Thomas Martin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at The Vanguard Group, Bank of America, Morgan Stanley, and E*TRADE Securities. 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 with model-based and discretionary investment strategies designed by internal and third-party teams.

Douglas Dray is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and as a Personal Investment Advisor (PIA). He completed his bachelor's degree at Brigham Young University. Douglas is proficient in English and Spanish.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop customized financial plans that integrate investment management, retirement planning, wealth transfer strategies, and risk management. His approach centers on understanding each client's unique priorities to create coordinated strategies that support their financial goals. Matthew's expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and addressing the financial considerations of business owners and professionals. He focuses on helping clients navigate executive compensation, family wealth management, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment finances, tax minimization, and retirement income. He holds a Bachelor's Degree from East Carolina University and has earned the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor professional designations. Outside of his professional role, Matthew enjoys football, golfing, music, pickleball, reading, skiing, spending time with his family, surfing, tennis, and traveling.

Alexis Press is a financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2023, Alexis worked at Bank of America from 2016 to 2020 and has held roles at McGrath Builders LLC and Caffall Dental Care, where Alexis contributed to a dental software project. Alexis holds the Series 66 designation. 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.

Tracey Perine is a financial advisor at Merrill with 24 years of industry experience and holds the Series 66 designation. She has been with Merrill since 1996. 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.

Jonathan Downs is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Jonathan aims to connect all aspects of his clients' financial lives to help prioritize and pursue the goals that matter most to them. Jonathan holds a Bachelor's degree in Personal Financial Planning from Arizona State University's W.P. Carey School of Business. During his studies, he participated in the Financial Planning Student Association. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jonathan is involved with Gilbert Toastmasters and the Chandler Horizon Rotary, organizations that provide opportunities to develop public speaking and leadership skills. Born and raised in Chandler, Arizona, he enjoys spending time with his family and friends, traveling, going to the gym, and attending sporting events.

Monica Melvin is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with concurrent experience at Bank of America, N.A. since 2017. 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.

Candice Guadagnino is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2017 and previously worked at Charleston's Restaurant. Candice serves as a board member for the AZTEC Wrestling Booster Club, where she helps organize events and plan activities for a high school wrestling team. 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, pension plans, corporations, and charitable organizations.

Landen Westbrook is a financial advisor with Merrill and holds a Series 66 designation. He has been in the financial industry for less than one year, with prior experience including roles at Verizon Wireless and Trader Joe's. He is also affiliated with Arizona 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working as part of the Gunter Hamilton DeCaro Wealth Management Group. He collaborates with individuals, families, and organizations to develop personalized strategies around retirement, investments, preparing for future generations, and other important financial decisions. Kyle emphasizes an approach that begins with understanding each client's goals, values, and priorities to build strategies aligned with what matters most to them. Kyle has expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA), holding a Bachelor's Degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. His mission is to assist individuals and families in making confident financial decisions by bringing clarity, organization, and purpose to every stage of life through personalized advice, thoughtful planning, and long-term relationships.

Elia Parrish is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Parrish has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, with a focus on strategic asset allocation and tax-aware options.

Krystal Phillips is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017, following a year at JPMorgan Securities 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Soren Nilsen is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals and families make confident financial decisions by aligning their investments, retirement planning, and wealth strategies with their personal priorities. He works with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. Nilsen's expertise encompasses managing new wealth, portfolio management services, tax minimization, and retirement income planning. He partners with individuals, families, and business owners to create strategies designed to build, preserve, and transfer wealth. He holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Brigham Young University. Outside of his professional role, Nilsen enjoys biking, hiking, pickleball, skiing, and traveling.

Gary Parsell is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Merrill since 2009 and simultaneously affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as the general partner and managing member of Redfield Investment LLC, a company unrelated to investment advisory activities. 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.

Jillian Benson is a financial advisor at Merrill with 17 years at the firm and 7 years of industry experience. She holds a Series 66 designation and is based in Gilbert, AZ. 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.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. 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 to individual, high-net-worth, and institutional clients.

Eric Willis is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Merrill since 2012 and also has 13 years of experience with 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Ashcraft is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1984. In his role, he assists clients in developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that includes listening and helping clients make informed decisions. Gregory's client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Gregory holds a Bachelor's Degree from the University of Nebraska System and a Master's Degree from the University of Houston System. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has been recognized multiple times on Forbes' "Best-in-State Wealth Advisors" list and as a member of the Ashcraft Group on Forbes' "Best-in-State Wealth Management Teams" list. Outside of his professional work, Gregory is involved in the Academic Decathlon community program. His personal interests include hiking, photography, and scuba diving.

Alan Tarbet is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in supporting families and young professionals navigating financial planning amid life transitions, with a focus on building wealth and minimizing lifetime tax burdens. Alan's bilingual ability in English and Spanish enables him to work extensively with Hispanic small business owners and families, assisting them in reviewing cash flows, balance sheets, and prioritizing personal and business financial goals. Alan holds a Bachelor's Degree from Brigham Young University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Alan enjoys basketball, golfing, hiking, scuba diving, and spending time with his family.

Theodore Dunham is a Senior Financial Advisor with Merrill Lynch Wealth Management, offering over three decades of experience in comprehensive wealth management and investment planning. Since 1987, he has specialized in providing financial advice to affluent families, corporate executives, business owners, and their companies. Ted serves a select client base across multiple states, focusing on goals-based wealth management that aligns clients’ financial resources with their personal life objectives. Ted’s expertise includes retirement accumulation and income planning, philanthropic and legacy goals execution, portfolio risk analysis, trust and estate planning services, risk management for concentrated equity positions, hedging strategies, structured and alternative investments, and banking and lending solutions through Bank of America, N.A. His investment process emphasizes measuring progress toward clients’ goals and assessing portfolio risks in today’s economic environment. He holds a Bachelor's degree in economics from Brigham Young University and maintains professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Ted enjoys coaching ice hockey, vintage automobiles, travel, family history, writing, and reading. He lives in Mesa, Arizona with his wife, Juli, and is a father of four children.