Jose Edery is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has over 15 years of experience in financial advising, specializing in serving ultra-high-net-worth domestic and international families and business owners. Jose focuses on wealth preservation, discretionary portfolio management, tax-efficient planning strategies, multigenerational wealth transfer, and legacy planning. He is skilled in navigating both international and domestic markets and assists clients with comprehensive financial planning, including college education planning, retirement income, and tax minimization. Jose holds a Bachelor's Degree in Computer Science Engineering and a Master of Business Administration with a specialization in Finance from Universidad Metropolitana. Additionally, he has completed an Accredited Certificate Program from Yale University. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. Prior to his financial advising career, Jose spent more than a decade in a multinational software corporation, culminating in a role as Sales Director for the Andean Central America and Caribbean regions. Outside of work, Jose is married and a father of three sons. He enjoys basketball, including watching the Miami Heat games with his family, traveling, biking, and maintaining an active lifestyle.

Sara Robledo Gaviria is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC, the University of Miami, Tech Data Corporation, and Guerra Financial Group. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Corbalis is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007, following one year at Publix. Outside of her advisory role, she serves as a trustee for a family trust unrelated to investments. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leslie Gonzalez is a financial advisor at Merrill with 24 years of industry experience. She has held her current position at Merrill since 2009 and holds a Series 63 designation. 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.

Marc Leffin is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2022. He specializes in developing wealth management strategies tailored for high net-worth individuals, families, and business owners, aiming to support their short- and long-term financial objectives. Prior to his current role, Marc accumulated extensive experience as a Chief Financial Officer in the private sector for ten years. He also has a background as a Financial Advisor and Portfolio Manager at Morgan Stanley and UBS Financial Services. Marc holds a Master of Business Administration (MBA) from Long Island University in New York and a Bachelor of Arts in International Business Administration from the European Business School in London. He has earned the Personal Investment Advisor (PIA) professional designation and is proficient in English and German. Marc works collaboratively with a team of Financial Advisors with a collective market experience of over 50 years. Outside his professional responsibilities, Marc is involved with the Peace Education Foundation. He lives in South Florida with his wife and two daughters and enjoys activities such as running, gardening, golfing, hiking, reading, skiing, soccer, tennis, and traveling.

Mayra Ramirez is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. 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 King is a financial advisor with Merrill based in Aventura, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill and Bank of America since 2011. Outside of his advisory role, King serves as a Trustee and Chair of the Finance Committee for Miami Country Day School, where he also sits on the alumni board. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm offers a wide range of investment strategies overseen by a central CIO and platform team, with notable integration into the Bank of America network supporting its trading and capital markets capabilities.

Luis Santos is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Clearing. 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 plans, corporations, and charitable organizations.

Joel Fishkin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role he has held since 2011. He specializes in integrated wealth management, including investment management, retirement income, long-term care, and legacy planning. Joel is a qualified Portfolio Manager in Merrill's Investment Advisory Program, responsible for designing and implementing personalized portfolio strategies tailored to clients' risk tolerance, financial goals, and tax considerations. His client base includes professionals, pre-retirees, retirees, families with multigenerational wealth, business owners, and individuals with complex financial needs. Joel focuses on personalized wealth planning and proactive management to support clients' long-term financial success. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and services for defined benefit plans. Joel holds a Bachelor's Degree from Glendale University and the Personal Investment Advisor (PIA) designation. He is active in community organizations, including the Mount Sinai Medical Center Young Presidents, the United Way as a Pioneer Leader, and the Hollywood Wildcats Teen Soccer League. He also supports the Hollywood YMCA, USPSA Junior Shooting Programs, and the Greater Miami Humane Society HOPE Program. Outside of work, Joel enjoys boating, music, photography, tennis, and traveling.

Iriz Aldabert is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Wells Fargo. Aldabert is based in Aventura, FL. 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.

Jesus Romero is a financial advisor with Merrill in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Miguel Ortiz is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to simplify complex financial decisions and develop strategies designed to pursue their goals with confidence. His approach involves understanding what is most important to each client and providing personalized guidance and proactive solutions tailored to their evolving needs. He specializes in areas such as college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Miguel integrates resources from Merrill and Bank of America to help clients coordinate their banking, lending, investment, retirement, and wealth transfer strategies under one relationship. Miguel holds a Bachelor's Degree from Florida International University and has completed accredited certificate programs at Florida International University, The University of Chicago, and the Investments and Wealth Institute. He has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute and is involved with community organizations including Camillus House and The Biltmore Village.

