Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-founded the MLCS Group, a boutique-style investment team. The group provides customized financial strategies for high-net-worth clients, including corporate executives, business owners, and affluent families, assisting them through significant transitions such as business sales, IPOs, and retirement. Matt has over 30 years of experience in financial advising, having joined Merrill Lynch in 1994 after three years in commercial banking. His expertise includes wealth management and investment advice for a range of clients, with a focus on generational family wealth, wealth transfer, philanthropy, retirement planning, and estate strategies. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations and earned a Bachelor of Science in Business Administration from Oklahoma State University. Matt is active in community service and currently serves as Chair of the Board of Directors for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. He previously served on the Metro Christian Academy Board of Trustees and is a member of the Committee of 100. Outside of work, Matt enjoys hiking, biking, running, and traveling with his wife, Alice, and their son, Caleb.

Steven Cox is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has worked closely with a diverse clientele including successful business owners, oil and gas executives, retirees, and members of the medical community across multiple states. Steven and The Filsouf Cox Wealth Management Group focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER™ designation and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wayland Baptist University. His approach to investment management includes discretionary portfolio management with custom strategies, model portfolios, and third-party solutions, emphasizing disciplined practices aimed at growing assets, taking profits, preserving gains, and repeating this cycle. A lifelong resident of Amarillo, Steven is actively involved in his community, serving on the board of Transformation Park and several local charities. Outside of his professional work, he enjoys golfing, music, spending time with his family, and has personal interests that include playing guitar, officiating marriage ceremonies, motorcycle riding, and reading.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. 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 a range of individual and institutional clients.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Kevin Qin is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, N.A., and Merrill, as well as time spent at the University of California and Arcadia High School. 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 individual and institutional clients.

Melissa Fragoso is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2016, based in Chicago, IL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.

Christopher Underhill is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2015, following prior roles at UBS Financial Services and IHS Herold Inc. Outside of his advisory work, he serves as a consultant and umpire for the City of Norwalk Recreation & Parks Department's recreational softball programs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Poulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals. Leveraging resources from Merrill and Bank of America, he provides clients with access to investment insights, banking convenience, and lending solutions to help navigate changing market conditions. Christopher holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Colorado State University - Pueblo. In addition to his advisory work, Christopher is actively involved in community service, dedicating time to volunteer with local organizations.

Fernando Arispuro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Becton Dickinson, along with various positions in education and community organizations. 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, and institutions.

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

James Garrison is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. 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.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

William Cholawa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services for 10 years before joining Merrill in 2024. 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.

Mary Romans is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2022. 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.

Rocio Mercado is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Bank of America N.A. and Merrill for ten years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corbin Guggenheim is a Wealth Management Advisor with The Guggenheim Group, bringing over eleven years of experience in financial planning and investment management. He began his career with the firm in 2015 as a summer intern and transitioned to a full-time role in 2016 after earning his Bachelor's degree in Finance from Miami University's Farmer School of Business. His expertise encompasses a broad range of areas including college education planning, executive compensation, family wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Corbin holds several professional designations: CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA). He and his team employ a holistic approach to wealth management, collaborating with internal and external professionals to address all aspects of a client's financial life including tax strategy, estate planning, asset allocation, and investment management. Corbin emphasizes understanding clients' goals, values, and visions to develop personalized strategies aimed at sustaining wealth and supporting their priorities. Outside of his professional role, Corbin participates in community volunteering activities. His personal interests include hiking, reading, and skiing.

Ramshaa Anand is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to Merrill, she worked at AXA Advisors, Fuli Investment, and has experience in other business roles including operating Ramshaa's Driving School, Inc. She is based in Walnut Creek, CA. 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.

Matthew Snyder is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked at Summit Financial and Bank of America, and held roles at Washington and Lee University and several community organizations including the Roxiticus Golf Club and Bernardsville Recreation Department. 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.

Antony Fisher is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping individuals and families align their current financial situation with their long-term vision for retirement. He focuses on areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. With experience rooted in comprehensive wealth management planning, Antony assists clients in understanding the timing and amount needed for retirement savings, spending, and Social Security benefits. He emphasizes acting with integrity and prioritizing his clients' best interests to provide clarity and confidence. Antony holds a Bachelor's Degree from Southern University and is a Personal Investment Advisor (PIA). He is a member of Kappa Alpha Psi and The Monitors Club and is involved with the Phyllis Wheatley Community Center. Outside of his professional work, Antony enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.