Yuanyuan Xue is a financial advisor at Merrill with a Series 66 designation and one year of experience at Merrill and Bank of America, N.A. Prior to her current role, she was involved in her family business, Barwick Translation, for seven years and worked at LB Sandwiches for four years. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Converse is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Bank of America, Kingswood Wealth Advisors, Benchmark Investments, and LPL Financial. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cameron Han is a financial advisor with Merrill based in La Jolla, CA. He holds a Series 66 designation and has four years of industry experience. His prior experience includes roles at Bank of America and a brief position at Xinhua Bookstore. 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, and institutional accounts, supported by internal and third-party management teams.