Clinton Rand is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. Based in Houston, TX, his professional background is rooted in large institutional firms. Merrill, together 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 developed by internal Chief Investment Office teams and third-party managers.

Joe Walker is an International Wealth Advisor at Merrill Lynch Wealth Management. He holds the Professional Designation of Personal Investment Advisor (PIA). Mr. Walker earned a Bachelor's Degree from Rice University. His role involves providing wealth management services with a focus on international clients.

Dianna Vega is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019, following prior roles at Wells Fargo Clearing and JPMorgan. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Reekie is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, sports and entertainment, and retirement income, providing clients with personalized wealth management strategies tailored to their financial goals. Paul holds a Bachelor's Degree from the University of Louisiana and has earned the Personal Investment Advisor (PIA) professional designation. He emphasizes working one-on-one with clients to develop financial strategies that align with their long-term objectives. In addition to his professional role, Paul participates in community service through volunteering with local organizations, reflecting Merrill's tradition of community involvement.

Trent Strong is a Financial Advisor with Merrill Lynch Wealth Management in Dallas. He focuses on helping individuals, families, and professionals build confidence in their financial futures through thoughtful planning, personalized advice, and lasting relationships. Trent emphasizes understanding what matters most to each client and develops customized strategies tailored to their goals and circumstances. He holds both a bachelor's degree and a Master of Science degree in finance from Southern Methodist University. Prior to his current role, Trent served as a Financial Solutions Advisor, gaining experience in assisting clients with their financial decisions. He is also a Personal Investment Advisor (PIA). Trent's background includes participation in the Southern Methodist University football program from 2020 to 2023, during which he balanced athletics with a rigorous finance education and earned recognition on the American Athletic Conference All-Academic Team for three consecutive years. Originally from Tucson, Arizona, Trent now resides in Dallas and spends his free time playing golf, fishing, watching sports, and enjoying outdoor activities.

Joni Abalos is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1992, she has worked with individuals and families to develop customized wealth management and investment strategies. Joni assists clients with areas such as retirement planning, estate planning, wealth transfer, income management, and potential lending solutions through access to Bank of America. She holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™ and the National Association of Professional Women. Her education includes a high school diploma from East Chambers HS and studies at Lamar University and Alvin Community College. Joni's client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Outside of her professional work, Joni enjoys golfing, practicing yoga, and spending time with her family.

Jeffrey Hanshaw is a Series 63-licensed financial advisor at Merrill with over 43 years of industry experience. He has been with Merrill since 1982 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing family-owned rental properties in Houston, Texas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Justin Griffin is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Merrill since 2008 and concurrently associated with Bank of America, NA since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through a variety of program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

Paula Davis is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 1999. 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 tailored for individuals, high‑net‑worth clients, pension plans, corporations, and charitable organizations.

C Thames is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Thames provides financial guidance and investment strategies tailored to client needs. Thames holds the professional designation of Personal Investment Advisor (PIA). Their educational background includes a Bachelor's Degree and a Master's Degree, both earned from the University of Texas.

Christopher Ruiz is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, N.A. since 2019. 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.

