Melanie Jovanovic is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seren Lass is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 credential. Prior to joining Merrill in 2024, Seren worked at Morgan Stanley from 2017 to 2024 and Wells Fargo Clearing Services from 2018 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Sheehan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of experience since joining the firm in April 1985. He specializes in working with individuals who are retired or nearing retirement, including corporate executives, police, firefighters, as well as retirement plans and non-profit organizations. Brian’s approach focuses on developing personalized financial strategies tailored to each client’s financial goals and aspirations. This process involves thorough information gathering and risk assessment, addressing areas such as retirement and education planning, insurance, long-term care, and investment objectives. Brian holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) credential. He began his career at Merrill Lynch in an operations role, which enhances his ability to help clients understand administrative and reporting processes. Brian attended Regis High School and the NYU School of Business and Public Administration on academic scholarships. Outside of his professional work, Brian is active in his community and involved in multiple organizations. He is a Third Degree member of the Knights of Columbus, an advisory board member of The Irish Studies Institute at Molloy College, and Vice President of the Central Nassau Athletic Association. Brian also participates in charitable activities through The Friendly Sons of St. Patrick. He lives in Westbury with his wife and three children and enjoys spending time with family, traveling, and practicing yoga.

Izabella Bobkiewicz is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with individuals, families, and professionals to develop personalized financial plans aimed at building, preserving, and transferring wealth. Her responsibilities include guiding clients through retirement planning, education funding, legacy strategies, portfolio management, tax minimization, and small business financial approaches. Before entering financial advising, Izabella's background included management consulting, operations, recruiting, and client relationship management. These experiences provided her with a comprehensive understanding of business strategy and personal financial planning. She holds a Bachelor's Degree from Baruch College and maintains the Personal Investment Advisor (PIA) designation. Izabella is proficient in both Polish and English. Outside of her professional role, Izabella is involved with New York Cares. She enjoys running, spending time with her family, and traveling. Her approach emphasizes building trusting relationships founded on transparency and tailored guidance to help clients make informed financial decisions.

Brian Malfettone is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. He is a partner of the May Malfettone Gold Biblo group, which has been named to the Barron's "Top 250 Private Wealth Management Teams" in 2025 and 2026. Brian holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Brian began his career with Merrill Lynch Wealth Management in 2004. He earned a Bachelor of Arts degree in Management and Political Science from Gettysburg College and has also attended the University of Queensland in Australia and the Zarb Graduate School of Business at Hofstra University. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brian has been recognized on Forbes' "Best-In-State Wealth Advisor" list in 2025 and 2026, the "Best-in-State Next-Generation Wealth Advisors" list in 2019, and was named to the "Top Next-Generation Wealth Advisors" list from 2017 to 2021. In addition, the May Malfettone Gold Biblo Group has been recognized on Forbes' "America's Top Wealth Management Teams High Net Worth" list from 2022 through 2025. Outside of his professional work, Brian's personal interests include baseball, basketball, golf, and playing the guitar. He is an amateur baseball historian with published work in various publications and books on the subject. His charitable and volunteer activities include mentoring students from Gettysburg College, coaching youth sports, and providing career assistance to the blind and visually impaired. He is involved with community organizations such as the Baldwin Police Athletic League, Game 7 Basketball in Rockville Centre, Gettysburg College, Helen Keller Services for the Blind, and the Rockville Centre Little League.

John Grein is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial industry career immediately after graduating from Cornell University in 1982, initially working in institutional bond sales and later developing fixed-income investment strategies for institutional clients. Since joining Merrill Lynch in 2004, John has applied his extensive experience to serving entrepreneurs and senior corporate executives, including many from Wall Street firms. John holds a Bachelor's degree from Cornell University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. He focuses on creating customized wealth management strategies that emphasize tax minimization, asset preservation, estate planning, retirement, and educational planning. John is also a Personal Investment Advisor (PIA). In his community involvement, John mentors student athletes at Regis and St. Francis Preparatory High Schools in New York and is a former trustee of Cornell’s Delta Phi Association. He resides in Floral Park with his wife, Ana, and they have three adult children. John's personal interests include gardening and spending time with their Yorkshire terriers.

