Dat Tu is a financial advisor with Merrill and holds a Series 66 designation. He joined Merrill in 2025 and has prior experience at Bank of America dating back to 2022. Before entering the financial industry, he worked in various roles including at the University of Houston-Downtown and The Art Institute of Houston. 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 strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olajide Sarayi is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning and financial milestones for professional clients, including doctors, lawyers, engineers, IT professionals, and small business owners. He focuses on developing personalized strategies that address college education planning, family wealth management, legacy planning, defined benefit plans, tax minimization, retirement income, and investment strategies for individuals and corporations. Olajide holds a Bachelor's Degree from the Federal University of Technology and an MBA from Virginia International University. His professional credentials include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English, Yoruba, and Hausa and serves in the Foster Care Support Foundation Inc., reflecting his community involvement. In his approach, Olajide prioritizes understanding clients’ unique goals and perspectives to create tailored financial plans. Beyond his professional role, he has a range of personal interests, including adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies.

Eunice Gonzalez is a financial advisor with Merrill in Bellaire, TX, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of America from 2006 to 2022. Outside of her advisory role, she is involved in a home healthcare business providing overnight care for a quadriplegic individual. 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, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.