Todd Hatfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned a Bachelor's Degree from Denison University.

Christopher Carr is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, BNY Mellon Securities Corporation, BNY Mellon, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Kayla Lane is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2023, she worked at Fidelity Brokerage Services LLC and JPMorgan Chase, among other roles. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Boulder, where she leads the Cochran Pasko Group. She works with corporate executives, multi-generational families, small business owners, and women facing life changes to provide personalized financial advice. Her approach involves defining and prioritizing client goals and developing tailored financial strategies, leveraging Merrill's resources to help clients achieve their objectives. Her expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management, socially responsible and values-based investing, and retirement income strategies. Kelly and her team specialize in serving multi-generational families, women in transition, and corporate executives, addressing needs such as wealth transfer and legacy planning, business succession, trust and estate planning, navigating retirement benefits, family planning scenarios, and managing stock options and concentrated positions. Kelly holds a bachelor's degree from North Carolina State University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a long-time Boulder resident actively involved in the community, participating in organizations such as the Chi Omega Fraternity, Fairview High School Girls Golf Team where she serves as assistant coach, Junior Achievement, Museum of Boulder, and the WILD Council through Glider. She also serves on the advisory board for Chi Omega's local chapter and participates in mentorship programs at the Leeds School of Business at CU Boulder. Kelly enjoys golfing, working out, cooking, traveling, and spending time outdoors with family and friends.

Patryck Minter is a financial advisor at Merrill with a Series 66 designation and beginning industry experience. Prior to joining Merrill and Bank of America, he has held roles in real estate and ranch operations, including positions at PAK Home Realty and Minter Ranch Company. 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 a range of individual and institutional investors.

Jena Schwener is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2019 before joining Merrill. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John O is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, ASU Preparatory Academy, and various organizations in education and retail. 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.

Jack Tater is a financial advisor at Merrill with a Series 66 license and one year of industry experience. He has worked at Merrill since 2020 and previously held roles in education and the brewing industry. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Neha Anjaria is a Financial Advisor at Merrill Lynch Wealth Management. She brings nearly a decade of experience in the financial services industry, working with individuals and families to develop personalized wealth management strategies. Her expertise includes college education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, and retirement income strategies. Neha leverages Merrill's research and insights to deliver customized investment portfolios and a comprehensive range of services, including asset management, retirement planning, and trust and estate strategies. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Neha’s approach centers on transparency, trust, and simplifying complex financial decisions to help clients feel confident about their financial futures. Outside of her professional work, she enjoys running, practicing yoga, and spending time with her family.

Savio Nguyen is a Financial Advisor with Merrill Lynch Wealth Management in Denver. He works with individuals, families, and business owners to simplify complex financial decisions and develop personalized wealth strategies that align with their long-term goals. Nguyen assists clients in navigating important transitions such as retirement, business succession planning, family wealth transfers, and legacy planning. Nguyen began his education at Colorado State University studying Cell and Molecular Neuroscience with the initial intention of pursuing a medical career. His background in science has contributed to his analytical approach in financial advising, enabling him to analyze complex information and develop practical solutions. He holds a Bachelor’s Degree from Colorado State University and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Nguyen serves on the board of the Young Professionals Chapter for Children's Hospital Colorado and is involved with organizations such as Camp Wapiyapi and St. John XXIII. His personal interests include basketball, cooking, dancing, fishing, golfing, painting, reading, spending time with family, traveling, and watching movies.

Jared Rafferty is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at Sentinel Data Analytics Corporation and Oklahoma State University. He also has experience in data analytics and has been involved with Sioux Falls Canaries Baseball and Moser Aviation LLC. 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.

