Danielle Giordano is a financial advisor at Merrill with 15 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Boston, MA. Outside of her advisory role, she serves as Vice President and Advisory Board Member for the nonprofit organization Foster Kids of the Merrimack Valley. 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.

John Mc Gowan is a Series 66-licensed financial advisor at Merrill with four years of industry experience. He has held roles at Merrill since 2020 and has prior experience at Bank of America and Hobart College. 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.

Dial Boehmer is a Wealth Management Advisor and a member of The Boehmer Group at Merrill Lynch Wealth Management, operating from Boston, MA. He supports existing client relationships and works on growing the business while providing tailored wealth management plans. Dial collaborates with families and individuals nationwide to help them accomplish their financial goals and prepare for retirement. Before joining Merrill in 2020, Dial spent six years as an Internal Consultant at Eaton Vance, servicing major brokerage firms throughout Florida. He specializes in comprehensive wealth management that integrates all aspects of clients' financial lives, with expertise in education planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as tax minimization. Dial holds a bachelor's degree from Lafayette College and has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He lives in Cambridge's Kendall Square neighborhood and enjoys skiing, tennis, traveling, and spending time with his family.

Anthony Mancini serves as a Private Wealth Manager at Merrill Private Wealth Management. In this role, he provides tailored financial strategies to help clients manage and grow their wealth. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Anthony's educational background includes a Bachelor's Degree from the University of Massachusetts System and a Juris Doctorate Degree from Massachusetts School of Law.

Timothy King is a Senior Financial Advisor and Managing Director within the Merrill Private Wealth Management group. He advises ultra-high-net-worth families and individuals, as well as foundations and endowments, developing customized wealth plans and portfolios to meet their unique circumstances and objectives. His work involves addressing a diverse range of client needs including college education planning, corporate executive services, retirement income, and tax minimization. Tim has over 20 years of experience in the financial services industry. Before joining Merrill Lynch Wealth Management, he held positions as Director at Barclays Wealth and Investment Management and as Executive Director with the Private Bank at J.P. Morgan. He began his career at Eaton Vance Management, advising institutional clients on asset allocation, risk mitigation, and manager selection. Timothy holds a Bachelor's degree in History from Denison University and has earned the Personal Investment Advisor (PIA) designation. He is involved with professional organizations such as the Boston Estate Planning Council and the University of Massachusetts Amherst. Timothy lives in Dover, Massachusetts with his wife Caroline and their three children. His personal interests include golfing, skiing, and spending time with his family.

Julian Floqi is a Series 66-licensed financial advisor based in Boston, MA, with 10 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2018. Outside of his advisory role, he is employed as a Patient Care Representative at Shields Health on Saturdays. Merrill, along 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 using a combination of model-based and discretionary investment strategies supported by internal CIO teams and third-party managers.

Nicole Monchik is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Sullivan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1993 and utilizes a goals-based wealth management approach to assist clients in focusing on their priorities and developing strategies aimed at meeting them. His method is highly customized to address the investment needs of affluent clients, taking into consideration their risk parameters, personal timelines, lifestyle requirements, and long-term goals. Tim holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. He is a qualified Portfolio Manager capable of managing personalized or defined strategies on a discretionary basis, including individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Tim is a graduate of Colby College with a bachelor's degree in administrative science. He lives in North Andover, Massachusetts with his wife Debra and their four children.

Scott Genesevich is a Series 66-licensed financial advisor with Merrill in Boston, MA, where he has worked since 2014, accumulating 7 years of industry experience. He is affiliated with a large institutional firm that serves a diverse client base. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Jones is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Merrill in Boston, MA. He has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith since 2014. Outside of his advisory role, he contributes to The Boston Foundation by engaging the professional community in philanthropic initiatives. 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 strategies developed by internal and third-party managers.

