Tarkeshwar Singh is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Bank of America N.A. since 2024 and has been with Merrill since 2022. Singh is also involved with Transmarket Group LLC, where he has worked 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Oscar Camarero is a financial advisor with Merrill and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of family rental properties in El Paso, Texas, and Chula Vista, California. Merrill 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 institutional investors.

Sharon Trujillo is a Series 66–licensed financial advisor with Merrill in Las Cruces, NM, with 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Jacobs IV is a financial advisor at Merrill with over five years of experience in the industry. He holds a Series 66 designation and has worked previously at Hornbeck Offshore Services and in the United States Navy. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates to provide a broad capital-markets platform and emphasizes managed account and manager-selection capabilities.

John Jacobs III is a financial advisor with Merrill in Las Cruces, NM, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Merrill since 1985 and also has a longstanding association with Bank of America since 2009. Outside of his advisory role, Jacobs owns and manages several rental property businesses and a family-held ranch LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment approach includes multiple program strategies and extensive manager selection overseen by its CIO and platform oversight, supported by integration with Bank of America’s broader banking and capital-markets platform.