Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Zulema Larumbe is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill for 26 years. 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.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Alexander Tiner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Nylife Securities LLC, New York Life Insurance Company, and TD Ameritrade. 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 plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Raoul Shroff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He began his career in 1999 after graduating from Southern Methodist University with a Bachelor's Degree in Marketing. Raoul has six years of experience with JPMorgan Chase and has spent over 16 years with Merrill Lynch, where he was a partner with his father who started the practice in 1982. Specializing in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, Raoul focuses on helping individuals and families develop personalized strategies aligned with their financial goals. His approach emphasizes understanding what clients want their money to achieve, enabling tailored guidance and solutions. Raoul holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. He lives in Frisco with his wife, Sheena, and their two sons, Jayden and Liam. Outside of his professional work, he enjoys coaching his boys in football and baseball, and has interests in music and film.

Matthew Deluca is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, alongside a tenure at Bank of America, N.A. dating back to 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

David Askenase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David's approach centers on providing personalized investment and financial advice to entrepreneurs, young professionals, and individuals undergoing significant life transitions such as divorce or the loss of a spouse. David brings extensive experience to his role, having served for more than eight years as a Vice President and Financial Advisor at Bernstein Private Wealth in New York City and Dallas before joining Merrill. He works collaboratively with clients and their other trusted advisors on areas including trust and estate planning, business succession planning, and family engagement. His goal is to develop wealth strategies that align with clients' long-term business and family objectives. David earned a bachelor's degree from Baruch College. Beyond his professional work, he is actively involved in his community in Dallas, where he lives with his wife and two sons. He volunteers locally and serves as Secretary of 24HourDallas, a nonprofit focused on enhancing safety and inclusivity in Dallas nightlife. Additionally, he acts as Sponsorship Chair for the Association of Corporate Growth in Dallas-Fort Worth.

Curtis Oliff is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. Prior to Merrill, he worked at Bank of America N.A., Synergy Wealth Solutions, Goldberg and Rich LLP, Rader Hospitality LLC, and the University of Missouri. He serves as a committee member on the Planned Giving Advisory Council for the American Red Cross St. Louis Area. 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.

Frederick Leano is a Wealth Management Advisor and Merrill Resident Director based in the DFW area. He has lived in Frisco for over 17 years with his wife and three children. Frederick focuses on providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frederick earned a Bachelor's Degree from Texas Tech University and is affiliated with the C&L Wealth Group. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management, retirement income strategies, portfolio management, small business strategies, and tax minimization. Frederick's approach begins with understanding clients' life priorities to create flexible, personalized financial plans. Outside of his professional work, he enjoys basketball, boxing, golfing, spending time with his family, and traveling.

Haseeb Arien is a financial advisor at Merrill based in Frisco, TX, holding a Series 66 designation with four years of industry experience. His career includes roles at J.P. Morgan Chase and Bank of America N.A. before joining Merrill. Prior to his financial services career, he worked as a tech critic and also has experience in education at Tarrant County College. 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.

Martha Solomon is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Inc., Cambridge Investment Research Advisors, and First Dallas Financial Group, Inc. Outside of her advisory role, she has an additional business activity as a power of attorney. 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 investors, and institutions.

Mary Martha Pickens is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009, also associated with Bank of America since 2004. Outside of her advisory role, she is involved in several nonprofit activities, including serving as co-chair of the Cattle Baron's Ball benefiting the American Cancer Society and participating on the boards of the Crystal Charity Ball, The Retina Foundation, and Community Partners of 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, offering model-based and discretionary investment strategies for a variety of client types including individuals, pension plans, and charitable organizations.

