Benjamin Norrie is a Resident Director at Merrill, where he applies his expertise as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In his role, he focuses on helping clients build long-term wealth through thoughtfully designed wealth plans. Benjamin's areas of experience include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, ESG investing, tax minimization, and retirement income. He works to provide financial guidance that empowers clients to pursue the lifestyle they desire with confidence. He holds a Bachelor's Degree from Purdue University and is involved with Covenant House of California. Outside of his professional pursuits, Benjamin enjoys biking, boating, cooking, hiking, spending time with his family, and traveling.

John Coon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the global resources of Merrill Lynch and the banking services of Bank of America, N.A., to serve affluent clients. He has been a professional in the financial services industry for over ten years. Prior to joining Merrill Lynch in 2018, John worked at Catalyst Funds, Lightstone Capital Markets, and Grubb & Ellis Realty Investors. John earned a bachelor's degree from the University of California system and holds Series 7, 24, 63, and 65 FINRA registrations. He also holds designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His client focus areas include corporate executive services, executive compensation, and tax minimization. Born and raised in Newport Beach, John lives there with his wife and two children. He played volleyball at UCLA, contributing to teams that won NCAA Division I titles in 1998 and 2000. John is a previous board member of the Pediatric Cancer Research Foundation. In his free time, he enjoys surfing, fishing, playing guitar and piano, and coaching his son's baseball team.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Andrej Simunac is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in El Segundo, California. He works closely with clients from diverse backgrounds, including professionals such as doctors, dentists, CPAs, attorneys, as well as executives and business owners. Andrej aims to help clients assess their readiness for financial freedom by integrating various aspects of their financial lives, including investments, wealth planning, lending, cash-flow, wealth transfer, and savings. Since beginning his career in banking and wealth management in 2006, Andrej has accumulated over fifteen years of experience. He started as a Licensed Banker at Wells Fargo before joining Merrill in 2011. After a period as a Private Banker at Wells Fargo, he returned to Merrill in 2022. He holds a Bachelor's Degree in Marketing and Management from California State University Northridge and is a Personal Investment Advisor (PIA). Andrej is fluent in Serbo-Croatian, German, and English. Outside of his professional role, Andrej enjoys spending time with his wife and three children. He engages in outdoor activities such as paddling, kayaking, running, hiking, and backpacking in the Sierras. Originally from the former Yugoslavia, he also enjoys traveling and is knowledgeable about destinations like Croatia and Mexico. Andrej donates blood as part of his community involvement.

Miles Irish is a financial advisor with Merrill in El Segundo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill since 1992 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with Running2win.com, a running training log website that serves elite, collegiate, and high school cross country teams. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 a range of clients including individuals, institutions, and charitable organizations.

Marc Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial guidance since 1987, working with high-net-worth individuals and business owners to address a broad range of financial needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income solutions. Marc holds a Bachelor's degree in Economics from the University of California, Santa Barbara. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is also a member of the Ed Slott Elite IRA Advisor Group. Marc’s approach centers on collaborating closely with clients to create personalized financial strategies aligned with their long-term goals. Outside of his professional work, Marc enjoys running, skiing, surfing, swimming, and spending time with his family.

Seth Wensel is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. He previously worked at Citibank and TD Bank before joining Merrill in 2021. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Perez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities and Paychex Inc. Outside of his advisory role, he provides baseball coaching and development advice to his son and his son's teammates. 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, using model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Navas is a Financial Advisor at Merrill Lynch Wealth Management. He works with successful individuals, executives, entrepreneurs, and families to help preserve, manage, and grow their wealth responsibly. His clients often seek his guidance in navigating complex financial decisions and gaining access to resources through specialized professionals available at Bank of America. Kevin assists clients in preparing for financial challenges, identifying opportunities to strengthen their financial position, and implementing strategies tailored to meet their unique goals. Kevin graduated with honors from California State University of Fullerton, earning a Bachelor of Arts in Business Administration with a concentration in Finance. Before joining Merrill Lynch, he gained experience at New York Life and Wells Fargo, where he developed knowledge in the role life insurance investment vehicles play within customized financial plans. He also learned the importance of integrating banking relationships to help clients achieve their financial objectives through coordinated wealth strategies. He holds the Accredited Wealth Management Advisor™ (AWMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations.

