Shayne Mullins is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citizens Securities, Inc., Edward Jones, and TF Pressworks. Outside of his advisory role, he works as a food delivery driver for DoorDash. 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 individual, institutional, and charitable clients.

Joseph Bombardieri is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill and Bank of America 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaclyn Snell is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Merrill and its affiliates, Morgan Stanley Smith Barney, Bank of America, and Ameriprise. 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 plans, corporations, and charitable organizations.

Thomas Capachietti is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with the firm since 1994, bringing over three decades of experience in the wealth management industry. Thomas earned his Bachelor's degree in Business from Northeastern University. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His expertise encompasses wealth management planning, liability management, and asset management for businesses, non-profit organizations, and affluent individuals. He has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026. Thomas resides in Andover, Massachusetts with his wife Kellie and their four children. Outside of his professional work, he enjoys boating, fishing, golfing, and spending time with his family.

Christopher Henderson is a Financial Advisor and Senior Vice President based in Boston with Merrill Lynch Wealth Management. In his role, he advises families, entrepreneurs, and select institutional clients on comprehensive wealth management strategies. He collaborates closely with his clients, utilizing the firm's intellectual capital, balance sheet, and investment resources to address their personal, charitable, and business financial needs. Before joining Merrill Lynch, Christopher served as Principal and Senior Wealth Manager at BNY Mellon Wealth Management. His expertise encompasses investing, credit, estate planning services, and tax efficiency, enabling him to provide a well-rounded approach to managing complex financial portfolios. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Elmira College. Christopher resides in Scituate, Massachusetts, with his wife, Erin, and their two sons. He is actively involved in his community and values spending time volunteering with local organizations. Outside of work, he enjoys family activities, staying active, traveling, and supporting Boston sports teams.

Seth Mulrooney is a Wealth Management Advisor at Merrill Lynch Wealth Management and the founding member of the Mulrooney Group. He specializes in working with executives and entrepreneurs, focusing on comprehensive wealth management strategies that integrate business success, family legacy, and personal financial goals. Seth is a Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA), emphasizing exit strategy and succession planning for high-achieving individuals. Seth graduated from the University of Maine with a B.A. in Economics and holds a Master's degree in Finance. He develops customized wealth architectures tailored to clients' unique personal and professional milestones, coordinating all aspects of their financial well-being. His approach includes tax efficiency, low-cost structures, and diversified portfolios designed to support clients' long-term objectives and multi-generational legacy planning. He serves clients by providing ongoing stewardship of their wealth preservation strategies and is associated with several professional organizations, including the Dana-Farber Cancer Institute, Exit Planning Institute, Massachusetts Biotechnology Council, Massachusetts Technology Leadership Council, and National Technology Council. Seth lives in Wenham, Massachusetts with his wife and two children and enjoys boating, golfing, skiing, and tennis.

Michael Di Muccio is a Series 66-credentialed financial advisor at Merrill in Boston, MA, with 24 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2005. 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.

Joshua Hurst is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals, families, businesses, and business owners with financial decision-making. He focuses on crafting personalized strategies that align with his clients' financial objectives and personal values, emphasizing family wealth management, retirement planning, and portfolio management. Joshua's approach centers on understanding each client's unique circumstances to provide tailored guidance in areas such as investments, retirement income, liquidity strategies, and business-related financial needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a bachelor's degree from Syracuse University. Joshua is also a member of the Boston Bankers Association. Outside of his professional work, Joshua engages in community activities including First Generation Investors and the Pan-Mass Challenge. In his personal time, he enjoys biking, hiking, reading, skiing, tennis, and spending time with his family.

Jade Dagher is a financial advisor at Merrill with a Series 66 designation and one year of experience in the industry. Prior to joining Merrill, Dagher held positions at Accurent, Morgan Stanley, Medical Healthcare Solutions, Massachusetts State Government, and Andover Gulf. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Preeti Shah Tandon is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She previously worked at JPMorgan Securities LLC and TIAA, where she spent eight years. Outside of her advisory role, she manages a rental property in Natick, Massachusetts. Merrill, alongside 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 a diverse range of individual and institutional clients.

Arthur Bom Conselho is a Private Wealth Advisor with the McConnell Group at Merrill Private Wealth Management. He oversees the execution of the Goals-Based Planning process, coordinating efforts to help clients articulate their financial objectives and analyzing their balance sheets to assess funding status. His role includes credit and liability management, management of executive plan services such as 10b5-1 Plans, tracking strategy implementation and performance, and managing operational aspects of the business. He works with a client base that includes entrepreneurs, business owners, C-suite executives, and partners in member-run partnerships. Arthur holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree in Finance and Economics from Stetson University and a Master of Business Administration (MBA) from the University of Massachusetts System. Arthur is fluent in English, Portuguese, and Spanish. Originally from Belo Horizonte, Brazil, Arthur currently resides in Plymouth, Massachusetts with his wife, Kathy, and their six children. He participates in community involvement through Boston Children's Hospital - Milagros para Niños. His personal interests include biking, boating, reading, running, skiing, soccer, swimming, traveling, and spending time with his family.

