Hayden Miller is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Miller held various roles including positions at Sopris Wealth Advisors and Brinkman Real Estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raul Ordoqui Gattorno is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Lokation Real Estate, Castle Group, First Service Residential, and Prospect Equities Real Estate Corp. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alice Kwok is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 credential and 24 years of industry experience. She has been with Merrill for 25 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Dehler is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on developing strategies and advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2012. Prior to this role, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. Kevin holds the Personal Investment Advisor designation and is a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his expertise in serving clients in the sports and entertainment industry. Kevin earned a bachelor's degree in Finance from St. John's University and is a graduate of Archbishop Molloy High School. He is also licensed as a United States Coast Guard Captain. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, socially responsible investing, and services for endowments, foundations, and non-profits, among others. Kevin and his family reside in Sag Harbor, where they are active in the community. He supports Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. Over the past eight years, he has coached various sports and is involved in efforts to address food and housing deficiencies in the local area.

Christopher Giehon is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked with Bank of America, Merrill, Equitable Advisors, AXA Advisors, and MassMutual, among others. Outside of his advisory role, he owns Red Asset Capital LLC, a limited liability company that manages a modest real estate portfolio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

John Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving the wealth management needs of successful entrepreneurs and medical professionals and their families. John works closely with this select clientele to personally understand their financial goals and assist them in making work optional while preserving their lifestyle for future generations. He also helps clients navigate various financial transitions and has a special interest in supporting veterans and those in the medical profession. John has been in the financial services industry since 1985 and joined Merrill Lynch in 2011. His experience includes nearly two decades in senior leadership roles involving branch management, supervision of billions in client assets, and coaching financial advisors to improve client service. This extensive background has enabled him to develop a defined consulting process to help clients make informed financial decisions. He holds a Bachelor’s Degree from Franklin & Marshall College and several professional certifications, including Certified Private Wealth Advisor (CPWA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, John is involved in community organizations such as the Boy Scouts of America Jersey Shore Council and the Night Stalkers Foundation, and participates in philanthropic efforts supporting military families, medical research, and community aid.

Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.

Franci Doroska is a financial advisor at Merrill with 13 years of industry experience. She has been with Merrill since 2014 and holds Series 63 and Series 66 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Faran Shaker serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on establishing long-term financial relationships through trust and transparency, engaging in open dialogue to understand clients' unique financial goals and developing tailored plans that align with their interests. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Faran also has practical experience working with defined contribution retirement plans, assisting plan sponsors with guidance and plan design, and educating participants on retirement readiness. Raised in Wisconsin, Faran earned his Bachelor's degree from the University of Wisconsin-Madison and holds a Juris Doctorate from the University of Wisconsin Law School. He has obtained several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Certified Plan Fiduciary Advisor (CPFA®). Although he holds a law degree, he does not provide legal advice in his current role. Faran has contributed as the Bank of America Community Volunteer Champion for Central Los Angeles in 2021 and 2022. He is fluent in Persian and English. His personal interests include running, tennis, and writing. He approaches his advisory role with the philosophy of connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

John Huseby is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, providing tailored financial planning and disciplined investment management to help clients make informed decisions. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. John holds a Bachelor's Degree from the University of East London and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on tax-efficient strategies and helping clients organize complex financial situations into clear, actionable plans. He is committed to helping clients build confidence in their financial futures through thoughtful advice and personalized planning. Outside of his professional work, John has personal interests that include adventure sports, boxing, chess, golfing, spending time with his family, tennis, and yoga.

Hannah Peterson is a financial advisor at Merrill with six years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Keith Meeker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing clients with personalized wealth management strategies that are flexible to adapt to changing market conditions and aligned with their individual goals and priorities. Keith leverages investment insights from Merrill and the banking and lending solutions of Bank of America to address the comprehensive financial needs of his clients. Keith’s expertise covers a broad range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategies, and retirement income. He emphasizes understanding his clients’ full financial picture and life priorities to collaboratively create customized plans. Keith holds a Bachelor’s Degree from Rider University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is actively involved in his community, volunteering as a coach for MVGSA softball and TLL baseball. Outside of work, Keith enjoys baseball, billiards, football, skiing, softball, spending time with his family, traveling, and watching movies.

Joseph Wightman is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2025, he worked at UBS Financial Services for multiple periods totaling six years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Mc Caslin is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions, supported by internal Chief Investment Office teams and third-party style managers.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nalini Dhar is an International Wealth Advisor with more than 24 years of professional experience working with prominent wealth management companies in the United States and internationally. She has been with Merrill Lynch Wealth Management since 2007, having previously worked at Citibank. Nalini specializes in developing strategic financial plans for high-net-worth individuals, their families, and businesses, focusing on helping them achieve their long-term financial goals. Her services include investment recommendations, access to lending services through Bank of America, and wealth transfer strategies. Nalini holds an MBA in Marketing and International Business from NMIMS, Mumbai, and a Bachelor of Science degree in Chemistry from St. Stephen's College, Delhi. She holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Additionally, she is a member of the Investments & Wealth Institute. Her community involvement includes serving on the board of the Women's Education Project, a nonprofit organization based in New York and India, focusing on children's and women's education and empowerment. Nalini is also engaged with the Women's Bond Club. Outside of her professional work, she enjoys playing the piano and has achieved Grade 4 certification from the Royal School of Music, London.

Devin Davidson is a financial advisor with Merrill in Houston, TX. He holds a Series 66 designation and has experience working at Bank of America, Merrill, J.P. Morgan Chase, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aubrey Mangrum is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at BB&T/Truist for six years. Outside of his advisory role, he serves as a consultant and referee for the South Carolina Basketball Officials Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.