Evelyn Marrero is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, along 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.

Jose Rodriguez Torres is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and assist in developing short-, mid-, and long-term financial goals. His advisory services include general investing, retirement planning, philanthropic planning, and addressing unexpected financial needs. Jose also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions, ensuring comprehensive support for clients’ financial concerns. Raised in the Dominican Republic by parents with banking backgrounds, Jose developed an early interest in guiding clients beyond transactions toward meaningful financial objectives. He holds a Bachelor's Degree from American University and a High School Diploma from Carol Morgan School. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jose is a member of Sigma Chi Fraternity and communicates fluently in both English and Spanish. Outside of his professional role, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family and his Standard Schnauzer, Mangu.

Omid Airomloo serves as a Resident Director at Merrill Lynch Wealth Management. He is a financial advisor who emphasizes delivering realistic and experienced guidance to clients, focusing on preserving capital and setting achievable expectations. Omid joined Merrill Lynch Wealth Management in 2008, contributing to the development of a service model centered on personalized client dedication. Omid's expertise encompasses family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing, among other areas. He believes in fostering lifelong client relationships to support retirement plans and wealth strategies over time. His approach to wealth management relies on discipline, planning, and long-term guidance. He holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Omid earned a bachelor's degree, and two master's degrees — an MBA and a Master’s degree in information technology and computer systems — all from the University of Florida. He is fluent in English and Persian, and he is a member of the Kiwanis Club of Little Havana. Outside of work, he enjoys basketball, football, and spending time with his family.

Isaac Maestre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2022 as a First Vice President and Financial Advisor. Isaac works with executives, professionals, and business owners with $2 million or more in EBITDA to plan for their retirement, including assisting business owners in determining their true enterprise value using the Merrill Personal Wealth Analysis® framework. Isaac holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation. He provides comprehensive advice in areas such as business valuations and exit planning, retirement planning and portfolio management, stock option analysis and concentrated stock strategies, commercial real estate lending, and trust and estate planning services. As a qualified Portfolio Manager, he builds and manages custom investment strategies and selects from various Merrill model portfolios and third-party investment options to help clients pursue their objectives. An alumnus of Florida International University, Isaac earned both his Bachelor's degree in Political Science and a Master of Business Administration (MBA) from the Chapman School of Business. He is a native Miamian of Cuban descent and is fluent in Spanish. Isaac lives in South Miami with his wife Elaine and their two children. In his spare time, he enjoys swimming, cooking, traveling, painting, photography, and spending time with his family.

Kelley Mckee is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, UBS AG, and Yale 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Gonzalez is a financial advisor with Merrill in Coral Gables, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill Lynch since 2008 and previously spent time at Ameriprise. Ryan has also been associated with Bank of America since 2026. 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 across a range of client types, including individuals, high-net-worth clients, and institutional investors.

Vera Aguila Roehr is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch and Bank of America since 2017 and 2018 respectively. Roehr serves as an alternate appointee as a parent member for the District Wellness Advisory Committee with Miami Dade Public Schools. 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.

Lynn Padro is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Merrill in 2020, Padro worked for Axa Advisors, LLC for six years. He serves as an officer of Padro & Company but has no active role in the business. 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 organizations.

Iselle Obregon is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, concurrently serving at Bank of America, N.A. since 2018. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Luisa Oropeza Filardo is a financial advisor at Merrill with ten years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bolton Global Asset Management over her career. Outside of advising, she is the owner of TRO Office Holdings LLC and serves as a trustee of The TRO Holding Trust, both entities unrelated to her investment work. 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.

Teresa Weintraub is an International Wealth Advisor at Merrill Lynch Wealth Management, where she serves high net worth families with wealth management and estate planning. She joined Merrill Lynch in January 2016 as a Managing Director and Financial Advisor. Teresa leads The Weintraub Adessi Group, which was recognized on the 2024 Forbes “Best-in-State Wealth Management Team” list. With over 40 years of experience, Teresa has a background that combines law and wealth management. She holds a B.A. and a J.D. from Boston College and is a member of The Florida Bar. Teresa began her career as a tax attorney for Exxon Corporation before moving to the University of Miami’s Development Office. She then transitioned to wealth management at Northern Trust, becoming a Vice President and Trust Officer. Later, she served as President and CEO of Fiduciary Trust International of the South, one of Florida’s largest trust and investment management companies, before joining Merrill Lynch. She maintains FINRA Series 7 and 66 registrations and does not provide tax or legal advice in her current role. Teresa has contributed extensively through lectures and writings on leadership, trusts, estates, and charitable gift planning. She has been active in various not-for-profit boards and was the President of the Global Board of the International Women’s Forum from 2016 to 2018, receiving its Leading Light Award. In 2023, she was honored with the Silver Medallion at the MCCJ Humanitarian Awards Dinner for her community work. Teresa was born in Havana, Cuba.

