Riley Hawkins is a financial advisor at Merrill with four years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2022, he worked at UPS and was involved with Fatbelly Deli & Creamery. He also has a background in education, having worked at Michigan State University and the Cedar Springs School District. 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.

Travis Taff is a financial advisor with Merrill in Chicago, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, he worked at Sony DADC and Grunt Style. 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.

Bola Habib is a Financial Advisor with Merrill Lynch Wealth Management, focusing on areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, and women and wealth. Since joining Merrill in 2020, she has been dedicated to helping clients and their families pursue financial health as part of their overall wellbeing, providing guidance to prepare financially for both anticipated and unexpected events. Prior to her role at Merrill, Bola helped to establish and grow a wellness business, gaining experience in building client relationships. She has a particular interest in supporting women through significant life transitions such as retirement, divorce, or the death of a spouse, as well as assisting families in planning for care beyond the lifetime of the wealth creator. Her approach to wealth management combines a long-term perspective with responsiveness to immediate financial opportunities. Bola works alongside her father, Habib Yousefzadeh, blending traditional knowledge and experience with forward-looking strategies and access to Merrill’s extensive resources. Bola holds a Personal Investment Advisor (PIA) designation and earned her high school diploma from Putnam City North. Outside of work, she is committed to mental health and financial education for women and has completed nine marathons, including the New York City Marathon, raising funds for suicide awareness and prevention. She enjoys cooking, hiking, music, reading, running, traveling, yoga, and spending time with her husband Brandon and their young daughter Sophia.

Crystal Shimizu is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Her career also includes a long tenure at Bank of America beginning in 2007. 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 both model-based and discretionary investment strategies and serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Khadija Said is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and previously spent one year at Axiom Global Inc. Prior to her financial services career, she was employed at American University in Dubai for three years. 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.

Enki Younan is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Robert Half with the Illinois Housing Development Authority, and Bankers Life. 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.

Jerome Moore III is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A. Jerome also operated a small business, Trey's Lawn Care, for eight years. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charlotte Harris is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Bank of America and has held positions in education and hospitality earlier in her career. 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 individuals, high-net-worth clients, and institutional investors.

Alexander Jefferson is a financial advisor at Merrill in Chicago, IL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Merrill, he was associated with Bank of America and Northwestern Mutual in various capacities. 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.

Scott Anderko is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Merrill since 2016 and also has long-term employment with Jewel-Osco since 2013. Outside of his advisory role, he works as a food delivery contractor for Shipt, Inc. and DoorDash, Inc. during non-working hours. 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, and institutions.

Patrycja Richards is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Curion Insights and PNC Bank. Richards is based in Chicago, Illinois. 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 various institutional investors.

Samiyah Nazeer is a Series 66-licensed financial advisor with Merrill in Chicago, IL, with eight years of industry experience. She has worked at Merrill since 2018 and previously held positions at Edward Elmhurst Medical Group and America's Best Contacts and Eyeglasses. 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, institutions, and charitable organizations.

Bryan Smith is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, concurrently with Bank of America, N.A. since 2020. Prior to his career in finance, he worked in the hospitality sector at Eddie V's (Darden) from 2014 to 2017. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight and offers tax-focused investment capabilities as part of its comprehensive service offering.

Caden Eggeling is a financial advisor at Merrill based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Keyence Corporation and Texas Disposal Systems among other roles. He also has experience working in the University of Missouri Athletic Department and briefly in the hospitality industry at Room 38 Restaurant & Lounge. 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, pension plans, corporations, and charitable organizations.

Anthony Russo is a financial advisor at Merrill in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was involved with Danny Boy Brews Works and WestPoint Financial/Massachusetts Mutual. 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.

Scharles Sharpe Crosby is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has previously worked at Charles Schwab, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Bank, and J.P. Morgan Securities. Outside of his advisory role, he is employed part-time in shipping apparel at S & S Activewear in Lockport, Illinois. 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.

Nicholas Kellerhals is a Series 66 licensed financial advisor at Merrill with four years of industry experience. He has worked at Merrill since 2022 and has prior experience at JP Morgan Chase and ATI Physical Therapy. Nicholas is based in Chicago, IL. 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.

Sergio Di Cristofano is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and currently serves at Bank of America, N.A. He has also held positions outside finance, including roles at DoorDash and Flingers Pizza Pub. 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.

David Puka is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Scottrade Inc from 2015 to 2018 before joining Merrill and Bank of America, N.A. in 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm utilizes internal and third-party managers and incorporates strategic asset allocation and tax-aware options in its investment approach.

Joseph Vanyai is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, concurrently serving at Bank of America since 2020. His prior experience includes roles at Northern Illinois University and Target Corporation. 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 provides model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.