Conrad Van Coller is a Wealth Management Advisor and Senior Portfolio Advisor with The Kolloff Group at Merrill Lynch Wealth Management. In his role, he evaluates and certifies that clients are on track to meet their financial goals, managing customized investment strategies and portfolios. Conrad began his career at Bank of America in 2011 before transitioning to Merrill Lynch Wealth Management in 2015, where he became a partner of The Kolloff Group. He holds a bachelor's degree in Finance from Florida State University and maintains professional designations including Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA). Conrad works closely with individuals, families, and businesses to analyze short- and long-term financial circumstances and to develop wealth management plans that incorporate both financial objectives and personal values. Conrad resides in Wilmington, MA with his wife and two daughters. The family volunteers at Aletheia Church, a non-denominational Christian church in Stoneham, MA. Outside of work, Conrad pursues interests in portrait sketching, woodworking, and golf.

Richard Masucci is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at UBS Securities LLC and Bofa Securities, Inc. He is also a general partner and managing member of MRM Capital LLC, a limited liability company. 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.

James Moore is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he coaches wrestling for a youth wrestling club in Hanover, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stefan Livsey is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of client focus areas including corporate benefits, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Stefan holds a Bachelor's Degree from the University of Saint Thomas and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach centers on understanding what matters most to each client and developing strategies to help them pursue their financial goals. In addition to his professional work, Stefan has interests that include baseball, basketball, chess, football, golfing, music, spending time with his family, and watching movies.

Chad Gerber is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Brodsky is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, education planning, and investment planning. With an 18-year career spanning Bank of America and Merrill Lynch, his experience includes 10 years in retail banking followed by 8 years focused on consumer investments. Born in Boston and raised in Andover, Jason earned a bachelor's degree in finance with a minor in Spanish from Auburn University. He holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jason's interests include football, golfing, hiking, music, skiing, spending time with his family, traveling, and watching movies.

Jack Brown is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and was involved with Pure Incubation Ventures. Outside of his advisory roles, Brown has experience in primary education and has participated in regional sports leagues and clubs, including the Valley Hockey League and the Myopia Hunt Club. 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.

John Swanson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Boston. He specializes in guiding high-net-worth clients through personalized, goals-based financial strategies that integrate Merrill's expansive investment insights and resources. John focuses on helping individuals simplify complex financial decisions, allowing them to concentrate on their personal and financial goals. John's expertise encompasses a broad range of areas including college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He began his career in 2010 on an institutional sales and trading desk before moving into wealth management in 2016. He holds a Bachelor's Degree from the University of South Carolina System and is a Chartered Financial Analyst (CFA) charterholder as well as a Personal Investment Advisor (PIA). Outside of his professional role, John enjoys football, golfing, and hunting, and lives with his wife and two young sons. He values face-to-face interaction and is committed to creating clarity and confidence for his clients across various market conditions.

Francesco Candelino is a Financial Advisor at Merrill Lynch Wealth Management based in Boston. He joined Merrill in March 2020 and has experience working in locations including Harvard Square and Boston. He focuses on delivering tailored financial advice and investment management services to successful individuals and their families, working closely with high-net-worth clients to develop strategies suited to their unique needs. Francesco is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Salve Regina University, where he graduated Magna Cum Laude. He was an active member of the Finance Club and served as Treasurer of the E-Commerce Board during his time there. Additionally, he completed an accredited certificate program with an accelerated semester at St. Clare's, Oxford, studying European Financial Markets, which provided him with an international perspective. He also holds a High School Diploma from Austin Preparatory School. Beyond his professional role, Francesco serves on the Alumni Councils for both Austin Prep and Salve Regina. He is involved in community organizations such as Mission of Deeds and Shriners Hospitals for Children. In his personal time, he enjoys golfing, being a member of the Renaissance Golf Club, and spending time with his family, friends, and their French Bulldog, Lola. He is fluent in English and Italian.

Domagoj Dapic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies that align with clients’ individual goals, leveraging insights from Merrill and banking solutions from Bank of America. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and special needs planning strategies. Domagoj is committed to understanding the full financial picture of his clients to provide flexible and tailored wealth management approaches suited to today’s market conditions. He also follows the Merrill tradition of community involvement, actively volunteering with local organizations. Outside of his professional responsibilities, Domagoj enjoys cooking, golfing, music, reading, scuba diving, soccer, spending time with his family, and traveling.

