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Ethan G
Series 66
Fort Worth, TX
Merrill
Ethan Guardiola is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Texas Tech University. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to different investment approaches.
Stephanie D
Series 63, Series 66
Fort Worth, TX
Merrill
Stephanie Derosier is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as Bank of America. 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, retirement plans, corporations, and charitable organizations.
Chiedza K
Series 66
Fort Worth, TX
Merrill
Chiedza Kamhere is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Chiedza worked at Bank of America, N.A., Uber Technologies, Chase Bank, and ZB Bank. Outside of advising, Chiedza works part-time as a delivery driver for Uber. 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.
Shane G
Series 66
Fort Worth, TX
Merrill
Shane George is a financial advisor with Merrill, holding a Series 66 designation and based in Fort Worth, TX. He has four years of experience at Merrill since 2022, with prior roles at Asurion/Assurant, Sprint, and Clay Cooley Volkswagen. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.
Samuel S
Series 63, Series 65
Fort Worth, TX
Merrill
Samuel Sheppard is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Bank of America N.A., Equitable Advisors, LLC, and experience outside finance with T Bar M Camps and Retreats and D&L Farm and Home. 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 and profit-sharing plans, corporations, and charitable organizations.
Steven G
Series 63, Series 66
Fort Worth, TX
Merrill
Steven Gerisch is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo. Outside of advising, he works part-time as a delivery driver for Uber Eats. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Jeffery M
Series 66
Fort Worth, TX
Merrill
Jeffery Maina is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, PNC Investments LLC, J.P. Morgan Securities LLC, and other financial institutions. Outside of advising, he works as a food delivery consultant for DoorDash. 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, institutions, and charitable organizations.
Peter S
Series 66
Fort Worth, TX
Merrill
Peter Sergyeyenko is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held positions at Newday Financial LLC, WAVE Global Inc, and Stanley Black & Decker. 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, and institutional investors.
Jason H
Series 66
Fort Worth, TX
Merrill
Jason Hutchison is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is based in Fort Worth, TX. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Michael K
Series 63, Series 66
Fort Worth, TX
Merrill
Michael Krenek is a financial advisor with Merrill based in Fort Worth, TX. He holds Series 63 and Series 66 credentials and has two years of industry experience. His prior work experience includes roles at Bank of America, Goldman Sachs & Co., Charles Schwab, Texas Regional Bank, and Modern Woodmen of America. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Villedo R
Series 63, Series 66
Fort Worth, TX
Merrill
Villedo Rios is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Bank of America. Outside of finance, he has teaching experience at Southern New Hampshire University and Fullerton College and served six years in the United States Marine Corps. 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.
Joshua A
Series 66
Fort Worth, TX
Merrill
Joshua Anderson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Continental Cergars LLC and Kruse and Muer on Main, and studied at Michigan State 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Trenton M
Series 66
Fort Worth, TX
Merrill
Trenton Monts is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked in architectural fabrication and retail. Monts co-owns a family rental property outside of his advisory role. 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 individual and institutional clients.
Raul M
Series 63, Series 66
Fort Worth, TX
Merrill
Raul Mendez is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Robinhood Markets, Charles Schwab, and TD Ameritrade. 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.
Jack S
Series 66
Fort Worth, TX
Merrill
Jack Stern is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Jackson Financial and Farpointe Wealth Partners, as well as holding various roles at Michigan State 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 individual, high-net-worth, institutional, and charitable clients.
Kennen R
Series 63, Series 66
Fort Worth, TX
Merrill
Kennen Riley is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America, N.A. Before transitioning into finance, he worked in various roles at J.B. Hunt Transportation Services Inc., Damco Distribution Services Inc., and QuikTrip. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Ritney C
Series 66
Fort Worth, TX
Merrill
Ritney Coleman Jr. is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, bringing one year of industry experience. Prior to joining Merrill, he held roles at Southern Methodist University, 24Hour Fitness, Dollar General, Chevron, Amazon, and served four years in the United States Marine Corps. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Tucker B
Series 66
Fort Worth, TX
Merrill
Tucker Bollinger is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with no prior industry experience. His background includes a range of roles outside finance, including involvement with Old Texas Brewing Co. and several other businesses in hospitality and retail. Merrill, along 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 types of organizations.
Jacob H
Series 66
Fort Worth, TX
Merrill
Jacob Hunn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Bank of America, Lululemon, and various educational institutions. 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.
Darrion R
Series 66
Fort Worth, TX
Merrill
Darrion Randolph is a financial advisor at Merrill with a Series 66 credential and has been with the firm since 2025. Prior to his current role, he worked at FedEx Express for four years and has experience in real estate and various service industries. 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 institutions.
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