Kristen Nichols is an International Wealth Advisor with Merrill Lynch Wealth Management and serves as the Lead Advisor for The Hanshaw Group, a team with over fifty years of combined experience. She began her career in wealth management in 2011 and focuses on guiding high-net-worth individuals and families in achieving their personal and financial goals through a thoughtful and proactive approach. Kristen works with clients across the U.S. and internationally, including temporary U.S. residents, tailoring financial strategies to their diverse needs. A proud Houston native and Texas A&M University graduate, Kristen holds a Bachelor of Arts in Spanish with a minor in Business. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach centers on clear and stress-reduced financial planning, emphasizing the development of trusted, long-term relationships with her clients. Kristen is actively involved in her community, volunteering and fundraising for organizations such as the Houston Livestock Show and Rodeo, Junior League of Houston, Project C.U.R.E., Star of Hope, and serving on the Saint Agnes Academy Alumnae Board. She resides in Katy, Texas, with her husband and their three children and enjoys gardening and hosting backyard gatherings in her free time.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Dayan Vargas Brito is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Merrill in 2024, he worked for Banorte-Ixe Securities International, Ltd. for over seven years in various roles. Merrill provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Darren Fenz is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Houston. He has been working in financial services since 1994 and joined Merrill in 1997. Darren specializes in wealth management for individuals and families, focusing on retirement income planning, tax-sensitive distribution strategies, estate planning coordination, and multi-generational wealth transfer planning. He assists clients, particularly employees and retirees of major Houston energy companies, in transitioning from paycheck-driven lives to retirement-driven lives with confidence and clarity. Darren holds a bachelor's degree from the University of Texas at Austin and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Personal Investment Advisor (PIA). His approach emphasizes bringing structure, discipline, and perspective to clients' financial decisions through comprehensive planning. Outside of his professional role, Darren has been married for over 25 years and is a father of three children. He is an Eagle Scout recipient and serves as an Assistant Scoutmaster with Troop 641 of the Boy Scouts of America. These roles reflect his commitment to values such as integrity, preparation, service, and stewardship, which influence how he serves his clients and their families.

Adrian Marinaro is a Private Wealth Manager at Merrill Private Wealth Management, bringing over 20 years of experience advising high-net-worth clients on investment strategy, tax efficiency, and wealth preservation. He provides tailored financial strategies to individuals, families, and institutions, leveraging Merrill and Bank of America's resources. Mr. Marinaro began his career in 2003 at Citigroup Global Markets in New York City and later held senior advisory and trading roles at Citi Private Bank and JPMorgan Private Bank. His expertise includes family wealth management strategies, international wealth management, liquidity management, portfolio management services, small business strategies, and individual and corporate investment strategy. He holds a Bachelor's Degree from Universidad Católica Argentina and an MBA from Thunderbird School of Global Management. Adrian is a Personal Investment Advisor (PIA) licensed across numerous U.S. states and is fluent in English and Spanish. His personal interests include basketball, chess, football, music, photography, racquetball, soccer, traveling, and yoga.

Christopher Lynch is a Series 66-registered advisor with Merrill in Houston, TX, and has three years of industry experience. He previously worked at Lonestar Pension Consultants for five years and has been with Merrill since 2022, concurrently holding a position at Bank of America, N.A. since 2024. 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 a range of clients including individuals, pension plans, and charitable organizations.

Shelley Adams is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in international wealth management, women and wealth, and individual and corporate investment strategy. Born and raised in Guatemala, Shelley has lived in Houston for the past 34 years. She is fluent in both Spanish and English, and holds a Bachelor's Degree from Southwestern University. In her role, she delivers a comprehensive approach to managing wealth by listening closely to clients’ needs and connecting all aspects of their financial lives to develop personalized strategies aligned with their long-term goals. Shelley holds the Personal Investment Advisor (PIA) designation and is committed to building and maintaining strong client relationships through accessible, knowledgeable, and experienced guidance. She draws upon the broad resources of Merrill Lynch and Bank of America, including insights from BofA Global Research, to help clients navigate today's changing market conditions. Shelley’s philosophy emphasizes working one-on-one with clients to create flexible strategies that reflect what matters most to them. In addition to her professional work, Shelley follows Merrill’s tradition of community involvement and volunteers with organizations such as Faith in Practice. She enjoys spending her free time traveling, attending cultural events, and engaging in activities like cooking, dancing, gardening, interior decorating, music, reading, swimming, and watching movies with her family. She is also grounded in her strong family values and Christian faith.

Donald Fecel II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive financial planning and portfolio management strategies tailored to each client's specific goals. His work includes advising on areas such as retirement income, tax minimization, family wealth strategies, and socially responsible investing. Donald holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Trinity University and is involved with the Trinity University Alumni Board in Houston. He is active in the community through participation with the Houston Council on Recovery and supports the Houston Food Bank. His interests include gardening, golfing, music, skiing, spending time with his family, tennis, traveling, watching movies, and woodworking.

Joseph Huynh is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. He has worked at Merrill since 2019, with a two-year tenure at Morgan Stanley and four years at the University of Texas at San Antonio prior to that. 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, and institutions.