Stephen Wolanske is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual goals, with expertise in areas such as college education planning, divorce transition planning, family wealth management, liquidity management, managing new wealth, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds a Bachelor's Degree from Southern Methodist University and a High School Diploma from Brunswick School in Greenwich, CT. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to community involvement, Stephen participates in local volunteer activities aligned with Merrill’s tradition of community service.

Armando Olivieri III is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2020. His prior roles include positions at Acuris, Guidepoint, and Omnicom, as well as a period of unemployment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, alongside trading, account administration, and custody support.

Gregg Woolven is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Clearing and Morgan Stanley. Merrill, along 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 using model-based and discretionary investment strategies.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at The Children's Place and the University of Bridgeport. Outside of her advisory role, she works part-time as a personal shopper for Instacart. 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, and institutions, utilizing both internal and third-party managers.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Robert Blosio Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the comprehensive financial situations of his clients. Robert focuses on assisting entrepreneurs, executives of public and private companies, trained professionals, private equity and venture capital partners, athletes, and ultra-affluent families. With expertise in areas including corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization, Robert and his team work to develop customized wealth strategies that align with both short-term and long-term financial goals. His approach centers on enabling clients to manage their finances effectively while focusing on other important aspects of their lives. Robert holds a Bachelor's Degree from the University of Richmond and is a Personal Investment Advisor (PIA). He speaks English and Spanish and participates in various professional and community organizations such as AmeriCares, Cycle For Survival, Friends of New Canaan Hockey, New Canaan Lacrosse Association, New Canaan Winter Club, and Shorehaven Golf Club. He is also involved in community activities including AmeriCares, Cycle For Survival, Lone Pine Foundation, and New Canaan High School Boys Ice Hockey.

Robert Goughary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. He works closely with clients to develop personalized financial strategies that address their long-term objectives. Mr. Goughary has experience in a range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and speaks both English and Italian. He earned a Bachelor's Degree from Lehigh University and a Master's Degree from Domus Academy. Outside of his professional work, Robert spends time volunteering in the community and pursues personal interests such as antiquing, biking, painting, photography, reading, rock climbing, skiing, and spending time with his family.

Dijana Stanisic is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2018 and is currently affiliated with Bank of America, N.A. since 2025. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management with 18 years of experience in financial advising, including 16 years at Merrill. He specializes in family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. He approaches client relationships by thoroughly understanding their unique financial situations and goals to develop personalized wealth management strategies. Prior to his career in financial advising, Mark spent nearly 30 years in the magazine publishing industry covering global entertainment and the golf industry. His educational background includes a Bachelor's Degree in Journalism from the Medill School of Journalism at Northwestern University. Additionally, he holds a Certificate in Sales Management from the Darden School at the University of Virginia and a Certificate from the Publishing Management Institute at the Kellogg School of Management at Northwestern University. He also holds the Personal Investment Advisor (PIA) designation. Mark is a lifelong resident of the suburban New York City area and lives in New Canaan, Connecticut with his wife Pam and their poodle Ziggy. He participates in community activities such as the Longest Day of Golf benefitting Cancer Care. Outside of his professional work, he enjoys cooking, golfing, racquetball, and watching movies.

Edward Laux is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in February 2019, bringing over 35 years of experience from the institutional side of Wall Street. Prior to his current role, he worked as an equity position trader and held leadership positions in US Equities at firms including Kidder Peabody, ABN AMRO Bank/Chicago Corp, and Cantor Fitzgerald. Edward leverages his expertise in risk, research, and client relationships to provide comprehensive wealth management services. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, individual and corporate investment strategy, and tax minimization. He collaborates closely with the Dyer Group, a top advisory team at Merrill Lynch, to enhance the scope of services offered to clients. Edward holds FINRA Series 7, 24, 55, 63, and 66 securities registrations and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics from Dartmouth College. Outside of his professional work, Edward participates actively in his community, serving on advisory boards such as the University of New Haven Executive Micro MBA Program, coaching travel basketball with the Greenwich YMCA, and contributing to the Stamford Board of Tax Assessment Appeals. He enjoys antiquing, basketball, cooking, golfing, reading, watching movies, yoga, and spending time with his family.

