Synquai Johnson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Johnson held positions at Amazon and various other companies, and has been affiliated with the University of Phoenix since 2023. 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 serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Johnson is a Series 66-licensed financial advisor with Merrill in Hunt Valley, MD, bringing 25 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. Johnson serves as a committee member for the Maryland Association of CPAs, contributing to financial planning education for CPAs. He also assists Salisbury University Women's Lacrosse with managing team funds. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates investment management with Bank of America affiliates and emphasizes manager selection and tax-efficient strategies.

Debra Press is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her previous roles include positions at Bank of America, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of her advisory work, she owns an eBay retail business specializing in household items, shoes, and collectibles. 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.

Tendai Mubagwe is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Tendai worked at NIH Federal Credit Union and Premier Bank, among other roles. Outside of finance, Tendai is the founder and business manager of an online venture, DigitalMarketingbyT, which offers digital product templates and customizable gift items. 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 a diverse client base including individuals, high-net-worth clients, and institutions.

William Nicklas is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has been with Merrill and Bank of America since 2026. Prior to this, he held various roles in education and tutoring organizations. Outside of finance, he operates a self-employed dogsitting business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, and institutions. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers, with features such as strategic asset allocation and tax-aware options.

Benjamin Maulone is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Encore Global and Bank of America, N.A. Outside of finance, he performs as a saxophone player with the Mood Swings Big Band, an event band based in Baltimore. 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 a range of model-based and discretionary investment strategies for individuals, corporations, and charitable organizations.

Gary Dowling is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His previous work includes roles at Bank of America, Progressive Insurance, and Walker Trading Company. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Akofa Allen is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her work history includes roles at Bank of America, Merrill, Aerotek, Uber, and Govolution LLC. She is based in Hunt Valley, MD. 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.

John Maranto II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes multiple roles at Wesleyan University and prior work at Altmore Capital. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Morey is a financial advisor with Merrill, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Merrill since 2014 and has been employed with Bank of America, N.A. since 2015. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Staines is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7 and Series 66 FINRA registrations. His expertise includes building and managing customized wealth management strategies, with a focus on client portfolios, retirement income, tax minimization, and family wealth management. Benjamin is a graduate of the University of North Carolina at Chapel Hill. He also holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He and his team in Hunt Valley, Maryland, assist successful individuals, executives, businesses, and families in pursuing their financial goals. Born and raised in the Annapolis area, Benjamin currently resides in Towson, Maryland with his wife and three children. He is involved in the community through youth league sports. His personal interests include boating, fishing, football, golfing, hunting, spending time with family, and tennis.

Jonathan Burrell is a financial advisor with Merrill in Hunt Valley, MD, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and has prior experience in real estate and fitness industries. Outside of his advisory role, he assists part-time with childcare for a young boy with special needs. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael O'Connell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personal wealth management and financial strategies for business owners and high-net-worth families, as well as advisory and co-fiduciary management for qualified retirement plans. He works closely with clients to determine their needs and crafts customized financial strategies to help them pursue their goals. Since joining Merrill in 2003, Michael has worked with clients across more than 20 states, including business owners, physicians, and attorneys. His expertise includes advanced financial planning for cash flow, corporate 401(k) plans, asset and liability management, retirement strategies, risk management, estate planning services, and alternative investments. He holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is a graduate of Loyola Blakefield and Villanova University. He is married to his wife Lauren, and they have four children. Outside of his professional responsibilities, he enjoys baseball, basketball, football, golfing, tennis, coaching youth sports, and spending time with his family.

James Matthews is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2010, he has worked closely with clients to understand their financial circumstances, concerns, and goals for themselves, their families, and their businesses. He assists in developing and implementing tailored wealth management strategies designed to address a variety of financial scenarios. James holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor® designation. Additionally, he has earned the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor's degree from Johns Hopkins University. Outside of work, James has interests in football, golf, skiing, and spending time with his family.

Brian Sokalski is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016, including seven years with Bank of America, N.A. No additional outside activities are noted. 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.

Carter Chesney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Wealth Management and Route 54 Watersports, and he has an academic background with five years at Salisbury University. 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 plans, corporations, and charitable organizations.

Asonganyi Tintinu is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill in 2026, Tintinu held positions at companies including DoorDash, Year Up United, Home Depot, and United Parcel INC, and worked at ICT University 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Smith is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. His work background includes positions at Bank of America, N.A., and Merrill, as well as roles outside the financial sector. 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 individual, high-net-worth, and institutional clients.

Andrew Tamburin is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His background includes roles at Bank of America and Ochsner Health Plan, as well as work related to Tulane University and the Boys and Girls Club of the Wiregrass. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Kenneth Millan Sr. is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2021. Prior to that, he was employed at W&S Brokerage Services and Western & Southern Life. 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.