Patrick Mullin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2019. He focuses on helping clients with executive compensation, family wealth management strategies, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Patrick approaches wealth management with a personalized and educational focus, aiming to assist clients in preparing for their financial futures and making informed decisions. He holds the Certified Financial Planner (CFP®) certification, the Certified Investment Management Analyst (CIMA®) certification, the Chartered SRI Counselor (CSRIC™) designation, and Personal Investment Advisor (PIA) credentials, along with Series 7 and 66 FINRA registrations. Patrick graduated from The College of William and Mary with a Bachelor of Business Administration in Finance with a concentration in Entrepreneurship. Outside of his professional career, Patrick enjoys cooking, traveling, basketball, football, running, skiing, and spending time with his family. He is involved in community organizations including Big Brother Big Sister, Haley House, and Pine Street Inn. Patrick currently resides in the South End of Boston with his wife Angela and their Aussiedoodle dog Shea.

Renee Burns is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth accumulation and retirement income planning. With 20 years of experience, she focuses on developing tailored strategies that help clients achieve their financial goals while managing investment risks. Her approach includes active investment advice, regular client communication, and detailed market analysis. Renee holds both a Bachelor's and a Master's degree from Bentley University and is a Personal Investment Advisor (PIA). She serves clients in areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management, legacy planning, and more. Beyond her professional work, Renee is involved in her community through volunteering and serving on the boards of arts organizations, including the New England Conservatory and Winchester Community Music School. She also mentors young businesswomen and has an interest in classical music.

Li Wang is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on creating personalized wealth management strategies that align with clients' values and life goals. Li leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide flexible financial planning tailored to today's changing market conditions. Li has a diverse professional background that includes experience as a private banker at J.P. Morgan Private Bank's Global Families Group in San Francisco, advising international clients primarily based in Asia on investment, wealth transfer, credit, and philanthropic needs. Prior to that, she worked as a financial advisor at Merrill Lynch Wealth Management and as a financial analyst at a private capital management firm. Before entering the financial services industry, Li was an academic scholar teaching history and conducting research on Chinese history and gender studies. She holds a Bachelor's degree from Hunan Normal University, a Doctorate degree from Capital Normal University, and a Master's degree in Economics from the University of San Francisco. Li is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and a Personal Investment Advisor (PIA). She is fluent in English and Chinese. Outside of work, Li enjoys hiking, traveling, writing, and participates in tutoring as part of her community involvement.

Douglas Kublin is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MMA Securities LLC, Marsh & McLennan Agency, Morgan Stanley, and Bank of New Hampshire. He is currently based in Boston, MA. 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.

Peter Chisholm is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2022. Prior to joining Merrill, he worked at Equitable Advisors and has diverse experience including roles at UPS, Babson College, and involvement with the Massachusetts Lacrosse Association. 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.

Danyil Medvedev is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Boston Harbor Team. He advises high net worth clients and families by constructing tailored wealth management strategies that incorporate both traditional and alternative investments. Danyil focuses on assisting clients through their multigenerational progression with strategies such as tax minimization, retirement income planning, and socially responsible investing. He began his career at Merrill in 2016 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Danyil graduated Summa Cum Laude from the Sawyer Business School at Suffolk University with a B.S.B.A. in Finance, concentrating in Wealth Management. He also played college hockey as a center forward during his studies. Danyil resides in Back Bay and enjoys hobbies such as traveling with family and friends, surfing, playing tennis, and playing the piano. He is involved with community organizations including St. Francis House, Suffolk University, and USA Hockey.

Justin Perry is a financial advisor at Merrill in Boston, MA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, Citizens Bank, and New York Life Insurance. Outside of finance, he has experience working with Gilded Collectables. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Todd Dambrauskas is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing financial and wealth management services since 1999. He has over 23 years of experience working with high-net-worth individuals and institutions, delivering personalized wealth management solutions. As a qualified Portfolio Manager, Todd builds and manages customized strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He manages investment portfolios on a discretionary basis through the firm's Investment Advisory Program. Todd specializes in developing tailored equity and fixed income portfolios for affluent individuals and families. His expertise includes strategies for hedging and monetizing highly concentrated or restricted stock positions, as well as assisting clients with retirement planning, education planning, estate planning, and services targeted to sports and entertainment professionals. He holds a Bachelor's degree in Economics from the University of Massachusetts Amherst and holds Series 7, 31, and 66 FINRA registrations. Additionally, Todd is a registered insurance agent and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Todd is an avid golfer and tennis player. He resides in Boston, Massachusetts, and has three daughters named Avery, Isabella, and Charlotte. He is involved with the community through his participation with The Home for Little Wanderers.

Gregory Wyman is a Senior Financial Advisor with Wyman, Dapic and Moore Wealth Management at Merrill Lynch Wealth Management. He works closely with affluent families across the country to help them manage the complexities associated with substantial wealth. Greg focuses on building relationships with new and existing clients, listening carefully to their unique circumstances to design tailored financial strategies aligned with their interests and goals. He provides discreet guidance and oversees complex initiatives from start to finish. Greg's areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation and is also a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree from Boston University after attending Union College, where he played football and baseball. Greg remains involved with Boston University through its Alumni Association. He lives in the North End of Boston with his wife Samantha and their daughters and participates in community activities including coaching for the North End Little League and volunteering with Friends of Christopher Columbus Park.

