Robin Kim is a financial advisor with Merrill in Beverly Hills, CA, holding a Series 66 designation and 10 years of industry experience. Their prior work includes roles at RBC Capital Markets, UBS Financial Services, and an earlier tenure at 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Joshua Zingaro is a financial advisor based in Beverly Hills and a member of the Meachum, Zingaro, Bedy & Associates Group within Merrill Lynch Wealth Management. His team, with offices in Beverly Hills, CA, and Clearwater, FL, has over 100 years of combined experience serving clients across the United States. Joshua works with clients to preserve their wealth and help them achieve both short- and long-term financial goals. His areas of assistance include portfolio management, lending, estate planning strategies, alternative investments, and banking services through Bank of America, N.A. Prior to joining Merrill Lynch Wealth Management in 2018, Joshua gained experience with T. Rowe Price, CBS Television Distribution, and Sony Music Entertainment. He holds a bachelor's degree with a double major in finance and marketing from The Sellinger School of Business at Loyola University of Maryland in Baltimore. Joshua also holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Originally from New York City, Joshua now resides in Los Angeles. Outside of his professional work, he is an avid sports fan and triathlete who enjoys traveling and trying new foods. He supports the 9/11 Day organization, which involves packing meals for local food banks as part of community giving.

Nicholas Childers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with families, individuals, executives, and business owners, providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Nicholas emphasizes understanding each client's full financial picture to develop flexible strategies tailored to changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. With expertise in areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, retirement planning, special needs planning, women and wealth, and tax minimization, Nicholas employs an organized and methodical approach to addressing client needs. He holds a bachelor's degree in Business from Miami University in Oxford, Ohio, and is a Personal Investment Advisor (PIA). Nicholas values building relationships and enjoys collaborating one-on-one with clients to solve their current financial challenges while planning for the future. Outside of his professional work, Nicholas participates in community volunteering consistent with Merrill’s tradition of local engagement. His personal interests include dancing, golfing, interior decorating, music, photography, traveling, and writing.

Kerrie Bond is a financial advisor with Merrill in Beverly Hills, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at Merrill since 2019 and previously spent two years with Transamerica Financial Advisors. Outside of advising, she operates Bond Tactical Group LLC dba Kerrie's Counter, an online retail business selling clothing and household products. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Shim is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management in Beverly Hills. He has over 25 years of experience specializing in serving multi-generational high net worth families, focusing on preserving and efficiently transferring wealth. Edward's client expertise includes family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and tax minimization. Before joining Merrill Lynch, Edward worked at Capital Group as an investment counselor and at JPMorgan in Los Angeles and Singapore, where he led the Financial Sponsors and Hedge Funds team for the JPMorgan Private Bank in Southeast Asia. He began his financial services career with Morgan Stanley as a financial advisor in Southern California in 1995. Edward holds a Bachelor of Science in Biochemistry from Atlantic Union College and an MBA from the University of Virginia's Darden School of Business. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Edward is actively involved in his community and serves on the board of directors and as Chairman of the Finance Committee for the Los Angeles Fire Department Foundation. He is also a member of the Yorba Linda Seventh-Day Adventist Church. His personal interests include baseball, basketball, football, and skiing.

David Young is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2008, also holding a position at Bank of America, N.A. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Favreau is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Wedbush Securities and has a diverse background including roles at Optimizely and Northwestern Mutual. 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.

Camelia Barsoum is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry for 50 years, with experience split between banking, where she achieved the title of CFO, and Merrill Lynch Wealth Management since 1999. Camelia is well versed and proficient in wealth planning and wealth management, with an emphasis on wealth preservation and retirement planning. She holds a Bachelor's Degree from Cairo University and is a Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, services for defined benefit plans, liquidity management, personal retirement planning, portfolio management services, socially responsible, values based, and ESG investing, women and wealth, and tax minimization. Camelia follows the Merrill tradition of community participation, specifically dedicating time to education for youth in money management. Her personal interests include basketball, cooking, painting, reading, spending time with her family, and traveling.

Cathy Choi is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and UBS AG. Outside of her advisory role, she is the owner and director of Buju Studio LLC, a business focused on sharing cooking content and dining experiences online. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terance Power is a Senior Financial Advisor at Merrill Lynch Wealth Management who works with a select group of clients in entertainment and sports, particularly focusing on NIL athletes managing early-stage wealth and rapidly evolving careers. He helps clients navigate critical financial decisions during periods of high income and career uncertainty, advising on income structuring, tax-aware wealth planning, retirement strategies, risk management, asset preservation, and long-term investment strategy. Before joining Merrill, Power spent years in the entertainment industry, including roles at Warner Bros. Films and Johnny Carson Productions, where he served as Associate Producer on the NBC television movie "John and Yoko: A Love Story." He later became a Grammy-nominated, Billboard and Soul Train Award-winning music video producer, gaining firsthand experience in the dynamics of financial success and the importance of careful planning and discipline. Power holds a Bachelor's Degree from Princeton University and was a member of the National Invitational Tournament Championship basketball team. He maintains involvement with the Princeton University Alumni Schools Committee. His professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Zachary Halloran is a Senior Financial Advisor and partner at The Wingard Halloran Group within Merrill Lynch Wealth Management, based in Beverly Hills, California. He focuses on delivering customized wealth management strategies tailored for individuals, families, and businesses. His client base includes business owners, executives, medical professionals, and those in the sports and entertainment industries. Zachary joined Merrill Lynch in 2018 and holds registrations including the FINRA Series 7 and Series 66, as well as a California Life Insurance License. He earned a Bachelor of Arts degree in Sociology with a minor in Education from The University at Albany. Prior to his role at Merrill Lynch, Zachary was the founder and CEO of Twill, a for-purpose company located in upstate New York. Residing in Los Angeles with his wife and daughter, Zachary participates in community events such as the American Cancer Society Breast Cancer Awareness Walk and is a member of professional and recreational organizations including the ACG-LA Rising Stars Program and the Los Angeles Baseball League. His personal interests include baseball, basketball, football, golfing, running, skiing, traveling, and spending time with family.

