Dakoda Skenandore is a financial advisor with Merrill holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wynn and various positions in Las Vegas before joining Merrill in 2019. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ian Arellano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 and is a senior partner of Izzo, Arellano, Sliwinski & Associates. Prior to joining Merrill Lynch, Ian was a client relationship manager at Lebenthal, a firm specializing in municipal bonds and fixed income investments. Ian's responsibilities include creating wealth management plans that encompass cash flow analysis, asset allocation analysis, and net worth statements. He is also a member of the portfolio management team and serves as the primary relationship manager for many clients. His areas of focus include college education planning, equity compensation services, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Ian graduated from Clemson University with a degree in International Business. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, Ian is active in a Filipino community development organization. His personal interests include music, tennis, and traveling.

David Pulliam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 and has since focused on helping clients develop and implement wealth management strategies tailored to their individual goals. His approach emphasizes listening to clients' needs in order to provide comprehensive wealth management solutions. David’s areas of expertise include college and education planning, family wealth management strategies, retirement planning and income, portfolio management, investment strategy for individuals and corporations, managing new wealth, and addressing the financial needs of women. He holds a Bachelor's of Business Administration Degree in Finance from the University of Arkansas and holds the Personal Investment Advisor (PIA) professional designation. David relocated to the Southern Nevada community in 1998 and prioritizes active involvement there. He has served on Boards of Directors for local organizations such as the Leukemia Lymphoma Foundation and the Make-A-Wish® Foundation of Southern Nevada. Outside of his professional work, he enjoys music, spending time with his family, traveling, watching movies, and practicing yoga.

Thomas Shimkus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Thomas earned a Bachelor's Degree from Northern Illinois University. His role at Merrill Lynch involves providing financial advice and managing investment portfolios to help clients achieve their financial goals.

Kimberly Gilson is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Cassandra Godbey is a Financial Advisor with The Malamet Group at Merrill Lynch Wealth Management. In her role, she contributes to overseeing the team's operations and client experience, supporting individuals and families through significant financial decisions. Her approach is focused on trust, accountability, and a commitment to client-centered service. With over 10 years of experience in the financial services industry, Cassandra holds the designation of Personal Investment Advisor (PIA). She earned a Bachelor of Science degree from Columbus State University. Originally from Columbus, Georgia, she relocated to Las Vegas in 2014. Outside her professional responsibilities, Cassandra is a mother to two children and balances family commitments including caregiving for her parents. Her interests include traveling, reading, strength training, hiking, yoga, and following various sports.

Travis Ball is a financial advisor at Merrill with 1 year of industry experience and a Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he manages several rental properties and serves as a grantor for a personal trust. 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 individual and institutional clients.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Minnie Wong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2005 and concurrently at Bank of America, NA 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theodore Dake Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Dake serves as a trustee for the University of Nevada Las Vegas foundation. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Yeager is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the securities business since 1995 and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Steven earned his bachelor's degree from the University of Maryland at College Park. Steven specializes in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. A native of Las Vegas, Steven is married to Kristen and they have three sons. He enjoys spending time with his family, watching his children participate in sports, as well as engaging in hiking and working out. Steven is also committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of community service.

Nathan Curran is a Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, working with families and business owners to develop clear and meaningful plans that support their goals and create multigenerational impact. Nathan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nathan completed a non-accredited certificate program at Fullerton College. His approach to financial advising emphasizes education, purpose, and doing what is right, with a focus on teaching and empowering clients to build clarity, confidence, and lasting financial independence. Nathan prioritizes putting people before products in his work.

Douglas Heck is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Heather Navarro is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016, based in Las Vegas, NV. Merrill, along 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 using model-based and discretionary investment strategies developed by internal and third-party managers.