Maria Soria is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Outside of her advisory role, she is involved in family-owned real estate ventures and has a real estate license used exclusively for transactions involving properties owned by herself or immediate family members. 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 both model-based and discretionary investment strategies overseen by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Lipkowitz serves as a Senior Resident Director and International Wealth Advisor at Merrill Lynch Wealth Management. In this role, he frequently travels domestically and internationally to work closely with clients and their families, helping them pursue their financial goals through personalized wealth management strategies. He integrates investment insights from Merrill and banking and lending solutions from Bank of America to provide a comprehensive approach to managing clients’ financial needs. Bradley began his career at Merrill in 2005 after interning there during college, and he has been part of various leadership teams within the Southeast Division, Miami Americas Market, and Greater Fort Lauderdale Market. His expertise includes international wealth management, family wealth strategies, legacy planning, socially responsible and ESG investing, as well as supporting diverse client groups such as women and the LGBT community. He emphasizes thoughtful planning of assets and liabilities to help clients deploy their wealth more strategically. He holds a Bachelor’s degree from the University of Iowa and the Personal Investment Advisor (PIA) designation. Beyond his professional commitments, Bradley is engaged in community volunteering, aligning with Merrill’s tradition of service. He enjoys spending time with his wife, daughters, and friends, and his personal interests include baseball, football, golfing, hiking, cooking, traveling, watching movies, writing, and practicing yoga.

Gwenaelle Romain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising clients for over two decades. She works with individuals and families facing complex financial situations, focusing on clarity, discretion, and long-term strategic planning. Gwen's approach emphasizes thoughtful planning and disciplined execution to help clients preserve and grow their wealth across generations. With more than 22 years of experience in the financial services industry, Gwen offers expertise in areas including family wealth management, retirement income, education planning, and portfolio management. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). She began her career as a portfolio analyst before earning these credentials and has been refining a planning-driven advisory practice since joining Merrill in 2016. Gwen holds a Bachelor's Degree from the University of Florida and is fluent in English and French. She is active in community organizations such as Hands On Broward/Financial Opportunity Corp and the Orange Bowl Leadership Academy. Residing in North Miami Beach, she balances her professional role with personal interests including boating, cooking, dancing, horseback riding, tennis, traveling, volleyball, yoga, and spending time with her family.

Ryan Cameron is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at StoneX Group Inc., Avis Budget Group, and several positions in education and retail. 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.

Luciano Ghysels is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023, following prior roles at Morgan Stanley and Wells Fargo. Before entering financial services, he worked at Pizza Hut from 2015 to 2017. 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.

Ezequiel Freiman is a Financial Advisor with the MAB Group at Merrill Wealth Management in Aventura, Florida. In his role, he works with individuals, families, and business owners to help them build and manage their wealth through personalized financial strategies. He collaborates closely with clients, drawing on the collective experience of his team and the resources of Merrill Lynch Wealth Management. Prior to joining Merrill, Freiman spent six years at Amazon and Amazon Web Services in finance and accounting roles focused on financial analysis, forecasting, and planning. He holds a Bachelor's Degree from the University of Central Florida and has completed all required licensing and training to be a fully accredited Financial Advisor. Freiman is a Personal Investment Advisor (PIA) and is a member of the professional organization Alpha Epsilon Pi. Outside of his professional work, Freiman participates in community activities, including involvement with Colel Chabad. He speaks English, Spanish, and Hebrew, and his personal interests include boating, cooking, rock climbing, running, spending time with family, watching movies, and yoga.

Dafna Klein is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014. 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 various institutional investors.

