Edward Salas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored family and business wealth planning strategies for affluent clients. His approach emphasizes connecting clients with the people, plans, and processes that align with their unique ambitions, addressing areas such as corporate benefits, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. Edward began his career in 2000 at UBS and has since worked for prominent firms including JP Morgan and Wells Fargo. With over 10 years of experience in financial planning and family wealth management, he leverages his Series 7, 9, 10, and 66 FINRA registrations, Florida insurance licenses, and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) to serve his clients effectively. He holds a Bachelor's Degree from Arizona State University in History and is fluent in both English and Spanish. Outside of his professional work, Edward enjoys hiking, playing soccer, and spending time with his family.

Michael Deroche is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Merrill since 2005 and has also worked at Bank of America, N.A. since 2009, including a prior position at Banc Of America Investment Services, Inc. from 2000 to 2005. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hector Rosario Cuevas is an International Wealth Advisor with Merrill Lynch Wealth Management. He has over 12 years of experience in the financial services industry and joined Merrill Lynch in 2010 after three years as an institutional investment consultant. Hector holds a bachelor's degree in accounting and finance, graduating magna cum laude from the University of Puerto Rico, and earned his Juris Doctor from the University of Puerto Rico School of Law. He is also a Certified Public Accountant by training. In his role, Hector focuses on family wealth management strategies, managing new wealth, personal retirement planning, and the sports and entertainment sectors. He and his team work with both institutions and individuals, developing strategies tailored to their goals and objectives with an emphasis on risk management. His professional designations include Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Hector resides in Guaynabo with his wife and three children.

Jennifer Failla is a financial advisor at Merrill in Miami, FL, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Cinctive Capital Management, Alliance Bernstein, Citadel LLC, and Folger Hill Asset Management. Outside of financial advising, she has been involved in several non-investment business entities, including a now-dissolved book project and commercial real estate holdings with no active managerial responsibilities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with a range of strategic asset allocation and tax-aware options.

Kevin Owens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience as an accountant, financial advisor, and consultant. Kevin provides traditional advice and guidance, and also builds and manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. Before joining Merrill Lynch Wealth Management in 2009, Kevin managed the hedge fund and family office client relationship group at SS&C Technologies, focusing on tax and portfolio system implementation. He has also worked in hedge fund tax and audit at a large accounting firm and as a financial advisor at UBS. Kevin earned a Bachelor of Science degree in Accounting from the University of Scranton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin serves clients in New Jersey, Florida, and nationwide, including business owners, physicians, retirees, widows, and foundations. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, legacy planning, and retirement income. Outside of work, Kevin enjoys biking, running, skiing, swimming, and spending time with his wife and three children.

John Fearnow is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to Merrill, he worked at UBS Financial Services Inc. for four 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dorothy Eger is a Series 66 licensed financial advisor with 17 years of industry experience. She has been with Merrill in Miami, FL 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jewell Fanfani is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1993 and holds the Series 66 designation. 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.

Richard Harris is a Private Wealth Advisor with the Rosenfeld Group at Merrill Private Wealth Management, having joined in October 2022. He brings a diverse background combining business and technology, with experience ranging from software engineering to entrepreneurship. He has been involved in founding, growing, acquiring, merging, and selling several businesses, including transactions with private equity firms in 2017 and 2021. Richard holds a Bachelor of Science in Engineering from Princeton University and a Master of Mechanical Engineering from Stanford University. He is a Chartered Financial Analyst (CFA) Charterholder as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His investment approach is contrarian and value-oriented, utilizing his engineering and financial expertise to analyze securities, corporate financial conditions, and intrinsic value. Outside of his professional pursuits, Richard enjoys competitive tennis and values spending quality time with family and friends.

Brittany Moran is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015. Outside of her advisory role, she is a co-owner of a family rental property in Boston. 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.