Brett Berkman is a Managing Director and Wealth Management Advisor at Merrill, where he leads the Angelone & Berkman Group. He provides oversight, tailored advice, and customized strategies to individuals, families, and businesses aimed at enacting a purposeful approach to their finances. Brett advises a select group of high-net-worth clients and serves as the dedicated Advisor for the team's institutional retirement clientele, overseeing plan investments and administration for Defined Contribution and Defined Benefit plans. Brett's areas of focus include customized investments, trust and estate planning services, retirement strategies, wealth planning, and access to credit and banking capabilities through Bank of America. He strives to be considered a member of his clients' inner circle, offering a concierge-level service and serving as a trusted sounding board. His approach integrates both sides of a client’s balance sheet to present a cohesive perspective on opportunities that significant wealth can offer. Brett joined Merrill in 2002 after earning his Bachelor of Arts degree from Towson University. He holds several industry designations, including Certified Plan Fiduciary Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and Retirement Benefits Consultant. Brett resides in New Canaan, Connecticut, with his wife Liz and their two children. In his free time, he enjoys spending time with family and friends, playing golf and tennis, traveling, and trying new wine.

William Shea is a Series 66-credentialed financial advisor with Merrill, based in Greenwich, CT, and has 34 years of industry experience. He has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Shea serves as an advisory board member on the parish finance committee at St. Michael's Church. Merrill, together 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 individual, high-net-worth, and institutional clients.

Susan Christy is a financial advisor at Merrill with 37 years of industry experience. She has been with Merrill since 1990 and 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Elena Ferrante is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019, including time at UBS Financial Services and William Raveis Real Estate. 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.

Brian Minicus is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at Bank of America and Merrill, as well as involvement with the Premier Lacrosse League and various collegiate organizations. 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.

Paul Keblish is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with executives, professionals in finance, technology, and healthcare, business owners, serial entrepreneurs, and high net worth individuals. His practice focuses on managing cash flow, growing and protecting wealth, and comprehensive financial planning that aligns with clients' personal priorities and goals. Paul brings over 30 years of professional experience, including previous roles in investment banking and entrepreneurship, to his advisory services. Paul received a degree in Economics from Duke University and earned an MBA with Distinction in Finance and International Business from New York University Stern School of Business. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise spans a broad range of client needs, such as education planning, legacy planning, liquidity management, executive compensation, and services for non-profits. Outside of his professional work, Paul is actively involved in community organizations including the Westport Sunrise Rotary and the Westport Weston Family YMCA, where he has served as President of the Board of Directors and currently serves on the Board of Trustees. He enjoys outdoor activities such as skiing, golf, paddle boarding, and spending time with his family.

Nancy Perez Tamez is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at BlackRock Investments and Park Avenue Securities. Outside of her advisory role, she works part-time as a rideshare driver for Uber. 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 various organizations.

Christopher Sause is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has previously held roles at Camperio SIM S.p.A., Winch S.r.l., Sacred Heart University, and the International School of Milan. 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.

Mario Forlini is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm for 27 years, bringing extensive experience in assisting clients with various aspects of financial planning, including portfolio management, retirement income, tax minimization, education planning, and family wealth management strategies. Mario collaborates closely with clients’ families, attorneys, and tax advisors to address complex financial needs. Mario earned a Bachelor's Degree from Fairfield University’s Business School. He holds the Personal Investment Advisor (PIA) designation and is multilingual, speaking English, Italian, and Spanish. He is involved with the Greenwich United Way, reflecting his commitment to community engagement. Mario resides in Greenwich, Connecticut with his wife and two daughters. Outside of work, he enjoys spending time with his family, as well as participating in sports such as baseball, basketball, football, golf, running, skiing, and traveling.

Theodore Roman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth and ultra-high net worth individuals and families, providing access to a wide range of investment and banking products offered through Bank of America Corporation. His client focus includes family wealth management strategies, legacy planning, and portfolio management services. With more than 30 years of experience in the financial services industry, Theodore has held senior positions at Bear Stearns and JPMorgan prior to joining Merrill in 2016. He is a Certified Public Accountant and holds Series 7, 63, and 65 FINRA registrations, as well as insurance licenses in multiple states and an NMLS license. He earned a Bachelor of Arts with distinction in Economics from the University of Pennsylvania, where he was elected to national academic honor societies in economics, mathematics, and social sciences, and an MBA from Harvard Business School, where he received Second-Year academic honors. Outside of his professional responsibilities, Theodore has been involved in charitable activities related to running, including participating as a founding member of Team in Training, a group that has raised significant funds for research into blood cancers. He is also involved with The Celiac Disease Center at Columbia University and The Rye Arts Center. His personal interests include golfing, reading, and running.