Tulio Rosado Jr. is an International Wealth Advisor and Managing Director at Merrill Lynch Wealth Management. He leads Rosado & Associates, a team dedicated to providing wealth management services to affluent individuals and families both in the U.S. and internationally. Tulio focuses on designing tax-efficient strategies that enable his clients' money to work for them, allowing clients to devote more time to their families and personal pursuits. With over 28 years of experience in wealth management, Tulio has expertise in areas including executive compensation, family wealth management, international wealth management, liquidity management, retirement planning, portfolio services, and tax minimization. He is recognized for his understanding of cross-border regulations impacting foreign investors, including tax consequences, wealth transfer, currency issues, and inflation, which informs his approach to creating forward-thinking strategies for current and future generations. Tulio holds a Bachelor's degree in Economics from Florida International University and the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute. He is also a Personal Investment Advisor (PIA). He enjoys spending time with his wife, Susana, and their two sons. An amateur racecar driver, Tulio has competed at road courses such as Sebring International Raceway and Daytona Speedway.

Paula McDonell is a Senior Financial Advisor at Merrill Lynch Wealth Management, holding the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She joined Merrill Lynch in 1989 and is a member of the Caso, McDonell & Associates team, where she collaborates closely with clients to develop wealth management strategies tailored to their unique goals and circumstances. With over three decades of experience, Paula's expertise encompasses a wide range of areas including college education planning, divorce transition 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, women and wealth, and retirement income. She has worked in various locations including South Florida, Princeton, Chicago, and returned to Florida in 2002 to establish a professional partnership with Phil Caso. Paula holds an Accredited Certificate from the College for Financial Planning. Outside of her professional work, she is involved with the Garden of Joy in Sebring, Florida. Her personal interests include boating, gardening, horseback riding, skiing, spending time with her family, and woodworking.

Felix Sanchez Carrasquillo serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides targeted advice and insights to ultra-high net worth individuals and families, including those with pre-liquidity and cross-border planning needs. Felix partners with clients such as ultra-affluent individuals, families, business owners, and executives to transform financial complexity into strategic opportunities. His expertise includes executing customized wealth management strategies that focus on growing, preserving, and transitioning wealth. Felix works closely with his team to assist clients in wealth transfer and legacy planning, portfolio management, risk management, and cross-border wealth planning. He is also committed to preparing future generations for wealth stewardship through values-based planning and financial education. Felix holds both bachelor's and master's degrees in accounting from the University of Tampa. He began his career with leading accounting firms, experience that informs his approach, although he does not provide tax or accounting advice in his role at Merrill. He is a Personal Investment Advisor (PIA) and communicates in both English and Spanish. Outside of his professional role, Felix has interests in adventure sports, biking, boating, cooking, fishing, and watching movies.

Bryan Jacobs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment industry professionals, providing clients with personalized wealth plans and access to banking solutions from Bank of America. Bryan has been with Merrill since 2015 and brings 12 years of experience in the financial services industry. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Bryan specializes in areas including executive compensation, family wealth management strategies, retirement planning, philanthropic planning, and services for endowments, foundations, and non-profits. He focuses on helping corporate executives integrate their benefits into comprehensive long-term financial strategies. Bryan holds a Bachelor's Degree from Florida Gulf Coast University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, he enjoys adventure sports, basketball, drawing, fishing, football, music, photography, skiing, traveling, and spending time with his family.

Laurette Wynn is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Wynn-Lindenauer Group. Since joining Merrill Lynch in 2009, she has been assisting families, businesses, and institutions in managing their wealth. With over 38 years of experience in the financial services industry, she specializes in providing comprehensive wealth management services including investment management, retirement and estate planning, philanthropic strategies, and corporate services. Laurette and her team focus on tailored wealth strategies designed to provide income, preserve principal, and protect against inflation and taxes. Before Merrill Lynch, Laurette was a Private Wealth Advisor at UBS Financial Services and was noted as one of ten women in the country holding the Certified Investment Management Analyst (CIMA) designation, which she continues to maintain. Her educational background includes a Bachelor's Degree from State University College at Buffalo and a Master's Degree from Queens College. She has developed expertise in managing the wealth of affluent families, corporations, endowments, foundations, and the LGBT+ community globally. In addition to her professional career, Laurette has been actively involved in community organizations including the Funding Arts Network, Museum of Contemporary Art (MOCA), NSU Museum of Art, New World Symphony, The Illinois College of Optometry, and The Illinois Eye Institute. She enjoys reading, spending time with her family, and traveling.