Calvin Gauss is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the Stager Gauss Group, a team recognized by Forbes multiple years as one of the Best-in-State Wealth Management Teams for Colorado. Calvin has been with Merrill Lynch since 2000 and previously gained experience at Morgan Stanley, Westin Hotels, and Deloitte & Touche. Calvin's expertise includes wealth planning, home lending, business lending and financial services, business retirement accounts, executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He served as the Resident Director of Merrill's Boulder, Colorado office from 2012 through 2020, overseeing nearly 50 people and an office with more than $7 billion in client assets. He holds a Bachelor's degree from the University of Vermont and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designations. Calvin lives in Boulder with his wife Melanie and their two sons. Outside of work, he enjoys cycling, coaching baseball, CrossFit, golf, skiing, and spending time with his family. Calvin has volunteered with the Bank of America Community Volunteers and as a coach for North Boulder Little League.

John Sales is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with the firm in 1992 and holds the Personal Investment Advisor (PIA) designation. Originally from London, Ontario, Canada, John earned a Bachelor of Science in Business Administration in International Finance from the University of Colorado. He also spent a semester studying International Finance at the London City University Business School. Before pursuing his finance career, John represented Canada internationally in tennis and won a Canadian National Championship. John is a husband and father of three children. He balances his professional life with his interests in athletics and family activities.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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 and third-party teams.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management, serving clients across the Front Range, including Fort Collins and Boulder. She holds a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration from Colorado State University, where she earned a certificate in applied finance. Prior to her career in financial advising, Rachael spent nearly ten years in municipal government, focusing on strategic solutions for complex challenges. Rachael specializes in personal retirement planning, philanthropic planning, and women and wealth. She assists clients with retirement, charitable giving, legacy planning, and navigating major life transitions. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Rachael is involved in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. She and her husband reside in Fort Collins, where they are members of the Fort Collins Country Club and engage in outdoor activities such as ice climbing, cycling, paddleboarding, and hiking.

Michael Marchese is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill as a Private Banker before joining the Stager Gauss Group as a Financial Advisor in 2019. Michael focuses on delivering strategies and advice tailored to individuals, their families, and their businesses by thoroughly understanding their financial objectives. His areas of expertise include wealth management planning, business lending and financial services, home lending (NMLS 1858490), and more. Merrill and Bank of America provide him with the framework and tools necessary to assist clients comprehensively with their financial needs. Michael attended Metropolitan State University where he studied Finance with a concentration in Financial Services. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Ralston Valley High School. A Colorado native, Michael lives in Arvada with his wife Marissa and their dog Milo. He is involved in community organizations such as Advocates for Children CASA, Community Table Kitchen, and Junior Achievement through Bank of America Community Volunteers. In his personal time, he enjoys golfing, road biking, ice hockey, skiing, traveling, and spending time with family and friends.

Danielle Flores is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018 and has prior experience in retail and education sectors, including roles at Danspace, Fournee Bakery, Lunardi's Markets, and Diablo Valley 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Chad Peters is a Wealth Management Advisor with The Peters Weather Management Group at Merrill Lynch Wealth Management in Boulder, Colorado. He has over 25 years of experience providing financial and wealth management advice and services to affluent individuals and families. His client base includes senior corporate executives, entrepreneurs, business owners, and multi-generational families. Through in-depth personal consultations, Chad works with each client to establish specific financial goals and objectives. He assists corporate executives in diversifying concentrated stock positions, supports entrepreneurs and business owners during liquidity events, and helps multi-generational families preserve wealth for future generations. His expertise encompasses areas such as corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Chad holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His education includes an Accredited Certificate Program from the University of Pennsylvania, a Juris Doctorate Degree from The John Marshall Law School, and a Bachelor's Degree from DePauw University. He is actively involved in several charitable organizations and resides in Colorado with his wife Heather and their two daughters. Chad enjoys outdoor activities such as biking, golfing, hiking, running, skiing, and spending time with his family.

James Williams is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018, following three years at Financial Transition 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ivette Plaza is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1998 and at Bank of America since 2016. Plaza serves as a board member of Bay Ridge Christian Academy, contributing to the institution's strategy and priorities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.