A founding member of the OHB Group, Sean O’Reilly draws on more than 20 years of financial services experience to assist affluent clients, retirees, entrepreneurs and business owners in managing their wealth. His primary role includes client relationship management, strategic direction and business development.

Taking a holistic approach to managing wealth, Sean works closely with a network of internal and external professionals across many fields. He evaluates every aspect of a client’s financial life – from tax, retirement, estate planning, to recommended asset allocations and financial strategies. Sean begins every relationship by exploring what is most important in clients’ lives to gain a thorough understanding of their resources, lifestyle and goals for their wealth, family and business. The resulting knowledge and insight helps him develop customized, disciplined strategies designed to pursue their goals.

Sean is a specially qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 
 
Sean earned his Bachelor’s degree in Business Economics from Marquette University in Milwaukee, where he was a recipient of the Evans Scholars scholarship. He also studied economics for a semester abroad at St. Claire University in Oxford, England. In his drive to stay at the forefront of the industry, Sean has met the significant continuing education requirement for the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor, CRPC designation. Sean was named to the Forbes "Best-in-State Wealth Advisors" list in 2019-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year) and Barron's "Top 1,200 Financial Advisors: State-By-State" 2022 (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2022. Rankings based on data as of September 30, 2021).  Additionally, he attends advanced planning and investment symposia held at top universities in the country.

Staying actively involved, Sean currently serves at Kenwood Country Club as director for the Evans Scholars Foundation, was recently named the Ohio State Chair for the Evans Scholars, was appointed to the Board of Governors for the Evans Scholars Foundation and the Western Golf Association, is the past president of the Cincinnati Evans Scholar Alumni Association, and is president of the Cincinnati/Dayton chapter of Marquette University’s alumni association.  He resides in Madeira with his wife, Kasey, and three children, Grace, Evan and Clare.




*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*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.

*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 Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2022. Rankings based on data as of September 30, 2021.

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.

Brandon Hutchison is a partner and co-lead with The OHB Group, a family office-style investment group inside of Merrill Lynch Wealth Management that focuses on helping a limited number of successful entrepreneurs, entertainers, athletes and affluent families across the country. Through discovery and development of deep relationships, Brandon helps create customized strategies designed to help clients with wealth structuring, pre-and post-liquidity preparation, and debt re-structuring.

Whether recommending to one client how to purchase a commercial investment property, or helping another establish custom credit facilities, Brandon has designed and refined a client-centric approach that addresses the responsibilities that unique wealth demands, while still allowing clients the freedom to pursue personal passions.

Most recently, Brandon has been a keynote speaker for the firm, providing peer-to-peer training of advisors hon a national level, focusing on best practices in Team Construction, Client Service and Experience, and Goals-Based Wealth Management. Additionally, Brandon was named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022), Forbes “Best-In-State Wealth Advisors” list in 2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 4, 2023. Rankings based on data as of June 30, 2022) and 2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list (**Published on August 8, 2023. Rankings based on data as of March 31, 2023). 

His mission is to help educate clients about any issues that may affect their financial well-being so they can make objective, informed decisions. Brandon’s top priority is to align clients’ life goals with their financial goals so they are balanced and working together in harmony.

After graduating Fork Union Military Academy in Virginia, Brandon attended Marshall University in Huntington, West Virginia on a full academic scholarship, and graduated with a Bachelor’s degree in international business in three years. Brandon and his wife, Angelia, live in Cincinnati, Ohio with daughters, Aliana, and Sebela.




*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, 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. 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. 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 “Best-in-State Wealth Advisors” list, published on April 4, 2023. Rankings based on data as of June 30, 2022.*

Data provided by SHOOK® Research, LLC. Data as of 6/30/22. 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, 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. 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. 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.

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

2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

For more than 25 years, Pete Bouley has worked closely with individuals and families who have attained financial success, helping them preserve, transfer and steward their wealth effectively.  As a senior partner with The OHB Group, Pete oversees investment strategy implementation, analysis, inter-generational planning, and options strategies management.

Pete‘s primarily responsible for creating and managing investment allocations, trading and execution, tax loss harvesting for clients and is the team’s liaison to the Chief Investment Officer.  After spending significant time with clients to fully understand needs and objectives, Pete determines a client’s appropriate level of risk based on time horizon, preferences, expectations and market conditions. 

With a high degree of efficiency in data interpretation and a penchant for research and analysis, Pete’s approach to building and managing investment portfolios is strategic and thorough.  Pete keeps up with relevant investment and trade news, meets with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments.

Originally from Fairport, New York, Pete is a graduate of the University of Dayton, where he met his wife, Jenny.  They have four children, Patrick, Michael, Sarah and Christopher. Much of Pete’s free time used to be coaching basketball, but now that his children are older, he’s enjoying golf, the outdoors and reading. 




*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.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.