Arthur Villalba is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, N.A. outside of his advisory role. Outside of finance, Villalba works part-time with ride-sharing and delivery services including Uber, Lyft, and DoorDash. 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.

Sangeeth Jetty is a Financial Advisor associated with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA), equipped with the skills and resources to assist clients in pursuing their financial goals. He holds a bachelor's degree from Swarthmore College. Sangeeth employs a personalized, goals-based planning process to understand clients’ priorities and craft comprehensive strategies tailored to their unique situations. His approach focuses on designing and implementing plans intended to help clients and their families manage investment risk while working towards long-term financial objectives. Outside of his professional role, Sangeeth enjoys a range of personal interests including baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Yanneza Cartia is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill, Bank of America, JP Morgan Securities, and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ryan Perkins is a Series 66-registered financial advisor with Merrill, based in Chandler, AZ. He has 11 years of industry experience, including 10 years at Merrill and Bank of America, N.A. He provides advisory services through an institutional firm with a large network of advisors. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Boglin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2013. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Grimes is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he is the sole owner of a rental property business in Phoenix, 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Annalisa Jaquez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes positions at Bank of America, GlobeLife Liberty National Division, Xome/Mr. Cooper, and Assured Title Agency. 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.

Gabriel Arvizu Rangel is a financial advisor at Merrill with five years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2020, including roles as an intern and advisor, and is currently associated with Bank of America. Outside of his financial advisory role, he operates an independent business as a self-employed contractor for Amway Corp. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Scott Friedman is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2014. 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 institutional investors.

Nicacio Hernandez is a financial advisor with Merrill in Chandler, AZ. He holds the Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, he worked at Bank of America from 2022 to 2025 and has academic experience at Arizona State University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Karla Schafer serves as a Senior Resident Director and International Wealth Advisor, specializing in providing wealth management solutions to high-net-worth families. With over 27 years of experience in the financial services industry, she focuses on business owners, C-suite executives, and physicians both in the United States and abroad. Karla delivers personalized financial planning tailored to meet the unique needs and goals of each client. Karla holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor® (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor’s Degree from Florida International University and a Master’s in Business Administration from the University of Miami. Her expertise encompasses investment management, portfolio construction, estate planning, tax optimization, alternative investments, lending solutions, and exit planning for business owners. Fluent in both Spanish and English, Karla integrates access to Merrill’s investment insights and Bank of America’s lending capabilities to serve her clients comprehensively. Outside of her professional commitments, Karla enjoys traveling, boating, fishing, and attending sporting events with her family.

Mateja Tirkas is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2019, Mateja held positions in various fields including at La Madeleine French Bakery and Cafe and the Yellowstone Club. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Corridino is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, previously spending 19 years at Smartpractice. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kennedi Shepard is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and at Bank of America since 2024. Outside of her advisory role, she is a partner in Thruthiccnthin, a clothing resale business operating at flea markets. 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.

Gustavo Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America, Berge Toyota, and Fred G Acosta Job Corps. 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.

Joseph Dressler is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America and Sprouts Farmer's Market, as well as CrossFit Yuma and Gila Ridge High School. 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 and profit-sharing plans, corporations, and charitable organizations.

Brian Shiao is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has six years of industry experience. His prior professional background includes roles at Bank of America N.A., Aetna, and Medimpact Healthcare Systems, as well as operating Totts Asian Diner for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies built by internal and third-party managers.

Parker Hoopes is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at First Fidelity Bank and Southwest Urologic Specialists. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Folu Ayoola is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at First Bank of Nigeria for five years before joining Merrill in 2018. Outside of his advisory role, Ayoola hosts a weekly YouTube vlog with an accompanying Instagram and X presence. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Timothy Falls is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Merrill since 2012, concurrently serving at Bank of America, N.A. since 2013. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.