Elisa Rhodes is a Series 66-registered advisor with Merrill in Boston, MA, where she has worked since 2013, accumulating 11 years of industry experience. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chris Bettencourt is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he operates a sole proprietorship focused on music performance. 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 for individuals, high-net-worth clients, and institutional investors.

Stephan Thelusme is a financial advisor with Merrill based in Boston, MA, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, N.A. since 2015. Outside of his advisory role, he is a co-owner of a family rental property business. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Ramzi Nuwayhid is a Private Wealth Advisor leading the Nuwayhid Group, a wealth management team located in Boston. The group focuses on the needs of current and former corporate executives, business owners, and entrepreneurs within Merrill Private Wealth Management. Their approach integrates goals-based planning, investment management, and banking services from Bank of America, offering a comprehensive service tailored to each client's distinctive financial goals and priorities. Since joining Merrill Lynch Wealth Management in 1994, Ramzi has provided advice to ultra-high net worth families, specializing in financial strategies for officers and directors of publicly traded companies. He customizes portfolios that emphasize tax efficiency, low cost, and broad diversification to support clients' long-term objectives while managing short-term market fluctuations. Ramzi holds a Bachelor of Science degree in Management Information Systems with a minor in Finance from Syracuse University. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® (CIMA®) designations. He serves on the board of directors of St. Jude Children's Research Hospital, where he has been chairman of the Investment Committee and currently serves on the Compensation, Investment, and Audit Committees. Ramzi and his wife live in Wellesley, Massachusetts with their three children. His personal interests include golfing, reading, running, scuba diving, skiing, and tennis.

Benjamin Fabrizi is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. His areas of expertise include college education planning, employee benefits planning, executive compensation, individual and corporate investment strategy, and tax minimization. Benjamin employs a strategic approach that considers asset allocation aligned with clients' goals, time horizon, liquidity needs, and risk tolerance. He provides access to Merrill's investment products, independent investment managers, BofA Global Research insights, as well as Bank of America's banking, credit, and lending services. He emphasizes the importance of understanding clients' priorities and timelines to develop personalized financial strategies and assist with communicating financial goals within families. He holds a Bachelor's Degree from the University of South Carolina System and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Benjamin enjoys baseball, basketball, boating, cooking, fishing, football, golfing, music, pickleball, and spending time with his family.

Charles Northrup is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Merrill since 2009. 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.

Jeffrey Chatlos is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent 15 years with Flat Black Coffee Company, Ltd. Outside of his advisory work, he serves on the advisory board and a committee for the Forbes House Museum, which focuses on American economic history and innovation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Bridge Mc Surely is a Financial Advisor at Merrill Lynch Wealth Management, providing wealth management and advisory services to individuals and families across the country. He specializes in helping clients navigate liquidity events and sudden wealth creation, focusing on strategic financial planning to preserve and grow their assets. His expertise encompasses a three-pillar approach integrating private banking, financial planning, and investment management, coordinated by a team of dedicated specialists. Bridge serves a diverse client base, with a concentration in executives, business owners, and founders, assisting them in managing stock compensation, liquidity events such as IPOs, mergers and acquisitions, and business sales. His services include retirement and education planning, tax minimization strategies, investment guidance, trust and estate planning, and credit and lending solutions. Bridge holds a Bachelor's Degree from Providence College and a High School Diploma from Boston College High School. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Bridge enjoys exercising, golf, spending time with family and friends, and participating in community activities through philanthropy and alumni networks at Boston College High School and Providence College.

Benjamin Remsbecker is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is currently affiliated with Bank of America. Outside of his advisory role, he is involved in the golf retail industry as a club fitter and salesman at Golfer's Warehouse. 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.

William Barry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies tailored to clients' long-term goals, drawing on the investment insights of Merrill and the banking and lending resources of Bank of America. Barry emphasizes education and transparency to help clients understand their investments, particularly in volatile market conditions. He has built over two decades of experience navigating complex markets, beginning his investment career after earning a bachelor's degree from the University of California, Berkeley. He started at PaineWebber, which was later acquired by UBS, where he worked for three years. In 2003, he joined Citi SmithBarney, and in 2010, he became part of Merrill. Barry holds the Chartered Retirement Plan Counselor (CRPC) and Personal Investment Advisor (PIA) designations, enhancing his expertise in retirement planning and income strategies. In addition to his professional work, Barry participates in community activities such as coaching at Sleepy Hollow School. Outside of work, he pursues personal interests including adventure sports, golfing, scuba diving, and swimming.