Sharmistha Bhattacharyya is a Series 66-registered financial advisor with Merrill, based in Cedar Park, TX. She has nine years of experience at Merrill and seven years at Bank of America, N.A. Her prior experience also includes a year at Huntington National Bank. 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 institutional investors.

Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. 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, and institutional investors.