Todd Slobodkin is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Charlene Rice is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Rachel Barzilay is a Wealth Management Advisor with Merrill Lynch Wealth Management. She contributes a multigenerational perspective to her team, focusing on advising high-net-worth families not only as current clients but extending guidance to their children and grandchildren. Her client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. Rachel earned a Bachelor’s degree in Business Administration with a major in finance from the University of Florida, where she was a dean’s list student. Her expertise includes tax-free municipal bonds, retirement and estate planning services, education savings accounts, corporate lending, and philanthropic trusts and foundations. She holds several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Rachel’s personal interests include skiing, swimming, yoga, traveling, watching movies, and spending time with her family.

Alexander Londono is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Maria Rodriguez is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Rabin is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Merrill since 1991 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Alexander Constantine is a Financial Advisor with Merrill Lynch Wealth Management. He brings a distinctive approach to financial advising, combining his background in software engineering with a degree in Economics from Boston College. Supported by a team of three seasoned advisors with over 100 years of collective experience, Alexander delivers innovative and tailored financial strategies to meet each client's unique needs. His areas of expertise include college education planning, executive and equity compensation services, family wealth management strategies, retirement planning, special needs planning, and institutional investment consulting. Alexander’s analytical skills, honed through his technical background, complement his dedication to building meaningful client relationships, inspired in part by his personal experiences supporting family members with special needs. Alexander holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys activities such as billiards, boating, gardening, golfing, music, skiing, swimming, traveling, and spending time with his family.

Geoffrey Doro is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2007. He leads the team's wealth management planning efforts, focusing on developing strategies and advice tailored to clients' short- and long-term financial objectives. Geoffrey utilizes Merrill’s wealth management planning tools to produce Personal Wealth Analysis reports that outline clear paths for clients to achieve their financial goals. He works collaboratively with colleagues to review client investments and maintain progress toward their objectives. His expertise includes college education planning, executive compensation, institutional and corporate benefit services, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Geoffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in Business Administration from the University of Florida. Geoffrey resides in Boca Raton with his wife, Christina, and their two children. His personal interests include biking, boating, camping, chess, fishing, hiking, music, running, skiing, and spending time with his family.

Dina Marie Gargiulo is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs for seven years before joining Merrill. Outside of finance, she is a part-time instructor for Zumba Fitness. 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 individual and institutional clients.

Robert Sauer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1967 after completing officer candidate training and pilot duty as a Captain in the U.S. Air Force. Over the course of his career, he advanced to Resident Director, managing Merrill Lynch offices in Sunrise and Plantation, Florida. In 2007, he transitioned from management to focus exclusively on his wealth management practice. His expertise encompasses family wealth management strategies, services for endowments, foundations and non-profits, retirement and portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He leads a client service model centered on goal-based, risk-managed wealth planning that includes investments, estate planning, and philanthropic services. Sauer holds a Bachelor of Science degree in Economics and Finance with a secondary degree in Business Administration from Providence College. He also holds the Personal Investment Advisor (PIA) designation. Residing in Parkland, Florida, Sauer enjoys boating, football, gymnastics, swimming, traveling, yoga, and spending time with his family. His daughter has been a member of his wealth management team for 25 years.

Gilda Gallardo is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. She previously worked at Morgan Stanley before joining Merrill in 2017. Outside of her advisory role, Gallardo is the owner of an inactive specialty food online store and maintains an active real estate license, engaging in personal investment activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ellen Herting is a financial advisor at Merrill with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2006. Prior to her current role, she has also worked at Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Brandon Jeanneret is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2008. He brings over 25 years of experience in the financial services industry and is a qualified Portfolio Manager. In his role, Brandon provides traditional financial advice and guidance, as well as builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through Merrill Lynch’s Investment Advisory Program. Brandon holds a Bachelor’s degree from the University of Houston and has earned the Chartered Retirement Planning Counselor℠ (CRPC®), Chartered Financial Consultant® (ChFC®), and Personal Investment Advisor (PIA) designations. He focuses on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Brandon works closely with clients and their professional advisors, such as CPAs and estate planning attorneys, to develop strategic financial plans aimed at achieving their long-term goals. Residing in Parkland, Brandon’s interests include adventure sports, biking, hiking, pickleball, running, skiing, traveling, and spending time with his family. His approach is centered on building long-term relationships while providing access to the resources of Merrill Lynch and Bank of America to support client needs.

Markos Stroumbakis is a Financial Advisor at Merrill Lynch Wealth Management, based in Boca Raton. He specializes in serving professionals, families, and business owners with services including tax-efficient wealth building, goal-based and income planning, estate planning, and private market and alternative investment opportunities. Markos is a member of The Marra Group and focuses on building long-term relationships grounded in trust. With a background in finance and investments complemented by studies in psychology, Markos combines deep industry knowledge with an understanding of client needs to help navigate financial decisions with clarity and confidence. His work encompasses corporate executive services, education planning, family wealth management strategies, legacy planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Markos holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Saint John's Preparatory. He is multilingual, speaking English, Greek, and Spanish, and is a member of the Kappa Sigma Fraternity. Outside of his professional role, Markos is involved with Tri County Animal Rescue and enjoys adventure sports, basketball, billiards, chess, golfing, music, running, and traveling.

Barry Mordis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1998, he has focused on goals-based wealth management for affluent individuals, families, and private foundations. His team emphasizes long-term planning strategies and consistent communication to help clients pursue their financial objectives. Barry holds a Bachelor's Degree from Indiana University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has been named to the Forbes magazine "Best-in-State Wealth Advisor" list annually from 2018 through 2026. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. In his spare time, Barry enjoys reading, golfing, yoga, hiking, music, running, and running marathons. He is involved in professional and community organizations such as the Rotary Club of Boca Raton/Sunrise, Congregation Bnai Israel in Boca Raton, and Seagate Country Club in Delray Beach.

Jaclyn Masson is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2004. Masson serves as a non-voting board member for the Florida Securities Dealers Association, representing Merrill in industry matters before Florida legislators and regulators. 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, retirement plans, corporations, and charitable organizations.

Monica Villafuerte Moran is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on developing personalized financial plans tailored to clients' unique goals, including family wealth management, retirement planning, philanthropic strategies, and small business financial solutions. Monica aims to educate clients and optimize their portfolio allocations by aligning investments with their risk tolerance and long-term objectives. Her expertise includes guiding clients through investing, liquidity management, tax minimization, and accessing specialized banking and credit services through Bank of America. Monica serves as a resource for financial planning across various stages, helping individuals and families pursue their short-, mid-, and long-term financial goals. She holds the Personal Investment Advisor (PIA) designation and is proficient in both English and Spanish. Monica completed her high school education at Bethania and attended Universidad Dr Jose Matias Delgado without conferring a degree. Outside of her professional activities, she enjoys cooking, dancing, reading, and spending time with her family.

Maria Wood is a Series 66 licensed financial advisor with Merrill, based in Boca Raton, Florida. She has 27 years of industry experience, including over 28 years with Merrill. Merrill, along 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 provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William LaPato is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his financial services career in 1991 and specializes in helping clients develop wealth management strategies tailored to their individual needs. William emphasizes a comprehensive approach that starts with listening to clients to understand their goals and priorities, ensuring that financial solutions are aligned with what each client wants to achieve. His areas of expertise include family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. William holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Florida Atlantic University. Outside of his professional role, William has personal interests in billiards, golfing, and skiing.