Rodolfo Gomez is a Senior Resident Director and International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Rodolfo focuses on delivering customized advice and a disciplined investment approach, addressing areas such as college education planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Rodolfo began his financial services career in 1994 and became the Resident Director of his office in 2011. He holds a bachelor's degree in Marketing and an MBA in Finance, both from The University of Texas Pan American, and has completed training at Wharton's Executive Education Program. He also holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) credential. Outside of work, Rodolfo enjoys playing tennis, golfing, practicing yoga, and is an avid soccer fan who has attended the last nine World Cups. He speaks both Spanish and English.

Sandra Ortiz is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 36 years of industry experience. She has been with Merrill since 1987 and has also served at Bank of America since 2015. Ortiz contributes her insight as a former parent to Our Lady of Sorrows Catholic School on educational and extracurricular matters. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Carlos Acevedo is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop personalized financial strategies that support their goals, including investing, retirement planning, wealth transfer, and banking and lending services through Bank of America. Carlos holds a Bachelor's Degree and a Master's Degree from the University of Texas System. He has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes areas such as college education planning, legacy planning, portfolio management, tax minimization, and retirement income planning. Fluent in English and Spanish, Carlos also engages in personal interests such as adventure sports, cooking, fishing, golfing, hunting, soccer, swimming, and traveling. He emphasizes understanding what matters most to each client to create clear financial strategies aligned with their priorities and future.

Mark Garza is a Financial Advisor with Merrill Lynch Wealth Management, who began his career in the financial services industry in 2016. He joined The LaGrange Team in 2021, focusing on providing streamlined services to simplify the management of clients' financial affairs. Mark works closely with families to determine appropriate solutions that facilitate their short- and long-term financial goals, taking into account factors such as risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Mark's expertise encompasses areas including Family Wealth Management Strategies, Employee Financial Health, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Retirement Income. He holds the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Plan Fiduciary Advisor (CPFA) designations. Mark earned his Bachelor's Degree from the University of Texas at San Antonio. Residing in Mission, Texas, Mark enjoys playing golf in his personal time. He emphasizes understanding clients' life priorities to create personalized financial plans that align with their goals and aspirations.

Krista Harmon is a financial advisor with Merrill in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Merrill since 2013. 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 range of clients including individuals, high-net-worth clients, and institutions.

Marla Salinas is a financial advisor with Merrill in McAllen, Texas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. Salinas was briefly associated with a for-profit business, Patriot Touchdown Club LLC, which is in the process of being dissolved. 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, and institutional accounts, with a range of tactical and strategic asset allocation options.

Ivan Pena is a Series 66-licensed financial advisor with Merrill in McAllen, Texas, where he has worked since 2015. He has 18 years of industry experience. Outside of his advisory role, Pena owns ScaleHi Goods, LLC, a company facilitating online retail sales, and is the managing member of ScaleHi Digital Marketing LLC, which offers digital marketing education through an online course. 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, and institutions.

Alvaro Gonzalez is a financial advisor at Merrill with Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Merrill since 1985 and is also associated with Bank of America since 2009. Outside of his advisory role, Gonzalez is involved in several business ventures including general partnerships in hospitality and land ownership, and he serves on advisory boards for educational and community organizations in the McAllen, TX area. 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, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Olivares is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique financial goals and priorities, assisting them in developing strategies for short-, mid-, and long-term objectives. His approach includes providing guidance on a range of areas such as college education planning, family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. Daniel holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he serves as a resource for clients seeking advice on investing, retirement planning, and financial solutions, also connecting them with Bank of America specialists for banking, credit, home financing, and small business needs. He emphasizes transparency and integrity in his client relationships to support their financial success.

George Garza is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial services to individuals, families, and business owners, focusing on creating personalized financial strategies that address investment, retirement, and wealth management goals. He has been serving clients in the financial services industry since 2008, with experience at Chase, Allstate, and Merrill. As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), George emphasizes thoughtful guidance and clear communication in his financial planning approach. He is fluent in both English and Spanish, enabling him to work closely with a diverse client base to help them make informed financial decisions and pursue their long-term objectives. George holds a Bachelor's Degree from the University of Texas Rio Grande Valley and completed an Accredited Certificate Program at The American College of Financial Services.

