Dana Metting is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has worked with Merrill since 2005 and concurrently with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and tax minimization. He works with individuals and families who value structured and objective advice, aiming to develop lasting relationships as their main point of contact for financial needs. Jack holds a Bachelor's Degree in Economics and Business from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach involves helping clients manage complexity across investments, taxes, and retirement planning by evaluating trade-offs, managing risk, and aligning capital with long-term priorities. Outside of his professional work, Jack is involved with the Memorial Hermann - Texas Medical Center and Memorial Hermann Greater Heights Hospital. His personal interests include football, music, spending time with family, traveling, and watching movies.

Eugenio Bernardo Gomez Y Gomez is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He focuses on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. His expertise includes assisting clients with planning, investment management, capital markets, trust and estate planning services, as well as access to global banking and customized lending. Eugenio has worked in private banking since 2004. Before joining Merrill, he spent over 16 years at Citi Private Bank, where he ultimately served as a Banker to the Ultra-High-Net-Worth segment, working closely with large Latin American families on multi-jurisdictional investment and credit solutions. He holds a Bachelor’s degree in finance and a Master of Business Administration (MBA), both from Florida International University, and holds the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional commitments, Eugenio enjoys boating, golfing, music, swimming, and spending time with his family. He and his wife Rebecca have three daughters. When not enjoying Miami's outdoor environment, he spends time restoring classic cars with his father.

Katherine Newport is a financial advisor with Merrill in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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.

Shawn Farrokh is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2023. He focuses on serving clients' needs through a comprehensive approach to managing wealth, which includes understanding clients and their families, financial situations, and priorities. Shawn helps create customized wealth management strategies that can adapt to changing needs and market conditions, providing access to Merrill's investment insights and Bank of America's banking services. With 19 years of experience in the financial services industry, Shawn's expertise encompasses areas such as college education planning, executive compensation, international wealth management, legacy planning, liquidity management, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds a bachelor's degree in Foreign Language (2022) and an MBA in Finance (2024), both from Saint Joseph's University. Shawn is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Committed to community involvement, Shawn follows Merrill's tradition of participating in the communities they serve and spends time volunteering with local organizations. He is married and a proud father of boy-and-girl twins.

Marissa Hernandez is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. She has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2022. 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, and institutional investors.

Keith Standley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1994 and joined Banc of America Investments, which later became Merrill, in 2002. Keith focuses on creating, implementing, and monitoring client portfolios by utilizing the wide array of investment solutions available through Merrill Lynch. As a Portfolio Manager, he uses the Merrill Investment Advisory Program to manage personalized or defined strategies on a discretionary basis. This approach allows him to incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, customizing each portfolio to align with clients’ goals while managing risk through diversification and thoughtful adjustments based on market conditions. Keith's expertise includes college education planning, family wealth management strategies, endowment and foundation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategy and retirement income planning. He holds a Bachelor of Business Administration in Finance from Stephen F. Austin State University and holds the Certified Portfolio Manager® designation awarded by the Academy of Certified Portfolio Managers in conjunction with Columbia University in New York. Additionally, he has the Personal Investment Advisor (PIA) designation. Keith lives in Humble, Texas, with his wife Patty and their three daughters. Outside of his professional responsibilities, he is involved in his community and enjoys volunteering. His personal interests include baseball, football, golfing, and spending time with his family.

Natalie Hoke is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America and was involved with the Student Organization Finance Center and Texas A&M University. Outside of finance, she has worked in the food service industry at Brandani's Burgers Tacos and Brews. Merrill, along 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.