Stephen Gifford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1975, initially specializing in fixed income. In 1995, he shifted his focus to wealth management to support clients more comprehensively. In 2004, he co-founded The Loring Gifford Group alongside Bob Loring at Merrill Lynch. Stephen holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Bowdoin College. He applies his extensive market knowledge to assist clients in investment planning and financial decision-making. This approach helps clients maintain focus on their priorities, particularly during market uncertainties. He resides in Dedham with his wife, Lee, and they spend summers in Chatham. Stephen enjoys sailing, birding, fishing, skiing, golf, tennis, and gardening.

Michaela Curry is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, she held positions at Bank of America, N.A., Experian Data Quality, and ICA. 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.

Donald Hannan is a Senior Financial Advisor and partner at The Malone Vaughn Group, a Merrill Lynch Wealth Management team based in Boston. He specializes in executive compensation, services for endowments, foundations and non-profits, personal retirement planning, philanthropic planning, and portfolio management services. At the Malone Vaughn Group, he provides tailored wealth and investment management strategies to accomplished individuals and families, offering an intensive and individualized outreach aligned with each client's priorities. Prior to his current role, Donald worked at East Coast Asset Management and Saturn Asset, a New England venture capital firm. Before entering financial services, he served for twenty years as an ordained Episcopal Priest after graduating from Yale Divinity School. His educational background includes a Bachelor's degree from the University of Arizona and a Master's degree from Yale University. He holds the Personal Investment Advisor (PIA) designation and is a Fellow of Jonathan Edwards College at Yale University. Donald has been involved in various community organizations, including serving as past Board Chairman of Big Brothers/Big Sisters, a former Board member of the American Red Cross, a member of Harvard Medical School's Global Advisory Council, and the National Leadership Council for the University of Arizona. He speaks English and French and enjoys hiking, reading, tennis, traveling, and spending time with his family.

Heather Lefebvre is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, previously spending four years at Stifel. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Marinucci is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2000. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Cucchi is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals and families with retirement planning, managing company stock, wealth building, and providing for loved ones. He approaches his work by first understanding the personal and financial priorities of his clients. His expertise includes education planning, employee benefits, managing new wealth, personal retirement planning, special needs planning strategies, sports and entertainment, and retirement income. Alexander holds a Bachelor's Degree from Fairfield University and is a Personal Investment Advisor (PIA). Outside of his professional career, Alexander is actively involved with the Doug Flutie Foundation for Autism, motivated by his personal connection to the autism community through his younger brother. Alongside his family, he has raised significant funds for the foundation. Alexander's personal interests include golfing, ice hockey, running marathons, spending time with his family, and writing.

Cameron Markley is a Wealth Management Advisor with Merrill Lynch Wealth Management in Boston. She provides a range of investment services including financial planning, retirement planning, asset allocation, investment advice, and charitable giving services to individuals, families, small and medium size businesses, and non-profit organizations. Cameron joined Merrill Lynch in 2004 and has worked in the financial services industry for over 30 years. She graduated from Boston University's School of Management with a Bachelor's degree in Business Administration. Cameron holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Boston Society. Cameron lives in Marshfield with her husband and two children. She has served on the Board of Directors for the American Red Cross of Eastern Massachusetts for several years and is a founding member of the Tiffany Circle of Women Leaders for the American Red Cross. She has participated in the Boston Marathon multiple times in support of the American Red Cross, and has also served on the boards of local charitable organizations.

Kerry Frangiadakis is a Financial Advisor at Merrill Lynch Wealth Management based in Downtown Boston's Post Office Square. He works closely with individuals and businesses to understand their financial aspirations and provide tailored guidance for key life events. His approach focuses on helping clients build and preserve wealth while simplifying their financial lives. Kerry offers personalized advice and investment management services for clients ranging from those just starting to build their wealth to high net worth individuals requiring innovative financial strategies delivered with attentiveness. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, which emphasizes a comprehensive understanding of the retirement planning process beyond just retirement income. Additionally, he holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Pelham High School. Beyond his professional responsibilities, Kerry participates in community activities including volunteering with the Boston Children's Museum. He values family and community, interests that inform his client relationships. In his personal time, Kerry enjoys golfing, traveling to new destinations, and engaging with the arts and music.

Alexander Bean is a Financial Advisor with Bean & Associates at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, and retirement income. The Bean & Associates team provides a family office experience designed to streamline clients' financial lives through a concierge-style service. He focuses on creating customized and dynamic wealth management strategies that integrate various aspects of clients' financial needs, including tax minimization, estate planning, philanthropic and legacy planning, retirement and education planning, asset and income preservation, and banking services access through Bank of America. Alexander holds a Bachelor's Degree from Bryant University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys football, golfing, and spending time with his family.