Jennifer Schoech is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009, totaling 17 years at the firm. Outside of her advisory role, she is involved in food delivery through DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Toni Peterson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both Merrill and Bank of America since 2006 and 2009, respectively. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Johanna Blake is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America since 2006. Outside of her advisory role, Johanna is involved as a general partner and managing member in several business ventures and participates as a speaker on panels about women in business and financial preparedness. 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 both model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Krista Lawson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2007, with a brief tenure at RBC Capital Markets in 2014. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.

Carolyn Kerr is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. She has been with Merrill since 1986. 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, offering model-based and discretionary strategies designed by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.

Spencer Haire is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, sports and entertainment, as well as individual and corporate investment strategy. He works closely with clients to simplify complex financial decisions and develop strategies aligned with their personal goals. Spencer's approach emphasizes trust, personalized service, and clear communication to help clients feel confident about their financial future. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer earned a Master's Degree in Biomedical Science from Liberty University and a Bachelor's Degree in Comprehensive Cell & Molecular Biology from the University of Nevada - Las Vegas. His expertise is built on understanding the priorities of diverse clients, ranging from retirees and business owners to athletes and corporate executives. Outside of his professional work, Spencer is involved with community organizations such as National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. He is also engaged in personal interests including basketball, golfing, spending time with his family, and volleyball.

Madison Faulis is a Financial Advisor at Merrill Lynch Wealth Management, where she has been serving High Net Worth professionals and their families since 2016. She works closely with clients to develop strategies that align with their personal goals, particularly focusing on education planning, family wealth management, legacy planning, and socially responsible investing. Madison assists clients in navigating significant financial decisions and emphasizes simplicity and transparency in the investment process. She is a member of Faulis DeGeorge and Associates, a team with over 70 years of combined industry experience, specializing in legacy and estate planning, as well as multi-generational investing. The team also provides access to banking, credit, and lending services through Bank of America, enabling a full-service approach to financial advisory. Madison holds Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Born and raised in Las Vegas, Madison earned both a Bachelor of Arts in Economics with a minor in Digital Humanities and a Master degree in Information Science from UCLA. Her community involvement includes participation in philanthropic groups such as Moonrise Next Gen Philanthropy, and she is a member of the UCLA Alumni Group's Las Vegas Chapter. She is passionate about sustainability and animal rights.

Eric Schimpf is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he is a minority investor in Chop Shop LLC, a butcher shop and restaurant in Park City, Utah, and a partner investor in raw land development in Tennessee. 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.

Benjamin Lengson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' individual financial goals. He began his career at Merrill Lynch Wealth Management in 2005 after interning there in 2004 and has also served as a training coordinator for new advisors from 2011 to 2013. His advisory approach centers on three pillars: financial modeling and planning, investment management and risk mitigation, and providing access to private banking experiences through Bank of America Private Bank. Ben is a graduate of the University of Nevada, Las Vegas, where he earned a bachelor's degree in Finance. He holds advanced certificates in Health Care Economics and Financial Accounting from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his financial advisory career, he served in the United States Air Force. An east coast transplant now residing in Las Vegas since 2002, Ben supports financial literacy and community involvement through his work with organizations such as Junior Achievement of Southern Nevada and the Las Vegas Rescue Mission. He is a proud father and an avid tennis player, with personal interests that include adventure sports, camping, music, skiing, spending time with his family, and watching movies.

Larry Scullark Jr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has a military background, serving in the US Army since 2011 and supervising Army Reserve logistics operations. He also has experience with Bank of America and American Military University. Outside of advising, he is involved with B Line Real Estate Group in Las Vegas. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Keelan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management by understanding each client’s financial situation and personal priorities. Robert collaborates closely with clients to develop customized strategies that are adaptable to changing needs and market conditions. He utilizes the investment expertise of Merrill and the banking services of Bank of America to address the diverse financial aspects of his clients’ lives. Robert’s areas of expertise include education planning, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, socially responsible and values-based investing, and retirement income. He holds a Bachelor's Degree from the University of California system, where he studied International Business and Political Science. During his time at university, Robert began his banking and investing career, progressing from teller positions to becoming a financial advisor. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Robert volunteers in his community and has personal interests in chess, football, ice hockey, music, spending time with family, and watching movies.

Jerry Wagner Jr. is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 8 years of industry experience. He has been affiliated with Bank of America and Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nadine Allen is a financial advisor with Merrill based in Las Vegas, NV. She holds a Series 66 designation and has been with Merrill since 2015. Prior to her current role, she worked at The Orleans Hotel and Casino from 2016 to 2017. 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 plans, corporations, and charitable organizations.

Jacquelyn Kendall is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, Rapid Cash, Target, and UNLV Bookstore. 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, pension plans, corporations, and charitable organizations.

Jessica Cohen is a Wealth Management Advisor and Senior Vice President with The Cohen Group, a multigenerational family team at Merrill Lynch Wealth Management. She joined the team in 2014 after beginning her career as a Certified Public Accountant at Ernst & Young, LLP. Jessica works alongside her father, Gary Cohen, and her husband, Nick, providing a boutique-like client experience combined with the broad financial services offered through Merrill Lynch and Bank of America, N.A. She focuses on helping clients optimize, organize, and streamline their financial lives, connecting all aspects of their financial situations to prioritize and pursue their most important goals. Jessica serves the needs of multi-generational families across the country, working with clients of varied ages to address financial matters including education planning, managing new wealth, and tax minimization. She collaborates with clients' CPAs and assists owners of privately held companies with challenges such as retirement income planning, cash management, key person insurance, custom lending solutions, and company transfer or sale preparations. Jessica holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. Jessica graduated with distinction from the Goizueta Business School at Emory University with a Bachelor of Business Administration in finance and accounting, followed by a Master of Accountancy from the University of Nevada, Las Vegas. She is involved in the community as the Nevada Women's Exchange President for Merrill/Bank of America and has previously served on The Meadows School Alumni Board. In her personal time, Jessica enjoys hiking with her husband and their miniature poodle, attending Golden Knights hockey games, and going to musicals and plays.

Adam Leon is a Financial Advisor with Merrill Lynch Wealth Management. He combines experience from both the banking side of Bank of America and the investment side through Merrill to develop financial plans tailored to his clients' goals. Adam focuses on putting clients' needs first by listening actively and providing advice specific to their individual situations. His expertise includes estate planning strategies, business management including sales and purchases of businesses, and collaboration with clients' tax professionals to create tax-efficient financial strategies. Adam works with client focus areas such as family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Adam holds a High School Diploma from Antioch High School and holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Adam enjoys adventure sports, billiards, bowling, boxing, football, music, reading, spending time with his family, swimming, and watching movies.

Fred Flihan is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Gary Cohen is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1976, alongside a 15-year tenure at Bank of America, N.A. He is based in Las Vegas, NV. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.