Jose Casellas is an International Wealth Advisor with The Herrans Group at Merrill Lynch Wealth Management. He works closely with institutional and high-net-worth clients to develop financial strategies aimed at helping them achieve their goals. He leverages his extensive experience in the institutional landscape and bond trading to serve as a resource for his clients. Prior to joining The Herrans Group, Jose served as Treasurer of the Government Development Bank for Puerto Rico and Banco Santander Puerto Rico, where he gained significant expertise in bond trading and analysis. He holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA). Jose is fluent in both Spanish and English. Residing in Coral Gables, Jose appreciates the region’s weather, cultural offerings, and quality of life. Outside of his professional work, he enjoys boating and spending time with his family.

Glenn Feigin is a Senior Financial Advisor and Managing Director who heads the Feigin Team at Merrill Lynch Wealth Management in Miami, Florida. He has been with Merrill Lynch for over 37 years and has held various managerial roles, including Sales Manager and Resident Director for multiple complex offices in New York and Connecticut. Throughout his career, he has focused on delivering personalized financial planning and portfolio management services tailored to clients' unique needs and priorities. Glenn's expertise has been recognized nationally, as he has been named on Forbes' "Best-in-State Wealth Advisors" list from 2019 to 2025 and included in Barron's "America's Top 1200 Financial Advisors" list for 2022 and 2023. His practice emphasizes strong client-advisor relationships, customized strategies, and utilizes the investment resources of Merrill Lynch alongside banking services from Bank of America. A native of New Rochelle, New York, Glenn holds an undergraduate focus in Communications and Economics from Boston University and the Chartered Retirement Planning Counselor (CRPC) designation. He is involved with the Juvenile Diabetes Research Foundation and enjoys golfing, boating, and spending time with family and friends outside of work.

Scott Davis is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, NA since 2009. Outside of his financial career, Davis serves as a rugby referee for the Florida Rugby Referees Association. 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.

Ellen Birdwell is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and over 22 years of industry experience. She has worked with Merrill since 1999 and Bank of America, N.A. since 2009. Birdwell serves as an advisory board member for SafeSpace Foundation, Inc., a charitable organization based in Miami Shores, Florida. 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 institutional investors.

Thomas Conway is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Thomas earned a Bachelor's Degree from the University of Pennsylvania. His background supports his work in providing financial advisory services to clients, leveraging his expertise in investment management and wealth planning.

Emily Levis is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and possessing 11 years of industry experience. She has been with Merrill 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 developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Moody is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, Moody serves as an advisory board member for the Florida Foster Care Review and is a committee member of the United Way Tocqueville Committee. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm emphasizes manager selection and tax-efficient investment solutions, supported by integration with Bank of America affiliates.

Oralia Rojas is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Merrill since 1991 and also holds a position with Bank of America, N.A. since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

William Bressler is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. He is a partner of The Jacobs, Corbin, Bressler Group, a boutique-style investment group within Merrill Lynch. William works primarily with multi-generational families, executives, and business owners to assist them in achieving their financial goals through tax-sensitive investment guidance and comprehensive wealth management strategies. He holds a Bachelor of Science degree from Fordham University's Gabelli School of Business, with a concentration in finance and information systems. William has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), and Certified Exit Planning Advisor (CEPA). His expertise encompasses portfolio and risk management, alternative investments, retirement income planning, wealth transfer and legacy management, as well as banking and lending services. In addition to his professional work, William contributes to his community and professional organizations. He serves as the Social Services chair for Fordham University alumni in North Jersey and is a member of various groups including the Fordham University North Jersey Alumni, Greater New Jersey Estate Planning Council, Horological Society of New York, Mustang Club of America, and the National Multiple Sclerosis Society. His community involvement includes support for Oasis: A Haven for Women and Children, Paterson Habitat for Humanity, Special Olympics New York: Rockaways Polar Plunge, and The Hoboken Shelter.

Max Figueroa is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is a member of The Rosenfeld Group. He specializes in serving high-net-worth individuals, families, and businesses, delivering comprehensive wealth management strategies and personalized plans aimed at wealth growth, preservation, and transfer across generations. Before joining Merrill Lynch in 2018, Max worked as a Private Banker at Gibraltar Private Bank & Trust, focusing on commercial real estate lending to high-net-worth clients. He holds a bachelor's degree in finance from the University of Central Florida and carries professional designations including Certified Private Wealth Advisor®, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Max currently resides in Miami, Florida. Outside of work, his interests include boating, golfing, and running.