John Hahn is a financial advisor at Merrill with a Series 66 designation and over 10 years of industry experience. He has worked at Merrill and Bank of America since 2010 and has been involved with Kiwa Inc since 2009. Outside of his advisory role, he owns a business unrelated to investments located in Redondo Beach, California. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Kristine Morcos is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Downtown Los Angeles. Since joining Merrill in 2018, she provides bespoke financial services, focusing on areas such as equity and debt new issues, alternative investments, and strategic lending. Kristine collaborates with clients to develop exclusive strategies within the Merrill ecosystem that may not be accessible to self-directed retail investors. She also facilitates coordination with clients' outside attorneys, accountants, and other professional advisors to support comprehensive financial and legacy planning. Previously, Kristine was a broker for boutique, luxury, and cult wineries and importers in the greater Los Angeles area, working alongside top winemakers and sommeliers. She holds a Bachelor's degree in Biotechnology with a business emphasis and a minor in Chemistry from Cal Poly Pomona. Kristine is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA), fluent in Arabic and English. Kristine engages with her community as a Bank of America Company Community Volunteer Champion and serves on the board of World Fit For Kids. She volunteers with organizations such as LA Family Housing and the Barnsdall Foundation and supports financial education through Better Money Habits. In her personal time, she enjoys cooking, photography, reading, surfing, swimming, traveling, and yoga.

Claudia Iribe is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2014. Prior to her current role, she was employed at Bank of America N.A. 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, and institutional accounts.