Sila Aydugan is a Financial Advisor with Merrill Lynch Wealth Management who supports families and individuals navigating change. She focuses on areas including college education planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Sila holds the Personal Investment Advisor (PIA) designation. A native of Colorado Springs, Sila has built her professional and personal life around faith, family, community, and culture. She earned her High School Diploma from High Country Christian Academy. Beyond her work, she is involved with various professional organizations including the Colorado Eldercare Planning Council, Colorado Manufacturing Partners, Ministry in the Marketplace, New Life Midtown, and the Senior Resource Council. In her personal time, Sila enjoys basketball, biking, football, music, pickleball, reading, swimming, and traveling. She values spending time with her family, with whom she shares a range of interests and activities.

Jing Allen is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jing works closely with individuals, families, and professionals to develop customized strategies that align with their unique financial goals and values. Jing aims to be a trusted, long-term partner, providing guidance through every stage of life and various market environments. Jing's practice focuses on comprehensive wealth management, including investment management, retirement planning, education planning, risk management, and wealth transfer strategies. With expertise in areas such as family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income, Jing takes a disciplined, goals-based approach. Jing is committed to building long-term relationships based on trust, transparency, and responsive communication to simplify complex financial decisions. Jing holds a Bachelor's Degree from Fujian Normal University and a Master's Degree from Northeastern University. Professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English, Chinese, Mandarin, Min Nan, and Taiwanese, Jing is dedicated to providing personalized advice and exceptional service throughout every stage of the financial journey. Outside of work, Jing has interests in dancing, hiking, painting, reading, and traveling.

Ryan Cole is a Series 66-licensed financial advisor with Merrill in Boston, MA, where he has worked since 2010, accumulating 16 years of industry experience. 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.

Rory Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping successful individuals, families, and executives navigate complex financial decisions. With over 14 years of experience in financial services, including 11 years at Merrill Lynch, Rory focuses on comprehensive wealth management strategies that encompass investment strategy, tax-aware planning, retirement readiness, and long-term wealth preservation. Rory works closely with clients balancing priorities such as career growth, family needs, retirement preparation, stock compensation management, and life transitions to develop tailored financial strategies aligned with their unique goals and values. Rory holds a Bachelor's Degree from Villanova University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, Rory is actively engaged in professional and community organizations, including the Kappa Delta Sorority, Villanova Alumni Association, Villanova Track & Field, and participates in events and charities such as the Boston Marathon, Cradles To Crayons, Habitat for Humanity, and YearUp. Based in the Boston area, Rory lives with his husband Chris and their golden retriever, Teddy. Outside of work, he pursues interests such as antiquing, football, interior decorating, running, spending time with family, traveling, and watching movies. Rory is also learning to play golf and stays informed on news, sports, and pop culture.

Carmen Monks is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Merrill in 2025, Monks worked at Citigroup Global Markets for 18 years. Outside of her advisory role, she serves as the managing member of B2VT Ride LLC, organizing a charity bike ride that benefits nonprofit organizations. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Duke Lenaghan is a Financial Advisor based in Boston, affiliated with Merrill Lynch Wealth Management. He works directly with individuals and families to organize and simplify their financial goals. His client focus areas include executive compensation, legacy planning, and clients in the sports and entertainment sectors. With a Bachelor's Degree from the University of Massachusetts Amherst, Duke holds the Personal Investment Advisor (PIA) designation. He engages with clients one-on-one to define their financial objectives and develop portfolio strategies aimed at achieving those goals. He provides ongoing advice and adjusts portfolio strategies as clients' situations change. Outside of his professional role, Duke enjoys basketball, fishing, and golfing. He spends time with his wife engaging in activities such as fishing and golfing.

Jian Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jian focuses on creating personalized wealth management strategies that align with clients' individual goals and adapt to changing market conditions. Jian leverages the investment insights of Merrill alongside the banking and lending solutions offered by Bank of America to support comprehensive financial planning. Jian holds a Doctorate Degree from Dalhousie University and maintains the designation of Personal Investment Advisor (PIA). Committed to client-centered service, Jian collaborates closely with clients to develop tailored financial strategies aimed at pursuing their long-term objectives. Additionally, Jian participates in community volunteer efforts in keeping with Merrill’s tradition of engagement in the communities served.

Erin Considine is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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.

Genevieve Pelczarski is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with families, business owners, and executives to provide guidance through various life transitions, focusing on educating and advising clients on all aspects of their financial lives. Genevieve holds a Bachelor's Degree from Ohio State University. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional work, Genevieve is involved with local organizations such as May We Help and People Working Cooperatively.

Robert Swensen is a financial advisor at Merrill with Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Merrill 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 developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Slovin is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work history includes roles at Bank of America, Ameriprise, People's United Advisors, and TD Bank. 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.

Roger Gray is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he serves as a trustee for First Parish Church Milton, where he is one of seven trustees responsible for investment decisions related to the church's endowment funds. 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.

Jason Silverman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2000 and holds the Personal Investment Advisor (PIA) designation. Jason’s professional experience includes work as an analyst at Ernst & Young LLP, entrepreneurship, and a role at Sun Trust Securities. He holds Series 7, Series 63, and Series 65 FINRA registrations. He earned a Master’s degree in Hospitality Management from Florida International University, graduating summa cum laude, and a Bachelor’s degree in English Literature from the University of Florida, where he graduated with honors. In addition to his advisory role, Jason serves as an overseer at Beth Israel Deaconess Medical Center, is a trustee for the Immigrant Learning Center, and is a board member of the Institute for Immigration Research at George Mason University. Born and raised in Caracas, Venezuela, he has an interest in Latin American art with a particular focus on Cuban works.

Brittany Lecolst is a Series 66-licensed financial advisor with Merrill in Boston, MA, where she has worked since 2011, accumulating 15 years of industry experience. Outside of her advisory role, she serves as a consultant and coach for Laxachusetts and Legacy Lacrosse LLC, a club lacrosse team. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Ohara is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2017. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Teri Brendsel is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with Merrill since 1997. 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.