Tommy Clayton is a financial advisor at Merrill in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at First Republic/JPMorgan and Union Bank. 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 accounts.

Ariana Olive is a Financial Advisor at Merrill Lynch Wealth Management. She brings over sixteen years of experience in finance and business management, focusing on wealth and risk management, income tax reduction strategies, and asset preservation. Ariana provides strategic guidance tailored to help individuals and families achieve their financial goals through innovative approaches to complex financial challenges. She holds a Bachelor's degree in Business Administration with a major in Finance from Florida International University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Spanish, Ariana serves a diverse clientele, emphasizing clear communication and trust building. Ariana is involved with the Hispanic Latino Organization for Leadership & Advancement and The Entreprenista League, reflecting her commitment to community engagement. Her client focus areas include college education planning, corporate executive services, executive compensation, legacy planning, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income.

Steven Deboer is a financial advisor at Merrill in Los Angeles, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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.

Devota Shay is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Bank of America, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 and profit-sharing plans, corporations, and charitable organizations.

Hannah Cutter is a Financial Advisor based in Century City, associated with Merrill Lynch Wealth Management. She works privately with individuals and business owners, focusing on portfolio construction, risk management, and tax-conscious decisions aligned with long-term goals, lifestyle, and legacy. Her client focus areas include divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and managing both defined benefit and defined contribution plans. Hannah holds a Bachelor's degree from the California State University System and possesses various professional designations including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is registered with FINRA Series 7, 66, and SIE. Beyond her professional role, Hannah is actively involved in community service and volunteer work. She serves as a donor and volunteer for Children's Miracle Network, coaches marathons for Girls on the Run, and participates in Music Makes Miracles, providing musical therapy for Alzheimer's patients. She is also recognized as Miss Los Angeles USA and leads the Freedom Through Finance initiative to improve financial literacy among women in underserved communities.

Simone Branigan is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was employed at Unionbanc Investment Services and MUFG Union Bank from 2016 to 2019. Outside of her advisory role, Branigan serves as a director for J Club Los Angeles, a nonprofit private club focused on networking and social activities for professionals in downtown Los Angeles. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies implemented by internal investment teams and third-party managers.

Smita Mahboobani is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill and First Republic Investment Management, Inc. during her career. 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mona Vince is a financial advisor with Merrill in Los Angeles, CA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes multiple tenures at Merrill and roles at Bank of America, as well as self-employment since 2016. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jasmine Grajeda is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Credit Suisse Securities (USA) LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a brand ambassador for Havas Street, a beverage company. 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 a range of clients including individuals and charitable organizations.

Matthew Robinson is a Series 66 licensed financial advisor at Merrill with one year of industry experience. His prior work history includes roles at Bank of America, Janney Montgomery Scott, and Clark Capital Management Group. Outside of finance, he spent a year at a high performance tennis academy. 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 plans, corporations, and charitable organizations.

Joshua Simangunsong is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Deloitte Consulting LLP, and JP Morgan Chase, among others. Joshua served in the Peace Corps from 2019 to 2020. 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, pension plans, corporations, and charitable organizations.

Hitomi Okamoto is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2017. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Wisniewski is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at WestPark Capital Inc., Oak Ridge Financial Services Group, and The Atlantic Group. She has worked with both independent and institutional firms throughout her career. 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.

David Nevell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience in the financial services industry, with a focus on working with affluent families, closely-held businesses, and non-profit organizations. His expertise includes college education planning, legacy planning, personal retirement planning, and retirement income. David develops and implements customized wealth management strategies using a wide variety of financial instruments. David holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned a Bachelor of Arts degree from the University of California, Santa Barbara. Residing in Santa Monica with his wife Heather and two sons, Trevor and Pierce, David is involved in the community through participation in youth sports and support of Santa Monica education initiatives. He is also affiliated with the Boys and Girls Club. His personal interests include basketball, cooking, football, hiking, reading, spending time with family, and surfing.

Milad Naji is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with clients to identify their personal and family priorities and developing strategies to pursue their financial goals. Milad holds the Personal Investment Advisor (PIA) designation, which reflects his commitment to professional standards in investment management. He earned a Bachelor's Degree from Loyola Marymount University.

Robert Ahlers is a Private Wealth Manager at Merrill Private Wealth Management, where he advises clients on various aspects of their wealth management needs. In this role, he serves as a single access point to the firm's resources, assisting clients including entrepreneurs, corporate executives, and family offices. Prior to joining Merrill, Robert spent over 10 years with J.P. Morgan Private Bank in the Los Angeles office, where he served as an Executive Director providing strategic advice to ultra-high-net-worth individuals. He earned a Bachelor's Degree from Arizona State University and holds the Professional Designation of Personal Investment Advisor (PIA).

Natasha Moini is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Saffari Group, an all-female investment advisory team. Together with Managing Director and Senior Financial Advisor Nazie Saffari-Moini, the mother-daughter team brings over 35 years of experience in the financial services industry. The group focuses on helping clients manage significant wealth through a comprehensive approach that includes portfolio management, strategic lending, estate planning strategies, and access to private banking services. Before joining Merrill Lynch Wealth Management in 2024, Natasha earned a Bachelor of Arts degree in Organizational Sciences from The George Washington University. Her career began in the entertainment industry, where she worked in brand partnerships at William Morris Endeavor and Interscope Records, experiences that enhanced her skills in managing complex relationships and delivering value in demanding environments. She holds the Personal Investment Advisor (PIA) designation. Born and raised in Los Angeles, Natasha continues to live in the city. Outside of her professional role, she enjoys playing tennis, traveling, and volunteering at the Los Angeles LGBTQ Center. She speaks English and Farsi, and she values travel experiences in places such as Japan and London.

Mark Jutton is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with successful families to build and preserve their wealth. Based in Los Angeles, he collaborates with multi-generational families and business owners to develop comprehensive financial plans tailored to each family member, ensuring access to dedicated financial planning support. Mark's expertise includes managing new wealth, family wealth management strategies, tax minimization, and small business strategies. He assists clients with college education planning, divorce transition planning, equity compensation services, retirement income, and personal retirement planning. Additionally, he supports business owners with the sale, restructuring, expansion, and partner buyout of their businesses. He holds a Bachelor's Degree from DePaul University and is recognized as a Personal Investment Advisor (PIA). Originally from Chicago, Mark currently resides in Los Angeles with his wife and two daughters. Outside of his professional work, his personal interests include basketball, biking, boxing, cooking, football, golfing, photography, reading, surfing, and volleyball.

Vincent Garcia is a Series 66-licensed financial advisor with Merrill in Los Angeles, CA, with three years of industry experience. He has worked at Merrill since 2022 and previously was with RVF International. 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, pension plans, corporations, and charitable organizations.

Marianela Chow is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009 and also has experience at Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.