Read Hubbard is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Erdmann Group. He provides financial advisory services with a focus on guiding clients through critical transitional moments and serving as a steward of their assets and wealth. His approach involves working closely with clients to align their financial strategies with their goals, serving in capacities such as Personal Banking Liaison, Wealth Management Planner, Investment Advisor, and Strategic Philanthropic Guide. Read has over 20 years of experience in legal and financial services. Prior to his current role, he was head of trading at Eos Partners, L.P. from 2001 to 2011, and he also worked as an analyst and trader at Kadem Capital. Earlier in his career, Read practiced corporate law at Willkie Farr & Gallagher LLP and Clifford Chance LLP. He holds a Juris Doctorate degree from New York University School of Law and a Bachelor's degree, earned Cum Laude, from Harvard College. He is admitted to practice law in New York, Connecticut, and the Federal Courts but does not offer legal advice in his financial advisory role. Active in his community, Read serves on the boards of several organizations including Mission (formerly the CT Challenge), Harlem Lacrosse (NYC Executive Board), The Norwalk Community College Foundation, and The Open Doors Shelter in Norwalk, Connecticut. He is also involved with SoundWaters and LI Express Lacrosse Club. In his personal time, Read engages in activities such as lacrosse, basketball, biking, fishing, and spending time with his family.

Matthew Graber is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their short-, mid-, and long-term goals, providing guidance on investing, retirement planning, and saving for unexpected expenses. Matthew also coordinates with Bank of America specialists to offer clients access to services including banking, credit, home financing, and small business solutions. His approach centers on helping clients plan, save, and invest to reach their life objectives. Matthew's areas of expertise include college education planning, personal retirement planning, portfolio management services, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Matthew earned both his Bachelor's Degree and a Master of Business Administration (MBA) from Monmouth University. Outside of his professional role, Matthew is an avid baseball and hockey fan and enjoys spending time with his family. He is also involved in community activities such as the New Jersey Special Olympics.

Lauren Spirelli is a Private Wealth Manager with Merrill Private Wealth Management. She works closely with ultra-high-net-worth individuals and families, providing customized wealth management solutions tailored to the unique circumstances of each client relationship. Lauren's expertise includes family wealth management strategies, liquidity management, portfolio management services, and retirement income planning. With more than fifteen years of experience in investing and wealth management, Lauren has focused on serving hedge fund and private equity principals, real estate investors, and significant families. Her areas of specialization include tax-sensitive wealth transfer, concentrated and restricted stock strategies, capital-markets execution, and balance-sheet optimization. Prior to joining Merrill in 2022, she held roles at Citi Private Bank, UBS, and JP Morgan Private Bank, gaining extensive experience with ultra-high-net-worth families. Lauren holds a Bachelor's degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. She resides in White Plains, New York, with her husband.

Tatyana Zakharova is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 1999. She works closely with individuals and families to assess their financial situations and develop both short- and long-term financial goals. Tatyana guides clients in creating personalized financial strategies that consider their objectives, financial needs, risk tolerance, tax implications, and other factors impacting financial decisions, aiming to help them achieve sustainable, long-term results. In her role as a Senior Portfolio Advisor, Tatyana leverages her expertise to build and manage customized investment strategies by selecting from a broad range of Merrill Lynch model portfolios and third-party investment options. Clients benefit from the extensive resources available through Merrill Lynch Wealth Management, including specialists in trust and estate planning, insurance, business financial services, and financing solutions offered through Bank of America. Tatyana holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She has earned Master's Degrees from the State University of New York and Moscow State University. Fluent in English and Russian, Tatyana is actively involved in community organizations such as The American Ballet Theater-Kaatsbaan, The Business Council of Westchester, The Russian Children Welfare Society, and The Russian-American Dental Association. Her personal interests include golfing, hiking, rock climbing, and yoga.

Peter Davies is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with affluent families to help manage their investments and financial affairs, focusing on significant financial transitions such as selling a business, managing inherited wealth, repositioning investment portfolios for retirement, and funding education for children. His team offers boutique-style service alongside the resources of a global financial services firm, providing guidance across investments, retirement planning, insurance review, and multi-generational wealth planning. Mr. Davies began his financial services career in 1984 after graduating from Yale University with a B.A. in Economics. Prior to joining Merrill Lynch Wealth Management, he worked at Nomura Securities and Morgan Stanley, providing international equity portfolio guidance to institutional investors and hedge funds in the US and Europe. He holds an M.B.A. from NYU Stern School of Business and has completed additional academic training at the London Business School and the IMD Business School in Switzerland. His professional designations include Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born in the Philippines, Mr. Davies has lived in Tokyo and London and has personal experience with international adoption in Romania and Guatemala. He resides in Greenwich, CT with his wife and two children. Outside of his professional work, he is active in his local church and enjoys hiking, photography, skiing, golf, tennis, and spending time with his family.