Natalie Lear is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she worked in various roles including at Club Pilates, where she is currently employed. 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 and profit-sharing plans, corporations, and charitable organizations.

Dylan Dennery is a financial advisor at Merrill with a Series 66 designation and is based in Fort Worth, TX. He has one year of experience in the financial industry, having joined Merrill in 2025. Prior to entering the financial sector, his work history includes roles in healthcare and retail. 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.

Marissa Vader is a Series 66 licensed advisor at Merrill with five years of industry experience. She has worked at Bank of America N.A. and Merrill since 2017 and previously served at the College Station Municipal Court and Texas A&M 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, institutions, and charitable organizations.

Brandon Patterson is a financial advisor at Merrill based in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Merrill since 2026 and has prior experience at Aflac, Ponko, Urban Wok, and Guthrie's Chicken, among other roles. Patterson also attended Auburn University from 2020 to 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Hardin is a financial advisor at Merrill with Series 66 certification and one year of industry experience. Prior to joining Merrill, he has held roles at several organizations, including Chick-fil-A and the University of Texas at Arlington. 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.

Aaron Smith is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Merrill since 2015. 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 institutions.

Puneet Randhawa is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2010 and at Bank of America, N.A. since 2021. Outside of his advisory role, Randhawa is a general partner and managing member of Neet LLC, a threading salon business that has not yet opened. 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.

William Vannithone is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and TD Ameritrade. His background also includes a year at Summerset Constructions and time spent traveling. 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 accounts.

Andrew Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. He joined Merrill Lynch in 2020 and works primarily with corporate executives and business owners, providing customized financial strategies through a 'Family Office' styled practice. His approach focuses on collaboration to create personalized financial plans aligned with his clients' goals. Andrew's expertise includes managing concentrated stock positions, transition events such as retirement or inheritance, legacy planning, tax minimization, and small business strategies. He also coordinates with clients' attorneys, accountants, and other advisors to support a comprehensive financial and legacy approach. He holds Series 7, 63, and 66 FINRA registrations and the designation of Senior Portfolio Advisor. Andrew attended Sacred Heart University, where he studied Finance and Economics. After spending eight years in Manhattan, Andrew returned to his hometown in Greenwich, Connecticut. He is involved in the community through volunteering with organizations such as Yale New Haven Hospital. Outside of work, Andrew enjoys outdoor running, golfing, following New York sports, and spending time with his family.

Garrett Pany is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Sewell Automotive Companies, as well as academic positions at Texas A&M University and A&M Consolidated High School. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Tiffany Gordon is a financial advisor at Merrill with one year of industry experience. She previously worked at Bank of America for six years and Dialog Direct for eight years. She holds the Series 66 designation and is based in Fort Worth, Texas. 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, pension plans, corporations, and charitable organizations.

Bhajan Biju is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Stansberry Asset Management and has held various roles in education and retail. 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.

Christopher Do Nguyen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Texas Regional Bank and Bank of America. Outside of finance, he has experience in education and retail sectors. 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 institutions.

Addison English is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at MWA Financial Services, Modern Woodmen of America, and other non-financial positions. 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.

Corelle Morris is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Tom Thumb / Albertsons Companies, Origin Bank, and University of Texas Arlington, among others. 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, institutions, and charitable organizations.

Asa Aldridge is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Fedex, Equitable Advisors, and Primerica Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Allan Abraham is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His prior work includes roles at Amensys, Thermo Fisher Scientific, and the University of Texas at Dallas. 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 plans, corporations, and charitable organizations.