Todd Yetenekian is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, U.S. Bank, and Capstone Partners. 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. 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.

Alejandro Di Michele is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked at Kalil Bottling Co for nine years and held positions at Walmart and Costco. Outside of advising, he is a 50% owner and manager of Yolo Rentals LLC, where he handles payment collection, maintenance, and bookkeeping. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Trever Rogers is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience in customer service and energy-related roles. 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.

Shannon Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill in 2019, Baker worked at Charles Schwab and Bank of America. Outside of finance, Baker works part-time with Uber delivering rides and food and is employed as a security guard with Rooke LLC. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Michael Rasmussen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brenda Gerardo Vejar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Arizona Medicare Helpers for five years and held positions at Insurus and ABC Insurance. 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.

Payden Foubert is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation and has been with Merrill since 2026. Their prior experience includes roles at Safeway and a period of studies at Arizona State University. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Calvin Vanness is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is concurrently involved with Taylor Made Golf Co as a Demo Tech, supporting golf club demonstrations and orders in the Scottsdale and Phoenix areas. Prior to Merrill, he held roles at Bank of America and The University of Arizona. Merrill 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.

Cary Hearn is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of finance, he has experience in entrepreneurial ventures, including a role at Xerophytic Design Inc. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Tallon Seeger is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill, his work background includes roles in academic support and various service positions. 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.

Kacey Mefford is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, Mefford held roles at H&R Block, Uber, PayPal Inc, and Banner Health. Outside of advising, Mefford is currently associated with Uber. 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.

Kyle Mc Coy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Towne Park LLC and held various roles including a position at Arizona State University. Outside of finance, he has experience in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal teams and third-party managers.

Emil Robles is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he serves as the Director of Technology and a committee member for the nonprofit organization Young Catholic Professionals. 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.

Brian Sniegowski is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously worked at Big O' Tires from 2015 to 2017. Outside of his advisory role, he uses the Airbnb platform for short-term rentals of his primary residence. 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.

Shane Wright is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several positions outside the financial sector. 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 accounts.

Michael Lopez Jr. is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, and has six years of industry experience. He has worked at Merrill since 2019 and is currently associated with Bank of America. Prior to his advisory roles, he held positions at Arizona State University, Estrella Mountain Community College, and Lowes. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dylan Zadakis is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of his advisory role, he also works as an Uber driver during nights and weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Jason Finke is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Bank of America, N.A. since 2019 and has a background that includes 17 years at the University of Phoenix. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Connor Modd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, he held positions at Great Lakes Solutions and worked at Michigan 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

L Ross is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.