Rohan Garg is the Resident Director and Wealth Management Advisor at Merrill Lynch, where he works with business owners, serial entrepreneurs, and corporate executives, particularly those undergoing significant financial transitions such as the sale of a business or a major liquidity event. He leads a select team serving the uniquely successful and business owners through the lifecycle of their business, focusing on providing clarity and actionable plans that align with clients' long-term legacy goals through his proprietary framework, Personal Wealth Analysis®. With a professional background in financial services since 2013 and tenure at Bank of America / Merrill since 2015, Rohan brings expertise in areas including college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Texas System and maintains multiple professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his client work and leadership role at Merrill Lynch's Galleria office, Rohan is involved in professional and community organizations such as the Financial Planning Association and American Society of Engineers of Indian Origin. He serves on the leadership boards of the Asian Leadership Network and as Co-Chair of Bank of America's Asian Business Council, contributing to inclusion and professional growth within the organization. His community involvement includes mentoring students within Frisco ISD and delivering financial education through Bank of America's Better Money Habits® program across the Dallas-Fort Worth area. Rohan is fluent in Hindi, Urdu, and English and is personally interested in antiquing, baseball, basketball, music, reading, running, spending time with family, volleyball, and yoga.

Matthew King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a partner of Loftus & King Wealth Management, where he oversees business development efforts, manages client communication, and analyzes wealth management strategies. Prior to joining Merrill Lynch Wealth Management in 2011, Matthew was an investment advisor at Fidelity Investments, serving non-profit and for-profit organizations as well as business owners. His professional approach emphasizes helping clients preserve and grow capital, providing clear explanations of investment opportunities, market conditions, and portfolio returns. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a double major in Investment Finance and Real Estate Finance from the University of Arkansas in Little Rock. He resides in the DFW area with his wife and two children, enjoys spending time outdoors with his family, and is an active member of his church.

Timothy Bennett is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Bank of America since 2009 and has worked in Merrill Lynch-Secured Based Lending since 1999. 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.

Landon Lingle is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building, protecting, and growing wealth by providing personalized financial strategies tailored to his clients' short-, mid-, and long-term goals. He serves as a resource for a range of financial matters, including investing, retirement planning, and preparing for unexpected events. In addition, he coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Landon's expertise covers family wealth management strategies, legacy planning, liquidity management, personal retirement planning, sports and entertainment, retirement income, and managing new wealth. He emphasizes comprehensive wealth planning, investment management, and risk mitigation. Drawing on experience in investments, tax-efficient strategies, and portfolio optimization, he works closely with clients to simplify complex financial decisions and provide guidance based on research and proven strategies. He holds a Bachelor's Degree from the Louisiana State University System and the Professional Investment Advisor (PIA) designation. Landon is involved with professional and community organizations, including Pi Kappa Alpha, the American Foundation for Suicide Prevention (AFSP), Habitat for Humanity, and United Way. Outside of his professional work, he engages in activities such as billiards, boating, chess, fishing, golfing, hunting, pickleball, scuba diving, spending time with family, and traveling.

Arik Garner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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.

William Ransom is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Bank of America, N.A. 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 with model-based and discretionary investment strategies.

Aaron Kelly is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience in the financial services industry, specializing in wealth management strategies that are personalized to align with clients' values, priorities, and long-term objectives. Aaron works with individuals, multigenerational families, business owners, and corporate executives to help them simplify complex financial decisions and pursue their financial goals with confidence. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Aaron earned a Bachelor of Business Administration degree in Finance from the University of North Texas and is a member of the University of North Texas Alumni Association. His expertise includes investment management, retirement planning, college education planning, and tax minimization. Aaron's approach involves a comprehensive, goals-based wealth management strategy that considers all aspects of a client's financial life, including investment management, banking, lending solutions, philanthropic strategies, and legacy planning. Outside of his professional work, Aaron enjoys camping, golfing, and running.

Glenn May is a Wealth Management Advisor with Tarver, Campbell and May Wealth Partners in Texas, affiliated with Merrill Lynch Wealth Management. He works closely with clients throughout the United States, helping them simplify the complexities of their financial lives through proactive and informed approaches. Glenn advises clients on a range of financial needs including retirement planning, saving for college, purchasing homes, generating cash flow for lifestyle support, investment portfolio development, and wealth transfer strategies. Prior to his current role, Glenn spent over three decades with HP and Agilent, serving as Vice President of World Wide Sales Development and National Sales Development. He also served in the U.S. Air Force from 1974 to 1978. Glenn earned a Bachelor of Science degree in Electrical Engineering from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor designations. Glenn tailors his financial strategies to each family's unique priorities, providing clear communication and frequent contact. He offers a proactive process to help clients navigate investment market uncertainties and economic challenges. Outside of his professional work, Glenn enjoys photography, reading, and traveling.