Kaitlyn Rodesk is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving on the Miller-Wachtler Group. She joined the team in 2018 as an intern and became a full-time member following her graduation in 2019. Kaitlyn holds a Bachelor of Science degree in Finance from Adelphi University. She holds the Personal Investment Advisor (PIA) designation and focuses on providing customized, goal-based financial strategies. Her client service areas include personal retirement planning, portfolio management services, and retirement income. In addition to her professional responsibilities, Kaitlyn is involved in community organizations such as A. Holly Patterson Extended Care and Mary Brennan INN Soup Kitchen. She resides in Brightwaters, NY, and enjoys reading, traveling, and spending time with her family.

Ellen Chan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works part-time in seasonal sortation positions at Amazon. 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 investors.

Lisa Gasparro is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 designations and 30 years of industry experience. She has worked at Merrill Lynch since 2013 and at UBS Financial Services Inc since 2008. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jhisan Ul Alam is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies to pursue their financial objectives. His approach focuses on helping clients with areas including investing, retirement planning, and preparing for unexpected financial needs. Alam holds the Personal Investment Advisor (PIA) designation and has completed his education with a High School Diploma from Sewanhaka High School and an Associate's Degree from Nassau Community College. He communicates with clients in both English and Bengali.

Conor Reeves is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net-worth individuals and business owners to develop personalized financial strategies focused on achieving their long-term financial and life goals. Conor emphasizes a goals-based wealth management process that is adaptable to changing economic conditions, and he listens carefully to clients to fully understand their financial priorities and objectives. Conor has been recognized nationally in the financial advisory field, including inclusion on Forbes' "America's Top Next-Generation Wealth Advisors" and "Best-in-State Next-Gen Wealth Advisors" lists over multiple years. He joined Merrill in 2012 after previously working as a Relationship Manager with State Farm Insurance. Conor holds a Bachelor's Degree in Business Administration from Long Island University and the CERTIFIED FINANCIAL PLANNER® designation. He is involved with the Robert J Reeves IV Memorial Foundation and The Andy Foundation in Garden City. Born and raised in Garden City, NY, Conor now resides there with his family. In his free time, he enjoys golfing, playing ice hockey and platform tennis, and spending time with his family.

Brian Finnerty is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial industry career in 1981 after earning a Bachelor's Degree in Public Accounting from Fordham University. Over the years, his expertise has been shaped through roles as an institutional fixed income trader and investment portfolio manager at major Wall Street firms. In his current role, he provides financial advice and guidance to corporate clients, individuals, and their families. His approach focuses on customizing investment strategies aimed at increasing investment income, achieving tax efficiencies, and preserving capital and growth. His earlier experience includes in-depth analysis of fixed income investment management strategies and structures, which informs his work supporting clients' retirement and long-term financial goals. Brian resides in Locust Valley, New York with his wife, Lisbeth, and has four adult children. He is a Personal Investment Advisor (PIA) and actively participates in community organizations, serving as an advisory board member for the NonProfit Locust Valley Cemetery Inc. and supporting the Boys and Girls Club among other local causes. His community involvement also includes support for the Army Ranger Lead The Way Foundation and the Police Activity League (PAL).

Bianca Wesnofske is a Financial Advisor at Merrill Lynch Wealth Management, where she provides clients with personalized strategies to support their unique financial goals. She began her career with Merrill in 2017 as a Wealth Management Intern and progressed to her current role after serving as a Registered Wealth Management Client Associate with the Williams Tomlin Group. Her expertise encompasses college education planning, family wealth management strategies, retirement planning, portfolio management, and legacy planning, among other areas. Bianca offers a comprehensive approach to wealth management, integrating investment management with access to banking solutions, trust and estate planning support, and guidance on wealth transfer to help clients align all aspects of their wealth with long-term objectives. Bianca holds a Bachelor's degree in Business Management and an MBA in Finance from Adelphi University. She has earned the CERTIFIED FINANCIAL PLANNER® certification and holds the Personal Investment Advisor designation. Recognized as a member of The Williams Tomlin Group, she has been named to Forbes' "Best-in-State Wealth Management Teams" list from 2023 through 2026. Bianca is also involved in several professional organizations, including Alpha Delta Pi, Delta Sigma Pi, and the Huntington Chamber of Commerce. Her personal interests include golfing, hiking, skiing, spending time with family, and yoga.

