Mary Caulfield is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Prior to that, she spent 10 years with Wells Fargo Advisors, LLC, including four years at Wells Fargo Clearing. 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 plans, corporations, and charitable organizations.

Connor Rainville is a financial advisor at Merrill in Boston, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked for The Cape Cod Five Cents Savings Bank and spent eight years at Cape Fish and Lobster. 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 plans, corporations, and charitable organizations.

Brian Kelly is a Private Wealth Advisor and a founder and leader of the Delahunty/King/Kelly Group within Merrill Private Wealth Management. He oversees the creation of tailored investment portfolios that aim to advance each client's objectives. Brian's approach incorporates a holistic perspective, including trust and estate planning services, philanthropy, and access to credit and lending through Bank of America, N.A. Brian began his career within the Private Bank at J.P. Morgan, completing their Analyst and Associate programs. He later served as a Global Investment Specialist with J.P. Morgan and as an Assistant Vice President with Barclays Wealth and Investment Management before joining Merrill in 2015. His areas of expertise include portfolio management services, family wealth management strategies, executive compensation, equity compensation services, and tax minimization. He holds a bachelor's degree in Economics and Accounting from the College of the Holy Cross and the Chartered Financial Analyst (CFA) designation from the CFA Institute. Brian is a member of the Boston Security Analysts Society and the Boston Estate Planning Council. He serves on The Friends Council Leadership Committee of the Boys and Girls Club of Boston and ran the 2013 and 2014 Boston Marathons supporting the organization. Brian lives in Winchester, MA with his wife Ashley and their sons, Jack and Teddy.

Kaitlin Fitzgibbons is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies aimed at reaching those objectives. Her approach includes ongoing advice and adapting portfolios as clients' situations change. Kaitlin holds a Bachelor's Degree from Endicott College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She assists clients with a range of services from retirement and legacy planning to intentional investing and preparing for unexpected events. She values building genuine relationships with clients by connecting financial data to what matters most to them and their families. Outside of work, Kaitlin enjoys reading, spending time with her family, playing tennis, traveling, and practicing yoga.

Matthew Pimental is a Senior Resident Director at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, institutional and corporate benefit services, and personal retirement planning among other areas. Matthew's approach focuses on connecting clients with tailored plans that align with their personal goals and values, including legacy planning and socially responsible investing. Matthew joined Merrill Lynch in 2008 and has earned professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He graduated Magna Cum Laude with a bachelor's degree in International Business Management from the University of Massachusetts. Outside of his professional role, Matthew is involved with The Trustees of Reservations and supports the Charlestown Youth Sports Program. He enjoys adventure sports, boating, cooking, fishing, hiking, music, reading, skiing, traveling, and spending time with his family.

Paul R. Garrido is a Senior Vice President and Private Wealth Advisor with The Sharma Group at Merrill Private Wealth Management. He has been advising ultra-high-net-worth families since joining Merrill in 1987. Paul works closely with company founders, CEOs, private equity and venture capital principals, assisting them in managing the complexities associated with substantial wealth. His focus is on helping clients navigate key financial decisions while becoming a trusted advisor and member of their inner circle. Paul's expertise covers a broad range of wealth management topics including concentrated stock strategies, options analysis, tax-sensitive investing, intergenerational wealth transfer, philanthropic strategies, and access to banking and lending services. Educationally, he holds a bachelor's degree in Political Science from Columbia University and has completed graduate work at Harvard University. He also graduated from the Merrill Advisor Leadership Program at The Wharton School at The University of Pennsylvania. Outside of his professional role, Paul serves on the board of the National Pancreas Foundation and the Jewish National Fund New England Executive Board of Directors. He is also a member of the Columbia Club of New York City and The Harvard Business School Association of Boston. Paul and his wife Cherry reside in Boston and enjoy golfing, traveling, boating, photography, and spending time with family.

