Vanessa Zuriarrain is a financial advisor at Merrill with a Series 66 designation and 10 years of experience at the firm. She is based in Miami, FL. 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 designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nelson Broncano is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Merrill since 2006. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Adam Friedman is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Valic Financial Advisors from 2015 to 2018 and has been with Bank of America, N.A. and Merrill since 2018. 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 institutions, with a range of tactical and strategic asset allocation options.

Diego Bonilla is a financial advisor with Merrill in Miami, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2019, he worked at IE Business School 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Marilyn Simo is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill 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 strategies constructed by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rolando Zabala is a financial advisor with Merrill in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 2012. Outside of his advisory work, Zabala is involved in managing several rental properties jointly owned with his wife. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

John David Mallach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his association with Merrill Lynch during his high school and college years as an intern, where he gained experience reviewing dividend forecasts and earnings estimates. Since joining The Mallach Group full-time in 2000, he has played a key role in implementing integrated financial strategies to assist clients in optimizing wealth across generations. John holds a Bachelor of Science degree in Finance and Marketing from Fairfield University. He also studied International Business at the American Continental University in London and graduated from LaSalle College High School. He holds the designation of Personal Investment Advisor (PIA). Beyond his professional work, John is actively involved in community service, volunteering for various causes and local events. He serves on the Board of Trustees for LaSalle College High School. John also pursues interests in traveling and running and advocates a healthy lifestyle centered on fitness and nutrition for himself and his clients.

Robert Patterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and adapt to evolving market conditions. He provides access to Merrill's investment insights as well as the banking and lending solutions available through Bank of America. Robert’s client focus includes education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Maine. Committed to the communities he serves, Robert participates in volunteer activities with local organizations, reflecting a dedication to community involvement alongside his professional work.

Lana Lynch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she guides executives, entrepreneurs, and families toward financial success. She works closely with clients to provide advice and guidance, aligning their investments with their life goals and employing risk management strategies to achieve financial objectives. Lana and her team have over 100 years of combined investment and planning experience. Lana joined Merrill in 2019, bringing a 15-year professional career that spans small start-ups, international business, and wealth management. She focuses on areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, international wealth management, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. She holds an MBA from the Stern School of Business at NYU and is a Personal Investment Advisor (PIA). Lana is fluent in English and Russian and conversational in German and French. Outside of her professional work, Lana volunteers for children and young adults with disabilities at Project Happy. Her personal interests include hiking, interior decorating, photography, skiing, tennis, and yoga.