Alaina Guarino is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She contributes to the JB Wealth Management Group, where she collaborates with team members to address client needs through a combination of client-management skills, planning, and product knowledge. While specific details about Alaina’s experience, education, and credentials have not been provided, the team focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. Personal interests related to team members include basketball, boating, bowling, football, golfing, hunting, pickleball, soccer, spending time with family, and traveling.

Shannon Zeigler serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, executives, and business owners to aid in retirement planning, educational funding, and wealth preservation and transfer. His focus includes trust and estate planning, tax-efficient investment strategies, and strategic asset allocation. Shannon's professional background includes nearly ten years with the United States Treasury Department as a Secret Service Special Agent, conducting financial fraud investigations and working alongside former U.S. Treasury Secretaries. He has experience managing a national retail and commercial banking center before joining Merrill Lynch in 2012. This diverse experience supports his approach to simplifying financial complexities for clients and providing sound investment advice. He holds a Juris Doctorate from the University of South Carolina Law School and a Bachelor of Arts from Wake Forest University. Shannon is a Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with family, playing chess, traveling internationally, and gourmet cooking.

Christopher Walters is a Senior Financial Advisor with the Sullivan Group at Merrill Lynch Wealth Management in Garden City, NY. He works closely with clients to understand their financial lives comprehensively and assist them in achieving their goals through tailored wealth management strategies. Chris began his financial services career with Merrill in 2014. He serves as a Portfolio Advisor in Merrill's Investment Advisory Program, where he recommends various investment strategies, funds, or portfolios from Merrill or approved third-party managers to help clients pursue their investment objectives. He holds the Personal Investment Advisor (PIA) designation. Born and raised in Floral Park on Long Island, Chris attended Chaminade High School and then studied business at Molloy College. He began his career with The Sullivan Group during college, which has evolved into his current role. He resides in his childhood neighborhood with his wife and young son, and enjoys spending time with them on Long Island and beyond.

David Schwab is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Morgan Stanley, J.P. Morgan Securities, and Bank of America. Additionally, he serves as a trustee for family trusts. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Silver is a Wealth Management Advisor with over 25 years of experience in the financial services industry. He is a founding partner of the Nastasi Silver Group and has been entrusted with overseeing more than $1.3 billion in assets. Jesse specializes in guiding high-net-worth individuals and families through wealth management strategies including education planning, legacy planning, retirement income, and tax minimization. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor's degree in business administration from the Frank Zarb School of Business at Hofstra University in New York. Jesse has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" for six consecutive years and his team has been named to the Forbes "Best-in-State Wealth Management Teams" list for four consecutive years. His approach is grounded in personalized service, ethical standards, and a commitment to helping clients achieve long-term financial clarity and success. He resides in Cold Spring Harbor, N.Y., with his wife Linda, their two children, Jesse Michael and Juliette, and their dogs. Jesse is actively involved with several non-profit organizations and community activities. He enjoys spending time with his family and engaging in outdoor activities such as golfing and fishing.

Karen Major is a Financial Advisor with Merrill Lynch Wealth Management. She brings over a decade of experience helping individuals and families make thoughtful decisions about their wealth. Karen builds her practice around the mission of helping clients use their financial resources to live fully today while creating a lasting impact for future generations. She works closely with clients to define their goals and develop portfolio strategies tailored to their needs, providing ongoing advice as their situations evolve. Born and raised in the Caribbean, Karen's approach to wealth management is informed by her early life experiences emphasizing hard work, sacrifice, education, and generosity. She is particularly focused on multigenerational planning, facilitating Family Summits to engage parents, children, and grandchildren in discussions about family values, financial education, philanthropy, and legacy. Karen holds a Bachelor's Degree from Hofstra University and carries the Personal Investment Advisor (PIA) designation. Outside of her professional work, Karen enjoys activities such as biking, cooking, gardening, reading, traveling, and yoga. She is actively involved in community organizations including Girls On The Run (GOTR) and Rotary, supporting initiatives in education, healthcare, and opportunities for underserved communities.

Donna Doody is a financial advisor at Merrill with a Series 63 designation and over 41 years of industry experience. She has been with Merrill since 1983. 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.