Daniel Riveira is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to develop comprehensive strategies that align with their financial goals, leveraging investment insights from Merrill and banking services from Bank of America. His approach emphasizes a disciplined, research-driven process that covers investing, lending, and wealth preservation, offering clients a customized wealth management experience. With a 30-year career on Wall Street, Dan has extensive experience advising institutional clients and managing foreign exchange trading teams. He focuses on areas such as executive compensation, family wealth management strategies, institutional consulting, legacy planning, portfolio management, retirement income, and tax minimization. Alongside his senior partner, he implements an objective, planning-based approach to help executives and high net worth families grow and protect their wealth. Dan holds Series 3, 7, and 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Queens College. Fluent in English and Spanish, he is involved in the community through organizations such as the Rotary Club and the Amityville Historical Society. Outside of work, he enjoys reading, soccer, and spending time with his family.

Luke De Maria is a financial advisor with Merrill, holding Series 63, 65, and 66 designations and five years of industry experience. He has worked at Merrill since 2019 and previously held positions at Bank of America, JP Morgan Securities LLC, JP Morgan Chase Bank, Acorn Financial Services, Signator Investors Inc, and McAdam LLC. 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 individual, high-net-worth, and institutional clients.

Alicia Ruberti is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2007 and joined Merrill Lynch in 2010. Alicia uses a goals-based wealth management process to develop financial strategies that are tailored to meet the specific needs of her clients. She offers guidance in investments, retirement lifestyle planning, insurance needs, education funding, home financing, multi-generational wealth transfer strategies, as well as banking and lending needs. Alicia holds a Bachelor's Degree from Adelphi University in Garden City, NY. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With the support of Merrill Lynch Wealth Management and Bank of America, she works to provide an exceptional level of care and service for her clients. Outside of her professional commitments, Alicia enjoys ice hockey, reading, skiing, soccer, spending time with her family, and traveling. She has lived on Long Island since 2003.

Vincent Keaveny is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Merrill since 2009. He has also been affiliated with Bank of America since 2004. 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. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andre Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building lasting relationships with clients through trust, transparency, and communication. He works closely with clients to identify their financial goals and objectives, leveraging tools like the Personal Wealth Analysis to prioritize these goals and implement strategies aimed at achieving them. Andre has expertise in areas including college education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the New York Institute of Technology. Residing in Nassau County, Andre is a father of two children. Outside of his professional work, he enjoys spending time outdoors, engaging in activities such as camping, football, golf, and soccer. He has been an athlete throughout his life and played college soccer at the Division 1 and 2 levels for UNC Charlotte and New York Institute of Technology. Andre is also involved with the Nation Negro Golf Association (NNGA).

Marc Perez 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 2009 and Bank of America, N.A. since 2004. Perez serves as a board member of the New York Bankers Association, representing Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Sophia Tzemis is a Wealth Management Advisor and co-founder of the Genalo-Tzemis Team at Merrill Lynch Wealth Management in Melville, New York. She has been a Financial Advisor with Merrill Lynch since 2000 and began her career in the financial services industry in 1994. Sophia works with affluent families focusing on investment, retirement income planning, tax minimization strategies, estate and wealth preservation goals. She applies a distinctive financial planning process that involves understanding each client's specific situation to develop personalized strategies. Sophia utilizes the full range of services offered by Merrill to help clients meet their unique financial objectives. Sophia holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. and has a Bachelor's degree in Economics from Binghamton University, part of the State University of New York System. She also holds the Personal Investment Advisor (PIA) designation. She lives in Smithtown, New York with her husband and two children. Sophia volunteers as a tour guide at the World Trade Center Tribute Center, serves as a hospitality member of the Guide Dog Foundation, and has been involved with Island Harvest. In her free time, she enjoys fishing, gardening, hiking, reading, traveling, and spending time with her family.

Shannon Barone is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and 15 years of industry experience. She has been with Bank of America and Merrill Lynch Pierce Fenner & Smith since 2012. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party portfolio management teams and supports a range of investment approaches including tax-sensitive strategies.

Cherie Cohen is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Her prior experience includes roles at Private Prep, Purshe Kaplan Sterling Investments, and Omnia Family Wealth. 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 and profit-sharing plans, corporations, and charitable organizations.

