Michael Miser is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co., LPL Financial, Stratos Wealth Partners, and Bank of America. He is based in Bellevue, WA. 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 plans, corporations, and charitable organizations.

Melody Rose is a financial advisor at Merrill with five years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Bank of America. 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 strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Matthew Scher is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2002. He began his financial services career at T. Rowe Price Associates in Baltimore in 1997, focusing on high net worth investors. His professional experience also includes managing e-commerce marketing partnerships at drugstore.com and serving as a Supply Officer in the U.S. Navy. Matt holds a B.S. degree in economics from the United States Naval Academy and an M.B.A. from the Darden School at the University of Virginia. He has earned the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute, the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp., and is also a Personal Investment Advisor (PIA). His expertise includes education planning, executive compensation, family wealth management strategies, liquidity management, and personal retirement planning. In addition to his professional commitments, Matt serves on the Board of the Bellevue Schools Foundation and participates as an interviewer for U.S. Naval Academy candidates. He resides in Yarrow Point, Washington, and enjoys tennis, pickleball, cooking, travel, and skiing in his spare time.

Jeremy Pawlak is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing customized, planning-led wealth management services for business owners, senior operators, and their families. His approach integrates investments, lending, retirement, insurance, and estate planning considerations to offer clients a comprehensive financial strategy. He works closely with clients' CPAs, attorneys, and bankers to coordinate and align personal and business wealth accumulation strategies. With years of experience, Jeremy focuses on helping clients reduce taxes, simplify financial complexity, and professionalize their strategies to ensure long-term alignment of personal and business plans. He assists clients in exploring opportunities to improve cash flow, strengthen business operations, and create continuity for future generations. Jeremy's work supports business owners and senior professionals in achieving clarity and confidence in both business and personal financial planning. Jeremy holds a Master's of Business Administration from Nova Southeastern University and a Bachelor's Degree from the University of Wisconsin. He holds professional designations such as Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA), and is a member of the CFA Institute and CFP Board. His personal interests include cooking, football, golfing, interior decorating, pickleball, surfing, and traveling.

Dante Rodriguez is a financial advisor at Merrill in Bellevue, Washington, with 12 years at the firm and seven years of industry experience. He holds the Series 63 and Series 65 designations. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curtis Schlichtmann is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2005. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Ferguson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in working with technology executives to manage their stock awards and options. He focuses on creating wealth management strategies that balance risk and diversification to help clients pursue their long-term financial goals. Jim Ferguson began his financial services career in 1986 after graduating from Western Washington University with a Bachelor's Degree in Business Administration with a concentration in Finance. After a brief tenure at Microsoft, he transitioned to a financial advisor role and has since spent over three decades assisting individuals, families, business owners, and executives in managing substantial wealth. His areas of expertise include executive compensation, international wealth management, managing new wealth, and portfolio management services. He and his team work closely with clients both domestically and internationally, leveraging the firm's comprehensive resources when necessary. He holds FINRA Series 7, 31, and 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Beyond his professional role, Jim is involved in community service through FareStart in Seattle. His personal interests include golfing, skiing, and spending time with his family.

Fazil Tiryakioglu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Tiryakioglu & Duenwald Group, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. With a focus on high net worth families, individuals, and business owners, Fazil and his team provide comprehensive wealth management strategies tailored to clients' retirement, education, cash, and liability management needs. Their approach emphasizes building long-term relationships and offering personalized solutions based on each client's unique goals and risk tolerance. Fazil holds a Bachelor's Degree from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of financial planning areas such as corporate benefits, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. The Tiryakioglu & Duenwald Group is dedicated to guiding clients through disciplined financial strategies and ongoing progress tracking to promote goal achievement. In addition to his professional work, Fazil is active in community and charitable activities. He serves as the EC Junior Football Director, sits on the Eastside Catholic Board of Directors, and participates in initiatives including the Jerry Woods Maple Valley Food Drive and Splashforward. His personal interests include biking, boating, fishing, football, hiking, reading, scuba diving, skiing, spending time with family, and traveling.

Susan Hanneman is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Lynn is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America. Outside of his advisory role, he serves as co-trustee of a family trust. 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 plans, corporations, and charitable organizations.

