Noah Solis is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Business Academic Residential Community and the University of Oregon. Merrill 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.

Adam Labi is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held roles at Jules and Associates and Fonciere du triangle d'or. Outside of his advisory work, he serves as a general partner and managing member overseeing family art, jewelry, and car collections. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware options within its portfolio implementation.

Jay Chazev is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides access to a comprehensive range of investment resources as well as banking and lending services through Bank of America. Jay works closely with clients to understand their personal financial needs and manages complex financial relationships with ongoing communication tailored to their objectives. With over 17 years of experience in the financial services industry, Jay specializes in serving high-net-worth families and their future generations, as well as physicians, entertainers, and entrepreneurs focusing on tax-free income and retirement preparedness. His client focus areas include liquidity management, personal retirement planning, tax minimization, and retirement income. Jay holds FINRA Series 7 and Series 66 registrations and is licensed with the California Department of Insurance. He also has a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Bassett. Outside of his professional role, Jay is a member of the Bank of America Corporation Community Volunteers (BACCV) and the American Society for the Prevention of Cruelty to Animals (ASPCA). He enjoys boxing, fishing, and golfing.

Norman Saiger is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. Based in the Beverly Hills office since joining in 1985, he provides consultative financial guidance to individuals, families, and businesses, focusing on tailored wealth management strategies aimed at meeting both short- and long-term financial goals. His client services include family wealth management, retirement income planning, philanthropic planning, portfolio management, and socially responsible investing. Norm holds several professional designations including the Chartered Retirement Planning Counselor℠ (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree from the University of Toronto in 1973 and completed concurrent Master’s degrees from the University of Southern California and Hebrew Union College-Jewish Institute of Religion in 1980. Fluent in English and Hebrew, Norm continuously pursues education to enhance his expertise in retirement planning and comprehensive financial management. Outside of his professional work, Norm is actively involved in his community through participation in charitable bike rides and volunteering with educational organizations, including his synagogue and its education programs. He enjoys biking, music, singing, softball, swimming, yoga, and spending time with his family in Los Angeles.

Megan Miller is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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, retirement plans, corporations, and charitable organizations.

Eric Yu is a Financial Advisor at Merrill Lynch Wealth Management based in Los Angeles, CA. He specializes in wealth preservation and retirement planning, working closely with individuals and small business clients to pursue their financial goals. Eric focuses on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He emphasizes understanding each client's unique situation to develop personalized financial strategies aligned with their long-term goals. Fluent in Mandarin Chinese, Eric is able to serve a diverse client base including Mandarin-speaking clients. Eric was born and raised in the San Gabriel Valley as the son of Taiwanese immigrants. He holds degrees from Cal Poly Pomona and the University of Southern California. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Eric is active in the Asian American and Pacific Islander community in West Los Angeles and contributes his time to organizations such as Asian Americans Advancing Justice – Los Angeles. He is a member of the Asian Leadership Network at Bank of America. Outside of work, Eric enjoys traveling to Taiwan and Japan to visit family. He has personal interests that include basketball, football, music, scuba diving, swimming, and traveling. Known among friends as a foodie, Eric enjoys exploring a variety of cuisines at local restaurants.

Nazie Saffari Moini is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. She specializes in working with high-net-worth individuals and families, providing strategies in family wealth management, portfolio management, and retirement income. Operating with a consultative approach, Nazie aims to develop personalized financial strategies tailored to her clients' values and long-term goals. Her professional credentials include the Personal Investment Advisor (PIA) designation, and she holds a Bachelor's degree from San Francisco State University. Nazie is fluent in both Persian and English, which enables her to serve a diverse client base. Her practice emphasizes ongoing communication and integrating estate planning and life insurance into comprehensive wealth management plans. Outside of her professional work, Nazie enjoys hiking, reading, and swimming. She is committed to her clients and approaches financial advising with a focus on individual needs and long-term objectives.

Evan Rothstein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. His work involves investment analysis and assisting ultra-high-net-worth clients with estate planning, trust, and insurance needs. Evan holds the Certified Investment Management Analyst® (CIMA®) designation and a Personal Investment Advisor (PIA) credential, as well as a specialization in Sports & Entertainment (SE). Evan earned a Bachelor of Science degree in Business Administration with a major in Finance from the University of Colorado at Boulder in 2005. He received his CIMA® designation from the Investment and Wealth Institute™ in 2010. Evan resides in Santa Monica, California with his wife and three children. He is also involved with the UCLA Mattel Children's Hospital.

Nissim Afriat is a Senior Financial Advisor at Merrill Lynch Wealth Management in Beverly Hills. He works closely with individuals, families, and businesses to help clients take purposeful action toward a more secure financial future. Nissim connects business owners, executives, and professionals to a differentiated level of advice and service, focusing on tailored portfolio design, investment research, risk assessment, long-term strategy, and wealth transfer. He also facilitates access to banking and lending opportunities through Bank of America to address sophisticated lending needs. Nissim began his investment career in 2001, with experience at Jasper Capital, Memorial Sloan Kettering Hospital, Bank Leumi USA and Leumi Investment Services, where he advanced to Vice President and Financial Advisor. In 2012, he joined JPMorgan Chase as a Private Client Advisor before moving to Merrill in 2020. He holds a Bachelor of Science degree in finance from Touro College and maintains the Personal Investment Advisor (PIA) designation. He is fluent in English, Hebrew, and French. Beyond his financial advisory role, Nissim serves as an Assistant Rabbi at the Shuvah Israel Torah Center in Los Angeles, where he counsels community members on life decisions, family dynamics, and personal growth. He is married with five children and values spending time with his family.

