David Holt is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Robert Black is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill since 2006 and Bank of America since 2015. Outside of advising, he serves as an officer for the Bainbridge Ballet Performance Group, a local nonprofit supporting ballet performances and managing board operations. 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 plans, corporations, and charitable organizations.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management, specializing in income strategies, long-term investment guidance, and retirement preparation. With over nine years of experience in the financial industry, she focuses on building long-term relationships founded on trust and transparency to support individuals and families through various life transitions. Her expertise encompasses education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, retirement income, and advising women on wealth matters. Kimberly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her High School Diploma from Sorensons Private School. Kimberly takes a relationship-focused approach by working closely with clients to understand their goals, values, and priorities. Her goal is to help clients move toward their financial objectives with confidence by providing a clear and supportive planning experience.

Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987. Dawn focuses on delivering a holistic approach to managing wealth by listening to her clients' needs and ensuring each strategy is based on a clear understanding of their goals. She leverages the capabilities of Merrill Lynch Wealth Management and the banking services of Bank of America to address various aspects of her clients' financial lives. Dawn holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a High School Diploma from Bremerton High School. Her client focus areas include managing new wealth, personal retirement planning, and women and wealth. Having recently relocated to Arizona, Dawn enjoys golfing, boating, and spending time with her family. She is involved with the community through her work with First Tee of Seattle.

Laryn Vella is a financial advisor with Merrill based in Bainbridge Island, WA, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch since 2009 and continues with Merrill following its integration into Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies developed by internal and third-party managers, offering tactical asset allocation and tax-aware options.

Jason Trichler is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his financial services career in 1997 and has been with Merrill Lynch Wealth Management since 2001. Jason holds multiple professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He also holds FINRA registrations Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason is a graduate of the University of Washington with a B.A. in Economic Geography and studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He focuses on managing complex wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible investing, women and wealth, sports and entertainment, and tax minimization. Born and raised in Seattle, Jason has resided in Kingston since 2006, where he raises his three sons. He was a head coach for the North Kitsap Pee Wee basketball league for 14 years and currently volunteers with the North Kitsap Boys and Girls Club. Jason enjoys skiing, hiking, golfing, cooking, gardening, genealogy, scuba diving, traveling, watching movies, and spending time with his family.

Jonathan Minner is a financial advisor with Merrill based in Bainbridge Island, WA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 17 years with Merrill. 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.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.

Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Terry Fuerst is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 1998 and joined Merrill Lynch in 2003. His approach to wealth management emphasizes a disciplined process tailored to each client's needs, goals, and investment attitudes. This process includes developing a customized financial strategy and portfolio, followed by periodic reviews and adjustments to align with evolving objectives. Terry leverages the investment resources of Merrill Lynch along with the banking capabilities of Bank of America to address various aspects of clients' financial lives. He collaborates with a Wealth Management Lending Officer to provide guidance on home financing solutions that complement overall financial strategies. Terry holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Oakland University. Since 1994, Terry has lived on Bainbridge Island, Washington, where he enjoys golfing, tennis, and spending time with friends and family.

David Kopij is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1999 and joined Merrill Lynch in 2010. Throughout his 23-year career, David has guided multi-generational families in building, preserving, and distributing wealth. His team focuses on helping clients grow their assets, utilize those assets to meet financial objectives, and efficiently transfer wealth to loved ones. David’s areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Villanova University. Residing in Edmonds, Washington, just outside Seattle, David lives with his wife Dana and their three children: Hans, Claire, and Willie. He is involved in the community through St Luke’s Parish and School. David’s personal interests include adventure sports, biking, boating, camping, fishing, golfing, hiking, photography, skiing, and traveling.