John Profitt is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2013. He has also been associated with Bank of America, N.A. since 2019. 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.

Carina Montes De Oca Chiman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America and several companies in Arizona, including Raley's Arizona and Bashas' Corporate. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Yturralde is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career prior to Merrill includes roles at Robinhood Financial and positions outside finance, such as at Smart Pest Solutions and various healthcare facilities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Lewis 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 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 various institutional investors.

Andrew Simmons is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. Based in Chandler, AZ, Simmons’s career has been focused within these firms. 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.

Jaycee Meza is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. Jaycee has worked at Bank of America, N.A. and Merrill since 2017. Outside of advisory work, Jaycee is a general partner and managing member of Fiesta Vida RP LLC, a business involved in managing a rental property in Puerto Penasco, Mexico. 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.

Ryan Richardson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Automatic Data Processing. Richardson is based in Chandler, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Lance Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Cylesce Aguilera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Bank of America, Merrill, Redpoint, Nike, Bath and Body Works, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Gilbert is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and Bank of America. Outside of finance, he has been involved with DoorDash since 2022. 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.

Austin Nehls is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, DoorDash, Ball State University, Sonora Investment Management, and Central Connecticut 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sam Gerrety is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, N.A., Trabocca, and Goodpointe Technology. 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, and institutions.

Kevin Gascoyne is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Outside of his advisory role, he serves as treasurer for the Crimson Mountain Homeowners Association, overseeing community plans and expenses. 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.

Marc De Micco is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has held positions in diverse fields including physical therapy and senior living. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Morgan Holleran 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 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Beck is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Bank of America, Morgan Stanley, LPL Financial, and BancWest Investment Services. Outside of his advisory work, he organizes charitable events for nonprofits as part of the Mando Mercs Costume Club, a fraternal group that supports causes such as Make-A-Wish and children’s hospitals through Star Wars cosplay. 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, corporations, and charitable organizations.

Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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.

Andrew Brink 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 and Bank of America since 2017. Brink serves as a successor trustee for a family trust and holds power of attorney responsibilities for a relative. 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 institutions.

John Gondolfo is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011, and previously spent four years at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers both model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roy Smith is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with one year of experience at Merrill. His prior work includes roles at Frost Bank, Chase Bank, Armani Exchange, and Dutch Bros Coffee. 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.