Kevin Miller is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Albuquerque area in New Mexico. He has over a decade of experience in the financial services industry and holds the Personal Investment Advisor (PIA) designation. Kevin's professional background includes various positions where he has developed expertise in wealth management and financial planning. Kevin specializes in several areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, and retirement income. He emphasizes a financial planning process that evaluates clients' current financial status and future trajectory to identify gaps and opportunities. Kevin aims to build strong client relationships based on trust, discipline, and clear, evidence-supported plans. He holds bachelor's degrees in Music Composition and Theory from the University of New Mexico. Kevin speaks English and German. Outside of work, he enjoys baseball, billiards, camping, ice hockey, music, rock climbing, spending time with his family, swimming, traveling, and watching movies.

Ian Eshelman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients and their families to understand their financial goals and priorities, aiming to improve their financial lives through a high standard of service and quality work. Ian values ongoing learning and strives to enhance all aspects of his professional practice. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of New Mexico. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ian grew up in Albuquerque, New Mexico, and has personal interests in cooking, football, golfing, pickleball, reading, spending time with family, traveling, and watching movies.

Jeffrey Bard is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He specializes in individual equity investing and wealth management planning, focusing on helping clients achieve their financial goals through informed decision-making and leveraging Merrill Lynch's extensive resources. Jeff joined Merrill Lynch Wealth Management in 2014, bringing a decade of consumer banking experience and three years in human resources management. His role emphasizes business and relationship management, where he maintains and grows the business model while expanding client relationships. Jeffrey's expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in Economics from the University of New Mexico and has earned the Chartered Financial Consultant (ChFC) designation, as well as Personal Investment Advisor (PIA) credentials. Jeffrey is also involved in professional organizations such as the Albuquerque Community Foundation Social Giving Club, the FBI Citizens Academy (Class of 2017), and serves as a Popejoy Hall Board Member.

Jonathan Stcyr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2006 and develops financial strategies and manages client portfolios focused on their specific objectives. His approach includes incorporating estate planning services and liability management alongside investment advice to provide comprehensive financial guidance. Jonathan holds a Bachelor of Arts degree in American History from the University of New Hampshire. Before joining Merrill Lynch, he taught in the US and South America. He has been responsible for the local financial advisor training program for six years and holds several professional designations, including Certified Plan Fiduciary Advisor®, Chartered Retirement Planning Counselor™, and Chartered Retirement Plans Specialist™ from the College for Financial Planning Institutes Corp. Jonathan is also a Senior Vice President. Outside of his professional role, Jonathan is involved with the Moriarty Rotary Club. He and his wife, Jessica, are parents to two children, JP and Rosalie. Jonathan enjoys travel, playing soccer, and following New England and Boston sports.

Elaine Darnell is a financial advisor at Merrill with 22 years of industry experience and a Series 66 designation. She has been with Merrill since 1993. Outside of her advisory role, she is an organizer of Hound Haven LLC, a family-run dog and cat boarding and grooming business in New Mexico. 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.

Anna O’Connell is a CFP® with 33 years of industry experience, currently serving at Merrill and Bank of America. She has worked at Merrill since 2007 and at Bank of America since 2010. O’Connell is a committee member of Emerge NM, a nonprofit organization focused on training women to run for office in New Mexico. 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.