Marc Marotta is a financial advisor with Merrill based in Boston, MA, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His career includes six years at Putnam Investments before joining Bank of America and Merrill in 2017. Merrill, in partnership with 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.

Jeffrey Duckworth is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing strategies to help clients pursue their short-, mid-, and long-term financial goals by providing guidance on general investing, retirement planning, and saving for unexpected events. Jeffrey offers access to specialized resources including banking, credit, home financing, and small business solutions through Bank of America. His client expertise includes college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Jeffrey holds the Certified Financial Planner (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Clemson University. Jeffrey is a member of the Cambridge Chamber of Commerce and participates in the community organization Women's Money Matters. His interests include basketball, biking, football, hiking, reading, running, scuba diving, skiing, surfing, and tennis.

Ryan Bogar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fidelity Investments and held various roles outside the financial sector, including positions at Reliable Respiratory and Pro Heating and Cooling. He also spent five years at Assumption University. 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.

Steven Danko is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2021. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Colin Hoehn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The KCH Group. He has more than 30 years of experience providing financial advice and wealth management services. Colin develops customized portfolio strategies to support the goals of high-net-worth individuals, non-profit organizations, and corporations. His expertise includes retirement planning for businesses and their employees, college education planning, family wealth management strategies, and services for defined benefit and contribution plans. Colin graduated from Providence College with a Bachelor's degree in Marketing and Finance. He holds several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach emphasizes a disciplined, long-term investment strategy, personalized financial planning, and wealth preservation. Colin lives in Cohasset, Massachusetts with his wife Marcela and two daughters. He is involved with Junior Achievement and enjoys boating, fishing, golfing, scuba diving, skiing, table tennis, and tennis in his personal time.

Christine Chang is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Boston financial center. She began her financial services career in 1997 and focuses on providing clients with a comprehensive approach to managing wealth tailored to their individual needs. Christine works closely with clients to understand their life priorities and helps design customized wealth management strategies that align with their goals and aspirations. Christine holds a bachelor's degree in Mathematics with a minor in Economics from the University of British Columbia. She is a Personal Investment Advisor (PIA) and is proficient in multiple languages, including English, Mandarin, and Cantonese. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of her professional work, Christine is involved in community service through volunteering and fundraising for organizations such as Little Sister of the Poor and Food Rescue Leftover. She enjoys spending time with her family and engaging in activities such as cooking, golfing, interior decorating, music, skiing, swimming, traveling, yoga, and caring for animals.

Paul Guidoboni is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 33 years of experience in wealth management. He works closely with clients to develop customized financial strategies tailored to their personal goals and financial objectives. Paul specializes in areas including family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible, values-based, and ESG investing, tax minimization, and retirement income. Paul earned a Bachelor's degree in Finance with a concentration in Investment Analysis from Bentley University. He holds FINRA Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) registrations. Additionally, he has earned the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and the Chartered Retirement Planning Counselor (CRPC) designations awarded by the College for Financial Planning. A lifelong resident of Massachusetts, Paul divides his time between Boston and Chatham with his wife, Yasmen, son, Thomas, and their two cats. In his personal time, he enjoys playing golf and cooking. He is also involved with the Hockomock YMCA.

Peter Pearce is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Merrill since 1989. 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 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 Chief Investment Office teams and third-party managers.

Thomas Mcconnell is a Private Wealth Advisor at Merrill Private Wealth Management. He leads the McConnell Group, focusing on strategic planning, global asset allocation, financial modeling, discretionary equity portfolio management, and alternative investments. Tom provides financial strategies and services to ultra high net worth individuals, drawing on his extensive experience in asset management and investment analysis. Tom began his career in financial services in 1998 with the Private Wealth Management Group at Morgan Stanley, where he worked for seven years. His previous roles include portfolio manager for Trinity Investment Management and financial analyst for Fleet Financial Group. He joined Merrill in 2005 and holds the Personal Investment Advisor (PIA) designation. Tom earned a Bachelor of Arts in Economics from Harvard University, graduating Cum Laude, and holds an M.B.A. from Northwestern University's Kellogg School of Management. He is a former member of the Barcelona Boxers, a semi-professional European football team, and remains active in various Harvard athletic alumni organizations. He and his wife Jennifer live in Hingham, Massachusetts with their two daughters. Tom is also a volunteer board member and is affiliated with the Friends of Harvard Football organization. His personal interests include golfing, reading, tennis, spending time with family, macro-economics, and following Harvard football.

