Edwin Case is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since August 1980. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edwin specializes in areas including college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, philanthropic planning, special needs planning strategies, and both individual and corporate investment strategies. He manages portfolios on a discretionary basis, incorporating personalized strategies, model portfolios, and third-party investment strategies to support clients’ financial objectives. Additionally, he prepares Wealth Outlook reports to track client life changes and retirement options. Edwin earned his Bachelor's Degree from the University of New Mexico in 1970, where he also worked as an undergraduate and graduate assistant in the Economics Department. He served in the United States Navy from June 1970 to September 1975 and retired from the U.S. Naval Reserve in 1997 as a Chief Warrant Officer 4th Grade after 32 years of service. Between his active duty and civilian career, Edwin worked as an air traffic controller and competed on the Professional Bowlers Tour prior to joining Merrill Lynch. Outside of his professional work, Edwin enjoys participating in bowling leagues and national tournaments. He also has interests in baseball, basketball, football, golf, ice hockey, reading, spending time with family, traveling, and watching movies.

Tonya Fisher is a Senior Financial Advisor with Merrill Lynch Wealth Management, leveraging the investment resources of Merrill Lynch and the banking services of Bank of America to support her clients' financial needs. She has been active in the financial services industry since 2003 and joined Merrill Lynch in 2016. Tonya holds a bachelor's degree in English from New Mexico State University and a master's degree in Technical Communication from Texas Tech University. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include education planning, institutional consulting, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. In addition to her professional work, Tonya supports the Lea County Humane Society and other animal rescue organizations. Her approach centers on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most.

Kevin Brewster is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2004 and is currently affiliated with Bank of America, N.A. Brewster serves as a board member for Junior Achievement of New Mexico, a nonprofit focused on teaching financial literacy to young people. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Arnold is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing services since 2016. He has been involved in the financial services industry since 2011, focusing on developing strategies and advice for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish. He lives in Hobbs, New Mexico, with his daughter. Brandon is active in his community, supporting organizations such as Habitat for Humanity of Hobbs, Make a Wish Foundation, and First United Methodist Church. Outside of his professional work, his personal interests include fishing, golfing, horseback riding, spending time with his family, and watching movies.

Gerald Chavez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of advisory experience since beginning his career in 2005. His approach focuses on goals-based investment and a commitment to delivering sophisticated financial advice and planning. Gerald works closely with individuals and families to sustain wealth, meet financial goals, create and preserve independence, and shape their legacy. He employs tools such as Merrill software to analyze investments and create retirement projections, helping clients prioritize objectives including estate planning, tax minimization, wealth transfer, retirement income, and socially responsible investing. Gerald graduated from Duke University and holds multiple professional designations including the CERTIFIED FINANCIAL PLANNER® certification earned in 2008, and the Certified Private Wealth Advisor® certification from the Investments & Wealth Institute® in 2019, taught in conjunction with the Yale School of Management. He has also earned the Accredited Estate Planner (AEP) and Personal Investment Advisor (PIA) designations. Gerald has served in leadership roles including as President of the Board of Directors for the New Mexico Estate Planning Council and as a member of the Board of Trustees for Manzano Day School. In his personal life, Gerald is married with two children and enjoys playing golf with his daughter, and soccer, basketball, and lacrosse with his son. He follows Duke Athletics during his leisure time.

Ruth Shrader is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 credential and having 21 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she owns a family business called Southern Works, which involves plans to sell homemade quilts and craft items. 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 and profit-sharing plans, corporations, and charitable organizations.

Suzanne Strong is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Strong Group. She has been with Merrill since 1997, joining through a predecessor firm, Banc of America Investment Services. Suzanne provides individualized guidance to individuals, couples, and families to help them explore opportunities for their lives and wealth, drawing on more than twenty-five years of professional experience. Her areas of expertise include portfolio design, wealth planning, retirement strategy, concentrated and restricted stock strategies, higher education savings, charitable giving, and facilitating access to banking and lending services through Bank of America. She also offers customized analysis for clients interested in values-aligned investing to tailor portfolios according to their priorities. Suzanne holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered SRI Counselor™ designation. She earned a bachelor's degree in Business Administration from the University of Texas at Austin. Within Merrill, she has served as President of the Women's Exchange, an affinity group designed to support enrichment opportunities for women. Born and raised in Albuquerque, New Mexico, Suzanne is involved in her community through organizations such as Big Brothers Big Sisters, where she served as a mentor, and the Albuquerque Community Foundation. In her personal time, she enjoys hiking, golfing, travel, and spending time with her Bernedoodle, Griffin.

