Monika Bennett is a Series 66 licensed financial advisor with Merrill in Dallas, TX, bringing 26 years of industry experience. She has worked at Merrill Lynch since 1999. Outside of her advisory role, she serves on the board of the Keller Cheer Booster Club and is involved in scholarship selection and club leadership activities. 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, and institutions.

Stacy Shirley is a financial advisor with Merrill in Dallas, TX, holding a Series 66 credential and 26 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she owns Gringo Honeymoon LLC, a personal limited liability company associated with farmland and ranch equipment. 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 model-based and discretionary investment strategies.

Fionnuala Wehrman is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, and LPL Financial. Wehrman is also associated with 360 Wealth Management, LLC. 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.

Nicholas Connor is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cheri Nelson is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to Merrill, she was with Capital One Investing and MoneyGram Payment Systems. 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 plans, corporations, and charitable organizations.

Sloane Gaddie is a financial advisor at Merrill holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, Gaddie worked at Goosehead Insurance and Kavanagh Consulting. 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 plans, corporations, and charitable organizations.