Xiao Xia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Boston. She specializes in helping clients develop personalized financial strategies tailored to their individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and retirement planning. She also provides guidance on philanthropic planning, portfolio management, tax minimization, and addressing the needs of women and wealth. Xiao Xia Zhen holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Mandarin, and Yue (Cantonese). In addition to her professional work, Xiao Xia Zhen participates in community volunteer activities in line with the Merrill tradition. Her personal interests include boating, cooking, hiking, traveling, and yoga.

Lauren Vives is a financial advisor with Merrill in Cambridge, MA, holding a Series 66 designation and 12 years of industry experience. She has worked with Merrill since 2014 and with Bank of America since 2017. 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 individuals, high-net-worth clients, and institutions.

Matthew Cohen is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to develop personalized financial strategies aimed at achieving long-term goals. His approach involves guiding clients through the complexities of managing multiple priorities, including retirement planning, college education funding, family wealth management, executive compensation, and tax minimization. With extensive experience in wealth management, Matthew helps clients establish disciplined financial plans tailored to their unique situations, focusing on areas such as retirement income, managing new wealth, small business strategies, and employee financial health. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Matthew earned his bachelor's degree from the University of New Hampshire and is a member of the Alpha Kappa Psi Professional Business Fraternity. In addition to his professional work, Matthew is involved in community service activities such as serving as a camp counselor for The Hole in the Wall Gang Camp and coordinating for the Downtown Evening Soup Kitchen, Inc. His personal interests include adventure sports, camping, hiking, pickleball, skydiving, soccer, softball, traveling, and spending time with his family.

Edward Radler is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the Pimental Radler Group. He has been in the financial services industry since 1999 and offers customized wealth management advice tailored to his clients' individual needs. Edward focuses on developing financial strategies by understanding his clients comprehensively and conducting regular reviews to monitor and adjust plans based on significant life or business changes. Prior to joining Merrill Lynch in 2012, Edward held several roles at Fidelity Investments from 2000 to 2011, including Investment Analyst at Fidelity Family Office Services. He also gained experience at Morgan Stanley and Santander earlier in his career. Edward's areas of expertise include education planning, equity compensation services, family wealth management strategies, international wealth management, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Edward holds a Master’s Degree specializing in Investments and Finance from Northeastern University and a Bachelor's Degree from Florida State University. He holds the Personal Investment Advisor (PIA) designation. Originally from Montreal, Canada, Edward now resides in Brookline, Massachusetts, with his wife and two sons. Outside of work, he volunteers for an urban mentoring group, remains active with Northeastern University's alumni group, and enjoys playing golf.

Amanda O'Dell serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works with clients to understand their current financial situations and introduces them to solutions offered through Merrill and Bank of America. She aims to equip clients with the knowledge and tools necessary to manage their financial lives effectively. Amanda holds a Bachelor's Degree from the University of Florida and has earned the Personal Investment Advisor (PIA) designation. She is committed to helping clients identify what matters most to them and their families to create strategies aimed at pursuing their financial objectives.

Leon Fridmar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients across the United States, from New England to Seattle, California to Florida, to develop personalized financial strategies aimed at pursuing their long-term goals. Leon has extensive experience in serving successful families and business owners, focusing on simplifying financial lives and making informed financial decisions. His areas of expertise include corporate executive services, family wealth management strategies, managing new wealth, tax minimization, and retirement income. His investment strategy emphasizes capital appreciation while managing risk through a diverse selection of global investments. He holds a Bachelor's Degree from Skidmore College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Leon is conversationally fluent in Russian. He resides in Needham, Massachusetts with his wife, Caroline, their three daughters, and their dog. Leon participates in community volunteering and enjoys various personal interests such as snowboarding, running, basketball, chess, golfing, skiing, table tennis, tennis, reading, and watching movies.