Devin Sixt is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been associated with Merrill since 2014 and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mike Seropian is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services tailored to the needs of ultra-high net worth families, including C-suite executives, private company owners, commercial real estate entrepreneurs, and retired athletes. His areas of expertise encompass college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategy, and tax minimization. Mike holds a Bachelor of Arts degree from California State University, Northridge and a Master of Business Administration from the University of California, Irvine. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in Armenian and English, he uses a holistic approach to financial advising, focusing on personalized financial strategies designed to help clients pursue their long-term goals. In his practice, Mike works closely with clients to uncover opportunities and provide options to add value to their financial lives. He also offers specialized services including values-based planning, risk allocation frameworks, impact investing, trust and estate planning, customized credit and lending through Bank of America, philanthropic strategies, charitable giving, and access to specialty asset management such as ranchland, timber, and vineyards. Outside of his work, Mike has a range of personal interests including baseball, basketball, boating, football, golfing, ice hockey, reading, scuba diving, skiing, and traveling.

Harold Schloss is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with his father as part of a team. He has been with Merrill Lynch since 2000, bringing a familial legacy in the financial industry, including his grandfather's work with E.A. Pierce and company and his mother's career as a financial advisor. Harold has over 20 years of experience in the Software Development and Pacemaker industries and is named as an inventor on 14 U.S. patents. His areas of client focus include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and sports & entertainment. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Physical Sciences from Harvard University and completed his high school education at Beverly Hills High School. Beyond his professional work, Harold is deeply involved in community activities. He is the founder and Scoutmaster of a local Boy Scout Troop, serves on the boards of several charitable organizations, mentors a high school robotics team, and is involved with organizations including B'nai David-Judea Congregation, the Milken Community High School Robotics Team, The Summer Science Program, and the Western Los Angeles County Council of the Boy Scouts of America. His personal interests include camping, genealogy, hiking, reading, and traveling.

George Hugh is a financial advisor at Merrill with 43 years of industry experience. He holds the Series 63 designation and has worked at Merrill since 1983, concurrently serving at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Troy Edwards is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is part of a senior advisory team with over 75 years of collective experience, specializing in working closely with business owners and multi-generational families to develop and implement financial plans. His role includes providing access to investment insights and banking services through Merrill Lynch and Bank of America to address various aspects of clients' financial lives. Troy's expertise encompasses executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income. He emphasizes a comprehensive and personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. He holds a Bachelor's Degree from Loyola Marymount University and maintains the Professional Investment Advisor (PIA) designation. Troy is involved in community activities, including volunteering with St. Finbar Parish School in Burbank, California. Originally from Southern California, he resides in the Los Angeles area with his family and spends his spare time raising his daughter and engaging in outdoor activities such as adventure sports, camping, hiking, skiing, and traveling.

Adam Lee is a financial advisor with Merrill in Beverly Hills, CA, holding a Series 66 designation and five years of industry experience. His work history includes positions at Bank of America, Merrill, Equitable Advisors, LLC, and prior roles outside the financial sector at Bonobos and Triplemint Brokerage. 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 and profit-sharing plans, corporations, and charitable organizations.

Donna De Leon is an International Wealth Advisor with Merrill Lynch Wealth Management. She specializes in providing wealth management strategies to individuals, families, and businesses, with a focus on legacy planning and addressing the complexities of the global financial environment. Donna has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 1995. She develops strategies and advice by understanding clients’ short- and long-term financial objectives and offers access to the investment resources of Merrill and the banking services of Bank of America. Her client focus areas include education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, legacy planning, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. She holds the International Wealth Advisor title and earned a bachelor's degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey. Donna’s professional designations include Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She is also fluent in English and Spanish.

Joseph Novian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to individual client goals. He works closely with clients to navigate financial complexities, providing services that include goals-based investment management, liquidity event planning, trust and estate planning, tax mitigation strategies, retirement planning, and customized credit and lending through Bank of America. Joseph’s professional expertise encompasses managing significant wealth by aligning strategies, resources, and services to help clients pursue their financial aspirations. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, portfolio management, and both individual and corporate investment strategies. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California Berkeley. Joseph is fluent in English, Persian, and Hebrew. Beyond his professional role, Joseph is committed to community involvement and participates in volunteering activities. His personal interests include adventure sports, basketball, bowling, football, pickleball, skiing, soccer, table tennis, and watching movies.

Brenton Hamlet is a Wealth Management Advisor with The Hamlet Group at Merrill Lynch Wealth Management. He has been working in financial services since 2000 and provides a range of financial services and strategies to clients, focusing on their short- and long-term goals. He specializes in financial initiatives related to events such as divorce, death, retirement, or the sale of a business. Brent holds Series 7 and 66 FINRA registrations. Brenton earned his Bachelor's degree from Washington University in St. Louis and his Juris Doctorate degree from the University of California, Los Angeles School of Law. He also holds the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School. In 2015, he received the David Brady Award for his philanthropy, client focus, and overall commitment to his company and community. He lives in the Valley with his wife and their two children. In his free time, Brent enjoys golfing and college football. He is active in education and community outreach organizations in the greater Los Angeles area, including AYSO, and is a member of the Boule professional organization.