Rolando Handal is a Senior Resident Director and International Wealth Advisor based in Coral Gables, Florida. He specializes in assisting high-net-worth families, including business owners, C-suite executives, and physicians in the United States and abroad, in navigating the complexities of wealth management. His practice emphasizes personalized financial planning that addresses the unique needs and objectives of each client. With over 28 years of experience in the financial services industry, Rolando offers a wide range of capabilities such as investment management, portfolio construction, estate planning services, tax optimization strategies, alternative investments, and lending through Bank of America. His areas of focus include divorce transition planning, family wealth management strategies, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. Rolando holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor® (CPFA). He earned a Bachelor of Arts in International Relations from Florida International University and a Master of Business Administration from the University of Miami. Outside of his professional work, Rolando enjoys traveling, boating, fishing, attending sporting events, and spending time with his wife, Karla, and their two children, Andrea and Daniel.

Elsio Suengas is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 15 years before joining Merrill in 2022. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Moon is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley for five years and held positions at RBB Communications, Drones Nerds, Inc., and IMG. 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 individual, high-net-worth, corporate, and nonprofit clients.

Nancy Castillo is a financial advisor with Merrill in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Citigroup, and Morgan Stanley. She serves on the finance committee of the Miami Springs Seventh-day Adventist Church, contributing to the review of the church’s financial matters. 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, and institutional investors, supported by internal and third-party portfolio management.

Andre Leal is a Financial Advisor at Merrill Lynch Wealth Management. He provides advisory support to private clients, assisting in the implementation of investment strategies aligned with clients' financial objectives, risk profiles, and long-term investment horizons, ensuring compliance with internal policies and regulations. His experience includes market analysis and ongoing monitoring of fixed-income instruments, including exposure to international markets, consistent with established investment guidelines and client needs. Andre collaborates with internal teams to support the construction and tracking of diversified portfolios in line with defined investment policies and guidelines. Prior to joining Merrill in 1999, he worked at Salomon Smith Barney in San Francisco, focusing on market analysis and investment research support. Earlier, he contributed to market development projects at BMW in Munich related to operations in Brazil. Born in Brazil, Andre has been educated in the United States since secondary school. He holds a Bachelor of Business Administration in International Business with minors in German and Computer Science from the University of San Francisco. He earned the Certified Investment Management Analyst (CIMA) designation through executive education at The Wharton School of the University of Pennsylvania, awarded by the Investments & Wealth Institute. He is fluent in English and Portuguese and has professional working knowledge of Spanish and German.

Julio Mendoza serves as an International Wealth Advisor with Merrill Lynch Wealth Management in Miami, Florida. Since joining the firm in 1988, he has focused on addressing the financial priorities of high-net-worth individuals and families through personalized attention and customized portfolio strategies. Julio emphasizes a disciplined approach that simplifies clients’ financial lives while helping them identify and prioritize a range of goals, including estate planning, investments, wealth transfer, and retirement income. He also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., to incorporate credit and lending solutions into comprehensive financial strategies. Julio holds a Bachelor of Science degree from Florida State University's College of Business and a Master of Business Administration from Florida International University. He carries the designation of Personal Investment Advisor (PIA). Committed to client trust and resource optimization, Julio integrates his professional expertise with a philosophy of working closely with clients to develop personalized financial strategies aligned with their long-term objectives. He is also engaged in community volunteer activities as part of his participation in the Merrill tradition of service.

John Flasco is an International Wealth Advisor and serves as the team leader of The JET Group at Merrill Lynch Wealth Management. With 51 years of experience, his expertise spans global corporate finance, investment banking, trust and estate planning, asset and liability management, and goals-based wealth management. He has developed long-term personal relationships with clients and their extended multi-generational families. Born to American parents in Caracas, Venezuela, John was raised in Latin America and Europe. He holds a Master's degree in International Management from the American Graduate School of International Management (formerly "Thunderbird") and a Bachelor's degree from the University of Miami. Prior to joining Merrill Lynch Wealth Management in 1996, he held positions including President and Regional Managing Director of Bankers Trust Company's Southeastern U.S. Private Advisory Services division, President and CEO of Americas Capital Management, Private Wealth Advisor at Goldman Sachs & Co., and Senior Vice President and Area General Manager for Bank of America's corporate and institutional finance, retail banking, and wealth management activities in various countries. John is fluent in English and Spanish and has a working knowledge of Portuguese. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, philanthropic planning, special needs planning strategies, women and wealth, and tax minimization. Outside of his professional role, John enjoys music, running, spending time with his family, and traveling.

Esteban Prellezo is a Private Wealth Advisor at Merrill Private Wealth Management. Since beginning his career at Merrill in 1984, he has focused on assisting families and business owners with financial decisions that align with their most important priorities. He collaborates actively with his clients to help them achieve financial freedom, well-being, and legacy. Esteban's expertise encompasses areas such as college education planning, corporate executive services, divorce transition planning, executive compensation, legacy planning, philanthropic planning, and tax minimization. He holds a Bachelor's degree from the University of Miami, and he has earned the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations through the Investments & Wealth Institute. He is also a member of the Investments and Wealth Institute professional organization. Fluent in English, Spanish, and Portuguese, Esteban integrates his knowledge and credentials to support the diverse needs of his clients.

Joanna Navarrete is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America since 2016. 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.