Kyle Kramer is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Bank of America and Morgan Stanley. 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.

Ethan Alvarez is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2020. His prior experience includes roles at Bank of America, Republic Services, and State Farm Insurance. 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.

Matthew Fernandez is a financial advisor at Merrill with 12 years of industry experience. He has been with Bank of America and Merrill since 2014 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Kealey is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013. Outside of his advisory role, he is associated with a family business, Sugar Dreams Cakes and Things, primarily managed by his wife. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ingrid Sabatina is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has one year of industry experience. Prior to joining Merrill, she held roles at Grand Canyon University, Horizon Hospitality, and several other organizations across diverse 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, pension plans, corporations, and charitable organizations.

Adam Martin is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Vans from 2015 to 2022 and Gamestop from 2010 to 2018. 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.

Jarret Hauch is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having 16 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he engages in freelance creative writing, including movie screenplays. 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 individuals and institutions.

Matthew Hamami is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes a role at Graystoke Capital Partners and various non-financial positions. Outside of advising, he operates a side business renting cars and works as an independent contractor delivering food. 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.

Emaad Tareen is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of California, Santa Barbara, and DM Baker Media Relations. 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.

Wesley Jones is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at both 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 for individuals, high-net-worth clients, and various institutional investors.

Jacob Loel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, American Philanthropic, and Amazon. He has also been involved with nonprofit organizations such as the Catholic Community Foundation. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jurate Mayer is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2017, following a two-year tenure at Wells Fargo Bank. Outside of her advisory role, she owns a sole proprietorship related to investment property. 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.

Robert Dierking 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 Osaka Japanese LLC. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Bond is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2014 after working at VOYA Financial Advisors, Inc. from 2007 to 2008. Outside of his advisory role, he volunteers as a football coach at Queen Creek High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Patino is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and The Arizona Group. Outside of his advisory role, Patino serves as a wrestling coach for the Deer Valley Unified School District in Phoenix, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, and institutions, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Canute Underwood is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously was involved with REB Ventures from 2015 to 2018. Outside of finance, he owns a catering business called AZ Pig in a Box. 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 clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Clark is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He has worked at several firms including Bank of America, N.A., Edelman Financial Engines, and The Vanguard Group. Outside of advisory work, he manages websites and marketing efforts for small business owners through his own company, Bobby Clark, LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Juan Ortiz Jr. is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. Based in Chandler, AZ, he has worked at Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Aaron Clark is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Ryan Paulson State Farm. Outside of his advisory work, he is the sole owner of a rental property 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 strategies for a range of individual, institutional, and charitable clients.

Jovann Lewis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Gila River Telecommunications Corporation. Outside of his advisory role, he creates fishing content through a separate business venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored to different investment strategies.