Thomas Goldstein is a financial advisor with Merrill and holds a Series 66 designation. He has three years of industry experience and concurrently works with Bank of America. His prior work includes roles at New Day Therapy Center, Florida Autism Center, and Flagler College. 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 and profit-sharing plans, corporations, and charitable organizations.

David Zimmer is a Financial Advisor at Merrill Lynch Wealth Management. He advises high-net-worth individuals, business owners, corporate executives, and multi-generational families on investment management, retirement planning, estate planning services, and wealth transfer strategies. His practice focuses on addressing the financial complexities associated with asset accumulation, business ownership, liquidity events, and intergenerational wealth planning. David works closely with clients to develop customized strategies aligned with their long-term goals and evolving financial needs. He also specializes in areas such as divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, and portfolio management services. Prior to Merrill Lynch, he worked with an alternative investment manager specializing in private market investments across multiple asset classes. He holds a Bachelor's Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. David lives in Fairfield County with his wife, Heather, and their two children. His personal interests include baseball, golfing, reading, and traveling.

Alina Theobald is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings over 30 years of experience in financial services, including banking, portfolio management, credit, and lending. Alina specializes in comprehensive wealth management strategies tailored to busy executives, physicians, and business owners. Her areas of expertise include college education planning, family wealth management, retirement planning, tax minimization, and services for defined benefit and contribution plans. She works closely with clients to develop personalized financial strategies that align with their long-term goals and lifestyles, addressing a broad range of financial needs from cash management to long-term care planning. Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both Spanish and English, she is a member of the National Association of Plan Advisors and participates in community activities through St Andrew Parish. Originally from the Panama Canal Zone, Alina has lived in Florida since 1985 and resides in Parkland with her husband. Outside of her professional work, she enjoys jogging, traveling, reading history and mystery books, listening to salsa music, and spending time with her family.

Elisaveta Terzieva is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2018 and previously at USSD Boca and Euro Pacific Capital, Inc. from 2013 to 2018. 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.

Justin Larivee is a financial advisor at Merrill with six years of industry experience. He has worked at Merrill and Bank of America since 2017. Outside of his advisory role, Larivee is a general partner and managing member at Freedom Stabilizers, where he provides startup capital. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Kristin Hartman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career as a financial advisor at Legg Mason in 1998 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2000. Kristin holds the Personal Investment Advisor (PIA) designation as well as Series 7 and 66 FINRA registrations. She graduated with a Bachelor's Degree from the University of Maryland. Kristin’s expertise centers on wealth management planning, retirement planning strategies, and a wide range of client focus areas including education planning, philanthropic planning, tax minimization, socially responsible and ESG investing, and individual and corporate investment strategy. She works directly with clients to develop personalized financial strategies intended to help them pursue their long-term goals and financial independence. In addition to her professional work, Kristin is involved in her community through participation with Anne Arundel County CASA, Inc. Outside of her career, she enjoys boating, cooking, gardening, running, scuba diving, skiing, surfing, and spending time with her family.

Milagros Vega is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2006. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Feigelman is a Wealth Management Advisor with a focus on helping business owners with exit planning, retirement planning, and legacy asset transfer. He has been advising clients since 2011, specializing in financial planning, business valuation, and exit strategy development to assist clients in making informed decisions aligned with their long-term personal and financial goals. Josh holds the Certified Exit Planning Advisor (CEPA) designation, and through his knowledge of market trends, tax implications, and financial strategies, he supports clients with business valuation, succession strategies, tax-efficient wealth preservation, and post-sale financial planning. His expertise extends to areas such as educational planning, charitable gifting strategies, insurance planning, and complex financial services. He earned a Bachelor's Degree from the University of Florida and completed high school at Pine Crest School. Josh resides in Boca Raton, Florida with his wife and son. Outside of his professional work, he enjoys basketball, tennis, hiking, and spending time with his family.

Jodi Rosenthal is a financial advisor with Merrill, holding a Series 66 designation and bringing 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she maintains an active real estate license through affiliation with the Coldwell Banker Referral Network. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Glenn Fuller is a financial advisor at Merrill with 59 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1991, as well as Bank of America, N.A. since 2011. Outside of his advisory role, Glenn serves as a committee member for FINRA and is involved with the New York Yacht Club’s Cruising Committee. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Vivies is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2012 at the Las Olas office in Fort Lauderdale, FL, he has played an integral role in portfolio construction, wealth management planning, relationship management, and business development. David specializes in serving high-net-worth individuals, business owners, institutions, and non-profits, providing a range of services including wealth management, executive services, retirement planning, corporate retirement plans, trust and estate planning, insurance solutions, philanthropic planning, and credit and lending solutions through Bank of America. He holds a Bachelor of Science degree in Economics with a secondary degree in Business Administration from Florida Atlantic University. David is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Plan Fiduciary Advisor®, and a Certified Exit Planning Advisor (CEPA). He is also recognized for his commitment to client care and financial planning standards, with his team receiving Forbes Best-In-State Wealth Management Team honors for multiple years. David actively participates in his community, involved with organizations such as the Exchange Club of Pompano Beach, Broward Children's Center, Children's Healing Institute, Habitat For Humanity, and the Humane Society of Broward County. He resides in Deerfield Beach with his wife and son and engages in activities including outdoor pursuits, cooking, and competitive golf.