Dominique Dupont is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Hinds Team since March 2022. In her role, she focuses on business development, client engagement, and providing appropriate financial solutions to meet client needs. Dominique's client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Special Needs Planning Strategies, and Women and Wealth. Before joining Merrill Lynch, Dominique worked as a landscape designer in Albuquerque. She holds a Master's Degree from the University of New Mexico and a Bachelor's Degree from the University of San Diego. She is a Personal Investment Advisor (PIA) and is fluent in French and English. Dominique volunteers with organizations supporting New Mexico's disability community, including the Cerebral Palsy Parents Association of NM and the Family Infant Toddler Interagency Coordinating Council. She is passionate about special education, inclusion, and diversity. Dominique enjoys cooking, gardening, soccer, and spending time with her family. She lives with her husband Guillaume, their three children, and their black Labrador.

Devin Alderman is a financial advisor at Merrill with Series 63 and Series 66 credentials and no prior industry experience. His recent work history includes positions at Bank of America, N.A., and Deutsche Bank Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional investors.

Vasilios Ninopoulos is a Wealth Management Advisor with Merrill Lynch Wealth Management and the STN Group & Associates. He began his career in the financial industry in 2012 and joined Merrill Lynch Wealth Management in 2015. Vasilios focuses on client relationship management and business development, working closely with managing partners to deliver comprehensive wealth management planning and investment management services. He has earned several professional designations, including Certified 401(k) Professional (CkP), CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Vasilios holds a Bachelor's Degree from Mercyhurst College and is proficient in Greek and English. In addition to his professional activities, Vasilios is involved with the Boy Scouts of America and enjoys biking, golfing, hiking, ice hockey, and soccer.

Todd Irving is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 1998. Outside of his advisory role, he works as a banquet server at Tanoan Country Club in Albuquerque, NM. 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 with a range of model-based and discretionary investment strategies.

Smyrno Vermeille is a Financial Advisor at Merrill Lynch Wealth Management with 14 years of experience in the finance industry. Smyrno's professional work focuses on turning new wealth into generational prosperity through strategic business building, retirement planning, and legacy-focused financial guidance. Serving individuals, families, and rising earners, Smyrno provides tailored advice to help clients protect, grow, and elevate their financial futures. Bringing a background as a lifelong entrepreneur and business owner, Smyrno applies analytical precision and a competitive sports-driven mindset to client relationships. Smyrno designs data-driven and personalized strategies aligned with clients' long-term goals and real-world opportunities. Smyrno holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Apopka High School. Originally from Florida, Smyrno is a parent of two children and a dog owner. Smyrno's personal interests include basketball, football, golfing, hiking, music, pickleball, running, running marathons, skiing, and skydiving.

Frank Borja is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, entrepreneurs, and families, helping them simplify the complexities of their financial lives by implementing tailored strategies. Frank is involved in areas such as family wealth management, legacy planning, philanthropic planning, personalized retirement planning, socially responsible investing, tax minimization, and retirement income strategies. Prior to joining Merrill Lynch, Frank led Executive MBA programs at the University of New Mexico and managed large-scale assessments for Albuquerque Public Schools. These experiences enhanced his skills in listening, communication, organization, and guiding clients through complex decisions. He emphasizes understanding each client's family, priorities, and vision to develop personalized financial strategies that reflect their individual goals. Frank holds a Bachelor's Degree from Florida Atlantic University and a Master's Degree from the University of Southern California. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, he spends time volunteering in the community and enjoys activities such as biking, golfing, hiking, hunting, music, pickleball, spending time with his family, traveling, and yoga.

