Nader Razavi is a financial advisor with Merrill in Los Angeles, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic, Unionbanc Investment Services, Union Bank, and Wells Fargo. Outside of his advisory work, he is a general partner and managing member of RSA Ventures, LLC. Merrill provides managed account services through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Block is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2013. 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.

Ban Hong is a Series 66-licensed advisor with Merrill in Los Angeles, CA, and has 27 years of industry experience. He has worked at Merrill since 1998. Outside of his advisory role, he is the sole owner of a rental property business in Charlotte, North Carolina. 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 diverse client base including individuals, high-net-worth clients, and institutional entities.

Cecilia Lyon is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She previously worked at Chase-La from 2013 to 2019 before joining Merrill in 2019. Outside of her advisory role, she serves as an alumni board member for Missouri State University's School of Business and Entertainment Management, advising on marketing initiatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Reza Zafari is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in equity portfolio management, private equity, and diversification strategies. He has been active in private investment services since 1984, accumulating extensive experience through roles at J.P. Morgan, Goldman Sachs & Co., and Credit Suisse First Boston before joining Merrill Lynch Wealth Management in 1999. At J.P. Morgan, he managed private banking services for the West Coast South Region, encompassing securities brokerage, investment advisory, trust and estate planning, and credit groups. Reza holds an M.B.A. from the Anderson School at UCLA and a B.A. in Economics from Pomona College. He served as a member of the Board of Trustees at Pomona College. Throughout his career, he has been recognized on several industry lists, including Barron's "Top 100 Financial Advisors", the Financial Times "Top 400 Financial Advisors", and Forbes' "America's Top Wealth Advisors" and "Best-in-State Wealth Management Teams". His client focus areas include college education planning, corporate executive services, family wealth management strategies, international wealth management, LGBT wealth planning, managing new wealth, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Reza is fluent in English and Persian. Outside of his professional life, he enjoys skiing, traveling, spending time with his family, and practicing yoga. He continues to be involved in the Pomona College community.

Ali Mazaheri Kermani is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated 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. The firm offers model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Tadeh Alvandi serves as a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. With nearly five years of experience in the financial industry, he focuses on assisting small business owners, medical professionals, and high-net-worth families in optimizing their financial strategies. His approach considers both quantitative and qualitative aspects of clients’ financial lives to support the efficient deployment of assets and enable clients to prioritize what matters most to them. Tadeh holds a Bachelor’s degree from Towson University and the Professional Investment Advisor (PIA) designation. He works closely with clients to understand their individual goals and provides guidance across areas including general investing, retirement planning, and saving for unexpected events. In addition to English, he communicates fluently in Farsi and Spanish. Outside of his professional role, Tadeh broadens his perspective through travel and stays active within his local community.

Aaron Chang is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, he is a partner in Cambium Sports, a snowboard design and manufacturing business. Merrill 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.

Sean Lindenau is a financial advisor at Merrill with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank and Bank of America. 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.

Catherine Campos is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill for 15 years. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aliyu Ahmed is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has been with Merrill since 2005. 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 plans, corporations, and charitable organizations.

Liner Wang is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Liner works closely with clients to define their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Liner provides ongoing advice and adjusts portfolio strategies as client circumstances evolve, focusing on areas such as college education planning, family wealth management, retirement planning, investment consulting for defined contribution plans, legacy and philanthropic planning, tax minimization, and wealth management for individuals and corporations. Liner holds a Bachelor's Degree from Baruch College and has earned the Personal Investment Advisor (PIA) professional designation. Fluent in English, Chinese, and Mandarin, Liner supports diverse client needs through a personalized approach that emphasizes understanding client priorities. Outside of professional responsibilities, Liner is involved in various community activities including volunteering at Kids Mental Health Day 2025, participating in food bank initiatives across Los Angeles, supporting military appreciation events through card writing, and engaging in environmental efforts such as beach cleanups. Personal interests include adventure sports, bowling, cooking, golfing, hiking, music, photography, pickleball, reading, and running.

