Fabiola Sardinha is an International Wealth Advisor and Managing Director at Merrill Lynch Wealth Management. She has over 25 years of experience in global wealth management, having joined Merrill in 2003 after five years at Morgan Stanley. Fluent in English and Spanish, she serves a diverse client base across Latin America, including her native Venezuela, as well as throughout the United States. Fabiola specializes in developing customized wealth management strategies for high-net-worth individuals and families, focusing on goals such as retirement and legacy planning. She also advises institutional clients including private foundations, endowments, and educational organizations, assisting them in establishing Investment Policy Statements aligned with their financial objectives. Her approach emphasizes active listening and personalized, client-focused strategies. She holds a Bachelor of Science degree in Finance and Marketing from Florida Atlantic University. Outside of her professional work, Fabiola enjoys traveling, cooking, reading, and scuba diving.

Steven Goethel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists high net worth individuals, their families, and their businesses in developing wealth management solutions tailored to their unique financial profiles. His approach emphasizes personalized service, taking time to understand each client's investment preferences, risk tolerance, liquidity needs, and long-term objectives. Steven offers recommendations for asset allocation, diversification, and rebalancing, and continuously reviews clients' financial situations to address opportunities in investment, retirement, insurance, and estate planning. He partners with Merrill Private Wealth Management to accommodate strategies exceeding $5 million and manages personalized or defined strategies on a discretionary basis. Steven holds a Bachelor of Business Administration from the AACSB-accredited Coggin College of Business at The University of North Florida, graduating Cum Laude. He possesses multiple FINRA registrations including Series 7, Series 66, and Series 31, along with a license for Life, Health, and Variable Annuities. He has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Tequesta, Florida with his wife Ali and their two children, Steven enjoys spending time with his family engaging in activities like swimming, boating, and outdoor pursuits. He is an avid fisherman and advocates for conservation efforts to protect waterways for future generations. Steven actively participates in his community through involvement with organizations including the Leukemia & Lymphoma Society, Captains for Clean Water, and Friends of the Everglades.

Bruno Rossi is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at Merrill, TD Private Client Wealth LLC, TD Bank N.A., and Bank of America. Outside of finance, he has experience in the food service and entertainment industries. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 individual, high-net-worth, pension, corporate, and charitable clients, utilizing internal and third-party managers.

Dominickey Rand is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on providing customized wealth management strategies tailored to each client's unique financial situation. With a philosophy centered on working one-on-one with clients to develop personalized financial strategies, Dominickey supports clients in pursuing their long-term financial goals. Dominickey began a career in the financial services industry in 2008 as a Personal Banker with Bank of America and transitioned to Merrill Lynch Wealth Management in 2011. Their expertise includes personal retirement planning, portfolio management, women and wealth, and retirement income. Dominickey holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is registered with FINRA as well as licensed in insurance. They also hold a Bachelor's Degree in Finance from Florida Atlantic University. Outside of their professional work, Dominickey participates in community volunteering following the traditions of Merrill Lynch. They enjoy scuba diving, spending time with family, traveling, biking, and kayaking. Dominickey resides in Jupiter with their husband, Benjamin, and their sons, Jasper and Nico.

Anthony Millimaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Anthony focuses on helping entrepreneurs and business owners navigate complex financial questions related to retirement readiness, business succession, and wealth preservation through personalized wealth management plans anchored by Merrill’s investment insights and Bank of America’s banking and lending solutions. Anthony holds the Chartered Financial Consultant (ChFC®) designation, is a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of South Carolina System. Additionally, he is involved with professional and community organizations including the Leukemia & Lymphoma Society and Big Dog Ranch Rescue. Outside of his professional work, Anthony enjoys adventure sports, golfing, photography, running, traveling, and spending time with his family. His extensive travels to over 40 countries across all seven continents have enriched his perspective on diversity and have influenced his approach to client relationships.

Leslie Muehlheuser is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience. She specializes in helping individuals and business owners build solid financial foundations by aligning wealth with their core values and goals. Leslie's approach emphasizes listening to clients to understand their priorities and delivering personalized strategies that encompass investment planning, risk management, tax-aware strategies, and legacy considerations. Leslie holds a Bachelor's Degree from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Her professional background includes experience at both Merrill Lynch and Bank of America, where she has developed expertise in guiding clients through complex financial decisions and changing markets. She is involved with The DAND Alliance, contributing to community efforts alongside her professional commitments. Outside of her work, Leslie enjoys activities such as golfing, hiking, interior decorating, pickleball, running marathons, tennis, traveling, yoga, and spending time with her family.

Briana Heard is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with 11 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2008 and has also been affiliated with the University of North Florida since 2006. Merrill, together with 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.

