Christopher Fontenot is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Invesco Distributors, Inc. Outside of finance, he owns and operates PlugDeux, a sole proprietorship focused on music composition, teaching, and distribution. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies.

Jonatan Rosa is a Financial Advisor based in Houston, affiliated with Merrill Lynch Wealth Management. He has developed his financial expertise over nearly eight years with Bank of America, including more than three years with Merrill. Jonatan's professional focus encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. Jonatan holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a High School Diploma from North Houston Early College High School and an Associate's Degree from Houston Community College. Fluent in both English and Spanish, he specializes in assisting clients navigating complex taxation issues, legal barriers, and immigration uncertainties, providing clarity and personalized advice. Outside of his financial advisory role, Jonatan is involved with the USA Boxing community where he volunteers as a boxing official and supports the development of future Olympians. His personal interests include boxing, running, and swimming.

Donna Besson is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Merrill since 2003 and also maintains a role at Bank of America, N.A. since 2019. Outside of her advisory work, she serves as a power of attorney for her parents. 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, plans, corporations, and charitable organizations.

Angeline Caesar is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and BOFA Securities, Inc., including a 38-year tenure at Merrill prior to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and external managers, along with trade execution, account administration, and custody support.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Barry Goldblatt is a Private Wealth Manager at Merrill Private Wealth Management. He has worked in financial services since 1986, with extensive experience in commodities and structured products. Over his career, Barry has held roles including trader, division head, and managing director for banks and exchanges. His recent positions include Managing Director of Citigroup Global Commodities as Head of Americas Institutional Sales and Global Head of Commodities, Energy, and Metals business at the CME Group. He also served as Managing Director at Merrill Lynch Commodities/Koch Industries from 1997 to 2009. At Smith Warren and Associates, Barry works closely with ultra-high-net-worth clients such as executives, entrepreneurs, and families. He leverages his experience with institutional clients to provide rigorous analysis, thoughtful strategies, and customized services tailored to significant wealth. His background in trading and monitoring energy markets informs his development of hedging strategies, investment approaches, and risk management techniques with a long-term perspective. Barry earned a Bachelor of Arts in History from Binghamton University and an MBA from the University of North Carolina at Chapel Hill. He holds the Personal Investment Advisor (PIA) designation and serves on the Board of Directors of Holocaust Museum Houston. Barry resides in Bellaire, Texas, with his wife Cindy and their two children. His personal interests include basketball, football, and spending time with his family.