Brian Cody is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in investment management, asset allocation and diversification management, and retirement services. Brian has been with Merrill Lynch since 2005. He holds a Bachelor of Arts degree from Emory University and a Master of Business Administration from Loyola Marymount University. Additionally, he earned his high school diploma from Loyola High School and holds the designation of Personal Investment Advisor (PIA).

William Brahos is a Private Wealth Manager and Senior Vice President with Merrill Private Wealth Management in Century City, Los Angeles. He has over 30 years of experience in financial services, working with individuals, families, executives, and business owners to manage wealth and financial planning needs. Brahos collaborates closely with clients to develop personalized financial strategies that align with their goals, priorities, and risk tolerance. He is a qualified Portfolio Manager capable of managing discretionary personalized or defined investment strategies using a combination of individual securities, Merrill model portfolios, and third-party strategies. His services encompass portfolio management, education and retirement planning, business transitions, corporate cash management, wealth preservation, and trust and estate planning. Brahos holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), and has been recognized on the Forbes Best-in-State Wealth Advisors list. Brahos holds a Bachelor of Arts in Economics and French from the University of Notre Dame and an MBA from Duke University. He participates in the Duke University admissions process by interviewing prospective students. Outside of his professional work, he is involved as a board member of the Beauty Bus Foundation and has personal interests in gardening, golfing, music, reading, and spending time with his family.

Patrick Armano Amato is a Financial Advisor at Merrill Lynch Wealth Management, specializing in partnering with LGBTQ+ individuals, families, non-profit organizations, and businesses to achieve their financial goals through a consultative approach. He focuses on creating personalized financial strategies that align with each client's unique needs, priorities, and aspirations, emphasizing education, transparency, and disciplined planning. He has expertise in areas including family wealth management, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Patrick holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Wesleyan University and is fluent in English, Italian, and French. Patrick is actively involved in community organizations including APAIT, APLA Health, Aids/LifeCycle, LA LGBT Center, Los Angeles LGBTQ Chamber of Commerce, and Project Angel Food. Outside of his professional work, he engages in activities such as biking, camping, cooking, hiking, music, reading, rock climbing, soccer, spending time with his family, and traveling.

Ben Adler is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Ben provides guidance on a range of topics including investing, retirement planning, and preparing for unexpected financial needs. Additionally, he connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Ben has extensive experience in banking and financial advice. His areas of focus include divorce transition planning, education planning, family wealth management strategies, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ben earned a Bachelor's Degree from the University of Cape Town and an MBA from Macquarie University. Outside of his professional work, his personal interests include biking, chess, football, hiking, soccer, and traveling.

Reihana Barzi is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to her advisory role, she held positions at Bloomingdale's and Estee Lauder. Merrill, along 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.

Leonardo Morales is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015. 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.

Kaitlin Chon is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at UBS Financial Services from 2020 to 2022. 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.

Scott Rosser is a financial advisor with Merrill in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and possessing 22 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Nnesochi Okonkwo is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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.

Anto Shakelian is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and previously held roles at Infinex Investments and Banc of California. Outside of advising, he is involved as an owner in various real estate holding entities. 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.

Dale Reed is a Private Wealth Manager and Managing Director with The Reed Group at Merrill Private Wealth Management. He is also a founding partner of the boutique wealth management and advisory team within Merrill Private Wealth Management. In his role, Dale provides institutional and high net worth clients with tailored investment strategies, customized financings, and other wealth management approaches. Dale brings 27 years of industry experience to his position. Before joining Merrill in 2018, he served as Vice Chairman for J.P. Morgan Private Bank, advising high net worth clients and family offices on banking, investment, credit, philanthropy, and financial planning needs. Prior to that, he was the Chief Financial Officer for a family office in Los Angeles. He holds a Bachelor of Arts degree in Accounting from the University of Nebraska and maintains Series 7, Series 63, and Series 65 FINRA registrations. Dale is actively involved in the Los Angeles community.

Erin McCarthy is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2014, with concurrent experience at Bank of America since 2015. 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, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Barbara Silva is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Her focus is to provide clients with the knowledge and tools needed to make informed decisions regarding their financial lives. Barbara holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). She completed her high school education at Dr Michael Krop Sr High School and attended Los Angeles City College without earning a degree.

Micah Scheinberg is a Managing Director and Private Wealth Manager at Merrill Private Wealth Management. He advises ultra-high-net-worth individuals, families, entrepreneurs, professional athletes, coaches, and entertainers on sophisticated wealth management strategies, including portfolio construction, tax-efficient investment planning, alternative investments, and comprehensive wealth preservation. Micah works in collaboration with clients' attorneys, accountants, estate planning professionals, business managers, and other trusted advisors to develop integrated solutions for protecting, growing, and transferring wealth across generations. With over 30 years of experience, Micah began his career as an options trader at Montgomery Securities and later joined Goldman Sachs as a wealth advisor in 1996. He moved to Alex. Brown in 2003, which later became part of Deutsche Bank and subsequently Raymond James. During his tenure, he served as Managing Director and built a practice serving ultra-high-net-worth clients. Micah has been recognized on Barron's America's Top 1,200 Financial Advisors list for 15 consecutive years from 2011 through 2025. Micah earned a Master of Business Administration in Finance from the USC Marshall School of Business and a Bachelor of Arts in Economics from Claremont McKenna College. His personal interests include basketball, boxing, and football.

Elias Yarling is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior experience includes roles at Goldman Sachs and Oxford Financial Group, Ltd. He completed his education at Indiana University in 2023. 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.

Noelia Chacon is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Goldman Sachs and Dell Technologies. 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.

Stephen Applebaum is the Resident Director and a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 1999, Stephen has specialized in developing strategies for high-net worth individuals, families, and businesses. He joined Merrill Lynch Wealth Management in 2013 and focuses on helping clients achieve both their short- and long-term financial goals by leveraging a comprehensive team of specialists and the resources of Merrill Lynch and Bank of America. Stephen holds the Personal Investment Advisor (PIA) designation and completed his high school education at Arroyo High School as well as Pasadena City College. His areas of expertise include discretionary portfolio management, asset allocation, wealth planning, retirement services, business succession planning, and philanthropic planning. He serves clients across multiple focus areas, including legacy planning, college education planning, and socially responsible investing. A native of Southern California residing in Toluca Lake, Stephen is active outside the office as a board member of the Men’s Guild for the Children’s Hospital Los Angeles. He enjoys spending time with family and friends, antiquing, exploring wines, traveling—particularly to New England destinations—and following sports such as baseball and football.

Luis Perello is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill and Bank of America since 2012 and 2013 respectively, with prior roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a co-owner and part-time landlord of a rental property in North Hollywood, California. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by comprehensive trading, account administration, and custody services.

Tiffany Barbara is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2016. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Luckwaldt is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Bank of America and AXA Advisors Equitable. His background also includes a four-year role at Pepperdine University. 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 constructed by internal and third-party managers.