Charlotte Martin is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2017 and was previously employed at Bank of America from 2000 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Michael Weinberg serves as Senior Resident Director at Merrill Resident Director, leading the Jupiter office. He has been in the financial services industry in an advisory capacity since 1996 and has held various roles within the company, including Senior Vice President, Sales Manager, and trainee coordinator. His work focuses on helping clients pursue personal goals such as college education planning, retirement income, legacy planning, and family wealth management strategies, always taking into account their unique perspectives and long-term objectives. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from The Pennington School and attended the University of Florida, although he did not receive a degree. He is fluent in both Spanish and English. Outside of his professional role, Michael is involved in community activities including the Michael Shields Memorial Inshore Open and Project LIFT (Life Initiatives for Teens). In his personal time, he enjoys boating, camping, fishing, gardening, horseback riding, scuba diving, skiing, tennis, and traveling with his family.

Christopher Marchica is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior financial advisor on The Weinberg Group. He specializes in providing financial services and wealth management advice to a select group of clients, helping them accumulate, preserve, organize, and structure their wealth with a focus on aligning to their personal goals. His areas of expertise include college education planning, corporate benefits, equity compensation services, services for defined benefit plans, personal retirement planning, portfolio management, tax minimization, and retirement income. Christopher holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned both his Bachelor's Degree and Master of Business Administration (MBA) from Florida Atlantic University. He is married with two children and has a range of personal interests including adventure sports, biking, boating, cooking, hiking, running marathons, spending time with his family, and traveling.

Richard Fitzsimmons is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 2002 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Connolly is a financial advisor at Merrill with 23 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 66 designations. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Moler is a financial advisor at Merrill with 48 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2008, concurrently working at Bank of America since 2009. 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 and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bernard Adair is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1991 and has been associated with Bank of America, N.A. since 2012. Outside of his advisory role, he works part-time as a golf course ranger at Jonathans Landing Golf Club. 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 with model-based and discretionary investment strategies.

Quinton Stuard is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting mid- to late-career professionals in navigating complex financial decisions by providing structure, perspective, and disciplined planning. Quinton focuses on long-term planning and behavioral finance to help clients make informed decisions without unnecessary stress. He primarily works with clients on executive compensation, personal retirement planning, and tax minimization. Quinton serves individuals who often seek an additional perspective or validation on their financial choices and is committed to building lasting client relationships. Quinton holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Grace Christian Academy and attended Indiana Wesleyan University without obtaining a degree. Originally from the Midwest, he recently relocated to Jupiter, Florida with his wife and their Goldendoodle. He is involved in the Jupiter Inlet Lighthouse community and has personal interests including fishing, golfing, and surfing.

Steven Warch is a financial advisor with Merrill in Jupiter, Florida, holding a Series 63 designation and 41 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he is involved with an organization named Home in Hobe Sound, Florida. 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 clients, and institutional entities.

Peter Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and financial goals. Peter collaborates closely with clients to develop personalized financial strategies aimed at supporting their long-term objectives. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The College of Wooster. Additionally, he completed a non-accredited certificate program at Yale University. Through his affiliation with Merrill Lynch and Bank of America, Peter integrates global investment insights with banking and lending solutions to support his clients' wealth management processes.

Anton Greaton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to managing wealth that begins with understanding a client’s family, financial situation, and priorities. Based on this, he helps develop personalized wealth management strategies that adapt to changing needs and market conditions. Anton provides clients with access to the investment insights of Merrill and the banking conveniences of Bank of America to address various aspects of their financial lives. Anton’s areas of expertise include college education planning, corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Anton earned a bachelor’s degree from Southern Methodist University and is a member of the South Florida Analysts Society. Anton follows the Merrill tradition of community engagement and spends time volunteering with local organizations. His client-focused philosophy centers on collaborating one-on-one to develop financial strategies aimed at pursuing long-term goals.

George Lopes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. George works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. George holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and spends time volunteering with local organizations. Outside of work, George enjoys baseball, biking, and golfing.

Daniel Webb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been employed as a financial advisor since graduating college in 1983, beginning his career at PaineWebber/UBS Financial Services, Inc., where he worked for 32 years and earned the title of Wealth Advisor. Since 2011, he has partnered with Senior Financial Advisor Michael McCormack on a growing wealth management team. In August 2015, their team transitioned to Merrill Lynch Wealth Management, benefiting from the firm’s technology, research, and resources. Dan’s expertise includes executive compensation, equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. He holds a Bachelor’s Degree from Franklin and Marshall College and is a designated Personal Investment Advisor (PIA). He lives in Juno Beach, Florida, and works in the Jupiter, Florida office. Outside of his professional career, Dan enjoys golfing, basketball, cooking, genealogy, reading, watching movies, and traveling on historical trips. He lives with his wife Laurie and they have three adult children.