Henry Kennedy is a financial advisor at Barcomb, Tanguay, and associates, joining the team in March 2023. He serves clients nationwide with expertise in investing, planning, and banking, focusing on executive compensation, equity compensation services, managing new wealth, personal retirement planning, and portfolio management services. Henry holds Series 7, Series 63, and Series 66 FINRA registrations and is a Personal Investment Advisor (PIA). Before joining Barcomb, Tanguay, and associates, Henry participated in JP Morgan’s rising wealth advisor program starting in 2020. His practice centers on assisting high net worth and ultra-high net worth individuals, families, and foundations, particularly with liquidity event investment management, asset allocation, trading, and wealth management. Henry earned a bachelor’s degree in political science and history from Union College in 2017, where he also played varsity football and earned Liberty League All Academic credentials. He is involved with the YMCA Young Professional Board and has personal interests in football, music, and watching movies.

Matthew Fechtelkotter is a financial advisor at Merrill with Series 66 credentials and seven years of industry experience. Prior to joining Merrill and Bank of America in 2019, he worked at Platform Q Health from 2015 to 2019. He serves as a board member on the advisory board of the Salvation Army in Canton, Massachusetts, providing counsel on social service, community relations, and development programs. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, and institutional investors.

Brittany Hopkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Bank of America Private Bank and attended Boston College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Christopher Hayden is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has built his career around a planning-based approach, spending over 20 years in wealth management with Merrill. His work focuses on simplifying the financial lives of successful, goal-oriented professionals and their families, helping them make confident decisions through organization, information, and disciplined execution. Christopher's expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, portfolio management, and tax minimization. His process involves assessing the financial health of households, optimizing tax efficiency in investment account structures, and aligning estate planning with long-term goals to protect clients' current and future financial well-being. He holds a Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Christopher earned his high school diploma from Worcester Academy, a bachelor's degree from the University of North Carolina at Chapel Hill, and an MBA from Babson College's Franklin W. Olin Graduate School of Business. In addition to his professional pursuits, he is involved with the Charlestown Lacrosse & Learning Center and enjoys spending time with family, coaching youth lacrosse, and various outdoor and recreational activities.

Zachary Bryden is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and six years of industry experience. His work history includes seven years at Bank of America Private Bank and four years in Business Banking at Bank of America. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Brown is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Based in Boston, MA, he serves clients through Merrill's extensive platform. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional investors, offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its investment management with Bank of America affiliates and emphasizes managed account strategies and tax-efficient solutions.

Joshua Duprey is a financial advisor at Merrill in Boston, MA, holding a Series 66 designation with nine years of industry experience. He has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Mcconnell III is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and with 55 years of industry experience. He has worked at Merrill since 1969 and has also been with Bank of America, N.A. since 2011. He serves as a co-trustee for family trusts in Manchester, Massachusetts. 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, and institutional investors.

Carolyn Hayes is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1997 in Boston, MA. Merrill, together 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Christina Zine is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1997 and holds Series 63 and Series 65 credentials. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, institutions, corporations, and charitable organizations.

Cheryl Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has served since 2010. She holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., as well as credentials including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Cheryl is also a member of the Financial Planning Association (FPA®). Her areas of expertise encompass goals-based planning, wealth structuring, and risk management. Cheryl’s approach to wealth management incorporates defining clear goals, risk assessment, managing sources of income and savings, employer-sponsored retirement plans, and asset management. She focuses on client needs such as education planning, family wealth strategies, legacy planning, retirement planning, portfolio management, socially responsible investing, special needs planning, and tax minimization. Cheryl earned a Master’s degree in Finance and Investment from the University of Edinburgh in Scotland, along with bachelor’s degrees from Framingham State College and Endicott College. Outside of her professional responsibilities, she volunteers with Save a Dog, a nonprofit organization dedicated to facilitating permanent adoptions of dogs in the New England area.

