Matthew Ortiz is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has nine years of industry experience. He has worked at Merrill since 2020 and previously held positions at Bank of America, Financial Engines Advisors, and other 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, and institutional investors.

Ramon Chavez is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of his advisory work, he has longstanding involvement with Arizona State University and Estrella Mountain Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, and institutions. The firm uses a range of internally constructed and third-party models, with portfolio implementation tailored to client needs.

Stacey Blake is a financial advisor with Merrill, holding a Series 66 credential and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Outside of advising, she helps manage a family business selling minerals and shaped rocks through an online Etsy store. 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, and institutions.

Corwin Kesen is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016 and previously worked at Little Caesars from 2012 to 2016. 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 and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Jacob Paul is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Vans and Bank of America, N.A. 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, pension plans, corporations, and charitable organizations.

Evan Greer is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill Lynch since 2012. Outside of his advisory work, Greer is involved in hospitality and security roles at local nightclubs and owns a business selling drone components. 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 plans, corporations, and charitable organizations.

Jace Hartley is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. His prior work includes roles at Robinhood Financial, Robinhood Markets, and Bank of America. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Gary Gunsalus is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, JPMorgan Chase, Mercer Global Advisors, and Bank of America. 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 overseen by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Moayd Warrayat is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and J.P. Morgan Chase. He is the sole owner of an unrelated rental property business in Chandler. 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.

Russell Wright is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. 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.

Kathryn Josey is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Vanguard Group, Inc. and Bank of America N.A. She also has experience with Youth on their Own and The University of Arizona. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ephraim Bautista is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked in retail positions at The Gap / Old Navy and Gamestop / EB Games. 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, and institutional accounts.

Sean Howard is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Reebok, Fry's Food Stores, and educational positions at Corona Del Sol High School and Aprende Middle 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hiba Jelahej is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held roles in various sectors including retail and healthcare. 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.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Tanner Brady is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brennan Diamond is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Ironwood Investment Counsel and Barilotti Wealth Strategies, and has multiple engagements with Arizona State University. Outside of his advisory work, he has experience at the Arizona Grand Resort and Spa. 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 investors, and institutions.

Carson Hymas is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is a general partner and managing member of a pizza catering business in Mesa, AZ. 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 a range of clients including individuals, pension plans, and charitable organizations.

Jade Mc Anelly is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to Merrill, she worked at Morgan Stanley and Bank of America, N.A. Outside of finance, her background includes roles in education and the entertainment 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.