Matthew Roache is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Miranda Wealth Management Group. He began his career in investment and financial services in 2007 and joined Merrill Lynch in 2014. His background includes retail investment operations and trading, which supports his service-oriented approach to helping clients achieve their financial objectives. Matthew's areas of focus include education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Business Management from Farmingdale University and maintains several professional designations and licenses, including FINRA Series 7 and 66 registrations, Life Accident & Health License, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Matthew enjoys golfing, hiking, spending time with his family, surfing, swimming, and playing tennis.

Richard Ciufo is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients with a range of financial needs including asset management, estate planning services, retirement planning, and financing options. Richard focuses on developing personalized investment management strategies and financial plans aligned with clients' goals, emphasizing long-term relationships and ongoing guidance. Richard earned a bachelor's degree in economics from Brown University in 2020, where he served as captain of the Brown Bears baseball team during his junior and senior years. He subsequently obtained a master's degree from the University of Richmond, where he was a member of the Richmond Spiders baseball team. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Richard enjoys spending time with family and friends, playing golf, and traveling.

Sezgin Unay is a Financial Advisor at Merrill Lynch Wealth Management, where he has provided financial services since 2014. With a career in the financial services industry beginning in 2001, he specializes in developing strategies for high-net-worth individuals, families, and businesses to pursue both short-term and long-term financial goals. His expertise includes family wealth management, personal retirement planning, portfolio management, investment strategy, and retirement income. Sezgin offers clients access to the global resources of Merrill Lynch alongside banking services through Bank of America, ensuring a comprehensive approach to their financial needs. He employs a consultative approach, prioritizing trust and transparency by carefully listening to clients and reviewing their financial situations to identify and prioritize their goals. This process supports clients in areas such as estate planning, tax strategies, wealth transfer, and preserving wealth for future generations. He holds a Master's Degree from Dowling College and a Bachelor's Degree from Saint John's University. Sezgin holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in English and Turkish. Outside of his professional work, Sezgin has interests in football, golfing, hiking, racquetball, and traveling.

Scott Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the Senior Resident Director of the Jericho office. He has been with Merrill Lynch since 2002, leveraging his background as a global commodity and derivative trader on Wall Street and his education from Hofstra University, where he earned a bachelor's degree in banking and finance. Scott provides tailored financial strategies for high net worth individuals and business owners, with expertise in areas such as college education planning, divorce transition planning, family wealth management, corporate retirement plans, tax minimization, and retirement income. His approach emphasizes understanding clients' financial priorities through attentive listening and developing customized investment guidance based on disciplined wealth management principles adaptable to changing economic conditions. Scott holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional role, Scott participates in community activities, notably volunteering with youth hockey organizations. His personal interests include boating, cooking, golfing, ice hockey, music, skiing, surfing, and spending time with his family.

Daniel Eisenberg is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc., and Banc Of America Investment Services, Inc. Outside of his advisory role, he serves as trustee for a family irrevocable living trust. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larson Bennett is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Brown Brothers Harriman & Co, and has also been affiliated with Dartmouth College. 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, pension plans, corporations, and charitable organizations.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citibank, J.P. Morgan Securities, and Chase Securities Inc. She serves as a board member of the charitable organization Carnegie Hill Neighbors. 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, pension plans, corporations, and charitable organizations.

Vionca Murray Saxon is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develop personalized strategies that address short-, mid-, and long-term objectives. Her approach includes providing guidance on investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Vionca specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports and entertainment financial matters. Vionca holds a Bachelor's Degree from Syracuse University and a Master of Business Administration (MBA) from Ohio University. She is a Personal Investment Advisor (PIA). Drawing on her passion for helping clients manage complex financial priorities, she partners with individuals to define their goals and select portfolio strategies designed to achieve those goals. Vionca provides ongoing advice and adjusts strategies as clients' situations evolve. Outside of her professional work, Vionca has personal interests that include basketball, cooking, dancing, golfing, music, running, and spending time with her family.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, 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.

Jamie Camhi is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2009. Camhi also has a long tenure at Bank of America, spanning over two decades. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Irby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with executives and business owners, particularly those in the aerospace and defense sector, to develop customized financial plans aimed at growing net worth through systematic investing. His expertise includes managing highly appreciated equity compensation and providing tailored financial planning solutions for owner/operators. Craig holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Bay Shore High School, an Associate's Degree from Suffolk County Community College, a Bachelor's Degree from Farmingdale State College, and attendance at SUNY Albany without degree conferral. He is involved with professional organizations such as Friends Of Connetquot and Mission Be. Outside of his professional work, Craig has interests in adventure sports, basketball, boating, boxing, camping, golfing, music, running, surfing, and traveling.

Kathleen Flock is a financial advisor at Merrill with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Merrill since 2009. She also has a long tenure at Bank of America, dating back to 2006. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Cabble is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, retirement planning, investment management, and financial planning for individuals, families, and business owners. Jake works closely with clients to simplify their financial lives by creating personalized strategies focused on growing, protecting, and transferring wealth. His areas of focus include retirement planning and income strategies, investment and portfolio management, IRA and 401(k) rollovers, wealth preservation and risk management, estate and legacy planning strategies, and ongoing financial planning and reviews. He earned his Bachelor's Degree from St Joseph's University and holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Jake emphasizes understanding each client's full financial picture—including income, investments, retirement goals, risk tolerance, and legacy objectives—to design customized portfolios and long-term strategies that emphasize asset allocation, diversification, tax-efficient investing, and risk management. He also works with a full-service wealth management team and connects clients with trusted specialists, including CPAs, estate planning attorneys, and private banking professionals, to ensure all aspects of financial life are aligned. Outside of his professional work, Jake is involved with the American Cancer Society. His personal interests include antiquing, golfing, interior decorating, music, reading, spending time with family, tennis, and yoga.

Apryl Redwood is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Merrill since 2009. Her prior experience includes roles at Bank of America, N.A., and U.S. Trust Company. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Griffin Faherty is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and is currently also affiliated with Bank of America, N.A. Prior to his advisory roles, he was at Villanova University for four 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 model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Barbarino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 and profit-sharing plans, corporations, and charitable organizations.

Li May Bystricky is a financial advisor at Merrill with a Series 66 designation and over 25 years of industry experience, including a long tenure at Bank of America. She joined Merrill in 2025. 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 accounts.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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.