Jon Pia is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Outside of advising, he has sole ownership of two rental properties in Gilbert, Arizona. 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 organizations.

Yonathan Haile is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at firms including Debes Mutual, TIAA-CREF Individual & Institutional Services, and The Vanguard Group. 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 and profit-sharing plans, corporations, and charitable organizations.

Oscar Hermida is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to entering finance, he spent seven years with Helping Outsourcing - Cuatre Cuarts. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Welch is a financial advisor at Merrill with a Series 66 credential and approximately one year of experience. His prior work includes roles at Cenerus and ASU, as well as non-financial positions at Maggiano's Little Italy. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cameron Doty is a financial advisor at Merrill with Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bank of America, Bancwest Investment Services, and several automotive companies. 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.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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.

Aleksei Ponomarev is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bryten Real Estate Partners. Outside the financial industry, he has experience in various roles including managing POMO Pizzeria. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kiel Smallwood is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include multiple positions at Bank of America and a period at Liberty Mutual Insurance. Currently based in Chandler, AZ, he has been with Merrill since 2022. 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.

Cole Powers is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2021. Prior to his current role, his background includes positions at USA Adventures of Arizona, DMB Sports Clubs, and the University of Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 teams and third-party managers.

Daniel Caraveo Jr. is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Charles Schwab and in the real estate sector with ERA Sellers and Buyers Real Estate. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlos Conrado is a financial advisor at Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials. He began his industry career in 2026 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. 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 managers.

Zohreh Daemi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Walden University. Outside of her advisory work, she is a co-owner of a rental property managed by a third-party company. 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.

Anthony King is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and was previously with Vanguard for one year. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Trey Clark is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2016. Outside of his advisory work, he serves as an advisory board member for Childhelp, a nonprofit organization focused on fighting and preventing child abuse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jose Benton is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has been associated with Merrill since 2008 and concurrently with Bank of America, N.A. since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Justin Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Northwestern Mutual. Outside of finance, he has worked in education with several school districts and community colleges. 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 internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ahndres Vargas is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Lyft, Uber, Nationwide, and Red Robin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 managers.