Thomas Nastasi is a Wealth Management Advisor and a founding partner of the Nastasi-Silver Group at Merrill Lynch Wealth Management. With more than 35 years of experience in the financial services industry, he has spent the past 30 years providing comprehensive wealth management as a CERTIFIED FINANCIAL PLANNER® professional. Tom co-leads a seasoned team dedicated to helping high-net-worth individuals and families achieve their important life goals through customized financial planning, investment strategy, and long-term wealth solutions. He holds both a Bachelor's and Master's degree in Finance from St. John's University. Tom's expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. His approach emphasizes thoughtful guidance, personalized service, and building enduring relationships rooted in trust and accountability. Tom resides in Garden City, New York, with his wife, Michele, and they have three adult daughters. He is actively engaged in his community through volunteering, coaching, and charitable involvement. Tom also serves as a director on the board of his Property Owners Association, reflecting his commitment to both his personal and professional life.

Scott Millman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having started his career in 2000 as an intern at Morgan Stanley. Throughout his career, Scott has worked closely with his clients to understand their goals and design personalized financial plans aimed at achieving those objectives. He specializes in areas such as education planning, services for defined benefit plans, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. Scott holds a Bachelor's Degree from the University of Rhode Island and is a CERTIFIED FINANCIAL PLANNER® professional. He also holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Scott emphasizes the importance of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. In addition to his professional work, Scott follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His personal interests include baseball, football, golfing, reading, skiing, and soccer.

Roseline Austrie is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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.

Thomas Sullivan is a financial advisor at Merrill with 44 years of industry experience. He has been with Merrill since 1976 and has worked at Bank of America since 2009. He holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the board of Winthrop University Hospital, a charitable organization. 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.

Daniel Beaudrie is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial advisory role for 13 years, including 10 years at Merrill Lynch. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) professional designation, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. Daniel earned his bachelor's degree from the State University of New York at Cortland. Daniel specializes in college education planning, family wealth management strategies, legacy planning, and personal retirement planning. He works closely with clients to understand their financial goals and provides guidance across various areas including general investing, retirement planning, and preparations for unexpected events. In addition to his advisory services, Daniel facilitates client access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Daniel is involved with the JDRF Diabetes Foundation. He lives in Wantagh with his wife Angela and their three children. In his free time, he enjoys boating, fishing, and spending time outdoors with his family and friends.

Ryan Gaitings is a Wealth Management Advisor at Merrill Lynch Wealth Management, affiliated with the Nastasi-Silver Group. He began his career at Merrill Lynch in 2014 after earning a Bachelor of Science degree in Business Management from Farmingdale State College in three years. Ryan provides tailored financial advice and guidance to high-net-worth individuals and families across multiple generations. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on goals-based planning to help clients pursue their short and long-term objectives in a risk-averse and tax-efficient manner. His role grants clients access to the broad capabilities of Bank of America and Merrill, including services ranging from estate guidance to banking and lending. Ryan holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved with the Songs of Love Foundation. Ryan and his wife, Victoria, reside in Massapequa Park, New York. In his free time, he enjoys traveling, spending time with family, and golfing.

Trevor Vonkaenel is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as part of the O'Connell Group. He works closely with clients to develop personalized wealth management strategies tailored to their unique financial goals and circumstances. His areas of focus include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement planning, portfolio management services, and tax minimization. Trevor brings a decade of experience from the shipping and logistics industry prior to his financial advisory career. He holds a Bachelor's Degree from Villanova University and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Trevor emphasizes transparent communication and long-term relationships with clients to help them navigate market trends and align their portfolios with their future needs. Outside of his professional work, Trevor enjoys spending time with his family and engaging in various personal interests including boating, fishing, surfing, tennis, football, sailing, tinkering with electronics, playing board games, and exploring nature. He is committed to supporting Merrill's tradition of community involvement and public interest activities.

Daniel Ceriano is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1983. He currently leads a team of Financial Advisors and support staff, focusing on helping clients prioritize and achieve their financial goals through an organized and client-centered approach. Daniel emphasizes understanding family dynamics and intergenerational objectives to provide tailored advice and direction. His primary areas of expertise include wealth management planning, portfolio construction, tax minimization, and generating income and growth for retirement. He applies a strategy of listening closely to clients' goals and concerns to develop effective financial plans. Daniel holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel graduated from the City University of New York with a Bachelor of Science degree in Accounting and Finance. He is recognized for his contributions in the field, having been named to the 2023 Forbes "Best-In-State Wealth Advisors" list.

Leah Renga is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked at Merrill since 2017 and has prior work experience at St. John's University and Farmingdale Physical Therapy East. 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 client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Brunelli is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional certifications including CERTIFIED FINANCIAL PLANNER® professional and Certified Plan Fiduciary Advisor® designee. Robert works closely with individuals and families to develop comprehensive wealth management strategies that encompass executive compensation, retirement planning, portfolio management, and tax minimization. He began his career advising institutional clients on financial audits at PwC in New York City and holds a CPA license in New York. Robert earned both his Bachelor of Science in Finance and Business Administration and his Master of Business Administration in Accounting from the John F. Welch College of Business at Sacred Heart University. He is a member of professional organizations such as the American Institute of Certified Public Accountants and the Beta Gamma Sigma International Business Honor Society. Outside of his professional work, Robert is involved in the Kiwanis Club of Garden City. He resides on Long Island with his wife and son and enjoys spending time with his family, golfing, traveling, and baseball.