Altrin Kabashi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked for ten years at F.K. Masonry and has academic experience at Central Connecticut State University and the University of Connecticut. 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.

Justin Lumiere is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Boca Raton office. He advises individuals, families, trusts, and foundations on investment management needs including accumulation, preservation, income, and multi-generational transfer. His focus areas encompass family wealth management strategies, portfolio management services, individual and corporate investment strategies, retirement income, and managing new wealth. From 1997 to 2013, Justin worked in New York City for various firms. He began his career as a published Equity Research Analyst and Institutional Trader. He held leadership roles including Managing Director and Head Strategist for the Risk Arbitrage/Event Driven divisions at several large publicly traded banks. His research has been featured in major financial media outlets such as The Wall Street Journal, The New York Times, The Washington Post, CNN Money, and Bloomberg News, covering companies like Tyco, Dow Chemical, CME Group, IBM, and Pepsi Bottling. Justin holds an MBA in Analytic Finance, Finance, and Accounting from the University of Chicago Booth School of Business and a BA in French Literature from Emory University, where he interned at the Center for Disease Control's Division of Infectious Vaccines. He is fluent in English and French. Justin is a member of American Mensa and Chi Phi Fraternity, and he participates in community involvement through Junior Achievement. He grew up in Manhattan and attended the Lycée Français de New York and Kent School in Connecticut.

Allann Marra is a Senior Financial Advisor and founder of The Marra Group, a boutique-style investment group within Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has provided wealth management and investment advice to a diverse client base, including C-suite executives, entrepreneurs, business owners, families, nonprofit organizations, and institutional clients. As head of his team, Allann oversees five professionals dedicated to assisting ultra-high-net-worth individuals and families with their financial goals. Allann specializes in developing customized financial strategies that address complex needs such as concentrated stock positions, risk management, tax minimization, advanced estate planning, wealth transfer, and philanthropy. His expertise extends to a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments. He holds Series 7 and 66 FINRA registrations, is licensed to provide life insurance, and carries the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Florida, Allann is involved in community organizations such as the ASPCA and Operation Underground Railroad. He is multilingual, speaking Portuguese, Spanish, and English. Allann attended The Academy of American Studies for his high school diploma and pursued studies at the New England College of Business and Finance without obtaining a degree. He is also a member of The Union League.

Paul E. Harnisth is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and assist in developing financial strategies that address short-, mid-, and long-term goals. His approach includes providing guidance on investing, retirement planning, and preparing for unexpected financial needs, and he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Paul's areas of expertise include personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Master of Business Administration (MBA) from Strayer University and is a Personal Investment Advisor (PIA). He is licensed with NMLS ID 819813 and speaks both English and Spanish. Beyond his professional role, Paul is involved in community activities such as Boys Parkland Basketball, Boys Parkland Soccer, and MHOC Boys Basketball. His personal interests include adventure sports, billiards, cooking, golfing, pickleball, singing, soccer, spending time with family, traveling, and watching movies.

Robin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the position of Senior Vice President and has over 27 years of experience in the financial services industry. Robin's expertise includes wealth planning, retirement planning, and investment strategy and review, with a focus on assisting families, individuals, and business owners in the development of long-term financial strategies tailored to their specific needs, goals, and risk tolerance. Robin holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Maryland at College Park with a major in Psychology. Her professional approach emphasizes providing exemplary service and advice to clients, aiming to become a lifetime resource and essential advisor to those she serves. Outside of her professional role, Robin is involved with organizations such as Susan G. Komen Breast Cancer and the Jewish National Fund. She resides in Pikesville, MD with her husband, Dr. Samuel Smith, and enjoys spending time with her family, including her two sons, two stepdaughters, and five grandchildren.

Carla Bashan is a financial advisor at Merrill with 30 years of industry experience. She has held her current role at Merrill since 1997 and holds the Series 66 designation. 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 developed by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugene Levit is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Nicole Ryan is a financial advisor with Merrill, holding a Series 66 designation and based in Boca Raton, FL. She has been with Merrill since 2019 and has prior experience at Bank of America from 2020 to 2021. Before entering the financial industry, her background includes roles in retail and education. 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.

Gary Owens is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, with prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s capital-markets platform.