Scott Skorobohaty is a financial advisor with Merrill in Brooklyn, NY, holding Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at People's United Bank, Laurel Road Bank, and a period outside of employment. He serves as a power of attorney for family fiduciary matters. 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.

Jessica Lee is a Senior Resident Director at Merrill Lynch Wealth Management. She specializes in developing and implementing customized financial strategies that help clients optimize their existing wealth and align their financial lives with future goals. Jessica incorporates behavioral finance principles to understand each client's unique situation and support them in making informed decisions. In her role as a Portfolio Manager, Jessica manages personalized and defined investment strategies on a discretionary basis, which can include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She collaborates with clients' legal and tax advisers to provide estate planning services and address tax minimization concerns. Additionally, Jessica supports entrepreneurs, small businesses, and nonprofits with retirement plans, cash management, and financing. Jessica began her financial career as a Financial Advisor at Morgan Stanley in 2003 and joined Merrill Lynch in 2005. Prior to that, she worked as a Strategic Marketing Manager at Atlantic Records and a Strategy Consultant at Andersen Consulting (now Accenture). She holds a bachelor's degree from the University of Pennsylvania, Wharton School, and has earned the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, Certified Plan Fiduciary Advisor® designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Jessica lives in Brooklyn, NY with her son and enjoys singing with the Brooklyn Community Chorus.

William Mc Elroy is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Wildridge Securities, OJWB LLC, and Columbia Business School. 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.

Jalen Checo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill since 2022 and has prior experience at the University of Miami School of Law and University of Miami Housing and Residential Life. 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.

Marlon Moses is a Financial Advisor with Merrill Lynch Wealth Management, where he acts as a Merrill Financial Solutions Advisor. In this role, he partners with clients to understand their key financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs, among others. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Pennsylvania State University. Marlon is committed to providing ongoing advice and guidance to clients, adapting their portfolio strategies as their individual situations evolve. In addition to his professional work, Marlon participates in community initiatives including Big Brothers Big Sisters and Penn State Thon.

Jeffrey Thomas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered SRI Counselor™ designee. Fluent in both Chinese and English, Jeffrey specializes in understanding the financial goals of individuals, families, businesses, and non-profits to develop customized strategies that align with their values and objectives. His expertise includes education planning, executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey incorporates Environmental, Social, and Governance (ESG) principles into his holistic approach to wealth management, focusing on impact investing and aligning clients' investments with their values. Jeffrey holds a Bachelor's Degree from George Washington University and is actively involved in the community through organizations such as God's Love We Deliver. Outside of his professional commitments, he enjoys adventure sports, biking, camping, cooking, dancing, music, running marathons, scuba diving, spending time with his family, and traveling.