Natasha Moini is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Saffari Group, an all-female investment advisory team. Together with Managing Director and Senior Financial Advisor Nazie Saffari-Moini, the mother-daughter team brings over 35 years of experience in the financial services industry. The group focuses on helping clients manage significant wealth through a comprehensive approach that includes portfolio management, strategic lending, estate planning strategies, and access to private banking services. Before joining Merrill Lynch Wealth Management in 2024, Natasha earned a Bachelor of Arts degree in Organizational Sciences from The George Washington University. Her career began in the entertainment industry, where she worked in brand partnerships at William Morris Endeavor and Interscope Records, experiences that enhanced her skills in managing complex relationships and delivering value in demanding environments. She holds the Personal Investment Advisor (PIA) designation. Born and raised in Los Angeles, Natasha continues to live in the city. Outside of her professional role, she enjoys playing tennis, traveling, and volunteering at the Los Angeles LGBTQ Center. She speaks English and Farsi, and she values travel experiences in places such as Japan and London.

Harout Dermendjian is a Wealth Management Advisor with Merrill Lynch Wealth Management, located in Beverly Hills/Century City, California. He specializes in providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Harout works closely with clients including business owners, corporate executives, real estate developers, athletes, and entertainers, assisting them in creating purposeful and strategic financial plans tailored to their priorities. Harout has significant experience in banking and wealth management, beginning his career with Bank of America in 2010 as a loan officer. He then served as a Personal and Business Banker at Citibank before being promoted to Assistant Vice President as a Wealth Relationship Manager. In 2021, he joined Merrill Lynch as a Wealth Management Advisor. His areas of focus include portfolio design and implementation, long-term strategy, and providing access to various lending services through Bank of America. Harout holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation and the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™. He earned a Bachelor of Science degree from California State University Northridge and a Master of Business Administration in Finance from Pepperdine University. Harout's community involvement includes participation with the Armenian Cultural Foundation and the Armenian National Committee of America. Outside of his professional work, he enjoys adventure sports, including racing cars and snowboarding, as well as music, cooking, traveling, and other outdoor activities.

Kevin Calderon is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Beverly Hills office since 1994. He focuses on helping individuals and families develop strategies for college education planning, personal retirement planning, portfolio management, and retirement income. His expertise includes both individual and corporate investment strategies. Kevin holds a Personal Investment Advisor (PIA) designation. He earned a high school diploma from Coronado High, a bachelor's degree from the University of California, Los Angeles (UCLA), and a master's degree from Loyola Marymount University. Outside of his professional work, Kevin has interests in baseball, football, and soccer.

Bliss Guinane is a Series 66 licensed financial advisor with 15 years of industry experience. They have been with Merrill since 2012, with a break from 2013 to 2015 when they worked at UBS Financial Services before returning to Merrill. Bliss Guinane is based in Beverly Hills, CA. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendan Mc Mahon is a financial advisor with Merrill in Beverly Hills, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill since 2010 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as power of attorney for his mother's Merrill Edge account. 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 investors.

Hisashi Sakashita is a Senior Vice President and Senior Financial Advisor with Merrill in Beverly Hills, California. He provides advice and customized guidance to individuals, families, and businesses, helping them pursue their financial goals more effectively. Hisashi is committed to each client's well-being and emphasizes educating clients to support informed decision-making. With more than two decades of experience in wealth management, Hisashi has developed expertise in serving business owners, professionals, entrepreneurs, and other wealth creators. His services include investment management, trust and estate planning, business and succession planning, and access to lending through Bank of America. He also considers clients' personal priorities such as saving for education, home purchases, and charitable contributions. Hisashi earned his bachelor's degree from the University of San Diego and holds the Personal Investment Advisor (PIA) designation. He is fluent in English and Japanese. Outside of his professional responsibilities, Hisashi enjoys cooking, music, tennis, and traveling.

John Markoff is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2013. 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.

Brian Sixt is a Senior Financial Advisor at Merrill Lynch Wealth Management in Beverly Hills, California. With 37 years of experience at Merrill Lynch, Brian provides comprehensive wealth management services, focusing on total wealth management and strategies that address multidimensional personal and business financial needs. He works closely with clients to understand their specific situations and develop appropriate financial objectives and strategies, providing personalized advice and access to specialized investment services for sophisticated investors. Brian holds a Bachelor's degree from the University of Maryland, earned in 1973, and holds the Personal Investment Advisor (PIA) professional designation. He is part of a father and son financial advisory team with a combined 49 years of experience. Brian has a defined process that includes ongoing review and adjustment of financial plans to ensure alignment with clients' long-term goals and risk tolerance, drawing on a wide range of Merrill Lynch Wealth Management specialists when required. In addition to his professional work, Brian is involved in community activities, serving as a board member for Friends of Hollywood Central Park and the Beverly Hills Historical Society. His personal interests include hiking, music, reading, and traveling.

Vivian Vazquez is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.