Frank Rogers III is a Senior Financial Advisor with Merrill Lynch Wealth Management in Greenwich, Connecticut. He has served individuals, families, foundations, and corporate executives for over 28 years, focusing on portfolio management, retirement and estate planning strategies, and providing access to banking and lending services through the Bank of America Private Bank. Frank emphasizes a personal and consultative approach to financial advising, working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Frank began his career in 1994 with Dean Witter Reynolds. His expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and investment strategies for individuals and corporations. He holds the professional designation of Personal Investment Advisor (PIA) and completed his education at Greenwich High School. Born and raised in Greenwich, Connecticut, Frank has deep family roots in the investment industry. He is involved in several professional and community organizations, including the Executive Leadership Councils for the Leukemia and Lymphoma Societies in Westchester, Lower Hudson Valley, and Fairfield County. He volunteers with Covenant House, Feeding Westchester, and participates in the Leukemia and Lymphoma Society's Light the Night fundraiser. Outside of his professional work, Frank enjoys music, skiing, fishing, boating, and outdoor adventure sports.

Robert Giannetti is a Private Wealth Advisor and managing partner of The Erdmann Group within Merrill Private Wealth Management. He has been a partner with the group since 2001, overseeing portfolio strategy and advising families of significant wealth with a focus on family wealth management strategies, personal retirement planning, and portfolio management services. Rob’s career began on Wall Street, where he spent over six years in research and portfolio management at the Bank of New York, shaping his approach to capital preservation and risk management. Throughout his tenure, he has received national recognition, appearing on Barron’s Top 1,200 Financial Advisors list since 2017, including a Top 10 placement in Connecticut in 2022, and featuring on Forbes’ Best-in-State Wealth Advisors list since 2018. He holds a Bachelor’s degree in Finance with a minor in Economics from Fordham University and has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments and Wealth Institute at the Wharton School. Outside of his professional commitments, Rob enjoys baseball, basketball, football, and spending time with his family.

Brian Thompson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management that begins with understanding each client’s financial situation and objectives. Brian creates customized strategies that can adapt as client needs and market conditions evolve, providing access to Merrill Lynch’s investment insights along with Bank of America’s banking services to support various aspects of clients’ financial lives. His expertise includes institutional and corporate benefit services, services for endowments, foundations, and non-profits, employee financial health, personal retirement planning, small business strategies, tax minimization, and retirement income. Brian holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Pennsylvania State University and a Master's Degree from Fordham University. Brian is engaged in community service, volunteering with organizations in his local area. Outside of work, he enjoys golfing, soccer, swimming, and spending time with his family. His approach centers on working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Huw Rose is a financial advisor at Merrill in Greenwich, CT, holding a Series 66 designation with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erin Cleary is a financial advisor with Merrill in Greenwich, CT, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Koch Communications and My Wine and Spirits, as well as positions in education at Bucknell University and Convent of the Sacred Heart. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

William Quentin is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2017 and previously held positions at Lord and Taylor and King Kone. 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.

Stephen Lillis is a Managing Director and Private Wealth Manager with the RSL Group at Merrill Private Wealth Management in Greenwich. He provides tailored advice to ultra-high-net-worth clients, supporting multiple generations of family clients in wealth management, portfolio design, and implementation. His expertise includes evaluating a diverse range of asset classes and investment instruments, such as equity and debt instruments, structured investments, alternative investments, and derivative structures aimed at enhancing returns or reducing risks in concentrated portfolios. With nearly 30 years of experience, Stephen has held senior roles at Citi Private Bank and J.P. Morgan, advising hedge fund principals, private equity investors, family offices, and multigenerational families. His background includes managing portfolios with access to all asset classes, capital markets structures, and derivatives. He earned a Bachelor's degree from the University of Rhode Island and an MBA from the Herbert Business School at the University of Miami. Stephen lives in Wilton, Connecticut, with his wife and two children. Outside of work, he enjoys spending time with his family, boating, fishing, golfing, swimming, and traveling.

Elizabeth Carey is a Private Wealth Advisor for the Erdmann Group within Merrill Private Wealth Management. She works closely with families to develop personalized wealth strategies that align with their specific goals and objectives. Prior to joining the Erdmann Group, Elizabeth developed and delivered customized investment strategies for high-net-worth individuals, endowments, and foundations at Bank of America and Morgan Stanley's Chief Investment Offices. She has experience advising senior executives, entrepreneurs, and families on a variety of financial decisions, applying quantitative and analytical skills to help clients advance their long- and short-term investment goals. Elizabeth earned a bachelor's degree in Business and Finance from Elon University. She is a Chartered Financial Analyst® (CFA®) charterholder, a Personal Investment Advisor (PIA), and a member of the New York Society of Security Analysts. She lives in San Francisco, CA and Rowayton, CT, and serves on the board of Open Doors in Norwalk, CT. Outside of work, she is involved with Elon University and enjoys cycling, skiing, and traveling.

