Thomas Divito Jr. is a financial advisor with Merrill in Paramus, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Merrill since 2007 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware strategies, supported by Bank of America’s trading and custody infrastructure.

John Braniff II is a Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the Harbor Group. He assists clients with a variety of financial goals, employing a custom financial planning process and a proactive service model. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, and Tax Minimization. John begins his advisory process by understanding clients' individual goals and analyzing their current financial situation. He then creates and continuously updates personalized plans tailored to their needs. His team leverages Merrill Lynch and Bank of America family office services to develop custom solutions across retirement planning, education savings, wealth transfer, and other financial objectives. The Harbor Group has been recognized by Forbes on its "Best-in-State Wealth Management Teams" list for 2023 through 2026. John holds an Economics degree from Boston College and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys music, skiing, and spending time with his family.

Nuala Blanchard is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2011. Prior to Merrill, she worked at Bank of America, N.A. starting in 2017. 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 a range of individual and institutional clients.

Carter Baumert is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With a career spanning over three decades, he has held a leadership role within Merrill Lynch Wealth Management for the past 17 years. His professional focus includes serving Ultra High Net Worth families, business owners, and institutional clients, particularly in the qualified plan space. Since beginning his financial services career in 1987 and joining Merrill Lynch Wealth Management in 2004, Carter has emphasized a comprehensive approach to wealth management. He addresses clients' financial goals through tailored solutions that consider risk tolerance, time horizons, liquidity needs, and investment costs. His expertise extends to lending solutions, qualified retirement plan strategies, portfolio guidance, and assisting clients with private business sales or capital raising. Carter earned a bachelor's degree in Economics from Oklahoma City University, where he also played collegiate golf. He holds several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to community involvement, he serves on the Meinders School of Business Advisory Board at Oklahoma City University and has participated in organizations such as the Make-A-Wish Foundation, Latino Community Development Agency, and Peaceful Family Solutions. Outside of work, Carter enjoys golfing, music, running, traveling, and spending time with his wife Cara and their three children in Edmond, Oklahoma.

Conor Watson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and the New York State Department of Health, as well as teaching positions at Monmouth University and Iona Preparatory. He has also been involved with Touchcare LLC. Merrill, together 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.

Susan Finley is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill Lynch since 2001 and holds Series 63 and Series 65 designations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tayvin Donaldson is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial goals, create personalized strategies, and provide ongoing guidance as their needs evolve. He focuses on simplifying complex financial decisions and serving as a trusted resource to help clients stay focused on what matters most to them. Donaldson's expertise extends beyond investments to helping clients make informed decisions and feel confident about their future. His approach includes assisting clients in planning for retirement, funding education, navigating liquidity events, and balancing financial demands related to family and life. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Coronado High School. In addition to his professional work, Donaldson is involved with the San Diego Food Bank.

Indranath Lahiri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to understand their financial situations and aspirations, developing personalized wealth management strategies that address their long-term goals. He provides access to Merrill's investment insights along with Bank of America's banking and lending solutions, creating flexible financial plans responsive to changing market conditions. Mr. Lahiri's areas of expertise include college education planning, corporate executive services, family wealth management, investment consulting for defined contribution plans, liquidity management, philanthropic planning, portfolio management, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Jadavpur University and Master's degrees from both the University of North Carolina System and the University of Texas System. In addition to his professional work, Mr. Lahiri participates in community volunteering in line with Merrill’s tradition of service. His personal interests include badminton, basketball, biking, bowling, camping, drawing and sketching, football, gardening, hiking, and music.

Stephen Bellissimo is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America and Pacific Specialty Insurance Company. 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 strategies for individuals, high-net-worth clients, and institutions.

Fabiola Hooker is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at notable firms including Charles Schwab and TD Ameritrade. 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 strategies for individuals, high-net-worth clients, and institutional investors.

George Huggins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience working with high net worth individuals and their families to design and manage investment portfolios that align with their cash flow requirements and long-term estate plans. He also specializes in liability management strategies that consider all aspects of a client's wealth and liquidity needs. Prior to joining Merrill in 1998, George managed a team of analysts at FleetBoston in Chicago, focusing on public and privately held middle market companies. He holds a Master’s degree in Financial Management from The University of Chicago and a Bachelor’s degree in Physics from DePauw University. George holds the Certified Investment Management Analyst (CIMA®) and Personal Investment Advisor (PIA) designations, and his FINRA registrations include Series 7 and 66.

Lisa Mc Anelley is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 2000, currently also affiliated with Bank of America, N.A. in Beaumont, TX. 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 plans, corporations, and charitable organizations.

Sandra Ortiz is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 36 years of industry experience. She has been with Merrill since 1987 and has also served at Bank of America since 2015. Ortiz contributes her insight as a former parent to Our Lady of Sorrows Catholic School on educational and extracurricular matters. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Noriko Suzuki is an International Wealth Advisor at Merrill Lynch Wealth Management. She provides clients with a comprehensive approach to managing their wealth, emphasizing the importance of understanding each client’s unique financial goals. Leveraging investment insights from Merrill and banking resources from Bank of America, she addresses various aspects of clients’ financial lives. Noriko holds a Bachelor's Degree from Boston University and a Master's Degree from New York University. She has earned the Professional Investment Advisor (PIA) designation and is fluent in both English and Japanese.

Katherine Dettmer is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1996, concurrently serving at Bank of America, N.A. since 2014. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Parker Cruce is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, Ernst & Young, and Robert W. Baird & Co. He has also been involved with Ducks Unlimited. Merrill, together 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.

Leah Cason is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, previously spending seven years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Gudenkauf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with busy, successful individuals, couples, and families to grow, preserve, and transfer their wealth. Jared provides practical and meaningful financial advice, often diving deep into client issues to develop niche understandings and forward-thinking approaches. His expertise includes titling assets to mitigate risk, creating consistent cash flow in retirement, optimizing benefits from business or profession, structuring wealth for long-term preservation, and cultivating sound stewardship in the next generation. He has earned national recognition by Forbes as a Best in State Wealth Advisor and a Top Next Generation Wealth Advisor. Jared began his career at Merrill Lynch Wealth Management in 2011, after serving as a Financial Advisor and District Manager for Ameriprise. He holds a Bachelor's degree in Business Administration from Kansas State University and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has also been involved with the Financial Planning Association as a past president and serves on the advisory board for the Personal Financial Planning Program at Kansas State University. In addition to his professional roles, Jared contributes to the community through involvement with organizations such as the American Heart Association, Junior Achievement, and the Leukemia & Lymphoma Society. He and his wife, both Merrill advisors, split their time between Kansas City and Ponte Vedra Beach, Florida, and have a blended family of four children. Jared enjoys hobbies including boating, fishing, photography, skiing, tennis, traveling, and woodworking.

Dana Nelson is a Wealth Management Advisor based in Springfield, Missouri, affiliated with Merrill Lynch Wealth Management. Dana began working at the Springfield Merrill office in 1986 and focuses on collaborating with clients to understand their investment objectives and preferences for involvement in the investment process. Dana develops strategies tailored to clients' mindsets, desired approaches, and investment goals, utilizing resources from Merrill and Bank of America. Dana holds a Bachelor's Degree in Accounting from Missouri State University and has earned several professional designations including the Certified Investment Management Analyst® (CIMA®) since 2002, the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2013, and is recognized as a Personal Investment Advisor (PIA). Dana’s areas of expertise encompass education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Dana is involved in community activities, volunteering with organizations such as Crosslines and King's Way United Methodist Church. In personal time, Dana enjoys activities including baseball, golfing, and yoga.