Gunther Inanami is a Series 66-licensed financial advisor at Merrill with six years of industry experience. Prior to joining Merrill in 2020, he held roles at Sprint Corporation, Wythe Capital Trust, Express Stores LLC, and Keller Williams/Home61. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Lucchese is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial advisory career in 2004, David has advised business owners and high net worth families on wealth accumulation, preservation, and transfer of assets through customized wealth management strategies. He works closely with clients during significant life transitions such as retirement, inheritance, or business sales, and has specialized experience assisting key executives with managing concentrated stock positions and integrating corporate benefit programs into their investment planning. David joined Merrill Lynch in 2008 after four years with Morgan Stanley. Prior to becoming a financial advisor, David worked as an internal auditor and senior financial analyst for an international satellite entertainment company and a top international law firm. This experience instilled in him the importance of monitoring financial plans against actual results and the need for ongoing analysis, knowledge of new developments, and regular communication to assist clients in adapting to a changing financial environment. David holds a bachelor's degree in accounting from Boston College and has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional role, he serves on the board of a charitable nonprofit organization. He resides in Boynton Beach, Florida with his wife, Jen, and their four children and enjoys boating and golfing with his family.

Julie Krieg is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to her financial services career, she held roles at Howard Hanna Real Estate Services, Dillard's, and Anthony Wayne High School. Outside of her advisory work, she is a 25% owner of Allyson Gale, LLC, a consulting business unrelated to investment services. 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.

Gary Owens is a financial advisor with Merrill in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. His prior positions include roles at Bank of America, N.A., Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory work, he has minor involvement with rental property management. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutions, offering various managed account programs and investment strategies. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, discretionary portfolio management, and tax-efficient investment solutions.