Kristofer Norton is a financial advisor with Merrill in Boston, MA, holding a Series 66 designation and five years of industry experience. He worked previously at Bank of America N.A. for six years before joining Merrill in 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Brian Hanseth is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Boston. He is a CERTIFIED FINANCIAL PLANNER® practitioner and Senior Vice President, Wealth Management Advisor. Brian works with individuals, families, and corporate retirement plans to build clear, goals-based financial strategies tailored to their specific priorities. His approach centers on understanding each client's goals, quantifying them, and developing plans focused on assets and liabilities that evolve as life circumstances change. Prior to joining Merrill Lynch Wealth Management, Brian spent more than a decade working within asset management companies, including mutual funds and hedge funds. This experience has provided him with insights into various markets and economic environments, which he applies in helping clients navigate today’s complex investment landscape. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Brian earned his Bachelor of Arts degree from Colby College and his MBA from New York University. Outside of his professional role, he enjoys coaching an alpine ski team for youth, playing golf, and staying active through regular exercise. He lives in Hingham, Massachusetts, with his wife Dana and their two children, Hunter and Scarlet.

James Saturne is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, he was with Axa Advisors, Mutual of Omaha, and operated Saturne Tax & Accounting Services. 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.

George Vlahopoulos is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Bank of America and spent three years at the University of Massachusetts - Dartmouth. Outside of his advisory role, he serves as a soccer referee for a semi-pro men’s league. 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 and profit-sharing plans, corporations, and charitable organizations.

Alfred Hammond is a Private Wealth Manager at Merrill Private Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Benefits Consultant (RBC). Alfred earned his Bachelor's Degree from Northeastern University. He applies his knowledge and designations in providing wealth management services to his clients.

Lauren Mckenzie is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2010. Outside of her advisory work, she serves as an executor for a close friend's estate. 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.

Stephen McGuire is a Wealth Management Advisor and Senior Portfolio Advisor on the Boston Executive Services Team at Merrill Lynch Wealth Management. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies. Stephen focuses on providing guidance on equity ownership, including stock option and restricted stock strategy and analysis, 10b5-1 trading plans, 83b/83i elections, and Section 1202/Qualified Small Business Stock. He helps clients thoughtfully plan around their equity and integrate it into their overall financial strategies. Stephen began his career with Merrill Lynch Wealth Management in 2010 and is one of the founding members of the Boston Executive Services team. He is a CERTIFIED FINANCIAL PLANNER® practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. His approach starts with understanding client priorities and implementing investment plans through custom strategies on a discretionary basis. Stephen coordinates with clients' other professional advisors to develop integrated strategies aimed at mitigating tax liabilities and preserving legacies. He earned a Bachelor of Science degree in Finance and International Business from the University of Maine at Orono, where he was a member of the Honor's College and played varsity football for the Black Bears. Stephen is active in the University of Maine Alumni Association and enjoys running, skiing, and golfing in his free time.

Robert White is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Morgan Stanley Smith Barney, and Citigroup Global Markets. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Ian Matthews is a Financial Advisor at Merrill Lynch Wealth Management in Boston. In his role, he works closely with clients to help build and protect their wealth through personalized financial planning. He focuses on assisting pre-retirees in creating a clear and confident path toward their future financial goals. Matthews specializes in simplifying complex financial decisions for professionals and executives by providing tailored financial planning and investment advice. His expertise encompasses tax-aware investment and retirement planning, portfolio construction aligned with client goals, equity compensation and concentrated stock strategies, as well as long-term wealth planning that adapts to evolving careers, families, and financial objectives. He holds a Bachelor's Degree from Syracuse University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Matthews is affiliated with the Phi Kappa Psi National Fraternity and participated in the Syracuse University Club Tennis Team. He is also involved with the Syracuse Boys and Girls Club. In his personal time, he enjoys golfing, skiing, and playing tennis.

Gregory Mcgauley is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Merrill for multiple periods since 2004, including a prior role at Credit Suisse Securities. Mcgauley serves on the board of State Street Global Advisors. 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, and institutional accounts, combining internal and third-party management with various implementation options.