Christopher Lane is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Northwestern Mutual, and Wells Fargo. Prior to his current role, he was involved with Blue Science Pools. 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 plans, corporations, and charitable organizations.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of Hawaii and Bank of America, with concurrent involvement at Louisiana State University Shreveport. 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 organizations.

Adan Montoya is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through complex financial landscapes, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, and women and wealth. Adan brings extensive expertise to his role, supporting entrepreneurs, multinational families, and individuals with tailored wealth management plans. His approach emphasizes comprehensive financial planning to empower clients in achieving their life goals. He holds several professional certifications, including the Certified Exit Planning Advisor® (CEPA) designation from the Exit Planning Institute, the Certified Private Wealth Advisor® (CPWA), and Retirement Management Advisor® (RMA) designations from the Investments & Wealth Institute™. Outside of his professional responsibilities, Adan engages in personal interests such as cooking, hiking, reading, traveling, writing, and yoga. He is involved in community activities, including service on the Southeast Alumni Council of his alma mater, Lafayette College.