Alexis Gallegos Mendez is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and two years of industry experience. Before Merrill, Alexis worked at Bank of America, Prime Communication, and several other companies across different sectors. 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.

Mark Phillips is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Scottrade. Beyond his advisory role, he is a partial owner of a home and office cleaning business in Chicago. 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.

Steve Caldarola is a Series 66 licensed advisor with six years of industry experience, currently serving at Merrill in Chicago, IL. His prior work includes five years at Arthur J Gallagher before joining Merrill and Bank of America in 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. 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.

David Wilkinson Jr. is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and possessing 13 years of industry experience. His career includes roles at Bank of America, N.A. since 2019 and Merrill since 2017, along with a period as a self-independent trader from 2014 to 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 plans, corporations, and charitable organizations.

Vontae Jackson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Merrill since 2022 and Bank of America, N.A. since 2026. Prior to his financial services career, he worked at Enterprise Holdings and attended Southern Illinois University Carbondale. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, focusing on strategic and tactical asset allocation with tax-aware options for sensitive investors.

Bryan Botta is a financial advisor with Merrill in Chicago, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he works part-time as a rideshare driver for Uber and Lyft. 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 investors, and institutions.

Dominick Passannante is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018 and 2019, respectively. Outside of his advisory role, he sells a personal baseball card collection on eBay. 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.

Sean Cook is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has been with Merrill since 2020, following prior roles at Central Parks Management, Kind Home Solutions, Vivax Pros, Xtreme Trampolines, and Rockin' Jump. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm maintains deep integration with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a diverse range of investment strategies.

Nicholas Lucarelli is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2011. 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.

Daniel Moreno is a financial advisor at Merrill in Chicago, IL, with six years of industry experience. He holds a Series 66 designation and previously worked at Founders Insurance Company for three years before joining Merrill in 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. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Hickey is a financial advisor at Merrill in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Merrill and Bank of America, N.A., as well as prior roles in educational and recreational organizations. 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.

James Leisse is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at Bank of America, N.A. and Charles Schwab. 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.

Wilver Ceballos is a financial advisor with Merrill in Chicago, IL, holding a Series 66 license and eight years of industry experience. He has worked at Bank of America and Merrill since 2012 and attended Elmhurst College from 2016 to 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mujtaba Siddiqui is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank and JP Morgan Securities. Outside of his advisory role, he is involved in entrepreneurial ventures including co-founding a travel app aimed at connecting locals with travelers and engaging in buying and selling Pokémon cards as a hobby. 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.

Kaleb Sather is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2020. Prior to that, he was employed at American Eagle and attended the University of 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Young is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America and the Bill Doran Company. 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.

Jose Bedolla is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He also has experience with Paramount Catering and was involved with YearUp in 2023. 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.

Michael Mc Carthy is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2018 and previously spent two years at Capital One. His current role also includes experience with Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Ryan Bowman is a Series 66-licensed financial advisor at Merrill with five years of industry experience. He has worked at Merrill since 2020 and also holds a position with Bank of America, N.A. Prior to his financial career, he was employed at One Main Financial and has experience outside finance at Reams Meat Market and Northern Illinois University. 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.

Ying Qin is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings over 30 years of experience working in roles including controller, corporate finance analyst, and wealth management advisor. Ying focuses on areas such as corporate executive services, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. Ying holds a master’s degree from Rutgers, The State University of New Jersey, and a bachelor’s degree from East China Institution of Technology. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both English and Chinese, Ying aims to develop personalized financial strategies tailored to her clients' long-term goals.