Hanah Viator is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill in 1996 after graduating from the Kelley School of Business at Indiana University in 1995. Hanah has relocated from Illinois to New York, where she currently resides with her wife and three children. With experience spanning college education planning, executive compensation, family wealth management strategies, and retirement income, Hanah brings clarity and partnership to her clients’ financial lives. Her approach emphasizes simplifying complexity, organizing financial information, and creating disciplined processes to support smarter decision-making and better outcomes. She listens carefully to understand clients’ values and goals, aligning recommendations with their unique circumstances. Hanah holds several professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She completed her high school education at St Viator and earned her bachelor's degree from Indiana University. Outside of her professional work, Hanah and her family support organizations such as Junior Achievement, Saratoga Arts, and The Leukemia & Lymphoma Society.

Pierce Hemphill is a Financial Advisor with Merrill Lynch Wealth Management, specializing in college education planning, personal retirement planning, portfolio management services, and retirement income. He serves individuals and families, helping them develop personalized financial strategies that align with their unique goals and priorities. Pierce leverages over five years of experience in the financial industry to provide thoughtful and strategic advice aimed at long-term success. He holds a Bachelor of Arts in Financial Management from the University of New Mexico and is a Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA). In his role as a Senior Portfolio Advisor, Pierce manages custom investment strategies on a discretionary basis, selecting from a wide range of Merrill Lynch model and third-party portfolios. He emphasizes building meaningful client relationships and bringing simplicity and transparency to the complexities of financial planning. Outside of his professional work, Pierce enjoys outdoor activities such as camping, fishing, golfing, hiking, skiing, and traveling. He is engaged and shares his home with his fiancée and their dog, Bigfoot. Pierce is also involved in his community through organizations including Joy Junction and Road Runner Food Bank.

Keith Hinds is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2003. He specializes in comprehensive financial planning, assisting clients in establishing and balancing multiple financial goals, including education, retirement, and wealth transfer planning. As a qualified Portfolio Manager, Keith builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He also provides discretionary portfolio management through the Firm’s Investment Advisory Program. Keith earned a Bachelor of Arts degree in Public Affairs from George Washington University in 1980. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Special Needs Consultant™ (ChSNC®), and Certified Plan Fiduciary Advisor™ (CPFA®). Before joining Merrill Lynch, he had a career in environmental finance.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.

Angella Cole Shaw is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the finance industry since 2001, focusing on helping clients navigate their financial priorities through personalized wealth management strategies. Angella works closely with clients to develop flexible financial plans that adapt to changing market conditions and life stages, often coordinating with tax advisors and estate planning attorneys to provide comprehensive advice. She holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and Series 66 FINRA registrations, along with licenses in life, accident, health, long-term care, and disability insurance. Angella earned an Associate's Degree from Ashford University and a High School Diploma from Freedom High School. She is an active member of professional organizations, including serving on the Executive Board of the American Business Women's Association and participating in the New Mexico Estate Planning Council. In addition to her professional work, Angella is committed to community involvement, volunteering with local organizations in line with Merrill's tradition of community service. She invites connections with individuals seeking financial planning, retirement or career transition guidance, personal wealth analysis, or simplified financial management.

John Hemphill is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Albuquerque, New Mexico. He works with clients nationwide, advising and managing their wealth through significant life transitions such as preparing for retirement, selling businesses, and establishing and settling estate plans. John and his team help clients create comprehensive wealth plans aimed at achieving personal and family goals. John began his career in finance in the 1970s, initially working on the floor of the Chicago Board of Exchange before joining Merrill Lynch as a financial advisor. He holds a Bachelor's degree from the University of Missouri–St. Louis and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise covers college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning, among other areas. Outside of his professional work, John enjoys biking, billiards, camping, fishing, golfing, hiking, traveling, and spending time with his family.

Kim Helm is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Merrill since 1998 and with Bank of America since 2011. Outside of his advisory role, Helm serves as an officer for La Tierra Sagrada, a charitable organization where he participates in board meetings, awards scholarships, and recruits members. 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.