Sameer Adi is a Financial Advisor at Merrill Lynch Wealth Management, where he leads an advisory team that works with families and businesses to provide customized strategies encompassing banking, lending, investing, and financial planning. His approach involves taking the time to understand each client's priorities and goals to develop strategies that address short-, mid-, and long-term financial objectives. Sameer's areas of expertise include family wealth management, international wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. He provides ongoing advice and guidance, adapting strategies as clients' needs change, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds a Bachelor's Degree from the University of California, Riverside, and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Sameer is bilingual in English and Arabic and is involved with the Motion Picture & Television Fund Professional Advisory Network and the UCR Alumni Association Los Angeles Chapter. In his personal time, he enjoys antiquing, basketball, cooking, football, hiking, music, photography, soccer, and spending time with his family.

Tami Gourley is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2013. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Linwood Daniel is a Private Wealth Manager at Merrill Private Wealth Management. He assists clients in managing complex financial needs and develops tailored strategies aligned with their financial goals. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, sports and entertainment, and tax minimization. Linwood holds a Bachelor's degree from Randolph-Macon College and has completed the three-year curriculum at the ABA Stonier Graduate School of Banking in partnership with the Wharton Executive Leadership Program. He holds the Personal Investment Advisor (PIA) designation. Prior to his current role, he held positions as a Managing Director at J.P. Morgan Private Bank and Deutsche Bank in Los Angeles, serving similar clientele. Outside of his professional career, Linwood is involved with the City of Hope Foundation, serving on its Board of Governors. He resides in Newport Beach and Century City.

Victoria Santoro is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2014 and concurrently with Bank of America since 2015. Outside of her advisory role, she is the sole owner of a rental property business in Joshua Tree, CA. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Xinru Liu is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. Liu has worked at several firms including Merrill, Morgan Stanley, and The Prudential Insurance Company of America. Outside of advisory work, Liu is the CEO and owner of XR Media, Inc. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional clients such as pension and profit-sharing plans.

Ilanit Akhavan is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2019, following two years at BNY Mellon Wealth Management. 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.

Angela Yasharel is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has worked at Merrill and Bank of America since 2018 and had prior roles at JP Morgan Chase Bank and JP Morgan Securities from 2016 to 2018. Outside of her advisory work, she is an officer of Tossanchi Resort Property LLC, an organization created to hold a timeshare. 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.

Fariborz Cohen is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2006. Outside of advisory work, Cohen serves as a committee member for the Farhang Foundation, a charitable organization, and is involved in managing several family-held real estate LLCs. 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 institutions.

Grace Lin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 and works with a select group of high net worth clients, including business owners, medical professionals, law partners, corporate executives, and members of the entertainment industry. Grace and her team focus on delivering comprehensive wealth management strategies tailored to individual needs, emphasizing both quantitative and qualitative aspects of financial planning. Her expertise encompasses corporate retirement benefits with a particular focus on tax-deferral strategies. Grace also concentrates on college education planning, divorce transition planning, and addressing the financial needs of women and wealth. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Grace earned her bachelor's degree from the University of California, Los Angeles. Outside of her professional work, Grace is a mother and enjoys horseback riding, reading, singing, and practicing yoga.

Nancy Neal is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at CITIGROUP and Fidelity Brokerage Services LLC. Neal serves as a board member for School on Wheels, a nonprofit providing tutoring and mentoring to children experiencing homelessness in Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Friedman is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 designations and with 32 years of industry experience. He previously worked at J.P. Morgan Trust Company and J.P. Morgan Securities Inc. for 18 years. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ernest Osorio is a Financial Advisor at Merrill Lynch Wealth Management. He holds a High School Diploma from Santa Fe High School. Further information about his experience, expertise, or personal interests has not been provided.

Joshua Podell is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2016. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Brandon Gehret is a financial advisor with Merrill in Los Angeles, holding a Series 66 credential and one year of industry experience. His prior roles include six years at First Century Bank and seven years at City National Bank. Gehret’s only noted outside business activity is a family connection to two LLCs owned by his spouse. 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.

Charles Deakins serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces solutions offered through Merrill and Bank of America. His approach focuses on helping clients articulate their financial goals and develop appropriate strategies. Charles holds a Bachelor's Degree from Utah State University and has earned the Professional Investment Advisor (PIA) designation. He is a member of Phi Gamma Delta (Upsilon Sigma Chapter) at Utah State University. His community involvement includes participating in organizations and initiatives such as the American Heart Association, Inter-Generational Employee Network, LA Beach Clean-Up, LA Food Bank, and Shane's Inspiration.

Andrew Morales is a Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Andrew has a bachelor's degree from Lewis & Clark College and four years of experience in the financial industry. He specializes in college education planning, corporate benefits, executive and equity compensation services, liquidity management, managing new wealth, portfolio management services, and tax minimization. Andrew focuses on developing personalized wealth strategies tailored to individual clients' goals to help them preserve and grow their wealth. Outside of his professional role, Andrew is fluent in Japanese, English, and Spanish. He is involved in community activities including volunteering with Bank of America Better Money Habits, serving as Vice Co-Chair of the Bank of America Intergenerational Employee Network, and participating with Junior Achievement of Southern California and FIFA. His personal interests include billiards, football, hiking, reading, running, spending time with family, and writing.

Alanna Richman is a financial advisor with Merrill in Los Angeles, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously was employed at Westmac Commercial Real Estate. Outside of her advisory role, she is a managing member of Closet Club LLC, an online business selling vintage clothing that donates some proceeds to charity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Blake Fierro is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services Inc. before joining Merrill and Bank of America in 2022. Blake is based in Los Angeles, CA. 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 a range of client types including individuals, high-net-worth clients, and institutions.

Fataneh Geransar is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Merrill and Bank of America, N.A. since 2009 and 2011 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

James Watson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, and institutions to help them achieve their wealth management goals. He employs advanced retirement and estate planning strategies focused on diversification and risk mitigation, while also addressing clients' complex investment needs and tax sensitivities. By integrating Bank of America's full range of banking and lending solutions, James delivers comprehensive wealth management strategies tailored to each client's unique circumstances. With over 20 years of experience in the financial services industry, James has held roles across private wealth management, private banking, and small business banking. Prior to joining Merrill, he contributed his expertise at several leading financial institutions including JPMorgan Chase, UBS, Wells Fargo, Bank of America, and Morgan Stanley. James holds a B.A. in Political Science from the University of California, Berkeley, and holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, James is involved with the Los Angeles Regional Food Bank and enjoys traveling, fitness, and spending time with family and friends. His approach centers on understanding what matters most to his clients and their families in order to create personalized strategies that help pursue their financial goals.