Mirella Wilmot is a Wealth Management Advisor and partner with the AS Wilmot Group at Merrill Lynch Wealth Management. She has been with Merrill for over two decades, focusing on helping clients develop personalized wealth management strategies tailored to their individual financial situations and goals. Her approach involves understanding clients' full financial picture, including assets, liabilities, career status, retirement plans, and family needs, to create customized financial plans. Mirella's expertise includes personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Houston Baptist University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She began her career at Merrill while in college, assisting in wealth management strategy development, and has since committed to building client relationships and supporting their financial goals. In addition to her professional work, Mirella participates in community activities through the Merrill tradition of service. Her personal interests include music, photography, reading, spending time with family, traveling, and watching movies.

Kenia Medlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on integrating wealth management planning to simplify the complexities of clients’ financial situations. Kenia emphasizes building strong, long-term relationships by providing personalized attention and collaborating closely with clients to develop strategies tailored to their unique financial goals. She holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and a Personal Investment Advisor (PIA) credential. Kenia earned an associate’s degree from Thomas Edison State College. She is bilingual in English and Spanish. Kenia is part of a team committed to helping improve clients’ financial lives. Details about her personal interests or community involvement have not been provided.

Iain Sharpe is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has worked since 1999. He is a Portfolio Manager with 23 years of experience at Merrill, focusing on providing wealth management services to affluent families, entrepreneurs, business executives, and other professionals. His areas of expertise include financial strategies, asset allocation, corporate benefits, executive compensation, family wealth management, legacy planning, liquidity management, and tax minimization. Iain was named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including in 2018, 2021, 2022, 2023, 2024, 2025, and 2026. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree in hotel management from the University of Houston. Prior to his career in wealth management, he worked in the hotel management industry. Outside of work, Iain enjoys adventure sports, golfing, traveling, and spending time with his family. He and his wife live in Houston with their two sons. He is also involved with The Faris Foundation.

Alisa Danaj is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. She provides ongoing advice and adapts portfolios as clients' situations evolve. Alisa holds the Personal Investment Advisor (PIA) designation. She earned an Associate's Degree from the College of the Mainland and a High School Diploma from Clear Falls High School. She also attended the University of Houston System without obtaining a degree. She is proficient in Albanian and English. Outside of her professional work, Alisa is involved with several community organizations, including Blue River Animal Rescue, Habitat for Humanity, and the Houston Food Bank.

Silas Girgis III is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as President of the Advisory Council at St. Laurence Catholic School, providing strategic guidance to the school's leadership. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Hepner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with corporate executives, high net worth families, business owners, and individual investors in the Mid-South region to develop customized wealth management strategies designed to meet their unique financial goals, liquidity needs, risk tolerance, and tax considerations. Leveraging the resources of Merrill Lynch and Bank of America, he and his team provide financial advice and personal attention tailored to each client’s objectives. With over 28 years of experience in the financial industry, David leads Hepner & Associates in delivering wealth management services to affluent families and corporations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Mississippi. David resides in Nashville, Tennessee with his wife, Mary Helen, and has two adult children and one four-legged grandchild.

Ainhoa Sanchez Castro is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Alterna Securities Inc. and Bank of America, N.A. She is based in Houston, TX. 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.

Juan Gomez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of professional banking experience. His expertise spans client relationship management, wealth management, and credit-lending, serving individuals and businesses across North America and Latin America. Juan focuses on developing personalized financial strategies tailored to clients’ long-term goals, leveraging insights from Merrill and solutions from Bank of America. He holds a Master of Business Administration (MBA) from IE Business School and is a Personal Investment Advisor (PIA). Bilingual in English, Spanish, and Portuguese, Juan has lived in the Houston area for 14 years and currently resides in the Woodlands with his wife and three children. Outside of his professional work, he enjoys music, running, soccer, tennis, and traveling.

Andres Swartz is an International Wealth Advisor at Merrill Lynch Wealth Management, a position he has held since 2005. He brings over 25 years of experience in international wealth management, focusing on a comprehensive, client-centered approach that aligns with the goals and objectives of individuals and families. Andres collaborates with a team of professionals to develop a wide range of needs-based strategies, including asset management, custom credit solutions, fiduciary services, and estate planning. Before joining Merrill Lynch, Andres served as a wealth advisor at UBS International, where he provided financial advice to high net worth clients. He holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Andres earned his Bachelor's Degree from Universidad Santa Maria Caracas in Venezuela and is fluent in both English and Spanish. Outside of his professional work, Andres enjoys hunting, music, racquetball, reading, soccer, spending time with his family, traveling, and watching movies.

Asher Delisle is a Financial Advisor with Merrill Lynch Wealth Management who works closely with clients to define their financial goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts financial plans as clients' situations evolve. His approach centers on uncovering what matters to clients and their families to create strategies aimed at achieving their financial objectives. Asher specializes in areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Portfolio Management Services, and Retirement Income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Tech University System. He is also associated with Pi Kappa Alpha Fraternity. Outside of his financial advising role, Asher participates in community activities such as hosting a Men's Bible Study. His personal interests include adventure sports, golfing, and rock climbing.

Maria Caicedo is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a variety of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Christopher Deily is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Janet Acosta is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she operates a travel agency specializing in family vacations to Disney and other popular destinations. 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.

Grady Cavness is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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.

Pamela Rodgers is a Series 66 licensed advisor with Merrill in Houston, TX, with 20 years of industry experience. She has been with Merrill since 1997. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Pablo Ruiz-Berlanga is an International Wealth Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. With over twenty-eight years in the banking industry, he specializes in family wealth management strategies, international wealth management, and portfolio management services. He holds a Master's degree from George Washington University and a Bachelor's degree from ITESM. Pablo is also a Personal Investment Advisor (PIA). Outside of his professional work, Pablo enjoys playing tennis, biking, painting, and traveling. He speaks Spanish and Italian and has an interest in art.

Alfredo Lelo De Larrea is a Private Wealth Advisor with Merrill Private Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Alfredo earned a Bachelor's Degree from Instituto Tecnologico Autonomo de Mexico (ITAM) and a Master of Business Administration (MBA) from Emory University. His education and credentials support his work in providing wealth management services to clients.

Eric Blaha is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Sanders is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank. She has been with Merrill since 2020. 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.

Ethan Bondurant is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting corporate executives, professionals, business owners, and families with informed financial decision-making. He focuses on helping clients navigate complex executive compensation programs such as equity awards, restricted stock units, non-qualified stock options, employee stock purchase plans, and concentrated stock positions. Bondurant develops personalized strategies that align these compensation benefits with broader financial goals, addressing related tax, investment, and planning considerations. Beyond executive compensation, Ethan provides personalized financial planning and wealth management services tailored to each client's unique circumstances. His expertise includes retirement planning, wealth accumulation, risk management, education funding, legacy planning, and portfolio management. Through professionally managed portfolios and access to banking, lending, and investment solutions, he supports clients in pursuing confident financial decisions today to build a stronger foundation for the future. Ethan holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boxing, chess, football, hiking, photography, reading, skiing, spending time with his family, traveling, and watching movies.