Elena Peterson serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to understand their current financial needs and presents solutions available through Merrill and Bank of America. Elena holds the professional designation of Personal Investment Advisor (PIA) and earned a Master's Degree from Saint Petersburg State University. Her approach involves assisting clients in identifying what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

Elizabeth Han is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Elizabeth helps individuals and families navigate the complexities of building, preserving, and transferring wealth through a planning-first approach that emphasizes understanding clients' personal perspectives and priorities. With seven years of experience at JPMorgan Chase prior to transitioning into wealth management, Elizabeth specializes in family wealth management strategies, philanthropic planning, small business strategies, women and wealth, and tax minimization. Her expertise includes goals-based planning, investment management aligned with risk tolerance and objectives, retirement income strategies, and tax and estate planning coordination alongside attorneys and tax professionals. Elizabeth earned her bachelor's degree from Queens College. In addition to her professional pursuits, she enjoys camping, hiking, rock climbing, yoga, and spending time with her family. She is involved in community activities such as UpENDing Parkinson's and serves as a Belayer.

Johanna Mc Gee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies designed to align with each client's long-term goals. Johanna works with a range of clients including professionals, business owners actively building their wealth, and individuals approaching or in retirement. Her areas of focus include investments, long-term strategy, pre-retirement analysis and planning, savings and cash flow management, lending access, and specific client needs such as college education planning, divorce transition planning, family wealth management, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Johanna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned an Accredited Certificate Program from American Junior College. Fluent in English and Spanish, Johanna and her team strive to build close and enduring client relationships by offering guidance based on thorough understanding and thoughtful decision-making. Residing in South Bay since 2000, Johanna is actively involved in her community, volunteering with organizations such as Baby2baby and Feed My Starving Children. Outside of her professional work, she enjoys a variety of activities including dancing, hiking, music, painting, soccer, table tennis, traveling, watching movies, yoga, and spending time with her family.

Kyle Agonia is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Torrance/El Segundo office throughout his career. With over 25 years of experience in wealth management strategy, he advises individuals and families by developing personalized wealth strategies focused on high-quality assets that generate dividends and interest. Kyle’s expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and serves as a Portfolio Advisor in the Merrill Investment Advisory Program, where he helps clients meet their investment objectives by recommending a variety of investment strategies and portfolios. He earned a bachelor’s degree from the University of Southern California. Outside of work, Kyle enjoys baseball, chess, football, golfing, spending time with his family, and traveling.

David Adishian is a Wealth Management Advisor and Managing Director leading the Adishian Group at Merrill Lynch Wealth Management. For over two decades, he and his team have provided financial guidance to individuals, executives, entrepreneurs, and their families. Their expertise includes wealth preservation and growth strategies, particularly following significant financial transactions or life events. The group also supports businesses in key industries such as transportation, real estate, apparel, manufacturing, entertainment, technology, and sports with services including lending and cash management. David holds a Bachelor’s degree in Business Economics from the University of California at Santa Barbara, where he graduated with Omicron Delta Epsilon honors, and a Juris Doctor from Pepperdine University School of Law, where he was a Margaret Brock Scholar. He maintains professional designations including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®, and is a member of the State Bar of California. David actively participates in the community through roles with organizations such as the Los Angeles World Affairs Council & Town Hall, the University of California, Santa Barbara Foundation, the Petersen Museum’s CF200 Executive Committee, and the Manhattan Beach Education Foundation. His approach centers around understanding clients’ life priorities to create personalized financial plans tailored to their goals and aspirations. David has been recognized by Forbes as one of the “Best-in-State Wealth Advisors” for eight consecutive years, reflecting his commitment to delivering consistent, disciplined wealth management services. Outside of his professional work, David enjoys biking, hiking, and spending time with his family.