Tonny Navarro is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at institutions including Bank of America, Portfolio Advisors, LLC, and Waddell & Reed. Navarro also has experience in an academic setting, having worked at Georgetown 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Glennon is a Senior Financial Advisor with Merrill Lynch Wealth Management in Greenwich, Connecticut. He has extensive experience in the financial industry, having previously spent over 30 years in the global institutional fixed income market at two prominent Wall Street firms. His career includes serving as Chairman and CEO of a Primary Dealer in Government Securities from 1980 to 1985, managing taxable fixed income sales at Prudential Securities from 1987 to 2001, and transitioning to a financial advisor role later that year. Mr. Glennon holds a bachelor's degree from Babson College with majors in Finance and Accounting and completed graduate studies toward an MBA at Pace University. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his community, he has served on numerous business and non-profit boards, including leadership roles such as Chairman of St. Vincent's Hospital in Harrison, New York, Chair of the Finance Committee of Trinity College in Washington, DC, and Commodore of the Larchmont Yacht Club. He remains active in local non-profit and charitable organizations alongside his wife, Kate.

William Billinghurst is a financial advisor with Merrill, holding a Series 66 designation and possessing 20 years of industry experience. He has worked at Merrill since 2006 and is also affiliated with Bank of America, where he has been employed since 2013. 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 designed for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

James Ruskin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leverages over 30 years of institutional and retail investment experience to assist clients in achieving their wealth management goals while managing risk. Prior to his current role, James spent much of his career as a Portfolio Manager and Equity Analyst at firms including The Dreyfus Corporation, BNP Paribas, and Avenue Capital. Immediately before joining Merrill, he was a publishing sell-side analyst focused on industrial companies. He also served four years as a Director and Senior Investment Strategist with Merrill’s Portfolio Strategies/Solutions Desk, advising financial advisors and clients on market trends, the economy, investment themes, and portfolio implementation. James holds a Bachelor of Arts degree in Biology from Manhattanville College. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, corporate executive services, divorce transition planning, employee benefits planning, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, and small business strategies. Residing in Armonk, New York, James lives with his wife and has two grown children. Outside of work, he spends time gardening and enjoys tennis, paddle tennis, and skiing.

Abigail Stevenson is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2018 to 2024. Prior to her advisory roles, she worked at Loyola University Maryland, The Bryn Mawr School, and Surety Title Agency of Haddonfield. 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.

Michael Fuschetto is a Financial Advisor with Merrill Lynch Wealth Management. He works with business owners, entrepreneurs, professionals, and corporate executives across various industries to help them stay aligned with their financial goals and manage investment risk. Michael’s expertise encompasses client focus areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategies. Drawing on his background in finance and start-up ventures, he has developed relationships with professionals in diverse sectors including corporate and IT executives, realtors, CPAs, attorneys, medical, pharmaceutical, energy industries, and general contracting. He holds a Bachelor’s Degree from American University and is a Personal Investment Advisor (PIA). Michael is fluent in English and Portuguese. Outside of his professional role, he has interests that include biking, billiards, cooking, dancing, reading, tennis, and traveling.

Thomas Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and brings almost 20 years of experience working with families in areas including investment advice and financial planning. Prior to joining Merrill, Moran was a partner at The Erdmann Group for more than a decade, where he contributed to managing the business closely aligned with client experience, investment strategy, and operational excellence. He holds a Certified Investment Management Analyst (CIMA) certification as well as a Personal Investment Advisor (PIA) designation. Moran earned his bachelor's degree from Fordham University. A native of Connecticut, Moran resides in Wilton with his wife and two children.

Jodi Ann Moodie is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has experience in both creative ventures and academia, including roles at Bombshell Studios and Western Connecticut State University. 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, pension plans, corporations, and charitable organizations.

James Knox is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Goldman Sachs Maslow Media, and J.H. Mclaughlin & Co 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Bryce is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2005 and previously worked as a financial advisor in Ottawa, Canada since 2003. Benjamin holds the Certified Private Wealth Advisor® (CPWA) and Personal Investment Advisor (PIA) designations. He works closely with families to develop customized financial strategies that meet both their current and long-term goals. His expertise includes goals-based wealth planning, asset management, estate and trust planning, as well as credit, lending, and banking services through Bank of America, N.A. Benjamin draws on his experience as a strategic partner with The Erdmann Group alongside Merrill's global resources to offer a broad range of services that simplify various aspects of his clients' financial lives. Benjamin earned a Bachelor's degree in Economics from Colgate University, where he also played Division 1 NCAA hockey for four years. After college, he spent one year playing professional hockey in Germany before returning to Canada. He is an active member of several clubs, including The Colgate Silver Puck Club, The Colgate Club of Fairfield County, The Cornell Club of New York, and The Canadian Association of New York. His personal interests include fishing, golfing, and ice hockey.

Jodine Childs is a Series 66 licensed financial advisor with Merrill, based in Greenwich, CT. She has 21 years of industry experience, including 20 years with Merrill starting in 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the 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.

Lea Garraffa 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 since 2018. Her prior experience includes roles at Refried Tees, EF Legacy Securities, LLC, and Edelman Financial Services. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.