Livia Corla is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005 and also works with Bank of America. Outside of her advisory work, she is involved as a general partner and managing member of several LLCs related to property holdings. 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 individual and institutional clients.

Siulin Kang is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and over 26 years of industry experience. Kang has been with Merrill since 1998 and also has experience at Bank of America, N.A. since 2018, overlapping with Merrill given their corporate affiliation. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carla Lopes is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. Prior to her current role, she worked at Bank of America, N.A. from 2021 to the present. 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, pension plans, corporations, and charitable organizations, supported by internal and third-party investment management teams.

David Barbito is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has worked at Merrill since 2021 and previously spent five years at Wells Fargo Clearing. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Del Carmen Diez Badell is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, following two years at Amicorp Services Ltd. 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 managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Michael is a Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2012 with the Miami International Complex management team and later joined the Compliance team, gaining expertise in firm policies and procedures. In 2013, she became a Registered Client Associate with the Fenix Wealth Management Group, where she was responsible for relationship management, investments, and service. Since 2021, she has served as a Financial Advisor on an FADP program, supporting both domestic and international clients. Laura earned a Bachelor's Degree from Florida Atlantic University in 2012 with a double major in International Business & Trade and Finance. She holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Laura is fluent in Spanish, English, and French. Her client focus areas include college education planning, family wealth management strategies, international wealth management, legacy planning, philanthropic planning, portfolio management services, and women and wealth. Outside of work, Laura enjoys boating, cooking, dancing, interior decorating, music, skiing, spending time with family, tennis, traveling, and watching movies.

Jaime Court is a financial advisor at Merrill with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1989 and has also been associated with Bank of America, N.A. since 2012. Outside of his advisory role, he serves as a director and fine wine maker for Casas del Toqui, S.A., a for-profit enterprise in Chile. 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tania Corleto Jones is a Series 66 licensed financial advisor with Merrill in Miami, FL, where she has worked since 2012, accumulating 14 years of industry experience. She serves on the Parent Teacher Student Organization (PTSO) board at her son’s school, overseeing financial review and expense verification. 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, institutions, and charitable organizations.

Marc Gamberdella is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth management and legal expertise to his role. He leads his team’s efforts to grow their practice in Florida and the East Coast while continuing to manage clients and business operations on the West Coast. Marc earned a Bachelor’s degree in Humanities from the University of Southern California in 1990 and a Juris Doctorate with Order of the Barristers honors from the University of San Diego School of Law in 1993. He was admitted to the State Bar of California the same year and practiced law until 1997 before transitioning to wealth management. Marc holds the Personal Investment Advisor (PIA) designation and maintains FINRA Series 7, 63, and 65 registrations, as well as life insurance and annuity licenses. His professional affiliations include membership in the Santa Barbara County Bar Association and the State Bar of California (inactive status), along with board roles on the Santa Barbara Athletic Round Table and the Tri-Counties Association for the Developmentally Disabled. Marc resides in Miami, Florida, with his wife, Renata, and is the father of three adult children.

Geoffrey Sprouse is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works collaboratively with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach includes leveraging the investment insights of Merrill and the banking and lending solutions provided by Bank of America. His expertise encompasses areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, LGBT wealth planning, liquidity management, managing new wealth, philanthropic planning, small business strategies, and retirement income. Geoffrey holds the designation of Personal Investment Advisor (PIA). Geoffrey earned his High School Diploma/GED from Clark Atlanta University. He is engaged in community activities through volunteering and has personal interests in basketball, cooking, pickleball, and yoga.

Pamela Salazar is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at IDB Capital Corp., Israel Discount Bank of New York, Citibank, and Florida International 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Raymundo Piquion is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase for six years and Wells Fargo for five years. He serves on the board of Big Brothers Big Sisters of Miami, where he mentors underprivileged children. 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 organizations.

Daniel Garcia is a Senior Financial Advisor and founding partner of the Schwartz Garcia Group at Merrill Lynch Wealth Management. He has been assisting small business owners and entrepreneurs in connecting to essential financial resources since 2000, beginning his career at Wells Fargo before joining Merrill in 2007. Daniel emphasizes the importance of addressing liabilities and lending needs as integral components of comprehensive wealth management. Through his access to Bank of America, he supports clients with cash management strategies, banking, lending, money movement efficiency, and operational guidance. Daniel has detailed knowledge of the online systems provided by Bank of America and Merrill to small business owners, helping clients optimize resources such as billing, payroll, direct deposits, and tax forms. The Schwartz Garcia Group focuses on serving the complete wealth management needs of clients by addressing both assets and liabilities. Their approach combines investment, retirement, and educational planning with banking, lending, and wealth transfer objectives. A Miami native, Daniel attended MAST Academy and Florida International University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel currently resides in downtown Miami.

Luis Diaz is a financial advisor at Merrill with 15 years of experience at the firm and holds the Series 66 designation. He is based in Miami, FL. Outside of his advisory role, he manages a home decor blog through Galileo Ventures LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jayme Casanova is a Series 66-credentialed financial advisor with five years of industry experience, currently working at Merrill since 2021. Prior to joining Merrill, Jayme held roles at Acqualina Resort, Faculdades Arnaldo, and served seven years with the Policia Militar de Sao Paulo. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Gonzalez is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Merrill since 1988 and concurrently with Bank of America since 2017. Outside of advisory work, he is a passive investor in several limited liability companies related to real estate held by family members. 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.

Marianny Molina Toro is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2022. Prior to her advisory role, she was involved with Atias Enterprises and 135 Studio N ADR Inc and spent several years as a full-time student. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eduardo Palacios Collins is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their unique ambitions and develops personalized strategies to help them pursue their financial goals. His approach involves simplifying the complexities of investing and wealth planning to make the process clear and accessible. Eduardo's expertise spans general investing, retirement planning, and preparing for unexpected financial needs. He emphasizes the importance of personal perspectives and priorities in creating tailored financial plans. As a professional, he holds the designations of Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Nueva Esparta University and communicates fluently in both English and Spanish. In addition to his professional activities, Eduardo has interests in baseball, biking, cooking, golfing, and skiing.

Thomas Halloran is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on simplifying investments and serving as an advocate for investors and families. His role involves assisting both U.S. and international families in making complex financial decisions transparent and straightforward, enabling them to focus on their personal goals. Thomas's career in banking and investment management spans over 17 years, beginning at Merrill in 2005. Prior to his return in 2015, he held positions including Vice President Investment Counselor at Citi Private Banking for Latin America and Vice President Business Development Manager for Latin America at Capital Group American Funds. His expertise includes long-term next-generation planning and building investment models with an emphasis on risk management and capital markets. Thomas holds a bachelor's degree in Economics and a Master's degree in International Business from the University of Florida in Gainesville, as well as Universidad Adolfo Ibanez in Chile. He holds the Series 7, 24, and 66 FINRA registrations and is a Personal Investment Advisor (PIA). Thomas is fluent in English and Spanish. He and his family reside in Miami Shores, Florida, where they enjoy fishing, golfing, and are actively engaged in their church. Thomas participates in his community through involvement with organizations such as the Chaminade Madonna Board of Trustees, Fundacion Cardio Infantil, and the Miami Shores Country Club.

Lina Vergara is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and four years of industry experience. She previously worked at SunTrust Bank and Bank of America. Outside of her advisory role, she owns several real estate entities in the Miami area. 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 individual and institutional investors.