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Hailey T
Series 66
Hunt Valley, MD
Merrill
Hailey Timeus is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, she worked at the Arizona Department of Corrections. 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 plans, corporations, and charitable organizations.
Darryl S
Series 66
Hunt Valley, MD
Merrill
Darryl Stalter is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and previously worked at Verizon Wireless from 2014 to 2019. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.
Steven G
Series 66
Hunt Valley, MD
Merrill
Steven Grenagle Jr. is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2014. 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 plans, corporations, and charitable organizations.
Brandon H
Series 66
Hunt Valley, MD
Merrill
Brandon Hoppenstein is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Ledyard Law LLC, and various roles at Towson University. He has also been involved in entrepreneurial ventures such as Joe Blow Tees and Papi's Tacos. 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 plans, corporations, and charitable organizations.
Zachary C
Series 63, Series 66
Hunt Valley, MD
Merrill
Zachary Claypool is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Merrill since 2016. 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.
Kyle G
Series 66
Hunt Valley, MD
Merrill
Kyle Golley is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual, Redners, OS Restaurant Services, and other companies across various sectors. 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, and institutional investors.
Joseph N
Series 63, Series 66
Hunt Valley, MD
Merrill
Joseph Nickerson is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at T. Rowe Price from 2012 to 2021. Nickerson is based in Hunt Valley, Maryland. 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.
Anthony S
Series 66
Hunt Valley, MD
Merrill
Anthony Sparacino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, and several positions outside the financial sector, including involvement with Team Maryland Lacrosse and US Sports Camps. 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, and institutions.
Daniel C
Series 63, Series 66
Hunt Valley, MD
Merrill
Daniel Colligan is a financial advisor with Merrill in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bank of America and Merrill for the past 10 years. Outside of his advisory role, he works as a consultant and independent contractor delivering goods for Walmart Spark. 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.
Angela C
Series 66
Hunt Valley, MD
Merrill
Angela Candelaria is a financial advisor at Merrill with a Series 66 designation and 2 years of industry experience. She has been with Merrill since 2010. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.
Patrick D
Series 66
Hunt Valley, MD
Merrill
Patrick Dougher is a financial advisor with Merrill, holding a Series 66 designation and ten years of industry experience. He has been with Merrill and its affiliated Bank of America since 2016. 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.
Ryan W
Series 63, Series 66
Hunt Valley, MD
Merrill
Ryan Woolery is a financial advisor at Merrill with Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Merrill since 2016. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Andrew T
Series 66
Hunt Valley, MD
Merrill
Andrew Trueschler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Dawn James CPA, and Harford Retirement Planners. 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 various institutional investors.
Edward G
Series 63, Series 65
Hunt Valley, MD
Merrill
Edward Garbarino is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team focus on customized wealth building and preservation strategies for families and individuals, retirement and income planning, and company retirement plans. They work to help clients maximize wealth accumulation and preservation through goal-based wealth management, portfolio risk management, and a disciplined approach to portfolio management. He and his team employ a defined process to help clients identify and prioritize their financial goals, objectives, risk tolerances, and timelines. This collaborative approach provides the foundation for designing and implementing successful long-term investment strategies tailored to each client's unique needs. They oversee and coordinate the financial affairs of families, retirees, corporate executives, and business owners, simplifying financial complexity and coordinating with clients' external advisors including attorneys and tax professionals. Edward holds a bachelor's degree from the University of Notre Dame Mendoza College of Business Administration and holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in community service as a member of The Leaders United Executive Council and The Leadership Engagement Council of The United Way of Central Maryland.
Hannah G
Series 66
Hunt Valley, MD
Merrill
Hannah Gouger is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her work history includes roles at Merrill since 2020 and Bank of America, N.A. since 2022. She also has experience from the University of Richmond and involvement with the Dulaney Swim Club. 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.
Brent P
Series 66
Hunt Valley, MD
Merrill
Brent Pertusio is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill and Bank of America since 2016, following nine years at Bank of America Corporation. Outside of his financial career, he serves as Organist-Choirmaster at Emmanuel Episcopal Church, directing a 15-person choir and providing music for services. 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 various institutional investors.
Funmilayo N
Series 66
Hunt Valley, MD
Merrill
Funmilayo Nyambi is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She previously worked at First Bank of Nigeria for seven years before joining Merrill in 2017. 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, and various institutional investors.
William B
Series 63, Series 66
Hunt Valley, MD
Merrill
William Boykin V is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stormharbour Securities LP. Outside of his advisory role, he helps organize fundraisers for the One Love Foundation. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.
Brian H
Series 63, Series 66
Hunt Valley, MD
Merrill
Brian Heffern is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with Merrill since 2017 and also works with Bank of America, N.A. Since 2019, he has been involved with both firms in roles related to investment advisory services. 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 developed by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, and institutional investors.
Patrick L
Series 66
Hunt Valley, MD
Merrill
Patrick Leland is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill since 2016. 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 plans, corporations, and charitable organizations.
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