Christopher Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has provided financial advice and guidance since beginning his career in 2007 and joined Merrill Lynch in 2015. Christopher focuses on business owners, entrepreneurs, and executives in the aerospace industry, leveraging his banking background to address both sides of clients’ balance sheets. He assists clients in adopting holistic wealth management strategies that integrate various aspects of their financial lives. Christopher holds a bachelor's degree in finance and economics from Texas State University. He has earned multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes retirement income planning, family wealth management, divorce transition planning, and LGBT wealth planning. He helps clients structure their wealth for retirement while considering factors such as taxes, inflation, and healthcare costs. Outside of his professional work, Christopher enjoys boating, fishing, and scuba diving. He is also committed to community involvement and spends time volunteering with local organizations.

Abraham Atari is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with dual-income professionals and retirees who have $500,000 or more in investable assets and are seeking a clear plan for their retirement transition. His expertise includes retirement income strategies, investment alignment with client goals and timelines, Social Security and withdrawal planning, tax-smart decisions in coordination with clients' tax professionals, and simplifying complex financial situations into coordinated plans. Abraham follows a structured process that begins with consultation and discovery, followed by personal wealth analysis and strategy development, implementation, and ongoing monitoring and optimization. Abraham holds a Bachelor of Business Administration degree in Finance and Supply Chain Operations from the University of Wisconsin - Milwaukee and is a Personal Investment Advisor (PIA). He is proficient in English and Arabic and is a member of Phi Sigma Kappa. Outside of his professional work, Abraham is involved with The Salvation Army. His personal interests include basketball, billiards, bowling, football, golfing, hiking, photography, spending time with family, traveling, and writing.

Maria Trevino is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, JPMorgan Securities LLC, and Tecnologico de Monterrey. 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 and profit-sharing plans, corporations, and charitable organizations.

Lucas Mendez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial guidance to clients and their families. Since beginning his career in 2012 as part of Rovere-Mendez Wealth Management, he has focused on helping clients at various stages of their financial journey—from early career wealth accumulation to retirement income management. He works closely with clients to develop personalized wealth plans grounded in their individual values, goals, and priorities. His areas of expertise include college education planning, corporate executive services, equity compensation services, retirement income, tax minimization, and planning for endowments, foundations, and non-profits, among others. Fluent in both Spanish and English, Lucas holds a Bachelor's degree from the University of Houston System and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA) designations. He is a member of the Houston Hispanic Chamber of Commerce and contributes to the Houston Food Bank. Outside of his professional commitments, Lucas enjoys running, playing soccer, and spending time with his family.

Donna Mckenzie Grimm is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including college education planning, legacy planning, managing new wealth, personal retirement planning, and retirement income. Donna also provides expertise in socially responsible, values-based, and ESG investing, as well as special needs planning strategies, women and wealth, individual and corporate investment strategy, and tax minimization. Donna holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her bachelor's degree from Louisiana State University.

W. White is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with Merrill in Houston, TX. He has been with Bank of America, N.A. and Merrill Lynch, Fenner & Smith Incorporated since 2014. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Adrian Maldonado Reiley is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His background includes roles at Bank of America and several positions in hospitality and education. He has experience with Douzo Hospitality, working at Sushi Momento and Basho Japanese Brasserie. 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 individual, high-net-worth, and institutional clients.

Odon Lopez is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo Investments, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Cobb III is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adapts strategies as clients' situations change. David holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Texas System.

Isaac Cerpa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in tailored financial advice aligned with clients' unique goals. Since beginning his career in the banking and financial services industry in 2012, he has focused on providing comprehensive guidance in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Isaac holds a Bachelor's Degree from Dallas Baptist University and has earned professional designations as a Chartered Retirement Planning Counselor® (CRPC®) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, he is able to serve a diverse client base, including Spanish-speaking individuals seeking financial guidance. He is a member of the NTX Hispanic/Latino Organization for Leadership & Advancement (HOLA). Beyond his professional work, Isaac and his wife are active in their local church community. He also contributes as a facilitator for Clay Student Leadership, an initiative that provides leadership lessons to elementary students in the Dallas Independent School District. His personal interests include camping, hunting, and spending time with his family.