Brian Stanton is a Series 66 registered advisor with Merrill based in Boston, MA. He has 10 years of industry experience, including roles at Bank of America and 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan Lutch is a Financial Advisor with Merrill Lynch Wealth Management, based in Boston. He specializes in working with high-net-worth individuals and families, focusing on executive compensation, equity compensation services, and managing new wealth. Brendan provides clients with comprehensive financial advice by integrating investments, cash flow, tax considerations, and long-term goals into cohesive strategies. His approach involves serving clients across the country, including professionals in the technology sector, offering guidance tailored to their evolving financial situations. Brendan's practice addresses diverse client needs, such as managing multi-generational wealth, planning for liquidity events, and developing long-term investment plans. He acts as a trusted resource, providing ongoing advice as clients' circumstances change. Brendan holds a Bachelor's Degree from the College of the Holy Cross and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of work, he enjoys golfing, reading, running, traveling, and spending time with his family.

Carter Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies that align with their financial goals and priorities. He provides investment advice and access to banking and lending services through Bank of America. Smith's expertise covers multiple client focus areas including divorce transition planning, education planning, employee benefits planning, equity compensation services, employee financial health, and personal retirement planning. He guides clients through various financial decisions ranging from general investing to retirement planning and savings strategies. He holds a Bachelor's Degree from the University of Massachusetts System and has earned the designation of Personal Investment Advisor (PIA). Outside of his professional work, Smith's personal interests include baseball, cooking, soccer, and traveling.

Maryann Ekberg is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She has worked at Merrill and Bank of America since 2017, following prior roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Ekberg serves as a committee member for the Peabody Essex Museum, a charitable organization in Salem, Massachusetts. 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, and institutional investors.

Peter Johns is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked at Merrill since 1982 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, Johns owns and operates a sole proprietorship carpentry business in Portsmouth, Rhode Island. 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 plans, corporations, and charitable organizations.

James Powlesland is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Deloitte, and International Finance Corporation, among other organizations. He serves as treasurer of Better Speaking Habits, a Toastmasters club for Bank of America employees focused on public speaking and professional development. 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.

Christopher Ferreira is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in goal-based wealth management, assisting clients in creating personalized financial strategies that adapt to their changing needs and market conditions. Christopher offers expertise in areas such as executive compensation, family wealth management strategies, retirement planning, tax minimization, and services for defined benefit plans. He leverages the resources of Merrill and Bank of America to provide comprehensive financial guidance and banking convenience for his clients. Christopher holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Eastern Connecticut State University. Fluent in English and Portuguese, Christopher emphasizes a client-centered approach that prioritizes understanding the most important financial aspects of his clients' lives. He is committed to delivering unbiased advice and tailored investment plans to help clients pursue their long-term financial goals. Originally from Trumbull, Connecticut, Christopher currently resides in Charlestown, Massachusetts. He is involved in community organizations including United Way of Massachusetts Bay and YearUp. Outside of his professional work, he enjoys skiing, traveling, squash, and spending time with family and friends.

Daniel Paris is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His work history includes roles at Bank of America, N.A., Merrill, CCO Investment Services, and Citizens 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joy Casserly is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2012 and concurrently with Bank of America, N.A. since 2018. 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 supported by internal and third-party managers for a range of individual and institutional clients.

Thomas Broderick is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and BNY Mellon. 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, and institutions.

John Peterson is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonah Kaplan is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' personal perspectives and priorities to create strategies that pursue their financial goals. He supports clients in areas such as general investing, retirement planning, and saving for unexpected expenses. Kaplan emphasizes transparency and simplicity when navigating the complexities of wealth planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Kaplan earned a Bachelor's Degree from the University of Massachusetts System and a Master's Degree from Georgetown University. He is a member of the professional organization Pi Kappa Phi. Kaplan is involved in community activities including participation with the Buzzards Bay Marine Life Center and Toys for Tots.

Daniel Lattanzi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized advice and investment management services. He serves high-net-worth and ultra-high-net-worth clients, delivering innovative financial strategies tailored to their needs. Daniel holds the Chartered Financial Consultant® (ChFC®) designation and is a Sports & Entertainment Accredited Wealth Management Advisor™ professional. He earned a Bachelor's Degree from Suffolk University. His expertise includes college education planning, executive compensation, personal retirement planning, tax minimization, and managing new wealth. He is involved with community organizations such as the Animal Rescue League of Boston, St. Jude Children's Research Hospital, The Catholic Schools Foundation, and US Against Alzheimer's. In his personal time, Daniel enjoys cooking, gardening, reading, and spending time with his family.

Jennifer Breitling is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and having 23 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.