Michael Misciagna Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes understanding each client's individual priorities to provide tailored advice on investing, retirement planning, and saving for unexpected expenses. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. With nearly a decade of experience in the financial services industry, Michael focuses on building long-lasting relationships with clients based on trust. His areas of expertise include college education planning, employee benefits planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Michael holds a Bachelor's Degree from SUNY Farmingdale and the Personal Investment Advisor (PIA) designation. Outside of work, he pursues personal interests such as bowling, golfing, spending time with his family, and traveling.

Eric Melman is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2009 and has also worked with Bank of America, N.A. since 2005. 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.

Elisa De Jesus is a financial advisor at Merrill with 18 years of experience at the firm and a total of 8 years in the industry. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to The Interfaith Nutrition Network Inc., a nonprofit serving the hungry and unsheltered, where she participates in planning and event 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, pension plans, corporations, and charitable organizations.

Michael Cascio is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he has dedicated 15 years to his previous firm, J.P. Morgan, before joining Merrill Lynch in 2021. As a CERTIFIED FINANCIAL PLANNER® professional, Michael specializes in providing customized financial advice and guidance to high net worth clients, institutions, and small businesses, addressing investment, banking, and lending needs with a focus on creating goals-based strategies. Michael graduated from Hofstra University in 2002 with a Bachelor's degree in Business Administration, majoring in Banking and Finance. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His expertise covers a wide range of financial areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Michael is involved in his local community as a member of the Massapequa Chamber of Commerce and participates in the Plainedge Baseball Softball League. He enjoys spending time with his wife and two daughters, traveling, coaching youth sports, staying active through exercise and golf, and following New York sports teams.

Shuxin Li is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at 51 Careers Inc. and New York University. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katherine Milby is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and experience with organizations such as the University of Virginia and the Embassy of Australia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Metzger is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Melville, NY branch. He began his career with Merrill Lynch in 1995 and holds the position of First Vice President, Wealth Management Advisor. Robert is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and has additional professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Robert focuses on a goals-based approach to financial planning, tailoring strategies to the unique needs of each client. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. He emphasizes building relationships based on trust and providing ongoing guidance to help clients grow, preserve, and distribute their wealth. A lifelong New Yorker, Robert was born and raised in Queens and currently resides in Garden City South with his wife, Valerie, and their four sons. He earned a bachelor's degree from Long Island University. In addition to his professional work, Robert is involved in volunteering with organizations in his community. His personal interests include football, golfing, and spending time with his family.

Michael Castiglie is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup and Bank of America, as well as a four-year tenure at Amherst College. 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 plans, corporations, and charitable organizations.

Lance Madris is a Financial Advisor with Merrill Lynch Wealth Management who specializes in helping individuals and families turn financial goals into actionable plans. He collaborates closely with clients to understand their unique priorities and develops personalized strategies that align investments with broader financial objectives. His approach emphasizes ongoing communication and proactive guidance to adapt strategies as clients' circumstances evolve. Lance focuses on areas including personal retirement planning, portfolio management services, and tax minimization. Holding professional designation as a Personal Investment Advisor (PIA), he supports clients in navigating complex financial landscapes, addressing priorities from buying a home and saving for education to planning for long-term financial security. He earned both his Bachelor's and Master's degrees from Stony Brook University. Outside of work, Lance enjoys basketball, hiking, spending time with his family, and traveling.

Jane Heller Gerard is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Gerard is also affiliated with Bank of America, N.A., where she has been employed since 1995. 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.

Gregg Marano is a Senior Vice President and Senior Resident Director with Merrill Lynch Wealth Management. He has been in the financial industry since 1992 and joined Merrill Lynch in early 2000. Gregg began his professional career as a foreign currency broker servicing large institutions and has developed expertise in portfolio construction, business transition, retirement planning, home financing, insurance, and corporate retirement plans. He holds several professional designations including Certified Exit Planning Advisor139;, Chartered Retirement Planning Counselor139;, Accredited Domestic Partnership Advisor139;, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. Gregg was named to Forbes "Best-in-State Wealth Advisors" list multiple times, including 2019, 2023, 2024, 2025, and 2026.

Salvatore Mannino is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized wealth management strategies that take into account their full financial picture and evolving needs. Salvatore coordinates investment, banking, lending, and wealth planning solutions aligned with his clients' goals. He holds a Bachelor's Degree from SUNY Binghamton and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in a family of entrepreneurs provided him with insight into the challenges and opportunities involved in building and preserving wealth. Salvatore emphasizes building and maintaining strong client relationships, aiming to help clients focus on their financial priorities and make informed decisions with confidence. He combines his guidance with the investment insights of Merrill and the banking and lending capabilities of Bank of America.

Steven De Leo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2021 and previously held roles at Capital One Sharebuilder and Capital One Bank from 2009 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Aidan Keane is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Bank of America, N.A., as well as entrepreneurial experience running Integrity Sealcoating and Junk Removal, LLC. He has also worked in dining services and other service roles. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Russell Noletto is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at G.distributors, LLC, Raymond James Financial Services, Inc., and Regions Bank, among others. 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, pension plans, corporations, and charitable organizations.

Karen Manley is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2011, including a brief tenure at BofA Securities in 2019. 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.

Cole Block is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Cole earned his Bachelor's Degree from Syracuse University. His professional focus includes retirement planning and personal investment advisory services.

Scott Burns is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2003 and is also associated with Bank of America, N.A. since 2012. 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, retirement plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Robert Genalo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill since 2007 and also has professional experience with Bank of America and Molloy College. 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 for individuals, high-net-worth clients, and institutions.

Jesse Solomon is a Series 66 licensed financial advisor with Merrill in Melville, NY, bringing nine years of industry experience. His work history includes roles at Merrill and Bank of America since 2017, as well as prior experience at Dataminr and NYU Stern School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.