Raj Sharma is a Managing Director and Private Wealth Advisor with over thirty years of experience in investment planning and asset management. He serves clients through Merrill Private Wealth Management and holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. Raj's professional focus includes college education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible investing, and tax minimization, among other areas. Raj holds a Bachelor's degree from Nizam College Hyderabad, India, a Master's degree in Business Management with a specialization in finance from Osmania University's School of Management in India, and a Master's degree in Mass Communications from Emerson College. He has been recognized on Forbes' "America's Top Wealth Advisors" list from 2016 through 2026 and has been named on Barron's "Top 100 Financial Advisors" list consecutively since 2008. Additionally, he has appeared on the Financial Times Top 400 Financial Advisors list from 2015 to 2020 and was ranked as the number one advisor in Massachusetts on Forbes' Best-In-State Wealth Advisor rankings for multiple years. Raj is currently involved in several professional and community organizations. He is a trustee and board member emeritus of the America India Foundation, a trustee of the Boston Harbor Island Alliance, a member of the board of trustees at Emerson College and The Boston Foundation, and serves on the board of YouthLEAD. Raj enjoys cooking, golfing, hiking, music, reading, writing, traveling, and spending time with his family.

James Mcintyre is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering customized wealth strategies to ultra high net worth individuals and families across the nation. Drawing on more than twenty years of experience in finance, he focuses on asset allocation, manager selection, portfolio construction, and aligning financial plans with each client’s cash flow needs and long-term objectives. James works closely with active and retired business owners, technology and biotechnology executives, and financial professionals including private equity and hedge fund managers. His expertise encompasses estate planning and multi-generational wealth transfer, custom lending and liquidity solutions, alternative investments, trust administration, philanthropic services, and business and personal cash management. James integrates the resources of his team and the broader enterprise to address complex financial challenges such as private business sales and personalized life planning. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Colorado College. Outside of his professional role, James enjoys a variety of personal interests including billiards, boating, camping, fishing, music, skiing, traveling, practicing yoga, and spending time with his family.

Jerry Bowman is a Financial Advisor with Merrill and a member of The Kobelski Group. In his role, he works closely with business owners, professionals, athletes, entertainers, and families with complex financial needs. He helps clients navigate important financial decisions with a thoughtful and disciplined approach to building, preserving, and managing wealth. With over a decade of experience in financial services, Jerry develops personalized strategies that integrate investments, tax-aware planning, and long-term wealth management into one cohesive approach. He began his career with Bank of America in 2016 and has built a reputation for simplifying complex financial concepts while maintaining responsiveness and follow-through. Jerry holds professional designations including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his education from Salve Regina University and Bridgewater State University. Originally from Massachusetts' South Shore, Jerry now resides in Medford with his wife, Claire, and their daughter, Maya. Outside of work, he enjoys spending time with family, staying active, and supports organizations such as Best Buddies. His personal interests include billiards, chess, football, golfing, painting, and photography.

Paul Murray Jr. is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked with Merrill since 1999 and Bank of America since 2011. Outside of his advisory role, he has been involved with the Cystic Fibrosis Research Foundation since 1984. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirk Wolford is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Adamic Wolford Group. He joined Merrill Lynch in 1994 and focuses on developing structured investment management strategies tailored to client timeframes, risk tolerance, and asset allocation. His approach includes creating diversified portfolios utilizing equities, fixed income, and alternative investments, serving a range of client needs including endowments, foundations, non-profits, defined benefit and contribution plans, personal retirement planning, and values-based investing. Kirk holds a Bachelor's Degree in Business Economics from Providence College and has earned several professional designations, including the Certified Investment Management Analyst (CIMA) certification, awarded by the Investments & Wealth Institute after completing the educational component at the Wharton School of the University of Pennsylvania. He also holds designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Outside of his professional work, Kirk enjoys fishing, golfing, and tennis. He resides in Scituate, Massachusetts, with his wife Aloka and their three children.

Michael Bois is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial guidance supported by extensive experience and the resources of Bank of America. He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations, reflecting his expertise in investment strategy and risk management. With four decades of experience, Michael focuses on assisting high net worth individuals and families in navigating complex wealth management challenges. His client service areas include Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. He leverages award-winning research from BofA Global Research, recognized in 2024 by Extel as one of the Top Global Research Firms, to inform his advisory approach. Michael earned a bachelor's degree from the University of Dayton and completed an accredited certificate program at Harvard University. He is a member of professional organizations such as the International Society for Philosophical Enquiry (ISPE) and Mensa. Outside of his professional work, he enjoys biking, reading, writing, and spending time with his family.

Nitin Mehra is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2006. Outside of his advisory role, he is a managing member of Upward Holdings LLC, a real estate investment entity. 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 institutions.

Nicholas Levine is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at The Bulfinch Group and has held positions in the hospitality sector and at the University of Vermont. 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 individual and institutional clients.

Brent Bockover is a financial advisor at Merrill with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Primary Care Partners and Fisher Agencies. Outside of advising, he assists a former employer with administrative tasks in a healthcare setting on a part-time basis. 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 individual and institutional investors.

Lori Leduc Smith is a Series 66-licensed financial advisor with Merrill in Boston, Massachusetts, with 21 years of industry experience. She has worked at Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Walter Canuto is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been associated with Bank of America and Merrill since 2011. Outside of his advisory role, he is a co-owner of family rental properties in 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.