Sei Il Im is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, E*TRADE Capital Management, and Scottrade. 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.

Matthew Biblo is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2015. He blends the investment expertise of Merrill Lynch with the banking capabilities of Bank of America to assist clients in pursuing their wealth management goals. Matthew works collaboratively with clients and, with permission, coordinates with their attorneys, accountants, and other advisors to provide financial guidance tailored to their unique situations and objectives. Before joining Merrill Lynch, Matthew was a Certified Public Accountant at an accounting firm on Long Island. He earned a Bachelor’s degree in Accounting from the Robert H. Smith School of Business at the University of Maryland and a Master’s degree with distinction in Finance, specializing in Investments, from the Frank G. Zarb School of Business at Hofstra University. Matthew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Personal Investment Advisor designation. As a qualified Portfolio Manager, he offers traditional financial advice and manages personalized investment strategies incorporating various assets and model portfolios. Outside of his professional role, Matthew enjoys basketball, cooking, golfing, ice hockey, pickleball, skiing, table tennis, traveling, volleyball, and spending time with his family. He focuses on serving clients through a thoughtful and purposeful approach to wealth, particularly assisting those experiencing significant life transitions or requiring comprehensive financial guidance.

Peter Ferrante is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, he held positions at Adelphi University, The UPS Store, and CUNY Baruch 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cijin Hu is a Senior Financial Advisor at Merrill Lynch Wealth Management in Garden City, New York. She works with clients to address various aspects of their financial lives, focusing on understanding each client's short- and long-term objectives. Leveraging the global resources of Merrill, she constructs personalized, goals-based financial strategies to help clients pursue their long-term goals. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Chartered Retirement Plans Specialist™ (CRPS™) designations, as well as the Personal Investment Advisor (PIA) credential. Cijin earned a bachelor's degree from the University of Bridgeport. She is fluent in both Chinese and English. Outside of her professional work, Cijin's personal interests include cooking, golfing, hiking, photography, singing, and traveling.

Ronald Marciano is a Senior Financial Advisor, Portfolio Manager, and Senior Vice President with Merrill Lynch Wealth Management, based in the Garden City office in New York. He holds the designations of Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). Ronald has more than 30 years of experience in the financial services industry. He earned his bachelor's degree from the Peter J. Tobin College of Business at St. John's University and completed his high school education at Chaminade High School. Ronald’s client focus includes high net worth individuals, retirees, and small business owners. His areas of expertise encompass money management, equities, mutual funds, insurance, fixed income, retirement planning, estate planning, college planning, tax minimization strategies, and implementing pension and profit-sharing plans for small and medium-sized companies. As a portfolio manager, he manages personalized and defined investment strategies on a discretionary basis. Ronald is involved in his local community and has volunteered with various organizations, including positions as a Director of the Garden City Scholarship Fund, scout leader, and soccer coach. He is a member of the Sons and Daughters of Italy, Cellini Lodge. He resides with his family in Garden City, New York, and enjoys cooking, golfing, hiking, reading, running, and spending time with his family.

Francisco Lorenzo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2001 and joined Merrill Lynch in 2008. He holds a bachelor's degree in Business Administration from Hofstra University and 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). Francisco focuses on developing personalized wealth management strategies that address his clients' individual financial goals, including retirement planning, education planning, insurance, long-term care, and estate planning. His approach includes reviewing assets, allocation, and risk assessment to create tailored plans for individuals, families, and businesses. He collaborates with clients to understand their life priorities and create plans designed around their goals and aspirations. Outside of his professional work, Francisco enjoys spending time with his family, participating in activities such as biking, snowboarding, traveling, and engaging with community outreach programs including St. Jude's Children Hospital and his alma mater, Hofstra University.

Meredith Weinman is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 2012. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Vinciguerra is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Hofstra University. His expertise includes wealth management and personal investment advising within the Merrill Lynch framework.

Steven Davidson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the Davidson Wealth Management Group, which manages investment portfolios for high net worth individuals and executives of many Fortune 500 companies. His practice emphasizes consulting and advisory services tailored to the unique financial goals and concerns of each client. With more than thirty years of experience, Steven and his team utilize a goals-based wealth management process to address a range of client needs including retirement income planning, education funding, legacy planning, and portfolio management. Their knowledge extends to equity and bond portfolio management, restricted stock management, trust services, employee stock options, as well as home and business financing. Steven’s approach is grounded in client collaboration and access to the investment insights of Merrill Lynch Wealth Management combined with the banking capabilities of Bank of America. Steven holds a Bachelor's Degree from Hofstra University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, basketball, billiards, boating, music, spending time with his family, tennis, volleyball, and watching movies.

Michael Davidson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2015 after earning a Bachelor of Science degree in Finance from the University of Delaware. Michael is also a member of the Sigma Alpha Epsilon fraternity. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael's expertise covers education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional role, Michael enjoys baseball, basketball, soccer, spending time with his family, and watching movies.