Akash Advaney is a Financial Advisor with Merrill Lynch Wealth Management based in the Melville, New York office within the Long Island Market. He serves clients locally and across the country, partnering one-on-one to define their financial objectives and implement investment strategies aimed at long-term success. Akash brings a background in Sales & Trading and Wealth Management, with expertise in alternative investments such as private credit, private equity, hedge funds, and real estate strategies. He holds a Master of Science in Real Estate Analysis and Development and a Bachelor's degree in Finance from the Smeal College of Business at Penn State University, where he also completed a minor in Information Systems Management. Akash holds the Personal Investment Advisor (PIA) designation and is knowledgeable in the areas of fintech and artificial intelligence, driven by an understanding of macroeconomic trends to assist clients in building, preserving, and transferring wealth. Outside of his professional responsibilities, Akash spends time with his family and enjoys traveling, reading, and following football. He is fluent in English and Hindi.

Jesse Neumyer is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients, utilizing both internal and third-party portfolio management approaches.

Jennifer Shaw is a financial advisor at Merrill with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 12 years. Outside of her advisory role, she serves as a managing member of Home Place Greenwich LLC and holds officer and committee positions related to residential property management in Connecticut and 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sudip Mukherjee is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he develops long-term financial goals and implements customized wealth strategies tailored to each client. He brings extensive institutional experience gained since 1998, having worked in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co, and investment management at New York Life. Sudip serves high-net-worth individuals, business owners, corporate executives, and also addresses the needs of institutions, foundations, and endowments through philanthropic and charitable strategy development. Sudip holds a BS in engineering from Cornell University and an MBA from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). He is also registered with FINRA Series 7 and 66, and holds licenses in Life, Accident/Health and Annuities, and Long-Term Care Insurance. In addition to his professional work, Sudip is active in community and not-for-profit organizations. He serves on the Board of Directors for the Yale Alumni Association of New York and formerly served on boards including Queens Community House, Hunger Free America, and AFS Intercultural Programs USA. He is also involved with the Association of Yale Alumni and volunteers as a Parent Coach with the Jericho Athletic Association. Sudip enjoys boating, cooking, music, reading, tennis, and spending time with his family.

Richard Morse is a Wealth Management Advisor with Merrill Lynch Wealth Management, primarily based in Melville, New York. He provides an integrated approach to the needs of affluent families, foundations, endowments, and retirement plans, focusing on multi-generational wealth planning, business succession planning, tax-aware investing, and investment manager evaluation and selection. Richard began his financial services career at Smith Barney in 1993 and has experience working with Loeb & Troper CPA's specializing in healthcare and not-for-profit organizations. He was also a co-founder of Advanced Institutional Management Software, Inc., a developer of application software for the alternate healthcare industry. Richard graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He holds the Certified Investment Management Analyst® designation from The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of the CFP Board of Standards and the Investments and Wealth Institute. In the community, Richard has served on the boards of the Dix Hills Jewish Center, the Jewish Education Project, and the Kenya Education Fund. He currently serves on the UJA/Federation Long Island Executive Committee and was co-chair of the UJA/Federation Suffolk Business and Professional Leaders Exchange. Richard and his wife Arlene have been recognized with the Community Service Award by UJA/Federation in 2010, and Richard received the Business Leaders Award in 2023. They reside in Commack, New York.

Vincent Di Marco is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized guidance to clients in pursuit of their financial goals. His approach involves taking the time to understand each client's unique situation and priorities, enabling him to develop tailored strategies that address short-, mid-, and long-term objectives. His expertise encompasses a range of areas including executive compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, sports and entertainment financial considerations, tax minimization, and retirement income. As a Merrill Financial Solutions Advisor, Vincent also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Vincent holds a Bachelor's Degree from Seton Hall University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys fishing, golfing, hunting, skiing, and spending time with his family.

Luis Marroquin Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and emergency savings, and can facilitate access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Luis holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lancaster High School. Fluent in both English and Spanish, he works closely with clients to discuss their goals and concerns, providing ongoing advice and support as their financial needs evolve.

Brian Tucei is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Bank and Citi. 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, pension plans, corporations, and charitable organizations.

Mitchell Cohen is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and First Republic Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to Bank of America fiduciary clients including individuals, high-net-worth clients, and institutional accounts.

Sean Tully is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he served in the United States Marine Corps Reserve and is actively involved as a volunteer firefighter and EMT with the Greenlawn Fire Department, where he holds the position of Lieutenant. 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.

Jing Chen is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 14 years of industry experience. Chen has been with Bank of America and Merrill since 2012. Outside of advisory work, Chen owns a sole proprietorship rental property business in 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.

Tara Busby is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has been with 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Peyman Pezeshkian is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Cahoon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. His prior work includes roles at Bank of America N.A. and positions in the hospitality sector. 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 institutions.

Paul Sevcik is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and business owners navigate important financial decisions. His services focus on family wealth management strategies, personal retirement planning, and portfolio management. Paul aims to simplify complex financial concepts into clear, practical advice tailored to each client's goals. He holds a Bachelor's degree from Hofstra University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul's approach centers on education, communication, and building trust with clients, supporting both experienced investors and those beginning their financial journey. Outside of his professional role, Paul is involved in mentorship and community activities. He participates with the Respect The Game: AAU Basketball Team and supports organizations such as SAY: The Stuttering Association for the Young and breast cancer awareness initiatives. Paul also enjoys baseball, basketball, football, golfing, music, pickleball, reading, skiing, spending time with his family, and traveling.

Trinh Jermyn is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Jermyn also serves as a committee director for the Hirshhorn Museum and Sculpture Garden, a nonprofit museum in Washington, DC. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, incorporating internal and third-party investment management.

Ann Marie Treiling is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with the Wible, Runfola, and Miranda team. Since joining Merrill Lynch in January 2023, she has focused on providing financial solutions tailored to business owners, professional women in transition, and retirees. Ann Marie applies a comprehensive planning approach that begins with understanding her clients’ unique financial needs and goals to develop strategies aimed at achieving their ideal retirement lifestyle while managing longevity risk. With over 20 years of experience in financial advisory, Ann Marie specializes in areas including education planning, family wealth management, legacy planning, personal retirement planning, and small business strategies. She holds the Series 7 and 66 FINRA registrations, life, accident, and health insurance licenses, and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ann Marie earned a Bachelor of Science degree in International Business and Marketing from Rochester Institute of Technology and is proficient in both English and French. Ann Marie is a member of the National Association of Women Business Owners (NAWBO) and contributes to community organizations such as the Hospice Signature Society and Windsong Radiology. Outside of her professional pursuits, she enjoys cooking, gardening, golfing, reading, swimming, tennis, and traveling.

Wendy Li is a financial advisor at Merrill with Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at City National Bank for 12 years before joining Merrill in 2024. 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.

Robert Roseen is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 63 and Series 66 designations and 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Stone is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Private Bank and the American Hotel & Lodging Association. He also has experience working with the United States House of Representatives and in higher education at Sewanee: The University of the South. 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 plans, corporations, and charitable organizations.