Erik Wanta is a Series 66-credentialed financial advisor at Merrill with nine years of experience at the firm and two years in the financial industry. Prior to his career at Merrill, he worked for seven years at IKEA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm provides model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Kyle Popiolek is a financial advisor with Merrill, holding a Series 66 designation and 4 years of industry experience. He has been with Merrill since 2007. 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 accounts.

Frank Grippo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities LLC, and J.P. Morgan Chase Bank. Outside of his advisory work, he is involved as a general partner and managing member of FLG Digital Enterprises LLC, a digital marketing and sales business operating on online platforms. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Puleo is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has been with Bank of America since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Gleason is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Merrill since 2009 and is also 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Jogani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2020 and previously held roles at Bank of America and the University of Delaware. 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.

Karen Molina is a financial advisor at Merrill with 21 years of industry experience, including 19 years at Merrill. She holds a Series 66 designation. In addition to her advisory role, she works as a sales consultant for Oliveda, a for-profit company based in Santa Monica, CA. 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.

Evan Blumstein is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He previously worked at Citizens Bank for three years and First Republic Bank for eleven 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 for individuals, high-net-worth clients, and institutional investors.

Jason Kimlick is a financial advisor with Merrill Lynch Wealth Management, where he works with individuals and families to connect all aspects of their financial lives and help prioritize and pursue their most important goals. He has been with Merrill Lynch since 2017 and is based in Melville, NY. Jason offers clients access to investment insights from Merrill and banking services via Bank of America, aiming to create flexible strategies that respond to evolving market conditions. With over fifteen years of experience in financial planning, retirement management, and investment strategies, Jason focuses on serving high-net worth individuals, pre-retirees and retirees, clergy, young professionals, and LGBT families. His expertise includes areas such as college education planning, family wealth management, values-based and ESG investing, and retirement income planning. Jason holds the Personal Investment Advisor (PIA) designation. Jason earned a Bachelor's degree in Aviation and Business Administration from Averett College and a Master's degree in Divinity from Baptist Theological Seminary at Richmond. He is involved in a range of community organizations, including the Alzheimer's Association Long Island Chapter, American Red Cross of Long Island New York, Habitat for Humanity International, Ronald McDonald House Charities New York Metro, and several others. Outside of work, he enjoys antiquing, cooking, and traveling.

Kevin Roth is a financial advisor at Merrill with 39 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Merrill in 2024, he worked at UBS Financial Services for five years and spent a combined 19 years at HSBC Bank USA and HSBC Securities (USA) Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cameron Kreider is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 securities licenses. His work history includes roles at AXA Advisors, Equitable Financial Life Insurance, and University at Albany. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joseph Petteruto is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley for nine years before joining 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, pension plans, corporations, and charitable organizations.

Jeffrey Palmese Jr. is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Key Private Bank and T Capital Management. He has held equity ownership in a local business owned by his wife but has no active involvement. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Perez is a Financial Advisor at Merrill Lynch Wealth Management, where she works with clients to develop holistic financial strategies utilizing the firm's broad range of resources, including investment, banking, risk management, and fiduciary services. She focuses on helping clients plan for their financial futures and pursue their life goals by identifying wealth management needs such as investment and risk management, income and liquidity management, wealth transfer, and estate planning services. With more than 16 years of diverse experience, Laura is committed to building and strengthening multigenerational client relationships. She began her career at Merrill in 2010 and, prior to joining the Leiman team in 2018, supported the firm's division leadership, supervising over 1,400 financial advisors in the Northeast and assisting a team that supported more than 100 international advisors across 30 markets. She holds a degree in Business Administration from Baruch College and from La Guardia Community College, and she is a Personal Investment Advisor (PIA). Originally from Bogota, Colombia, Laura speaks English and Spanish and has knowledge of Portuguese. She is an active member of the Women's Exchange and participates in the Hispanic/Latino Organization for Leadership and Advancement (HOLA) and the Hispanic/Latino Advisory Council (HLAC). She resides on Long Island with her husband and two children, where she enjoys painting, hiking, and spending time with her family.

Jennifer Sweeney is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2010. 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.

Bryan Mendez Flores is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Teachers Federal Credit Union, and Islip Pharmacy and Surgical, as well as two years with Obstacle Athletics. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Barbara Liguori is a financial advisor with Merrill based in Melville, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. She was previously with Capital One Bank for seven years before joining Merrill in 2023. Outside of her advisory role, she is a member-manager of Liguori Sorrento LLC, a real estate 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mariusz Michaliszyn is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America since 2011. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Allone is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He provides personalized financial guidance to individuals and families, emphasizing a client-centric approach that considers each client's comprehensive financial situation and goals. Justin collaborates with a team of specialists and professionals, including those from the Big Four accounting firms, to deliver tailored strategies in asset management, estate planning, and retirement planning. His work particularly supports executives and professionals undergoing career transitions or managing liquidity events. Justin's expertise encompasses areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Seton Hall University. A former Division I athlete and team captain for Seton Hall University's cross-country and track teams, Justin applies discipline and work ethic to his professional role. His personal interests include golfing, running, and participating in marathons.

Ankit Paliwal is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2018 and previously held positions at J.P. Morgan Securities and J.P. Morgan Chase from 2011 to 2018. Merrill, along 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, and institutional investors.