Claudia Gluck is a financial advisor at Merrill with 42 years of industry experience. She holds a Series 63 designation and has been with 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Helen O'rourke is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and nine years of industry experience. She has been affiliated with Bank of America, N.A. and Merrill since 2011. 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.

Matthew Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He began his career at Merrill in 1989 after working as a Marine Engineer in New York City. Matthew is a Personal Investment Advisor (PIA) and holds a Bachelor of Science degree in Naval Architecture and Marine Engineering from the Webb Institute. Matthew combines his engineering background with his financial expertise to provide a broad range of wealth management strategies, including investment management through Merrill and cash management and financing services through Bank of America. His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. He co-founded the Holst Kelley Wealth Management Group, bringing together client service approaches and philosophies. Outside of his professional work, Matthew is involved in competitive sailing and is a member of the Long Island Maritime Museum. He also participates in the Oak Cliff Sailing community and enjoys boating, fishing, and golfing.

Christian Petro is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Citigroup and several entities within JPMorgan, where he worked from 2009 to 2021. 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 using model-based and discretionary investment strategies.

David Leiman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1980. He works with an affluent, multi-generational clientele, including physicians, attorneys, accountants, business owners, corporate executives, and women recently widowed or divorced. His focus areas include family wealth management strategies, retirement planning, portfolio management services, and socially responsible investing, among others. David emphasizes building close relationships with clients and their referred friends and family members, supporting them through evolving life circumstances with thoughtful preparation and timely decisions. David holds a Bachelor's degree from Ithaca College and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. He has been recognized consecutively from 2019 through 2025 on the Forbes "Best-in-State Wealth Advisors" list. Outside of his professional role, David is a member of the board of Landmark on Main in Port Washington and participates in local community bands in Great Neck and Manhasset as a saxophone player. He also holds a private pilot license. David and his wife enjoy boating on Long Island Sound and skiing in Massachusetts. They reside in Port Washington and have two sons and two stepsons.

Kyle Van Natta is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase, First Republic Bank, and Banc of California. Outside of advising, he is a general partner in Van Bro Co LLC, which owns and manages residential real estate 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 individuals, high-net-worth clients, and institutional investors.

Nora Heaton is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following 14 years at Deutsche Bank Securities Inc. 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 institutional investors.

Steven Casella is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2009. He also has a longstanding affiliation with Bank of America, N.A. since 2006. Casella serves on the board of The Cor Jesu Foundation, Inc., which supports Catholic high school education through fundraising activities. 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 various institutional investors.

Edward Devenish is a Financial Advisor and Senior Portfolio Advisor with The Kogel Donato Wealth Management Group at Merrill Lynch Wealth Management. He collaborates closely with the team to deliver comprehensive wealth management solutions tailored to each client's unique circumstances, specializing in family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Edward graduated magna cum laude from Syracuse University and holds the Personal Investment Advisor (PIA) designation. He is a member of the Forbes-recognized Kogel Donato Wealth Management Group, which was named to the 2026 "Best-in-State Wealth Management Teams" list. Edward joined Merrill in 2024 and became part of The Kogel Donato Wealth Management Group in 2026, focusing on disciplined portfolio construction and goals-based planning. Born and raised on Long Island, New York, Edward is a devoted New York Yankees fan and enjoys playing the guitar. He is also involved with Island Harvest in his community.

Lisa Yim is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and Bank of America since 2010. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alvin Mak is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services for five years and Morgan Stanley for four years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Troye Hammond is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce them to solutions available through Merrill and Bank of America. His focus is on helping clients manage their money effectively through personalized advice and ongoing portfolio management. With a background as a Merrill Financial Solutions Advisor and holding the Personal Investment Advisor (PIA) designation, Troye guides clients in defining their financial goals and selecting portfolio strategies tailored to their needs. He adapts these strategies as clients' situations evolve, supporting priorities such as home buying, education savings, elder care, and healthcare planning. Troye holds a Bachelor's Degree from Briarcliffe College. He is a member of professional organizations including the American Legion and Veterans of Foreign Wars (VFW).

Jeffrey Tupper is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Outside of his advisory role, he serves as President of Town and Country Tenant Corp and is Vice President of the Board of Managers for West Neck Village Condominium Association. He is also a corporate advisory board member of Cold Spring Harbor Laboratory's Dolan DNA Learning Center. 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 both model-based and discretionary investment strategies for individual, high-net-worth, and institutional investors.

John Hill III is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as Vice President of the Oakland Arms Condominium Board in Fort Lauderdale, Florida, overseeing the operation and maintenance of the property. 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.

Kenneth Gatto is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has developed long-lasting client relationships over nearly 30 years, many of which span multiple generations. Kenneth's experience includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Kenneth holds a Bachelor's Degree from the State University of New York at Albany. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach emphasizes a conservative investment strategy aimed at consistent long-term performance and coordinating various elements of clients' financial lives. Outside of his professional work, Kenneth's personal interests include gardening, golfing, spending time with his family, and playing tennis.