Ivanaida Maldonado is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience in various industries, including roles at Sage Pain & Recovery, Irregardless Cafe, and G's Enterprises North Carolina. 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.

Cheyenne Baldelli is a financial advisor at Merrill with Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Merrill and Bank of America since 2020 and previously held roles at Citizens Bank, Liberty Bank, Gateway Community College, and House of Bones. 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 with model-based and discretionary investment strategies.

Zachary Swayze is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2026, he worked in various roles outside the financial services industry, including positions at Jersey Mike's Sandwiches and Qdoba, as well as roles during his time at the University of North Carolina at Wilmington and Central Piedmont Community College. 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.

Johann Eissler is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America, Ameriprise, and Consolidated Planning Inc. among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ian Shanklin is a financial advisor at Merrill in Charlotte, NC, holding Series 65 and Series 63 licenses. He has been with Merrill since 2026 and has prior experience working at The Long Run and North Carolina 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefanie Milwood is a financial advisor at Merrill with nine years of industry experience, including ten years at Merrill. She holds Series 63 and Series 66 licenses and is based in Charlotte, NC. 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 individual, high-net-worth, and institutional clients.