James Henriquez is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Infinex Investments, Popular Investments, Kovack Securities, and the Royal Bank of Canada. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lesya Pelyushko is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she is part of the MAB Group team. This team oversees and coordinates the financial affairs for a select group of families, business owners, doctors, and independent women. They leverage the resources of Merrill and Bank of America to help clients pursue their envisioned life. Lesya's areas of focus include family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, managing new wealth, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, and tax minimization. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's degree from Kiev National Economic University in Kiev, Ukraine, and her Master's degree from Nova Southeastern University in Ft. Lauderdale, FL. Lesya speaks English, Russian, and Spanish. Outside of her professional work, she enjoys reading, spending time with her family, and traveling.

Philip Caso is a Wealth Management Advisor at Merrill Lynch, where he has worked since 1989. He holds the position of Senior Vice President and has previously served as a Senior Resident Director. Phil specializes in working with high net worth individuals, business owners, and their families to develop and implement comprehensive financial strategies. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, philanthropic planning, portfolio management, small business strategies, and tax minimization. Phil holds a Bachelor's Degree from New York University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Phil has been named to Forbes' "Best-in-State Wealth Advisors" list in 2018, 2023, and 2026, reflecting recognition of his professional expertise. Outside of his financial advisory work, Phil is involved in food and wine education and is a member of the U.S. Sommelier Association. He enjoys cooking, horseback riding, reading, skiing, tennis, and traveling.

Maria Senior is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including MassMutual Life Insurance Co., Morgan Stanley, UBS Financial Services, and MML Investors Services. Outside of finance, she was involved with Florida International University and operated a creative business, David Navarro Creative Inc. 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 to individuals, high-net-worth clients, and institutions.

Bryan Simon is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial advisory services focused on legacy preservation, business transitions, and wealth management for families and business owners. Bryan offers expertise in areas such as college education planning, corporate benefits, family wealth management strategies, individual and corporate investment strategy, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Bryan holds a Bachelor of Science in Accounting, a Bachelor of Science in Finance, and a Master of Science in Accounting from Pennsylvania State University. He began his career at Ernst & Young in Philadelphia, specializing in auditing wealth and asset management companies within the Financial Services Organization assurance practice, where he earned the Certified Public Accountant (CPA) designation. He later worked at Credit Suisse in New York City as an equity research and sales associate within the HOLT team. Bryan holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English, Spanish, and Dutch. In addition to his professional work, Bryan is involved with the Penn State Alumni Association of Fort Lauderdale and contributes to community organizations including United Way Broward, United Way Miami, and the Volunteer Income Tax Assistant program. His personal interests include basketball, biking, dancing, hiking, reading, scuba diving, skiing, and traveling.

Leon Friedlander is an International Wealth Advisor at Merrill Lynch Wealth Management. He focuses on helping clients manage their wealth through personalized strategies that consider each client's unique financial journey and priorities. His approach goes beyond investment management to include defining important life aspects such as family, finances, health, home, leisure, work, and giving. Leon specializes in family wealth management strategies, international wealth management, portfolio management services, and investment strategies for individuals and corporations, including clients in sports and entertainment. He emphasizes collaboration with clients to prepare for financial implications related to various life stages and transitions. He holds a Bachelor's Degree from Brown University and an MBA from Babson College. Leon is designated as a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He is fluent in Spanish, Hebrew, and English. Outside of work, Leon enjoys baseball, hiking, pickleball, tennis, traveling, and spending time with his family. He also participates in community service through volunteering.

William Matykiewicz is a financial advisor with Merrill in Aventura, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Merrill since 2009. 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.

Michael Brener is an International Wealth Advisor with the MAB Group at Merrill Lynch Wealth Management. He brings over 29 years of experience in the financial services industry, focusing on serving clients domestically and internationally. His expertise includes college education planning, divorce transition planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Born in New York and raised in Venezuela, Michael holds a Systems Engineering degree from Universidad Metropolitana in Caracas and a Master's degree in Business Administration from Babson College in Wellesley, Massachusetts. He is fluent in English, Spanish, and Hebrew, which enhances his ability to connect with a diverse client base. Michael holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) and is a member of the Investments & Wealth Institute and the Academy of Certified Portfolio Managers. He has been recognized on Barron's Top 1,200 Financial Advisors list in 2014 and on Forbes' Best-in-State Wealth Advisors list for four consecutive years through 2022. Outside of his professional work, Michael serves as the National Director of Neve Michael Children's Village, a home for at-risk children in Israel. He values his family highly and enjoys basketball, cooking, reading, and traveling.

