Carolina Benzadon is a Wealth Management Advisor at Merrill Lynch Wealth Management, a role she has held since 2015. She specializes in helping high-net worth women and families develop and implement customized financial strategies to efficiently build, manage, and preserve their assets for current and future generations. Carolina manages discretionary investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She also offers clients access to banking, credit, and lending services through Bank of America, N.A. Carolina holds a Bachelor of Science in Business Administration with a major in Finance from Florida International University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor® (CPFA®) designee. Her expertise includes investment management, tax minimization strategies, retirement planning, estate planning services, and wealth preservation. Carolina is dedicated to developing lifelong client relationships while maintaining a high level of care and service. Born in Argentina, Carolina moved to South Florida in 2007 and currently resides in Palm Beach. Outside of her professional work, she enjoys playing golf and hiking. Carolina is also an avid philanthropist and animal lover, with a passion for children-oriented charities. She follows the Merrill tradition of community involvement through volunteering with local organizations.

Kathryn Brower is a Financial Advisor with the Sauer Wolf Vivies team at Merrill Lynch Wealth Management in Boca Raton, Florida. She began her role with Merrill in early 2024. Kathryn brings a diverse professional background that includes experience in insurance, real estate, and finance, supporting her comprehensive approach to financial advising. A native of Florida, Kathryn earned her Bachelor's degree in Finance from Florida Atlantic University. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her work focuses on collaborating with business owners and families to develop personalized financial strategies aimed at achieving their long-term goals. Outside of her professional responsibilities, Kathryn is involved with community organizations such as the Dec My Room Foundation and The Humane Society of Broward County. She also pursues personal interests including hiking, ice skating, reading, running, spending time with her family, traveling, volleyball, and yoga.

Maria Leon Mills is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she helps clients navigate wealth planning and financial decision-making. She joined the Cappeller Marko Group in 2024, focusing on supporting the next generation of clients and ensuring smooth transitions of financial legacies. Maria began her career in financial services with Bank of America in 2005. Her experience includes expertise in college education planning, executive compensation, family wealth management strategies, legacy planning, and philanthropic planning, among other areas. Maria is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Certified Private Wealth Advisor® and Certified Divorce Financial Analyst® certifications. She earned a Bachelor of Science degree in Economics from Arizona State University. Maria was born in Caracas, Venezuela, and is fluent in both English and Spanish. Outside of her professional work, she is active in the community, participating in organizations such as the Junior League of Miami and mentoring with Women of Tomorrow. She supports causes that empower women and children in health, education, and financial stability. Her personal interests include spending time with family, traveling, and various sports and activities.

Jeffrey Marcus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has worked in the financial industry for 36 years, focusing primarily on fixed income investments. His experience includes a significant emphasis on the municipal bond sector. Jeffrey and his team provide comprehensive financial services to High Net Worth individuals and families, addressing a wide range of financial needs. He specializes in managing new wealth, portfolio management services, and retirement income planning. Jeffrey holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Emory University. Outside of his professional work, he has personal interests in baseball, golfing, and tennis.

Fabio Amado is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work is focused on empowering clients to take control of their financial lives by selecting platforms that best fit their individual needs. Fabio holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Boston University. His approach centers on helping clients and their families uncover what matters to them in order to create strategies aimed at pursuing their financial goals.

Christian Oblitas is a Financial Advisor with Merrill Lynch Wealth Management. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Christian obtained his High School Diploma from Robert Morgan Senior High. His professional credentials reflect his commitment to providing financial advisory services with a focus on wealth management and retirement planning strategies. Additional personal interests or community involvement details are not provided.

Justin Tompkins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial planning and portfolio management services tailored to individual client goals and family objectives. His expertise encompasses areas such as college education planning, corporate executive services, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. Justin obtained a Bachelor's Degree from Appalachian State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes developing long-term relationships with clients and collaborating closely with their other trusted advisors, including accountants, attorneys, and tax specialists. Outside of his professional work, Justin is involved in community organizations such as Habitat for Humanity and JARC. He enjoys boating, cooking, gardening, golfing, hiking, music, and spending time with his family.

