Joshua Coello is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Courtney Sprinkle is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at Charles Schwab, LPL Enterprise, Prudential Advisors, and the UK Department for International Trade. She is also involved in a non-variable insurance agency based in Los Angeles. 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 with model-based and discretionary investment strategies.