Diederich Rivas is a Financial Advisor at Merrill Lynch Wealth Management, where he leads a team dedicated to assisting families, individuals, and successful business owners in developing comprehensive, long-term financial strategies. His approach connects all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. Diederich and his team guide clients through a detailed discovery process to articulate and prioritize short- and long-term financial objectives, providing personalized attention supported by the global resources of one of the world's largest financial services firms. He offers expertise in various financial areas, including personal retirement planning, portfolio management services, and tax minimization. Diederich and his team help clients prepare for retirement lifestyles, education funding for children and grandchildren, wealth transfer, legacy establishment through family foundations and philanthropy, diversifying business interests, lending through Bank of America, and investment strategies. He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Diederich holds several professional designations, including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the California State University System. Outside of his professional role, Diederich enjoys cooking, golfing, and traveling, and communicates fluently in English and Spanish.

Joseph Dallape is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to each client's unique goals and financial situation, leveraging the investment insights of Merrill and the banking and lending services of Bank of America. Joseph holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Southern California. Committed to community involvement, Joseph participates in volunteer activities within the communities he serves.

Oscar Izaguirre is a Series 66-licensed financial advisor with Merrill, based in El Segundo, CA, and has 18 years of industry experience. He has been with Merrill Lynch since 2006 and joined Bank of America, N.A. in 2025. 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, and various institutional investors.

Kelly Kohagura is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill Lynch since 1999 and holds the Series 66 designation. 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.

Edward Rakosky is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique financial goals of his clients. His expertise spans a variety of areas including education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, socially responsible and ESG investing, as well as services for endowments, foundations, non-profits, defined benefit plans, small business strategies, and sports and entertainment sectors. Edward holds several professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the State University of New York and a Master's Degree from Pepperdine University. Outside of his professional duties, Edward is involved in his community and currently serves as President of the Saint John Bosco Homerun Club. His personal interests include a wide range of outdoor and athletic activities such as baseball, basketball, biking, football, golfing, racquetball, rock climbing, running, and yoga, as well as spending time with his family.

Glen Ferrand is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 1996 at Merrill Private Wealth Management in Geneva, Switzerland. Glen and his team provide wealth management strategies and services to individuals, families, foundations, and institutions, focusing on risk management and customized financial strategies. He holds several professional designations, including Chartered Financial Analyst (CFA®) Charterholder, Certified Financial Planner (CFP®) Professional, Financial Risk Manager (FRM®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Divorce Financial Analyst (CDFA®) Professional. Glen is a regular member of The Global Association of Risk Professionals and serves as an active committee member of the Ethics & Advocacy Group within the Los Angeles Society of Financial Analysts. He earned a bachelor's degree from Ecole de Commerce and speaks French, German, and English. Glen currently resides in Manhattan Beach with his wife and three children. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and retirement income. He is also involved with the Los Angeles Society of Financial Analysts through committee work.

Michael Hardin is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management services. His investment advisory practice focuses on delivering personalized strategies that address the unique ambitions and priorities of his clients. Michael’s areas of expertise include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, and Portfolio Management Services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California System.

Michael Martinez is a financial advisor with Merrill in El Segundo, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Bank of America and J.P. Morgan Chase. Outside of his advisory work, he serves as Vice President of CM Educational Consulting, Inc., an educational engineering program consultant and manager. 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.

Rita Sethy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the RVS Group. In her role, she provides strategic financial guidance to high-net-worth clients, working closely with them to develop personalized wealth management strategies aligned with their real-world objectives. She emphasizes building deep, multi-generational relationships to address both financial and interpersonal dynamics tied to substantial wealth. With extensive expertise in areas such as family wealth management, legacy planning, tax minimization, and services for defined benefit and contribution plans, Rita combines sophisticated strategies to manage intricate financial matters. She holds numerous professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Rita earned a Bachelor's degree from The Open University and is fluent in English and Hindi. Outside of her professional pursuits, she enjoys playing tennis, music, reading, spending time with family, and traveling. She is also actively involved in her community through fostering dogs.

Jose De Jesus Alanis Garcia is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A., and in sales roles. His background also includes work at California State University Northridge and involvement with Antonios Parking Inc. 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 individual and institutional clients.