Edward Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after more than 15 years of experience in lending, wealth management, and commercial banking, enabling him to provide high-net-worth families and business owners with personalized financial advice. Within Merrill, Ed is a qualified Portfolio Manager who constructs client portfolios using discretionary, passive, and third-party managers, and develops comprehensive financial plans tailored to clients’ goals. Ed holds a B.S. degree in Chemistry from the University of Washington and graduated with honors from the Pacific Coast Banking School. He is a Chartered Financial Analyst® (CFA®) charterholder and has earned the Certified Private Wealth Advisor® (CPWA®) designation. He also holds Series 7, 63, and 65 FINRA registrations. Ed primarily works with business owners, technology executives, and their families to manage executive compensation, family wealth strategies, and small business financial planning. Outside of his professional responsibilities, Ed serves as the Board Chair for HealthPoint, a nonprofit community health center. He lives with his family on Mercer Island and enjoys music, reading, and spending time with his family.

Michele Centanni is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing customized investment advice and guidance to wealthy individuals and their families, focusing on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michele began his career in wealth management in Switzerland in 2009 and gained international experience in Italy and Canada before joining Merrill Lynch Wealth Management in the United States in 2016. He holds a Master's Degree in Engineering from La Sapienza University in Rome and a Master's Degree in Finance from LIUC Business School in Milan. Michele is also a Personal Investment Advisor (PIA). Fluent in English and Italian, Michele is a member of the Rotary Club and resides in Seattle. His personal interests include cooking, reading, and traveling.

Kristen Buxton is a Private Wealth Advisor with Merrill Private Wealth Management, serving ultra-high net worth individuals and families. With 25 years of experience, she provides comprehensive financial management services including integrated estate planning, trust services, liquidity analysis, and philanthropic planning. Kristen returned to Merrill in 2016 after a five-year tenure as a Family Wealth Director at Morgan Stanley. In 2017, she earned her Private Wealth Advisor designation at Merrill, a distinction that identifies advisors serving clients with investable net worths of $10 million or more. Kristen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Chartered Life Underwriter® (CLU). She also carries the Personal Investment Advisor (PIA) credential. Educated at Mt Vernon High School, she is based in Kenmore, Washington. Outside of her professional pursuits, Kristen dedicates time and resources to supporting at-risk youth. Her personal interests include cooking, golfing, gardening, reading, swimming, traveling, watching movies, and spending time with her family.

Alan Macias is a Series 66 licensed financial advisor at Merrill with six years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Macias serves on the finance committee of Skagit Habitat for Humanity, where he participates in reviewing and recommending financial statements. 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.

Megan Durning is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Traci Bumpus is a Private Wealth Advisor at Merrill Private Wealth Management. She brings over two decades of experience in investment management and financial planning, focusing on guiding individuals and families through the complexities of wealth management. Her approach involves working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. She began her career in financial services in 1999 after graduating Summa Cum Laude from Biola University with a Bachelor's Degree in Business Management emphasizing finance. Traci holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise covers areas such as corporate executive services, family wealth management strategies, international wealth management, and legacy planning. Outside of her professional role, Traci enjoys interests including baseball, biking, football, music, photography, reading, spending time with her family, traveling, and watching movies.

Heather Gordon is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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 plans, corporations, and charitable organizations.

Andrew Beason is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify their life goals and develop personalized financial strategies aimed at pursuing those objectives. His approach emphasizes a comprehensive understanding of each client’s full financial picture, allowing him to tailor wealth management solutions that adapt to changing market conditions. Andrew’s areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Washington. Based in Seattle, Andrew is involved in community organizations such as Big Brothers Big Sisters, Seattle Yacht Club, and Crystal Mountain Alpine Club. Outside of work, he enjoys adventure sports, boating, skiing, soccer, and spending time with his family.

Brandon Jacobson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously held roles related to golf associations and clubs before joining Merrill and Bank of America in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Tara Cancro is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with 13 years of industry experience. She has worked at Merrill since 2014. Outside of her advisory role, she co-owns a family-held ski condo business. 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 a range of client types including individuals and charitable organizations.