Christian Blocker is a Wealth Management Advisor with The Romero Group, associated with Merrill Lynch Wealth Management. He has been serving in this role since 2012, focusing on developing financial strategies for families and helping clients navigate the complexities of the financial landscape. Christian's work emphasizes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Certified Private Wealth Advisor® (CPWA), reflecting his commitment to trusted financial guidance. Christian earned his Bachelor's Degree in Business Administration with a focus on Finance and Accounting from the University of Miami. He is bilingual, fluent in both German and English. Outside of his professional work, Christian enjoys activities such as boating, scuba diving, and tennis.

Johanna Trujillo is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, following six years with Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is the director and owner of NonzTop Inc., where she oversees the company's mission, strategy, marketing, and design. 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 institutional investors.

Irene De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. She focuses on providing wealth management strategies to individuals, families, and their businesses, with an emphasis on legacy planning and addressing both short- and long-term financial objectives. Irene leverages the investment resources of Merrill Lynch and the banking services of Bank of America to support clients in navigating the complexities of the global financial environment. Since beginning her career in financial services in 1992 and joining Merrill Lynch Wealth Management in 1995, Irene has developed expertise in areas including education planning, executive compensation, family wealth management, international wealth management, and portfolio management services. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Irene earned a bachelor's degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. She is fluent in both English and Spanish.

Karl Angus is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has been with Merrill Lynch since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. 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.

Cezar Augusto Salvadeo Minozzo is an International Wealth Advisor at Merrill Lynch Wealth Management. He provides customized, goals-based wealth management solutions to families, business owners, and successful professionals. He utilizes Merrill's broad range of resources to develop disciplined strategies that address diverse client needs, including executive compensation, family and international wealth management, legacy planning, liquidity management, retirement planning and income, and tax minimization. With over 15 years of experience in asset management prior to joining Merrill, Cezar holds a Bachelor’s degree from Pontificia Universidade Catolica. He earned a Master of Science in Finance and Economics from Fundacao Getulio Vargas, a Master of Business Administration from Rotman School of Management and Fundacao ItauBank, and completed an accredited certificate program at Yale University. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Fluent in English, Portuguese, Spanish, and German, Cezar works closely with clients to create personalized financial strategies aimed at helping them achieve their long-term goals. Outside of his professional role, Cezar engages in community service aligned with Merrill’s tradition of community participation. He enjoys spending time with family and friends, and participates in sports such as golf, soccer, and tennis.

Myron Stayman is an International Wealth Advisor with Merrill Lynch Wealth Management. Drawing on a career spanning over three decades, Myron specializes in family wealth management strategies, international wealth management, legacy planning, personal retirement planning, and portfolio management services. He supports high net worth families in pursuing their personal goals, such as funding education, retirement income planning, and tax minimization, while emphasizing simplicity and transparency in complex wealth planning processes. Before joining Merrill Lynch, Myron began his career as a CPA and transitioned to executive roles in both public and private companies. He holds a Bachelor's degree from The Wharton School of The University of Pennsylvania and maintains several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a non-practicing CPA and does not provide tax advice in his current role. Myron is active in philanthropy and holds multiple leadership positions, including serving as a national board member of the Jewish National Fund USA. He is also involved with professional organizations such as AIPAC, the Jewish Federation of Broward County, and Stand With US. In his personal life, Myron is a father and grandfather, and enjoys activities including baseball, basketball, football, golfing, music, reading, swimming, traveling, watching movies, and spending time with his family.

Evan Romero is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in partnering with individuals and families, particularly professionals in technology, entertainment, and law, to navigate complex financial priorities including wealth management, equity compensation, retirement planning, tax-efficient strategies, education funding, and legacy planning. Evan holds an M.S. in Management Science & Engineering from Stanford University. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. His professional approach emphasizes understanding each client's unique goals and circumstances, fostering collaboration, and developing tailored strategies to help clients make informed financial decisions focused on long-term objectives. Outside of his professional role, Evan is involved with the community organization SAVE Dade. He also enjoys biking, cooking, reading, running, and spending time with his family.

Harry Dominguez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Assurant. Outside of finance, he is a partner in Vapor Social LLC, a restaurant and lounge business in Miami. 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.