Natalie Pacheco is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016, based in McAllen, TX. 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 and profit-sharing plans, corporations, and charitable organizations.

Alejandro Tapia Farias is a financial advisor with Merrill in McAllen, TX, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angelica Lagrange serves as an International Wealth Advisor at Merrill Lynch Wealth Management, where she manages wealth and investment strategies for both domestic and international clients. She creates integrated Wealth Management Plans by understanding each client's current situation and aligning them with their essential and discretionary financial goals. Angelica collaborates closely with clients and their trusted advisors to coordinate estate, income tax, and insurance planning needs. Angelica began her career with Merrill Lynch Wealth Management in 1993 following the completion of her MBA from The University of Texas Pan American. She holds a BBA in Economics and International Business from Sam Houston State University and an Associate's Degree from Temple Junior College. Her professional designations include CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. She is fluent in English and Spanish. In addition to her professional work, Angelica is actively involved in community organizations related to tennis. She volunteers with the South Texas Community Tennis Association, affiliated with The United States Tennis Association, and has served as an advisory board member of the McAllen Economic Development Corporation since 2022. In her personal time, Angelica enjoys playing tennis, biking, golfing, reading, and spending time with her family.

Elizabeth Martinez is a financial advisor with Merrill in McAllen, TX, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, all with Merrill Lynch Pierce, Fenner & Smith, Inc. 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 using both model-based and discretionary investment strategies.

Newlin Lancaster is an International Wealth Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, having started his career with Merrill Lynch in 1984 following the completion of his bachelor's degree in Business Administration from the University of Texas Pan American. Newlin specializes in a comprehensive approach to wealth management, emphasizing the importance of understanding each client's unique goals through attentive listening. He utilizes the combined resources and insights of Merrill Lynch and Bank of America to address various aspects of clients’ financial lives. His professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations.

Pablo Sada is an International Wealth Advisor with Merrill Lynch Wealth Management, based in the Rio Grande Valley, Texas. He brings more than 35 years of experience advising both domestic and international clients on comprehensive wealth management strategies. Pablo’s approach involves a thorough understanding of each client’s financial circumstances, including risk tolerance, time horizon, liquidity needs, and investment goals, to develop personalized solutions aimed at helping clients pursue their long-term objectives. Pablo earned a Bachelor's Degree in Industrial Engineering and Systems from the Monterrey Institute of Technology and Higher Education (ITESM). He holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations and is a member of the CFA Institute. In addition to his advisory work, he has authored over 100 articles on personal financial discipline for El Norte newspaper in Monterrey, Mexico. Pablo is bilingual in English and Spanish and actively participates in community involvement through organizations such as Ingenium. Outside of his professional pursuits, Pablo enjoys tour cycling, soccer, snow skiing, and learning new languages.

Alvaro Gonzalez II is a financial advisor with Merrill based in McAllen, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at Bank of America and Merrill since 2012. He is also the owner of Gonzalez Farms, LP, a business involved in operating accounts for family ranches and properties. 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 range of individual and institutional clients.

Armando Adame serves as an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, he focuses on connecting various aspects of clients' financial lives to help prioritize and pursue their most important goals. He works with clients on a range of services including family wealth management strategies, legacy planning, liquidity management, and portfolio management. He holds the Personal Investment Advisor (PIA) designation and has completed a Bachelor's Degree from the University of the Incarnate Word, following his graduation from McAllen High School. Armando serves clients who require tailored strategies such as services for endowments, foundations, non-profits, and small business strategies, as well as individual and corporate investment strategy. Outside of his professional work, Armando enjoys fishing, golfing, hiking, hunting, and skiing. He is fluent in both English and Spanish, enabling him to serve a diverse client base.

Judith Torres is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she works as a consultant and independent contractor for Pfizer, focusing on medical research and patient consultation. Merrill, along 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 clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.