Matthew Jewell is a Wealth Management Advisor with Merrill Lynch Wealth Management in Houston, where he has been serving clients since 2016. He develops customized wealth management strategies for individuals, families, and businesses by aligning investment resources from Merrill and banking services from Bank of America to meet his clients' goals and objectives. Matthew focuses on areas including corporate executive services, equity compensation, family wealth management, legacy planning, liquidity management, and personal retirement planning. Matthew earned his Bachelor's degree in Finance and Marketing from the University of Houston. He continued his education by obtaining a Financial Planning degree from Rice University in 2020, followed by his CERTIFIED FINANCIAL PLANNER® certification in 2021. Additionally, he holds designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a lifelong Houston resident who enjoys recreational sports including basketball and golf, traveling, and spending time with his family and friends. Matthew also serves as a mentor to undergraduate students at the University of Houston, helping them prepare for professional careers and transitions into the corporate world.

Stephen Roberts is a Wealth Management Advisor with Merrill Lynch Wealth Management and the founder of Roberts Wealth Management Group, a Houston-based team that provides customized wealth management services to clients and their families. With over 26 years of experience at Merrill Lynch, he specializes in simplifying complex financial situations and delivering value through a range of strategies tailored to clients’ needs, including estate planning, investments, tax minimization, wealth transfer, and retirement income. Steve has received recognition from Forbes magazine as one of the Best-In-State Wealth Advisors in multiple years including 2018 through 2026, as well as designations from Barron's magazine naming him among America's Top 1,200 Advisors from 2016 to 2019. The Roberts Wealth Management Group has also been acknowledged on Forbes' Best-In-State Wealth Management Teams list for 2025 and 2026. Within Merrill Lynch, Steve has led advisor training programs in both the downtown Houston and Clear Lake offices. He holds a Bachelor of Business Administration degree with a concentration in finance from the University of Houston and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). Outside of his professional work, Steve enjoys live music, the beach, weightlifting, fishing, and spending time with his family. He is an active member of Southstone Church and resides in Katy, Texas with his wife and three children.

Troy Utz is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Merrill since 1986 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Eliana Vargas is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2003. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Peeples is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. 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 and profit-sharing plans, corporations, and charitable organizations.

Judi Underwood is a Wealth Management Advisor and founding partner of Aber & Leedy Wealth Management. She has over 35 years of experience in wealth management and banking, with the last 25 years at Merrill Lynch Wealth Management. Judi focuses on helping high net worth individuals and retirees manage various aspects of their financial lives by customizing wealth management plans that address their unique financial goals. Her expertise includes tax-efficient strategies for concentrated stock positions, retirement and wealth transfer planning, charitable giving strategies, and family educational planning. Judi holds a Bachelor's Degree in Management from Hodges University and earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2008, awarded by the Certified Financial Planner Board of Standards, Inc. She emphasizes building strong client-advisor relationships and works in coordination with clients' accounting and legal professionals to implement comprehensive, tax-efficient financial strategies. Judi resides in Punta Gorda with her husband Jeff and two daughters and enjoys baseball, cooking, football, traveling, and spending time with her family.

Sehr Kayani is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2015 to 2023 before joining Merrill in 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Cho is a Wealth Management Advisor and Merrill Resident Director with 8 years of dedicated experience in wealth management. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). John earned a Bachelor's Degree from the University of Arizona and is fluent in English and Korean. Prior to his career in finance, John served as a US Army medic, an experience that instilled values of discipline, integrity, and service. His expertise encompasses investment consulting for defined contribution plans, small business strategies, tax minimization, and retirement income planning. John is committed to creating personalized wealth management strategies aligned with his clients' unique goals and aspirations, ranging from career transitions to business succession. John actively participates in community service through involvement with organizations such as U.S. Vets and Living Water Ministry in Houston, TX. Outside of his professional work, he enjoys baseball, football, golfing, music, and spending time with his family.

Wesley Tolbert is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2002 and Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mack Kraycirik is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in a family farming business called Tresos. Merrill 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, and institutional investors.

Belen Aguirre is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Resource Corporation of America, Empire Z, DP Contractors, and Smoothie King Franchises. 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.

Bobby Moore is a financial advisor with Merrill based in Houston, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a committee member for the Houston Livestock Show & Rodeo, participating in the junior auction committee. 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.