Allison Andrews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Outside of her advisory role, she owns Andrews & Austin LLC, a non-medical home care business for senior citizens, and serves on the Board of Advisors for Big Brothers Big Sisters in Hartford, Connecticut. 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.

Christian Griffin is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at BNY Mellon, J.P. Morgan Securities, and AllianceBernstein L.P. Griffin serves as a board member of the Adam J. Lewis Academy. 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, and institutional accounts.

Jason Glasser is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He previously worked at Flagstar Bank for two years and First Republic Bank for eight years. Glasser owns an inactive LLC, Glass Capital LLC, which was originally formed for a real estate investment that did not materialize. Merrill, along 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 to individuals, high-net-worth clients, and institutional investors.

John Arceri is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Merrill in 2026, he worked at Citigroup Global Markets for 19 years. 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 a diverse client base, including individuals, high-net-worth clients, and institutions.

Carolyn Westerberg is a financial advisor with Merrill in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Merrill and Bank of America since 2015. Outside of her advisory role, she is a General Partner and Managing Member of VBreal, an S Corporation investment entity focused on property investments in Florida. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stacy Bone is a financial advisor with Merrill in Greenwich, CT, holding Series 63 and Series 66 licenses. She has 22 years of industry experience, including 11 years with Merrill and Bank of America. 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 institutions.

Eric Gies is a financial advisor with Merrill in Greenwich, CT, holding Series 65 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Paritas Capital, Mirador, LLC, Waypoint Residential, Bessemer Investor Services, Neuberger Berman BD LLC, and AllianceBernstein L.P. He is also the managing member of several single-member LLCs for real estate investments. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Schiavone is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at MBSC Securities Corporation and BNY Mellon. 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.

Elizabeth Cahill is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America since 2001. Outside of her advisory role, she volunteers on a committee for the Association for Corporate Growth Connecticut. 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, and institutional investors.

Andrew Herr is a CFA® charterholder with 17 years of industry experience. He is currently with Merrill and previously worked at UBS Financial Services and J.P. Morgan Securities. He serves as a board member of the Greenwich Library in Connecticut. 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 provides model-based and discretionary strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Megan Mac Donald is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Prior to that, she was affiliated with Bank of America for over two decades. Outside of her advisory role, she serves as a board member for the Randall’s Island Park Alliance and manages several family estate and investment entities. 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 institutional investors, implementing a range of asset allocation approaches with tax-aware options.