Alex Gutierrez is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from the University of Houston System.

James Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2016. He specializes in helping clients address complex financial needs through personalized wealth management planning aimed at providing clarity in their financial lives. His expertise includes retirement and estate planning services, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, legacy planning, and employee financial health. James holds a Bachelor's Degree from Texas A&M University and has earned the Personal Investment Advisor (PIA) designation. He focuses on customizing financial strategies that align with each client's investment personality and objectives to help them achieve their financial goals. He resides in Houston with his wife Lauren, their two children, Elle and Connor, and their pug Millie. James enjoys basketball, football, golfing, spending time with his family, and traveling.

Crystal Stanfield is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 11 years of industry experience. She has been associated with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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.

Kevin Farladansky is a Financial Advisor at Merrill Lynch Wealth Management in Houston. He has over 15 years of experience working with individuals, professionals, and business owners to help them manage their wealth effectively. His expertise includes 401(k) plans, IRAs, equity compensation such as RSUs and stock options, corporate cash management, and business exit and succession planning. Kevin assists clients in simplifying their financial situations and aligning their assets with their goals. He focuses on providing clear and practical advice on retirement accounts, investment portfolios, liquidity management, and philanthropic planning. His approach is to eliminate unnecessary complexity, helping clients feel more confident about their financial future. He holds a Bachelor's Degree in Finance from the University of Houston and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin is also involved with the Bank of America Charitable Foundation.

Jennifer Berg is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2002 and has also worked at Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlos Vaquero is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies that align with their long-term goals. Carlos leverages access to Merrill’s investment insights along with the banking and lending solutions of Bank of America to help clients manage their wealth in a changing market environment. His areas of expertise include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, and retirement income. Carlos holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Houston System. Carlos also participates in community volunteering in line with Merrill’s tradition of engagement in the communities it serves.

Leslie Diaz is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is also a specially qualified Senior Portfolio Advisor, providing clients with traditional financial advice and tailored investment strategies. John draws from his experience to build and manage custom investment portfolios, selecting from Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In his role within the firm’s Investment Advisory Program, he may manage client strategies on a discretionary basis. With 24 years of experience in the securities industry, John joined Merrill Lynch in 2015. He offers a broad range of wealth management solutions based on client risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. John holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Houston. A native Houstonian, John is an active member of the West University community, where he resides with his wife and their two sons. He is committed to community involvement, dedicating time to volunteer with local organizations. Outside of work, his personal interests include baseball, fishing, and hunting.

Erik Kingshill is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Kingshill Group. He focuses on addressing client needs in education, retirement, estate, and survivor planning, and serves as a Portfolio Manager overseeing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Erik holds the CERTIFIED FINANCIAL PLANNER® certification and has been a Certified Public Accountant since 1990, although he does not provide tax advice as an employee of Merrill. Before joining Merrill Lynch in 2001, he accumulated 13 years of experience in Big Four Public Accounting and industry, including a role as Director of Financial Planning & Reporting at a billion-dollar international Fortune 500 company. He earned his bachelor's degree from the University of Houston. Outside of his professional responsibilities, Erik participates in the Prison Entrepreneurship Program and enjoys activities such as bowling, chess, golfing, hiking, music, reading, softball, tennis, traveling, and spending time with his family.

Deborah Wall is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.