Aalyssa Mitchell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in the mortgage banking sector and worked at Scotiabank Trinidad and Tobago and Digicel. 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.

Thomas Duke III is a financial advisor at Merrill with a Series 66 designation and under two years of industry experience. His prior work includes roles at Bank of America and a variety of positions outside the financial sector, including at Topgolf and a restaurant business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Jackson Bobinski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Hardhat Workforce Solutions, BluSky Restoration, Lowe's Home Improvement, and Federal Express Corporation. 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.

Rylee Billings is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Rylee worked at Edward Jones and has professional experience in retail 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Nicholas Royster is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has experience working at several firms, including Auerbach Grayson & Company and RDR Insurance Services, and has held roles in educational institutions such as Phillips Academy and Ardrey Kell High School. 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.

Michael Fink is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at The Vanguard Group, NVR Mortgage, Better Mortgage, and Bank of America. Outside of finance, he was involved with Deanos Patios, LLC. 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.

Larry Rhabb Jr. is a financial advisor at Merrill based in Charlotte, NC. He holds a Series 66 designation and has been with Merrill since 2026. Prior to joining Merrill, he held various roles in industries including fitness, education, and plumbing. Merrill, along 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 to individuals, high-net-worth clients, and institutional investors.

Alyson Kreifels is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and WAFD Bank. Outside of her advisory role, she is an independent Amway business owner involved in direct sales of health, beauty, and home products. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering investment approaches that include strategic asset allocation and tax-aware options.

Amanda Quinn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, alongside roles at Bank of America and U.S. Bank. Outside of her advisory work, she serves as a golf attendant at Tempo Golf Club and is a board member for the Barringer Square Homeowners Association. 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, and institutional investors.

Peyton Godbey is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Equitable Advisors and Bank of America, N.A. He is also involved in coaching, serving as a soccer coach for a U14 girls team at Charlotte Soccer Academy. 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, high-net-worth clients, and institutional investors.

Christopher Ekstrom is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2020, following positions at Fifth Third Bank, Oneamerica Securities, and American United Life. Outside of his advisory role, he is a general partner and managing member of Lil & Clem Sales, LLC, assisting with administrative duties. 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.

Artez Powell Jr. is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at ReBalance and various fitness and insurance-related businesses. He serves in the U.S. Army Reserve, a role he has held 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tia Moore is a Series 66 licensed financial advisor with Merrill, based in Charlotte, NC, and has two years of industry experience. She previously worked at Thrivent Financial and Truist Bank, among other institutions. Outside of her advisory role, she is the managing member of two for-profit companies focused on business and community development and real estate. 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.

Brody Rowan is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he held positions at Target, LPL Financial LLC, Northwest Bank, and Penn State Libraries. 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 with model-based and discretionary investment strategies.

Ryan Bogert is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses. He joined Merrill in 2026 after roles at Bank of America, N.A., and several other financial firms dating back to 2023. Prior to entering the financial industry, he worked in various roles including at the University of North Carolina at Charlotte and Instacart. 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.

Thomas Robinson is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Ameriprise, where he spent two years, as well as self-employment and positions outside the financial industry. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cory Morris is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Bank of America, Vanguard Marketing Corporation, The Vanguard Group, and Wells Fargo Advisors. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Holmes 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 positions at Northwestern Mutual and worked in several other non-financial roles, including at Aquatech Pool Management and Autobell. He also has an academic background from Clemson 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carson Condu is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to Merrill, he held positions at Bank of America and several businesses in various industries. 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 designed for individuals, high-net-worth clients, corporations, and charitable organizations.

Shaun Riley is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America and The Vanguard Group. Outside of his advisory work, he has worked as a driver for Lyft, Uber, and Amazon in a consulting capacity. 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, institutions, and charitable organizations.