James Buchmiller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach begins with understanding each client’s full financial picture and incorporates flexibility to adapt to changing market conditions. James provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. James holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. James follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys reading, skiing, traveling, and spending time with his family.

Cora Chan is a Wealth Management Advisor with Merrill Lynch Wealth Management and founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She leads the team’s investment philosophy, macro-economic analysis, portfolio design, and evaluation. Cora focuses on helping clients preserve, grow, and transfer wealth effectively, with particular expertise in fixed income investing, alternative investment selection, tax-sensitive investment management, and wealth transfer. Fluent in English, Mandarin, and Cantonese, her team serves executives, medical professionals, and privately-held business owners with tailored financial strategies and dedicated service. Cora began her financial services career in 1994 at Seafirst Bank, a predecessor of Bank of America, where she held roles including Personal Banker, Premier Banking Client Manager, and Business Banker. Before entering the financial industry, she was a small-business owner in wholesaling, importing, and retailing. She earned both her Bachelor of Arts and Master of Business Administration degrees in Business Administration from the University of Washington. Cora holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A resident of Bellevue, Cora balances her professional career with personal interests that include antiquing, cooking, dancing, golfing, reading, watching movies, and practicing yoga. She values learning about each client's unique priorities to provide thoughtful financial advice and guidance.

Braden Hammer is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience helping individuals and families invest and plan their financial futures. He focuses on developing tailored strategies that align with each client's unique needs and goals. Braden works closely with clients to create personalized financial strategies designed to help pursue long-term objectives. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Braden earned his Bachelor's Degree from Oregon State University. Outside of work, he enjoys hiking, reading, running, soccer, spending time with his family, and woodworking.

Allison Liang is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2012. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Fosnick is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to define their financial goals, evaluate tradeoffs, and develop investment strategies that align with their broader financial situations. Nathan focuses on simplifying complex financial decisions to create plans that clients can confidently follow over time. His expertise covers areas such as corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathan earned a Bachelor's Degree from Washington State University. Beyond his professional work, he is involved with the Merrill Disability Action Network. His personal interests include basketball, chess, football, music, reading, running, spending time with his family, and watching movies.

R Kevin Biasbas is a financial advisor at Merrill in Bellevue, WA with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2014, including a recent return in 2022, as well as a one-year tenure at UBS Financial Services. Outside of advisory work, he co-owns a family real estate holding company and serves as a trustee managing estate planning related to family real estate assets. He is also involved in Soul Space Farm, LLC, which focuses on organic vegetable and flower farming. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Kirsti Woods is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997, concurrently affiliated with Bank of America since 2016. Outside of her advisory role, she is an owner of two LLCs involved in commercial property rental in Washington. 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.

Amarinder Sandhu is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020. Prior to that, he spent four years at Key Investment Services and Key Bank. 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.

Kenneth Jones is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Jones also spent time with the University of Washington Men's Basketball program and completed a Master of Education at the University of Washington. 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.

Pauliina Slosson serves as a Senior Financial Advisor and Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In this role, she provides clients with tailored strategies across a range of focus areas, including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and socially responsible as well as values-based investing, including ESG considerations. Though specific details on her career experience and education beyond a High School Diploma from Lincoln High School are not provided, Pauliina's professional designation as a Personal Investment Advisor reflects her qualifications within the financial advisory field. Outside of her work, she enjoys a variety of personal interests such as antiquing, biking, gardening, genealogy, music, spending time with family, tennis, and yoga.

Rachel Fash is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation with five years of industry experience. She previously worked at Windermere Real Estate/East, Inc. and held roles at Amazon and the Army and Air Force Exchange Service. Outside of advisory work, she is a sole owner of a rental property. 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.

Matthew Arbogast is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, he worked briefly at Northwestern Mutual and has an academic background from Oregon State University. 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.

Shiva Rahmati is a financial advisor at Merrill based in Bellevue, WA, with eight years of industry experience and a Series 66 designation. He has been with Bank of America and Merrill since 2011. Outside of his advisory role, he holds a power of attorney position in a non-investment-related entity. 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 supported by internal teams and third-party managers for a range of client types including individuals, high-net-worth clients, and institutions.

Sevda Yilmaz is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at Bank of America, Transperfect, and various other companies. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Ebert is a Financial Advisor with Merrill Lynch Wealth Management, representing individuals, families, and business owners seeking assistance in achieving their financial goals. With over nine years of experience, he is dedicated to providing personalized wealth planning strategies tailored to each client's unique circumstances. Robert's expertise encompasses managing new wealth, personal retirement planning, and developing individual and corporate investment strategies. He builds long-term relationships with clients, focusing on understanding their financial needs and creating plans that address goals such as retirement, education funding, and estate planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Outside of his professional work, Robert enjoys adventure sports including biking, scuba diving, skiing, skydiving, and surfing. His approach centers on uncovering what matters to clients and their families to develop strategies that support their financial objectives.

Gianna Miller is a financial advisor at Merrill with six years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Before joining Merrill in 2018, she worked at DHI Mortgage and KeyBank Inc. 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.

Conner Frische is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and having six years of industry experience. His prior roles include positions at Ryan Walker State Farm Insurance and the University of Oregon. Frische has been with Merrill and Bank of America since 2019. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Scott Mcclave is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2020, following a three-year tenure at Voya Financial Advisors. Outside of his advisory role, Mcclave is a limited partner in two Florida-based limited partnerships focused on acquiring and managing apartment complexes. 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.

Emily Kim is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to that, she was employed at Bank of America, N.A. for four years. 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.

Jian Zou is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Jian works directly with clients to develop customized financial strategies aimed at achieving both their short- and long-term objectives. He offers support across various financial areas including investing, retirement planning, and risk management, and also facilitates access to specialists in banking, credit, home financing, and small business solutions. Jian brings expertise in college education planning, family wealth management, retirement income strategies, and portfolio management among other areas. He holds an MBA from the University of Iowa and has completed an Accredited Certificate Program at Hunan Normal University. Jian is a Personal Investment Advisor (PIA) and is fluent in English and Mandarin. Outside of his professional responsibilities, Jian enjoys cooking, fishing, hiking, music, painting, reading, running, singing, spending time with family, and writing. His approach centers on understanding what matters most to his clients and creating tailored strategies to pursue their financial goals.