Brandon Stewart is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with families and small business owners to provide comprehensive, goal-based financial planning and investment consulting. His areas of focus include family wealth management strategies, investment consulting for defined contribution plans, and small business strategies. As a Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Brandon offers expertise in retirement planning, investment management, risk management, business succession planning, and wealth transfer strategies. He emphasizes personalized advice, clear communication, and long-term collaboration to support his clients' financial journeys. Brandon holds both a Bachelor's and a Master's Degree from Bentley University. Outside of his professional work, he enjoys basketball, chess, running, and spending time with his family.

Brian Rys is a Wealth Management Advisor and Merrill Resident Director who has been assisting individuals and businesses with their financial goals since 2004. He focuses on providing personalized wealth management strategies that address clients’ unique situations, helping them make sound financial decisions amid changing market conditions. Brian works to empower clients through guidance and strategic planning in areas such as retirement income, college education planning, family wealth management, executive compensation, small business strategies, and portfolio management services. He holds a Bachelor's Degree from Providence College and maintains several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach integrates access to investment insights from Merrill and banking solutions from Bank of America to offer comprehensive financial services. Outside of his professional work, Brian volunteers at D'Youville Manor. His personal interests include baseball, basketball, fishing, football, golfing, hiking, skiing, soccer, spending time with family, and traveling.

Lisa Pyzynski is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Minogue is a financial advisor at Merrill with 25 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2009, with a brief period at Wells Fargo Funds Distributor, LLC from 2016 to 2019. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Connors is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

John Ruminski is a Senior Financial Advisor and founding partner overseeing Merrill Lynch's Boston Executive Services Team. He primarily works with founders, directors, executives, and key associates at both privately held and publicly traded companies. John leads his team in designing and developing customized wealth strategies that address client goals directly and effectively. With over 17 years of experience, John has extensive knowledge in areas such as equity ownership, concentrated wealth, estate planning services, asset allocation, portfolio construction, and alternative investments. He and his team have supported over 100 public and private companies by educating equity plan participants, identifying optimal tax minimization strategies including 83b/83i elections, Section 1202/Qualified Small Business Stock, stock options, and restricted stock/RSUs. They also provide executive services including 10b5-1 trading strategies, equity block trading, trading windows and pre-trade verification, post-trade reporting (SEC Form 4/144), and collaborate with issuers' designated brokerage firms when necessary. John has been an active member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO) for over 15 years. John earned a bachelor's degree in Finance from Kent State University. He holds the professional designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He resides in Westwood, Massachusetts with his wife and three children.

Ari Stern Weber is a Managing Director, Resident Director, and Senior Portfolio Advisor at Merrill Lynch Wealth Management based in the Boston Financial Center. He founded The Weber Group in 2013 and currently leads portfolio management for the team. Ari works with a varied client base that includes senior financial executives, professional athletes, real estate professionals, C-suite executives, and business founders. His background includes leadership in capital markets at a distressed real estate hedge fund, private equity, and investment banking prior to joining Merrill. Ari's expertise covers executive compensation, family wealth management strategies, portfolio management services, and retirement planning, among others. He has been recognized on multiple Forbes lists including the "Top Next-Generation Wealth Advisors" and "Best-in-State Wealth Advisors." In addition to his advisory role, Ari serves as a Resident Director at Merrill's Boston office and participates in the Advisor Growth Network, focusing on peer development and business growth. He holds a bachelor's degree in economics and business from Brandeis University and an MBA in portfolio management from The Johnson School at Cornell University, where he also served on the board and investment committee of the Franziska Racker Centers for Autism. Outside of work, Ari enjoys reading, painting, playing guitar, golf, and volunteering locally. He resides in Charlestown, Massachusetts, with his Golden Retriever Lenox.

Colby Kadlick is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Merrill, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jaclyn Rossiter is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill as a full-time member of Mullin & Associates in August 2014, after previously interning as a Global Wealth Investment Management Analyst and working part-time during her senior year. Jaclyn graduated from Boston College in 2014 with a Bachelor of Arts degree in Economics and a minor in Hispanic Studies. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ (CRPC™) designation, and maintains her Series 7 and 66 FINRA registrations. Jaclyn focuses on building meaningful, multi-generational relationships with her clients by utilizing a goals-based financial planning process and leveraging firm resources to customize solutions aimed at addressing their unique financial situations. Outside of her professional role, Jaclyn volunteers in her community and is an active member of the Boston College Alumni Association. She enjoys outdoor activities, cooking, fitness, and spending time with her family. She currently resides in the Seaport district with her husband.

Matthew Dowd is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team that assists individuals and families nationwide in managing liquidity events, concentrated wealth, and sudden wealth creation. His practice focuses on helping clients navigate financial decisions associated with significant life events such as IPOs, acquisitions, equity compensation, business sales, and inheritances. Matthew and his team coordinate investment management, financial planning, tax strategy, private banking, credit, and estate planning services to help clients build long-term plans that reflect what matters most to them. Their approach emphasizes minimizing coordination mistakes among taxes, estate planning, lending, and investment decisions, enabling clients to make informed financial choices with confidence. He holds a Bachelor's and a Master's degree from Bryant University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional commitments, Matthew enjoys baseball, cooking, golfing, hiking, racquetball, reading, running, spending time with his family, and tennis.

Mary Mullin is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in working with individuals and families to manage and preserve their wealth. She focuses on long-term client relationships and offers guidance through various financial and life changes, including retirement and legacy planning. Mary holds a Bachelor's degree in Finance from the University at Albany, part of the State University of New York System. She possesses multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is committed to continuous education to stay current with industry trends. In her community, Mary serves on the Ascension Parish Finance Council and is President of the Lincoln Sudbury Scholarship Fund committee. She resides in Sudbury, MA, and enjoys reading, running, spending time with her family, and traveling.