-minimization strategies. 

Max is a firm believer in giving back to the community.  During his time at Penn State, Max was actively involved in THON, an organization that raises funds and awareness for the fight against pediatric cancer.  Max’s passion for Penn State led him to become a board member (previously held) of the Minnesota Chapter of the Penn State Alumni Association. He has also continued to give back to the Minnetonka Hockey Association as a volunteer coach. Max currently resides in Minnetonka and enjoys playing hockey, golf and spending time with his family.

*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.

*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.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.