Katelin Kalal is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 63 and Series 66 credentials. Katelin has been with Bank of America, N.A. and Merrill since 2014. 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.

Craig Adams is an International Wealth Advisor and a founding partner of The WAV Wealth Management Group at Merrill Lynch Wealth Management. He focuses on coordinating all aspects of his clients' financial lives, providing comprehensive wealth management planning and portfolio management services. His responsibilities include managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies, and serving corporate executives, families, non-profits, and sports and entertainment clients. Prior to his career in financial services, Craig Adams played in the National Hockey League for 14 seasons with the Carolina Hurricanes, Chicago Blackhawks, and Pittsburgh Penguins. He also held roles within the NHL Players Association, including serving on the negotiating committee, as a trustee of the NHL Players' Retirement Benefit Plan, and as a member of the NHLPA's Audit Committee. Craig Adams graduated Cum Laude from Harvard University and holds the CERTIFIED FINANCIAL PLANNER™ certification, along with FINRA Series 7 and 66 registrations and Life and Health Insurance licenses. He is involved with the Concussion Legacy Foundation and the UMass ALS Cellucci Fund. Craig speaks English, French, and Spanish and resides in Needham, Massachusetts, with his wife and three children.

Justin Silverman is a financial advisor at Merrill with 15 years of industry experience. He previously worked at Stifel for nine years before joining Merrill and Bank of America in 2024. He serves as a volunteer trustee for The Scholarship Fund of Concord and Carlisle, distributing need-based college scholarships. 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, and institutional investors.

Hongyan Liu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill and Bank of America in 2025, Liu worked at Equitable Advisors and several 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 a range of clients including individuals, high-net-worth investors, and institutions.

Michael Williams is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. He has worked at Merrill and Bank of America since 2014. Williams serves as a board member for Perkins School for the Blind, participating in board meetings and assisting in educational program development. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Stephen Melz is a Senior Financial Advisor at Barcomb, Tanguay & Associates within Merrill Lynch Wealth Management. He brings over 30 years of experience in financial services, combining expertise in equity trading and wealth management to deliver a disciplined approach to managing risk and helping clients achieve their long-term financial goals. Stephen graduated with a bachelor's degree in finance from Marist College and holds Series 7 and 66 FINRA registrations, along with the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement income, and tax minimization, among others. Outside of his professional role, Stephen is actively involved in veterans affairs. He serves on the boards of the Home Base Program and Sudbury for Wounded Warriors, organizations that raise funds and awareness for soldiers returning from combat with physical and mental injuries. He also enjoys golfing, playing hockey, and spending time with his family.

Paul Bowes is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. 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.

Matthew Dwyer is a Senior Financial Advisor and partner at The Dwyer Group, a multi-generational wealth management team within Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2017, Matthew has focused on serving entrepreneurs, corporate executives, retirees, and family foundations by helping them achieve their financial goals and objectives. His approach includes designing and implementing customized wealth management strategies that address both sides of the balance sheet. Matthew’s expertise covers a broad range of financial services including cash flow management, asset preservation and growth, trust and estate planning, wealth transfer and tax minimization, credit and liability solutions, and retirement planning. The Dwyer Group, leveraging over 30 years of combined experience, provides advice and guidance on investment and risk management, concentrated stock positions, pre-IPO planning, philanthropy, and credit services through Bank of America. He holds a Bachelor's Degree from Fairfield University and is a Personal Investment Advisor (PIA). Matthew is active in Fairfield University alumni affairs and resides in Boston’s Bay Village neighborhood. Outside of work, he enjoys boxing, cooking, golfing, traveling, and participating in community organizations in Boston.

Jeffrey Kirchner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been building his career in financial services since 1994, starting in Stamford, Connecticut. Prior to entering financial services, Jeff served as a weapons officer in the U.S. Navy, stationed in Long Beach, California. In 1997, he joined the Bank of Boston’s Private Bank, which later became part of Bank of America/Merrill, where he continues to work. Jeff holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Tulane University.