Jaden Tung is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Merrill, he worked at Wells Fargo and Guardian Life. He has also been affiliated with the University of Arizona in various roles over several years. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gulbano Ali is a financial advisor at Merrill with a Series 66 license and two years of industry experience. Prior to joining Merrill in 2022, she worked at Lyft from 2020 to 2022 and is currently also affiliated with Bank of America, N.A. She owns a rental property business managed by her husband. 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.

Michael Bueno is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior positions include roles at Bank of America N.A., Robinhood Financial, Charles Schwab & Co., and The Vanguard Group. 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 plans, corporations, and charitable organizations.

Michael Buco is a financial advisor with Merrill based in Chandler, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with Bank of America since 2015 and Merrill Lynch since 2014. Outside of his advisory role, he is the owner of a rental property business in Providence, Rhode Island. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Schramm is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America, N.A., and held various roles outside the financial industry, including positions at Red Robin and the Jewish Community Center. 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.

Clayton Hoyle II is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A., Merrill, University of Arizona Global Campus, Bridgecrest, Medical Revenue Experts, and Chandler Gilbert 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Evanson is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Bank of America, N.A. and Merrill 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Richard Penick is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and several firms in the recruiting and technology sectors. 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.

Brandon Sherman is a financial advisor at Merrill in Chandler, AZ with nine years of industry experience. He has held a Series 66 designation and has been with Merrill 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 managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wieczorek is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, Charles Schwab, and 1 Stop Money Centers. Merrill 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.

Amberlie Mc Cutchan is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, American Express, Amazon, and Sethi Management. 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, institutions, and charitable organizations.

Alexander Kalos is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and Bank of America, N.A. since 2019. 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.

Jose Aun is a financial advisor at Merrill in Chandler, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2021, with prior roles including positions at Bank of America and The Vanguard Group. 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.

Shea Gerrety is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Gerrety held roles at Bank of America, N.A., U.S. Bank, and Signature Consultants. 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 various organizations.

Noah Devine is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, his work history includes roles outside the financial industry, such as managing a business related to pool table services that did not conduct active operations. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Ilana Jenkins is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, and has nine years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she owns and operates an online retail business selling crystals. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Cohen is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he works as a delivery driver for several services including DoorDash and Uber Eats. 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.

Giselle Sanchez Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and held roles outside the finance industry, including positions at Saam Delivers LLC and Estrella Community College. 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.

William Mcentegart is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he is an equity partner in a family-held business, JWRS Enterprises LLC, which provides non-medical companion care services through an AmeriCare franchise. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies by internal Chief Investment Office teams and third-party managers for individuals, institutions, and charitable organizations.

Auriauna Compton is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior work experience includes positions at Bank of America, the Communication Center for the Deaf and Hard of Hearing, and Texas Tech 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.