Elizabeth Rose is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes multiple tenures at Merrill since 2015 and a brief period at BOFA Securities, Inc. She has been with Bank of America, N.A. since 2026. 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.

Rubens Botaro is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Citigroup for 14 years before joining Merrill in 2025. Botaro serves as a board member at large for the G Street Condominium in New York City, where he participates in overseeing management company performance and resident concerns. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Johnny Chan is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He has been with Merrill since 2015. 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.

Jacob Flikshteyn serves as a Financial Advisor and Senior Portfolio Advisor with The Leiman Morse Wealth Management Group at Merrill Lynch. He joined Merrill and the group in 2019 and focuses on clients with growing careers, businesses, and practices, including corporate executives, medical practitioners, and law firm partners. Jacob's areas of expertise include investment and risk management, wealth transfer, income and liquidity management, as well as advanced estate planning services. His approach emphasizes a disciplined investment process to help clients build, preserve, and transition wealth across generations. He also has a strong background in credit needs, managing complex balance sheets, and overseeing structured lending opportunities. He holds a Bachelor of Business Administration degree in Finance and Investment from the Zicklin School of Business at Baruch College. Jacob grew up in Queens, New York, where he played football at St. Francis Preparatory High School and played guitar and drums. He enjoys traveling internationally, skiing in the Northeast, and playing golf in Florida. In the community, Jacob volunteers at the Bowery Mission in New York City and Habitat for Humanity on Long Island.

Amy Gaborcik is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2013. Merrill, alongside 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.

Emily Parker is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Bank of America and Merrill for the past nine years. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Jann Trefny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has accumulated over 30 years of experience in the financial services industry. Prior to joining Merrill Lynch, he held various positions at Morgan Stanley, UBS Financial Services, Swiss Re Asset Management, and Credit Suisse. Jann earned a Master's degree in Economics from the University of Zurich in Switzerland. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Socially Responsible and ESG Investing, Individual and Corporate Investment Strategy, and Retirement Income. Outside of his professional career, Jann has an athletic background as the Swiss decathlon champion in 1989 and a representative for Switzerland in the World Championships in Tokyo in 1991. He enjoys biking, football, gardening, photography, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Derek Mahoney is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 11 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Peggy Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals. Prior to joining Merrill in July 2021, she worked at JPMorgan, where she developed her practice and built a loyal clientele through a disciplined high-touch approach. With a Bachelor's Degree in Accounting from Queens College, Peggy focuses on building deep connections with her clients and acting as the center of their household's financial decision-making team. Her approach to wealth management begins with understanding her clients' families, financial situations, and priorities, allowing her to create customized and flexible strategies. She offers services that include college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, and socially responsible investing. Peggy is committed to delivering excellent service and pursuing her clients' goals while adhering to high ethical standards. In addition to her professional work, she participates in community volunteering. Outside of work, she enjoys spending time with her family and friends, traveling, and supporting the New York Mets.

Karen Weiss is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Weiss has also been associated with Bank of America N.A. since 2008. 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 entities.

Marc Perna is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Merrill since 2002, also working at Bank of America since 2014. Outside of his advisory role, he is an independent contractor for Uber Technologies, participates as an adult soccer clinic coach at Huntington UFSD, and owns a small business selling sports trading cards. 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.

Jonathan Bonnet is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is a member of two LLCs focused on real estate investment in New York and Tennessee. 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.

Helen Wang is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Her career includes roles at Citigroup and JPMorgan Chase, including JPMorgan’s Hong Kong branch. 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, and institutions. The firm combines internal Chief Investment Office strategies with third-party managers and supports customized investment restrictions and tax-aware options.

Jeffrey Scharpf is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 35 years of experience in the financial markets. His career includes 20 years as a Fixed Income trader at J.P. Morgan and extensive experience at Bank of America and Merrill Lynch. He brings a unique perspective to wealth management by leveraging his deep market knowledge and trading experience. Jeff utilizes a Goals-Based Wealth Management approach that prioritizes the individual concerns and goals of his clients. He collaborates with a team of specialists to draw on the resources and expertise of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank to develop tailored solutions aimed at addressing both short-term objectives and long-term priorities. His areas of focus include education planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science in Business Administration in Finance from Georgetown University and an MBA from Fordham University. A lifelong resident of Long Island, Jeffrey lives in Lake Grove with his wife, Catherine. He has two daughters, Courtney, a practicing attorney in New York City, and Brooke, a consultant at NY Presbyterian Hospital. His personal interests include basketball, football, golfing, and traveling.

Parul Patel is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill and Bank of America since 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas O'Grady is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families build, protect, and transition their wealth by creating personalized strategies aligned with their values, aspirations, and legacy. His areas of expertise include family wealth management strategies, employee financial health, legacy planning, managing new wealth, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds a High School Diploma from Oyster Bay High School, an Associate's Degree from Daytona State College, and a Bachelor's Degree from the University of Florida. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Thomas is involved with Planting Fields Arboretum State Historic Park and enjoys various outdoor activities such as boating, cycling, motorcycling, and spending time with his family and two dogs.

Nina Mcelroy is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill since 2009 and concurrently associated with Bank of America N.A. since 2007. Outside of her advisory work, she serves on the board of trustees for The Governor's Academy, an educational institution in Massachusetts. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a mix of model-based and discretionary investment strategies developed by internal and third-party managers, with a range of tactical and tax-aware asset allocation options.

Susan Santangelo is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2010. Santangelo also serves as an administrator for a fiduciary estate and holds a power of attorney role in another non-investment related capacity. 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.

Robert Burriciello is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. for the past 15 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, supported by internal Chief Investment Office teams and third-party style managers.

Victoria Padala is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Merrill and Bank of America, N.A. since 2014. 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 strategies for individuals, high-net-worth clients, and various institutional investors.