Kyle Burns is a financial advisor with Merrill holding a Series 66 credential and two years of industry experience. He has worked at Merrill and Bank of America, N.A., and also has prior experience with Northwestern Mutual Investment Services LLC. Outside of advising, he serves as a successor trustee for a family trust. 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 supported by Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaime Bardina is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his career in finance, he worked at the Milpitas Police Department for three years. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. since 2019. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.