Robert Lerner is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 registrations and bringing 45 years of industry experience. He has worked at Merrill since 1981 and has been affiliated with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a trustee for a family trust. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Ben Lev is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 40 years of industry experience. He has been with Merrill since 1986. Outside of his advisory role, he is involved in a family-held remodeling business based in Boca Raton, Florida. 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.

Joan Jackson is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. Based in Boca Raton, FL, she has spent the majority of her career at the firm. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dustin Kramer is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and RNR Securities, LLC, among other firms. 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.

Erik Perlman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in building strong relationships with clients to achieve positive wealth outcomes throughout the investment lifecycle, including accumulation, distribution, and legacy planning. Erik develops tailored financial strategies by leveraging the investment insights of Merrill and the banking products offered by Bank of America. With over 30 years of experience on Wall Street working for Fortune 500 firms, Erik has spent a decade as an Investment Strategist for an Annuities Investment Platform. His professional focus includes areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, tax minimization, and retirement income. Erik holds a Bachelor's Degree from Northeastern University and the Personal Investment Advisor (PIA) designation. He is affiliated with Bank of America Merrill Lynch and participates in community volunteering. Outside of work, he enjoys baseball, golfing, scuba diving, traveling, and watching movies.

Cindy Schwartz is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates and Morgan Stanley. Outside of her advisory role, she owns a business involved in buying and reselling items online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies overseen by internal and third-party managers.

David Feigelman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with EF Hutton in Massachusetts in 1982 and has been with Merrill's Boca Raton office since 1988. David is a qualified Portfolio Manager and holds the Personal Investment Advisor (PIA) designation. He focuses on understanding each client's unique needs and constructs asset allocation plans that reflect clients' income and growth expectations. These plans are flexible and adjust to changes in the markets and the client's personal circumstances. David builds and manages personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides services through the Firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. David graduated magna cum laude from Boston University with a degree in finance. Outside of his professional work, he enjoys sports such as tennis, basketball, and swimming. He resides in Boca Raton with his wife, Donna, and they have a family home in Stowe, Vermont, where they engage in activities like skiing, hiking, and mountain biking.

Jennifer Ramprashad is a financial advisor at Merrill with 20 years of industry experience. She has held her current position at Merrill since 2005 and holds a 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicasio Gristina is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Equitable Advisors, LLC and has held roles at Fairleigh Dickinson University, JB Hunt Transport Inc, and The Distillery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using both model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberli Wolf is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 1991 as a Registered Client associate and transitioned into the Financial Advisor role several years ago. Kimberli serves as the relationship manager with the Sauer Wolf Vivies Group, working alongside her father, Robert Sauer, with whom she shares over 23 years of collaboration at Merrill. With experience spanning over three decades at Merrill Lynch Wealth Management, Kimberli provides clients with access to both commercial and private lending programs through Bank of America. She focuses on customized wealth management strategies and emphasizes building and maintaining long-term client relationships. Kimberli holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from American Heritage School. She balances her professional responsibilities with her personal life, where she is married and has two children.

Julianne Weisshaut is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and is a key member of The Weisshaut Group, which serves multiple generations of affluent families in Boca Raton, Florida. The team focuses on helping clients identify their financial objectives and implementing strategies tailored to meet their needs and goals. Julianne holds a Bachelor's degree from the University of Florida. She has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Julianne and her family reside in Coral Springs, Florida.

Alexa Burie is a Financial Advisor working within Merrill Lynch Wealth Management. She collaborates on a Wealth Management Team that includes other Financial Advisors, Investment Advisors, and Wealth Management Associates. Her role focuses on helping clients create solid foundations to achieve financial freedom in retirement. Alexa holds a Bachelor's Degree from the University of Alabama System and maintains the Personal Investment Advisor (PIA) professional designation. She lives in Boca Raton with her husband, son, and dog. Outside of work, Alexa enjoys boating, cooking, gardening, painting, pottery, scuba diving, skiing, and spending time with her family.

Keenan Walter is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Walter also owns a sole proprietorship focused on professional music performance as a pianist and keyboardist. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.