Scott Tobey is a Private Wealth Manager with Merrill Private Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Scott has completed a Bachelor's Degree at Syracuse University and earned a Masters of Business Administration (MBA) from Boston College.

Nathaniel Stewart is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant sector at Lockheart Restaurant for two years. 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.

Christine Price is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 2017 and previously worked at LPL Financial from 2013 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Keough is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1990 and Bank of America since 2009. He is 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Gauba is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. He has worked across various industries, including automotive service and education. 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.

Robert Loring is a financial advisor at Merrill with 50 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1975. Since 2011, he has also been associated with Bank of America, N.A. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a range of program strategies and tax-focused services.

Olivia Mc Carthy is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Smith is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a non-voting advisor to the investment committee at Lesley University, a private university in Cambridge, 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Bloom is a Financial Advisor at Merrill Lynch Wealth Management, based in Boston. He works with individuals and families to develop strategies that support long-term financial success, focusing on planning, investing, and comprehensive financial strategy. His approach emphasizes clear communication and consistent guidance to help clients build confidence in their financial futures. Matthew's expertise includes education planning, personal retirement planning, and tax minimization. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bentley University. Raised in Rhode Island, Matthew values listening and genuine connection, principles that influence his client relationships. Outside of work, he enjoys basketball, chess, football, music, swimming, and spending time with his family.

Diane Rooney is a Wealth Management Advisor at Merrill Lynch Wealth Management. She assists clients in translating their dreams and goals into actionable, measurable financial plans. Diane focuses on helping clients gain confidence in planning their financial lives by understanding their life priorities and investment decision-making. She coordinates financial plans with other advisors as appropriate to provide an objective, cohesive view of clients' finances. Diane began her financial services career in 1987 and has over thirty-five years of experience. Prior to joining Merrill, she spent more than twenty years at leading financial firms, aiding private, closely held businesses with growth and succession financing. Her expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible investing, and ESG investing. She holds advanced certifications such as Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Chartered SRI Counselor (CSRIC). She holds both a Master’s Degree in Finance and a Bachelor’s Degree in Economics from the University of Rochester. Diane is involved in her communities in Boston and Middletown, Rhode Island, supporting organizations such as the Women's Lunch Place and neighborhood associations. She also participates in professional organizations including the Beacon Hill Women's Forum and Impact 100 Newport County. Diane enjoys skiing, tennis, surfing, scuba diving, and international travel.

Kyle Kadlick is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2015 and also has seven years of experience with Bank of America, N.A. Outside of his advisory role, he is a co-owner of a rental property with family members. 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 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 and third-party managers.

Michael A. Venezia is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, serving clients since joining the Merrill Boston office in 1993. He specializes in addressing the financial needs of high net worth individuals and small businesses, focusing on comprehensive wealth management strategies including portfolio management, retirement income planning, tax minimization, and legacy planning. Mike works closely with clients to understand their specific goals, objectives, risk tolerance, and expectations, emphasizing a long-term investment approach grounded in detailed financial reviews. Mike holds a Bachelor's Degree from Colby College and maintains several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He was recognized in Forbes' "Best-in-State Wealth Management Teams" for 2024-2025 as part of The Guidoboni Venezia Group. A lifelong resident of Watertown, Massachusetts, Mike contributes to his community as a youth and high school hockey coach. His approach centers on developing personalized financial strategies that align with clients' long-term goals by thoroughly understanding their family, financial circumstances, and personal values. Outside of his professional work, Mike enjoys cooking, ice hockey, and traveling.

Harrison Armstrong is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch as a Wealth Advisor in 2018 and works as part of The Guidoboni Venezia Group. The team was named to the 2024-2026 Forbes "Best-in-State Wealth Management Teams" list. Harrison focuses on providing clients with strategies to manage company benefits such as equity compensation and helps develop written financial plans to address tax impact and wealth maximization. He earned a Bachelor's degree in Finance from Quinnipiac University's Lender School of Business and holds Series 7 and Series 66 FINRA registrations. Harrison also holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning Institutes Corp. His client focus areas include education planning, family wealth management strategies, and small business strategies. A native of Marshfield, Massachusetts, Harrison resides in South Boston. He is an active member of the Boston Estate Planning Council and participates in the Cystic Fibrosis Foundation's Tomorrow's Leaders organization.

Bradley Armell is a financial advisor at Merrill in Boston, MA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Ryan is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2011. Merrill serves a wide client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, supported by its integration with Bank of America’s broader banking and capital-markets platform.

Joseph Boccaccio is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides customized wealth management strategies to individuals and businesses. His expertise encompasses financial and retirement planning, investment management, restricted stock units and stock option planning, asset allocation, insurance, and estate planning services. With over 20 years of experience in the financial services industry, Joseph holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He focuses on areas such as executive compensation, equity compensation services, family wealth management strategies, managing new wealth, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Joseph graduated with a Bachelor's Degree from Quinnipiac University. He collaborates with clients to create personalized plans designed around their life priorities, aiming to address what matters most to them beyond markets and returns.

Myroslava Parkhomenko is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009, concurrently associated with Bank of America since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Ren is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and HQ Capital. She is 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Brian provides access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Trinity College. Brian is also engaged in community activities, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Ruby Tumusiime is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Tufts University, Bank of America, and Atlantic Global Risk. Outside of finance, her background includes work in education and community 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.