Grant Colbert is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill since 2018 and previously held roles at Audi of Morton Grove and the University of Pittsburgh. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Losch is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Merrill and Bank of America since 2017 and previously worked at Midwestern Securities Trading Co and Target. 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 institutional entities.

Arshia Fatima is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works individually with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and guidance, adapting investment plans as clients’ needs evolve over time. Fatima’s expertise includes general investing, retirement planning, and saving for unexpected expenses. She prioritizes understanding each client’s unique priorities to tailor financial solutions accordingly. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fatima earned her bachelor's degree from Pacific Union College and conducts business in both English and Spanish. In addition to her professional work, Fatima is involved with several community organizations including Girls on the Run North Bay, Napa County Hispanic Chamber of Commerce, OSDIA Napa Lodge #2043, and Soroptimist St. Helena Sunrise.

Felice Chillemi is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and nine years of industry experience. Since 2017, Felice has worked at both Merrill and Bank of America, N.A. Outside of advisory work, Felice is the owner of Femina Inc., a limited liability company. 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.

Ehren Scheib 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. Prior to his current role, he was employed by Bank of America from 2020 to present and had previous experience in the hospitality 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Vidas is a financial advisor with Merrill in Chicago, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and optionsXpress, Inc. Outside of his advisory work, he operates a sole proprietorship selling collectibles on eBay and also uploads original music to streaming platforms. 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 supported by internal and third-party managers for a range of individual and institutional clients.

Antonio Munoz is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes positions at Bank of America, Equitable Advisors, and Jackson National Life Insurance. Outside of financial services, Munoz has been involved with Oakland Hills Country Club since 2017 and has connections to educational organizations such as Oakland Christian School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors, combining internal and third-party management with a range of account administration and custody support services.

Daniel Lundeberg is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016, working from 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chris Azzo is a financial advisor with Merrill in Chicago, IL, holding a Series 66 designation and four years of industry experience. He previously worked at Sears Holding Company for six years before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 constructed by internal and third-party teams.

Erik Vinopal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America, N.A., and has held various roles in educational and healthcare organizations. 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.

Jack Wolter is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, Merrill, Pruco Securities, Ron Castrogiovanni, and Prudential Financial. 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 with model-based and discretionary investment strategies constructed by internal and third-party managers.

Che Mc Corry is a Series 66-registered financial advisor with Merrill in Chicago, IL, with seven years of industry experience. Prior to joining Merrill in 2019, Mc Corry worked at MB Financial Bank and Kohl's Department Stores. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Marrero is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to that, he worked at Mission Trading LLC for 15 years. Outside of his advisory role, Marrero is an owner of Cumberland Blues Corp., a corporation that holds a CME Group membership which generates lease payments. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Mark Kosek is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. Prior to that, he spent four years at Walgreens. 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.

John Ivey is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. His prior experience includes roles at Bank of America and teaching positions at the College of DuPage. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Wathen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill, Ernst & Young, Bank of America, and Cetera, among other 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.

Conor Monigal is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked previously at Citigroup and Bank of America - Merrill Lynch. Outside of finance, he is involved with Rover.com, a platform for pet services. 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 individual and institutional clients.

Jaime Bibian is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, AL Garcia State Farm Agency, State Farm Joe Cichon, and Home Depot. 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.

Bryan Sargent is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at AT&T for five years and has held various roles in both education and retail 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Bourke is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Gifts for You Now and The Red Lion, and he attended the University of Illinois Urbana Champaign. 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.