Nathan Scott is a financial advisor at Merrill with a Series 66 designation. He joined Merrill in 2026 and has prior experience at Northern Trust Corporation from 2022 to 2026. His background also includes roles outside of finance, such as legal work and counseling services. 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 institutions, supported by internal Chief Investment Office teams and third-party managers.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carlin Whelpley is a Series 66 licensed advisor with Merrill, based in Chandler, AZ, and has six years of industry experience. Prior to joining Merrill, he held roles at Oakley and various sales and educational organizations. He also has experience outside finance, including involvement with Delete Tattoo Removal & Laser Salon and Fortitude VBC. Merrill offers managed account services through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutions. The firm integrates strategic asset allocation and tax-aware options, with trade execution and account administration supported by its affiliation with Bank of America.

Christopher Hill is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Robinhood Financial, Charles Schwab, ZipRecruiter, T-Mobile, and Silicon Valley Bank. Merrill, together 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.

Andrea Kiermeier is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Merrill and Bank of America since 2013 and briefly at Charles Schwab in 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. Merrill, together 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 a variety of clients including individuals, high-net-worth clients, and institutions.

Christopher Sullivan is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Merrill in Chandler, AZ, and has previously worked at Charles Schwab and Comcast. 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.

Rico Olivas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. He also served in the U.S. Army from 2015 to 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Justin Ramirez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously worked at Bank of America, N.A., Airbox Pure, and Universal Wireless-TCC wireless. 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.

Jacob Shures is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2026. 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.

Beenish Aslam is a financial advisor at Merrill with Series 66 registration and one year of industry experience. Prior to joining Merrill, she held various roles in educational institutions, including Scottsdale Unified School District and Think Through Academy High School in Phoenix. Merrill, in conjunction 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 individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Cameron Mc Kissic is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He owns KingStreet Empire Clothing LLC, an online clothing business that aims to inspire and provide resources to youth on success and financial literacy. Additionally, he serves as a sprint coach for Chandler Unified School District #80. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Jason Rolon is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. His prior work includes several years at Educational Testing Service and Basis.ed before joining Merrill and Bank of America. Merrill, along 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 a variety of client types, including individuals, high-net-worth clients, and institutions.

Sandra Rihani is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and concurrently at Bank of America, N.A. since 2020. Prior to her current roles, she was employed at Active Life Inc. from 2014 to 2018. 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.

Michael Gaddis is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America 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 a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Robert Meyer II 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 and Merrill since 2012, with a brief tenure at Edward Jones. Outside of his advisory role, he is involved in a small-scale rental property investment business. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Loewe is a financial advisor with Merrill in Chandler, Arizona, holding the Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, Loewe owns and manages several businesses including a digital media agency, a marketing firm, and a company providing specialized services for clients affected by DUI charges. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Fierro is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is also associated with Bank of America, N.A. Outside of his advisory role, Fierro owns and manages Chandler Tech Help, a small business providing technology assistance services such as smart home setup and smartphone guidance. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 constructed by internal and third-party teams.

Kevin Boogaard is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2017. 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.