Diamond Sharon Madsen is a financial advisor with Merrill in Manteca, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes roles at Bank of America, Merrill, and JP Morgan, spanning over a decade. 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, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Daniel Gresham is a financial advisor at Merrill with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth families, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers and supports trading, account administration, and custody services.