Hadi Hachem is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes a two-year period at CitiGroup and over 20 years at 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Casler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2009. He also maintains a role with Bank of America, N.A. since 2008. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Miranda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his investment and insurance planning career in 1987 and joined Merrill Lynch in 1997. He holds a Bachelor's degree in Economics from Stony Brook University. Raymond holds several professional designations including Chartered Retirement Planning Counselor (CRPC) and CERTIFIED FINANCIAL PLANNER (CFP). He is also registered with FINRA Series 7, Series 65, and Series 63. Raymond provides a disciplined and educated approach to wealth management strategies, drawing on over three decades of industry experience. His expertise encompasses investment and insurance planning, and he serves as a Portfolio Manager. He resides in Dix Hills with his wife Laurie and their four sons. Outside of work, Raymond enjoys coaching baseball, soccer, and football with his sons. He is involved in the community through participation with Long Island Cares, Inc Food Bank.

Chen Chen is a financial advisor at Merrill with 14 years of industry experience. Prior to joining Merrill in 2024, Chen worked at CitiGroup for 11 years. Outside of finance, Chen is the owner and business manager of Artmazing Studios LLC, where they also serve as an art instructor. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ariela Kilinsky is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Merrill in 2024, she worked at Citigroup from 2017 to 2024 and at Citibank Brazil from 2012 to 2017. 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.

Brian Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1983, he provides clients with a tailored approach to investing and risk management informed by his extensive experience and access to the global resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank. His client focus areas include family wealth management strategies, personal retirement planning, and special needs planning strategies. Brian holds a bachelor's degree from St. Francis College and has completed accredited certificate programs from Officer Candidate School and the University of Southern California. He holds several FINRA registrations (Series 3, 5, 7, 8, 15, 31, 63, and 65) and the designation of Chartered Retirement Planning Counselor (CRPC). He is also a qualified Senior Portfolio Advisor through Merrill Lynch's Investment Advisory Program. Prior to his career in finance, Brian served as an officer in the United States Marine Corps. In addition to his professional work, Brian is involved with various organizations including the Marine Corps-Law Enforcement Foundation, the Bank of America Disability Advocacy Network, and the Military Support Assistance Group of Bank of America. He is a member of The Army Navy Club in Washington D.C. and the Order of Malta, American Association. His personal interests include boxing, gardening, and spending time with his family.

Stuart Plotkin is a financial advisor at Merrill with 26 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2019 and previously held positions at JP Morgan Chase Bank, JP Morgan Securities, 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Holst is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 as a Financial Advisor and has since developed expertise in retirement and investment management strategies, family wealth management, philanthropic planning, and small business strategies. John employs his engineering problem-solving skills and the resources provided by Merrill to assist clients in creating comprehensive retirement plans and managing legacy and liquidity needs. He also works with non-profit organizations to help them manage endowments and foundations. Before transitioning to wealth management, John earned a Bachelor of Science degree in Electrical Engineering from the New York Institute of Technology in Westbury. He spent eighteen years in the technology sector designing communications equipment and serving as a manufacturer's representative for semiconductor manufacturers. John has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also held supervisory roles, including serving as Resident Director of the Broadhollow Merrill Lynch office until 2024. Outside of his professional work, John is an experienced sailor, amateur astronomer, cyclist, and coastal rower. He enjoys spending his free time exploring the Great South Bay of Long Island with his wife and two sons. John is also involved in several professional organizations such as the Astronomical Society of Long Island, Babylon Yacht Club, Custer Institute, LeTip of Babylon where he serves as President, South Bay Cruising Club, and Suffolk Archers.

Kathryn Kroleski is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. Kathryn is committed to providing ongoing advice and adapting strategies as clients' situations evolve. Her areas of focus include college education planning, family wealth management strategies, LGBT wealth planning, and women and wealth. Kathryn holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Hamilton College. Kathryn is involved with the LGBT Chamber of Commerce and participates in the community through the Heckscher Museum of Art. In her personal time, she enjoys cooking, football, ice hockey, reading, soccer, softball, spending time with her family, and watching movies.

Tnyetta Mitchell is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has been affiliated with Merrill since 1993 and has worked at 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gagandeep Kaur is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, Kaur spent ten years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. 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 model-based and discretionary investment strategies for a variety of client types, including individuals, high-net-worth clients, and institutional investors.