Lorgia Estrada is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. She works closely with clients to develop personalized financial strategies designed to pursue their long-term goals, leveraging investment insights from Merrill and banking solutions provided by Bank of America. With a focus on individual and corporate investment strategy, retirement income, small business strategies, as well as sports and entertainment sectors, Lorgia incorporates a comprehensive understanding of clients' full financial pictures to create flexible approaches suited to changing market conditions. She is fluent in both Spanish and English and holds the Personal Investment Advisor (PIA) designation. In addition to her professional role, Lorgia engages in community service through volunteering with local organizations, continuing the Merrill tradition of community participation. She is also a member of the Hispanic-Latino Organization for Leadership & Advancement (HOLA) and supports Junior Achievement. Outside of work, Lorgia enjoys a variety of sports including baseball, basketball, football, golf, pickleball, soccer, and running marathons, as well as spending time with her family and watching movies.

Mo Nejad is a Financial Solutions Advisor at Merrill, specializing in wealth management through Merrill Lynch. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services encompass general investing, retirement planning, and emergency savings, supplemented by access to Bank of America specialists for banking, credit, home financing, and small business solutions. Mo holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of British Columbia. His approach involves ongoing dialogue with clients to address their evolving financial needs and concerns.

Larry Schnaid is a Private Wealth Advisor at Merrill Private Wealth Management. With a background as a Certified Public Accountant, he brings expertise in macroeconomic strategy and investment analysis to his role. Larry is responsible for the team's strategy and outlook, providing technical and macro analysis for the portfolio of investments and addressing client concerns across a variety of subjects. He holds a Bachelor's degree in Accounting from the University of Southern California and an MBA from New York University's Stern School of Business. Larry has earned multiple professional designations, including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). His professional experience includes roles at Ernst & Young and Citi's corporate investment bank. Outside of his professional work, Larry spends time with his wife Amy, their children Alexandra, Mason, and Harrison, as well as their dog and bird. He is involved with community organizations including FIDF and Guardians of the Los Angeles Jewish Home for the Aging.

Hana Estela Chung Park is a financial advisor at Merrill in Los Angeles, CA, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she has experience in educational roles spanning from 2009 to 2026 at institutions including the University of Southern California and Cambridge College S.R.L. 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.

Dennis Walston is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 1998, with a brief tenure at BofA Securities in 2019. He is based in Los Angeles, CA. 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 strategies developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, and corporations.

Ashley Rochester is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Prior to her current role at Merrill and Bank of America, she worked at Banc of California from 2016 to 2018. Outside of her advisory work, she serves as a fellow on the Leadership Advisory Board of Vista Del Mar Child and Family Services, a nonprofit focused on supporting developmentally challenged and emotionally distressed youth. 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.

Desiree Hoffman is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 1996. Based in Los Angeles, CA, she has spent her career within the firm. 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danielle Prunier is a Private Wealth Advisor at Merrill Private Wealth Management, where she leads the Entertainment, Music, and Sports initiative within the Jones Zafari Group. This team is nationally recognized for serving individuals and families with complex financial needs, particularly those in the arts and sports industries. With over 30 years of experience, Danielle specializes in advising clients through significant life transitions such as career changes, managing newfound wealth, family planning, and multigenerational wealth transfer. She focuses on the unique challenges faced by professionals in entertainment and sports, helping them establish financial goals that align with both short-term and long-term objectives. Danielle emphasizes collaboration with other trusted advisors to provide comprehensive financial planning and management. Danielle earned a Bachelor's degree in Fine Arts with a minor in English from the University of San Diego and holds the Sports Entertainment Accredited Wealth Management Advisor™ designation. She has been recognized in multiple Forbes lists, including the Top Women Wealth Advisors and Best-in-State Wealth Management Teams. Outside of her professional work, Danielle is involved with Loyola High School and St. Paul the Apostle Parish, and she resides in Cheviot Hills with her husband and four children.