Gorana Komazec Tosic is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2003. She focuses on the pre- and postretirement needs of businesses and individuals, providing retirement planning services, executive compensation strategies, and managing individual and corporate portfolios. Gorana advises a select group of families, entrepreneurs, executives, and business professionals with complex financial needs, aiming to assist them in making informed financial decisions through a disciplined investment approach. She holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gorana earned her bachelor's degree in finance from the University of Houston. In addition to her professional work, she is involved with the Houston Food Bank in her community. Gorana resides in Houston with her two daughters. Her interests include chess, cooking, gardening, music, reading, spending time with family, tennis, traveling, volleyball, and yoga. She was named to Forbes' "Top Women Wealth Advisors Best-in-State" list in 2023.

Bryan Hamlin is a Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry to his practice. He holds the Chartered Financial Consultant® (ChFC®) designation and the Personal Investment Advisor (PIA) credential. Bryan earned his bachelor's degree from the University of Houston System. His expertise focuses on working with executives, retirees, and business owners to help them navigate important financial decisions such as retirement planning, business succession, executive compensation, and multigenerational wealth transfer strategies. Bryan emphasizes understanding each client's unique goals and priorities to develop customized strategies aimed at building, preserving, and transferring wealth. Outside of his professional responsibilities, Bryan enjoys traveling—with visits to 18 countries—as well as golfing, listening to music, and football. He also maintains an active lifestyle through fitness training and is a member of the Space City Corvette Club.

Erica Linton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she worked for Mendocino Farms for four years and Pappas Restaurants Inc. for seven years. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katherine Cruz is a financial advisor at Merrill with 11 years of experience at the firm and 8 years in the industry. She holds a Series 66 designation and is based in Houston, TX. 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 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 and third-party managers.

James Bank is a Financial Advisor at Merrill Lynch Wealth Management with eighteen years of experience in wealth management and institutional financial services. He began his career as a publishing research analyst covering small-cap industrials at Sidoti & Co. and later Citigroup. He then joined UBS Wealth Management as an equity specialist and advanced to serve as Head of Equity & Debt Syndicate and Head of UIT Sales & Product Development before his current role at Merrill. James holds a Bachelor of Arts degree from Pennsylvania State University and an MBA from the Fordham University Gabelli School of Business. He maintains FINRA Series 7, 24, 63, 66, 79, 86, and 87 registrations and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, James has interests in adventure sports, cooking, fishing, football, hunting, ice hockey, skiing, and spending time with his family.

Erik Feldhaus is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Citi Private Bank for 16 years. He serves as a general partner to a personal investment company owned by his parents. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and custody services. The firm emphasizes manager selection and monitoring, tax-efficient strategies, and integration with Bank of America affiliates to support its investment approach.

Kathryn Ward is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She has been with Merrill Lynch since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Carson Traylor is a Financial Advisor with Merrill Lynch Wealth Management. He works with career professionals and business owners to optimize their cash management strategies, financial plans, and investment strategies. His approach involves providing a customized, comprehensive experience that assists clients not only in wealth accumulation and preservation but also in areas beyond investments. Carson offers access to Merrill's investment insights, trust and fiduciary services from Bank of America Private Bank, and banking and lending solutions from Bank of America, helping clients manage various aspects of their financial lives. Carson's expertise includes college education planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He emphasizes uncovering what matters to clients and their families to create strategies that pursue their financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston System. Carson is also affiliated with the Pi Kappa Phi Alumni. Outside of his professional work, Carson's interests include basketball, football, golfing, hunting, and watching movies.

Sadia Awan is a Financial Advisor at Merrill Lynch Wealth Management, where she has supported clients since 2016. She works with individuals, executives, lawyers, business owners, and families to provide personalized wealth planning strategies aimed at building financial security and creating lasting legacies. Her client focus includes corporate executive services, family wealth management strategies, legacy planning, women and wealth, and individual and corporate investment strategies. Prior to joining Merrill, Sadia served at Barclays in Dubai, UAE. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She also completed the Accredited Certificate Program from City College of San Francisco. Outside of her professional role, Sadia is the spouse of a Navy veteran engineer and mother of two young children. She enjoys hiking, horseback riding, pickleball, reading, spending time with her family, traveling, and volunteering.

Tracy Mauch is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Based in Houston, TX, she has spent her entire advisory career at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies constructed by internal and third-party managers.