Yoonjae Gong is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including general investing, retirement planning, and emergency savings. Additionally, he can facilitate access to Bank of America specialists for banking, credit, home financing, and small business services. Yoonjae holds a Bachelor’s Degree from the University of California system and carries the Personal Investment Advisor (PIA) designation. He is fluent in English and Korean, enabling him to communicate effectively with a diverse client base. His approach centers on building relationships and offering ongoing advice as clients’ financial needs evolve.

William Edgar is a financial advisor with Merrill in El Segundo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Merrill since 2017 and is also employed by Bank of America, N.A. since 2019. Outside of his advisory role, Edgar is a consultant and independent contractor driving for Uber and serves as a board member and trustee of the Redondo Beach Moose Lodge. 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 and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Viney Sethy is a Wealth Management Advisor with the RVS Group at Merrill Lynch Wealth Management. He focuses on assisting business owners and entrepreneurs in aligning their personal financial plans with business transition goals, family priorities, estate planning needs, liquidity planning, and long-term legacy objectives. His approach includes evaluating whether clients' personal wealth outside the business can support their desired lifestyle and commitments before, during, and after business transitions. Viney brings over three decades of experience to his role, including a decade as a Chief Financial Officer. His expertise spans multiple industries such as private equity, manufacturing, software, consumer products, precision instruments, and medical devices. He holds numerous professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Master's degree from the University of Southern California and is a member of the Beta Gamma Sigma Honor Society. Viney is multilingual, speaking Punjabi, English, and Hindi. Outside of his professional work, he is involved in fostering dogs and enjoys cooking, gardening, hiking, music, photography, reading, and traveling.

Joy Milan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth by first understanding her clients’ families, financial situations, and priorities. Joy works closely with clients to develop customized wealth management strategies that can adapt to changing needs and market conditions. She leverages the investment expertise of Merrill and the banking services of Bank of America to address various aspects of her clients’ financial lives. With more than 20 years of experience in the financial services industry, Joy has held roles including commercial insurance agent, compliance officer and general counsel for an SEC-registered investment advisor, securities analyst, risk management consultant, and commercial property and casualty underwriter. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth, among others. She holds professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joy earned her J.D. from Suffolk University Law School and her B.A. from Smith College. She is involved with the Women’s Missionary Society at the AME Church and serves as a Better Money Habits Champion for Bank of America. Outside of work, Joy enjoys cooking, music, reading, running, and participating in marathons.

Phuong Tan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she provides personalized wealth management strategies tailored to clients' unique financial goals. She leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients' financial lives. With over 15 years of experience in the financial services industry, Phuong focuses on a comprehensive approach to managing wealth that begins with understanding each client's needs. Her areas of expertise include liquidity management, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System. Phuong is committed to community involvement, following Merrill's tradition by volunteering with local organizations. Outside of her professional work, she enjoys music, traveling, and spending time with her family.

Lisa Meidl is a financial advisor at Merrill with 28 years of industry experience, including 21 years at Merrill. She holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a minority owner in a family business, Cliff Meidl Enterprises, 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 supported by internal and third-party managers for a range of individual and institutional clients.

Shahriar Soroush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists successful business owners and families who are nearing or in retirement to simplify their financial lives through strategies designed to preserve, grow, and transfer wealth. His approach focuses on helping clients maintain clarity and confidence in their financial planning. His client services encompass succession and exit planning, liquidity events, and strategies to diversify and reduce concentration risk for business owners. For retirees and pre-retirees, he designs personalized plans that balance growth and risk, generate sustainable cash flow, and prepare for life's uncertainties. Shahriar collaborates with Bank of America Trust Specialists and other professional advisors to establish tax-efficient wealth transfer strategies, family governance, legacy plans, and philanthropic solutions aligned with clients' values. Shahriar holds a Bachelor's Degree from the University of Phoenix and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, Farsi, and Persian. Outside of work, his interests include biking, boating, horseback riding, running, skiing, spending time with family, swimming, and traveling.

Miles Irish is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked for ACORE Capital from 2018 to 2025. 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, pension plans, corporations, and charitable organizations.

Alice Bowdoin is a financial advisor at Merrill with 32 years of industry experience. She has previously worked at Fidelity Brokerage Services and Fidelity Personal Trust. She serves as a board member for the Highview Estates HOA in Manhattan Beach, CA. 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.