Jack Sharpe is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Fort Lauderdale office, with over 40 years of experience at the firm. He works closely with clients to understand their financial goals and objectives, helping to implement appropriate financial strategies tailored to their needs. Jack specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and services for sports and entertainment clients. Jack holds a Bachelor's Degree from Tulane University. He has earned professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is fluent in Hebrew, English, and Spanish. Jack also participates in community service through volunteering and maintains personal interests in basketball, football, ice hockey, skiing, softball, swimming, tennis, and traveling. His approach involves working one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Jack emphasizes the importance of clients fully understanding their objectives to ensure suitable financial strategies are applied.

Deborah Trapani is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at Fifth Third Private Bank before joining Merrill and Bank of America in 2018. Trapani serves as an advisory board member of the Humane Society of Broward County’s fundraising arm, PAWS. 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 clients, and charitable organizations.

Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2022. Outside of advisory, she owns and directs DK International Associates Inc., a family business specializing in contract engineering and manufacturing, and serves as Vice President of Silecent Lighting Corporation, a manufacturer of LED lighting. 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.

Vincent Vella is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983 and also works with Bank of America since 2010. Outside of his advisory role, he maintains an active Florida real estate license. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Chevy is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019. His earlier career includes roles outside finance, such as positions at Petland and The Black Hammock, as well as experience at the University of Central Florida. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alain Guerra Diaz is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Merrill in 2025, he worked at Truist Investment Services and Truist Advisory Services. Before his financial services career, he held various positions including work in retail and education. 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.

Bryant Hernandez is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and TD Bank. 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.

Mahesh Roopnarine is a Senior Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022 after previously working with JPMorgan. He brings over a decade of experience in the financial services industry, specializing in providing tailored wealth management strategies for high-net-worth clients, including business owners, corporate executives, retirees, and professional athletes. His approach focuses on understanding each client's unique financial situation and long-term goals to develop personalized strategies. Mahesh earned a Bachelor's degree in Finance from Florida Atlantic University and holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation through The College for Financial Planning Institutes Corp. His client services include corporate executive services, legacy planning, liquidity management, retirement income planning, portfolio management, tax minimization, and managing new wealth. A native of Fort Lauderdale, Florida, Mahesh is of Trinidadian descent and maintains an active presence in the South Florida community. Outside of his professional work, he enjoys traveling, spending time with his family, playing sports, and running with his German Shepherd, Rocky.

Whitney Raymond is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2012 and Bank of America since 2014. She is an owner of a family LLC, Hymes Farm, LLC, which manages her grandmother’s estate interests but is not actively involved in its operations. Merrill, alongside 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.

Kathleen Yahya is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1999 as well as Bank of America, N.A. since 2011. Outside of her advisory work, she is involved in sales of spa and makeup products through a non-investment related 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Althea Ceasor is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2017. Outside of her advisory role, she serves as a board member for the State University of New York at Brockport, participates on a committee for the Community Foundation of Palm Beach and Martin Counties, and is a board member of the BRITE Initiative, which supports underprivileged Haitian children. 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 developed by internal and third-party managers.

Roy Savarick is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roy has a background that includes both a Bachelor's and a Master's degree from Brooklyn College. Additional details about his areas of expertise, experience, or personal interests have not been provided.

Charles Mckee Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding successful individuals, families, and business owners through complex financial decisions by applying a disciplined, client-first approach that emphasizes strategic planning and long-term vision. As part of The Mehta and McKee Wealth Management Group, he utilizes the SMART² framework to create personalized strategies encompassing retirement planning, tax-efficient solutions, and legacy building. Charles holds a Bachelor's Degree from Ohio Wesleyan University and an MBA from the University of Miami. He also carries the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Exchange Club, and he maintains active involvement in the Fort Lauderdale community. Outside of his professional pursuits, Charles enjoys boating, fishing, golfing, hunting, scuba diving, skiing, swimming, tennis, traveling, and spending time with his family. He is a father of two and a University of Miami alumnus.

Rachell Comunale is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and concurrently works at Bank of America, N.A. since 2018. Prior to her current roles, she worked at W Fort Lauderdale from 2016 to 2017. 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 institutional investors.

Kenrick Whyte is a Wealth Management Advisor with Merrill Lynch Wealth Management. He advises high-net-worth individuals, multi-generational families, business owners, corporate executives, and professionals with complex financial lives. Kenrick specializes in business succession and exit planning, liquidity events, wealth preservation, retirement planning, and legacy strategies. He also provides guidance to corporations and retirement plan sponsors on fiduciary best practices, plan design, participant outcomes, and retirement plan governance. Kenrick has been in the financial services industry since 1997 and established his wealth management practice in 1998. He holds a Bachelor of Science degree in Civil Engineering from Florida State University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Kenrick is a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He serves on the Board of Trustees of Saint Andrew's School and previously served on the Board of the Port Everglades Association and as Lieutenant Governor of Kiwanis International Division 23. Kenrick resides in Parkland, Florida with his wife, Karen, and their son, Hunter. Outside of work, he enjoys spending time with his family, attending youth sports events, playing tennis, fishing, and reading.

Robert Macdonald is a Wealth Management Advisor with over 30 years of experience helping clients develop personalized financial strategies. He is part of a team located in Hendersonville, NC, Pinehurst, NC, and Boca Raton, FL, focused on providing tailored wealth management services in a friendly environment. His expertise includes college education planning, family wealth management, liquidity management, philanthropic planning, retirement income, tax minimization, and addressing the financial needs of women and individuals managing new wealth. Robert holds a Bachelor's Degree from the University of Central Florida and an Associate's Degree from the University of Florida. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also recognized as a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with organizations such as the American Red Cross. Outside of his professional work, Robert enjoys boating, hiking, reading, tennis, and traveling. His approach centers on developing one-on-one relationships to create flexible financial strategies aligned with clients’ long-term goals.

Anastasiya Zaytsev is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. She has worked at Bank of America, Merrill, and Thrivent Financial. Outside of finance, she has been involved in several entrepreneurial ventures, including roles with Annie-Body and Beauty Lab LLC and Khrom Dermatology MedSpa and Wellness 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Viviana Caicedo is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2016 and is currently based in Fort Lauderdale, FL. Outside of her advisory role, she has ownership interests in several family-owned businesses related to auto supplies and industrial washing services, though she is not actively involved in their operations. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseline Schwach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Bank and has experience in law and education through roles at De Varona Law and Strayer University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

James Lewis is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Merrill since 1988 and also has a tenure at Bank of America dating back to 2009. Outside of his advisory work, he serves as a committee member for All Souls Episcopal Church and is a board member of the Watergate East community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.