Daniel Markow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1993. 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.

James Tomlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded The Williams Tomlin Group, a wealth management team dedicated to providing disciplined, goals-based strategies to affluent individuals and families. He has been with Merrill Lynch since 1981, drawing from over 40 years of experience in wealth management to assist clients in retirement income planning, legacy planning, tax minimization, and portfolio management. James graduated from Chaminade High School and earned a bachelor's degree in marketing and finance from St. Bonaventure University. Prior to his financial career, he served for seven years in the United States Army, including four years on active duty with the Ninth Infantry Division and XVIII Airborne Corps. He holds the Personal Investment Advisor (PIA) designation and has been recognized by Forbes magazine on its "Best-in-State Wealth Advisors" list consistently from 2018 through 2026. Active in his community, James serves on the board of the Long Island Caddie Scholarship Fund and is a past board member of Bethany House and the Leukemia Society of Long Island. He has also held leadership roles at the Rockville Links Country Club, serving as tournament chairman and president. James resides in Rockville Centre with his wife and has two daughters.

Eric Brady is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2002. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sorkin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and is responsible for business development, relationship management, and portfolio analysis. Ed began his career in financial services in 1982 as a commodities trading advisor in Washington DC and became licensed as a financial advisor in 1984. With more than 30 years of experience, he focuses on understanding clients’ financial situations and aligning their resources with their goals. He monitors market trends and considers global economic events to help clients achieve their objectives while managing risk. Ed holds a bachelor's degree in business and finance from the State University of New York at Buffalo and holds the designation of Personal Investment Advisor (PIA).

Gregory Johns is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals. He leverages insights from Merrill and the resources of Bank of America to provide clients with a comprehensive approach to wealth management that adapts to changing market conditions. Gregory holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. His approach centers on understanding each client's full financial picture to help them pursue their long-term objectives through customized investment and lending solutions.