Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Megan Cooney is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill for the past 10 years. 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.

Samantha Price is a Senior Financial Advisor at Merrill Lynch Wealth Management with 15 years of experience at the firm. She leads The Price Group, assisting affluent clients and business owners in developing and implementing both short and long-term financial strategies. The group's approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services to help clients make sound financial decisions for the future. Samantha holds the Chartered Retirement Planning Counselor (CRPC™), Accredited Domestic Partnership Advisor (ADPA™), and Personal Investment Advisor (PIA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's Degree from Loyola University Chicago and graduated from Waldwick High School. She is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in several professional and community organizations, including the Merrill Lynch Women's Exchange, Waldwick Chamber of Commerce, Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, and Bank of America LGBT Pride Ally. She also contributes to causes such as the American Cancer Society, American Heart Association, and National Multiple Sclerosis Society. Outside of her professional work, Samantha enjoys baseball, dancing, fishing, gardening, music, soccer, softball, and spending time with her family.

Jaime Guzman Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a dedicated team of specialists to address the complex financial challenges faced by families and businesses. His approach includes managing investments and liabilities to develop tailored strategies that align with his clients' priorities and goals. Jaime leverages the research and investment capabilities of Merrill, along with the banking resources of Bank of America, to provide personalized financial services. With over 15 years of experience in the banking and finance industry, Jaime focuses on areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, women and wealth, tax minimization, and retirement income. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaime earned his High School Diploma from North Bergen High School and communicates fluently in English and Spanish. Beyond his professional responsibilities, Jaime is involved in community activities such as supporting the Latinos of Fair Lawn and participating in organizations like Alpha, the Fair Lawn Chamber of Commerce, the Fair Lawn Latin Heritage Committee, and Hola. He is also a dedicated husband and father of two boys, with personal interests that include baseball, cooking, drawing/sketching, pickleball, reading, spending time with family, and traveling.

Bryan Nunberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Since beginning his career in 1992, Bryan has focused on delivering customized financial strategies that simplify the lives of his clients, guided by time-tested investment planning principles and a disciplined wealth management process adaptable to changing economic conditions. Bryan’s expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, and retirement income. He works closely with clients to understand their unique needs, concerns, and priorities, developing personalized financial strategies to help them pursue long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kean University. Residing in Bergen County with his wife and three children, Bryan is active in his community, coaching lacrosse. He is an automotive enthusiast with a particular interest in exotic and muscle cars. His personal interests include golfing, ice skating, swimming, volleyball, spending time with family, and watching movies.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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 supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

William Pressman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience serving the complex financial needs of affluent individuals and their families. William joined Merrill Lynch in 2014 after a career at another leading wealth management firm. Before entering financial services, he owned and operated a marketing agency focused on the retail sector. William specializes in areas including college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from The Ohio State University. Based in Manhattan and Harvey Cedars, New Jersey, William is originally from Queens, New York. He and his wife support the Indiana University Foundation and are involved with the Beth Haverim Shir Sholom community. Outside of work, William enjoys cooking, music, spending time with his family, traveling, and watching movies.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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.

Joseph Grant is a Senior Financial Advisor associated with Merrill Lynch Wealth Management, based in northern New Jersey. He specializes in assisting families and small businesses in achieving their financial objectives by developing personalized wealth management strategies tailored to their needs. With over twenty years of corporate experience primarily in New York City and New Jersey, Joseph focuses his practice on areas including personal retirement planning, individual and corporate investment strategy, retirement income planning, college education planning, portfolio management services, small business strategies, and services for endowments, foundations, and non-profits. He holds the Personal Investment Advisor (PIA) designation. Joseph earned a bachelor's degree in Economics from Hampden-Sydney College and an MBA from The College of William and Mary. Outside of his professional commitments, he is involved in community activities such as Habitat for Humanity and the Presbytery of the Palisades Committee on Ministry. He also participates in groups including Somerville Hawes Dad's Night and West Side Presbyterian Church. His personal interests include cooking, golfing, music, running, soccer, and spending time with his family.

John Sung is a Financial Advisor at Merrill Lynch Wealth Management. He works with C-suite and entertainment executives, physicians, engineers, and entrepreneurs to develop strategies that pursue their short-, mid-, and long-term financial goals. John provides guidance in areas such as general investing, retirement planning, saving for unexpected events, college education planning, corporate executive services, executive compensation, family wealth management strategies, services for defined benefit plans, legacy planning, managing new wealth, sports and entertainment, and tax minimization. He also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. John has over two decades of experience helping professionals, families, and business owners navigate their financial futures. He combines technology with human connection to deliver tailored strategies and build lasting relationships. He is a graduate of Rutgers University with a degree in Finance and completed a Bootcamp Certificate in FinTech from Columbia University. John holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, John is celebrating 20 years of marriage and is a father to his son and pet dog. He is active in his community, coaches youth sports, and supports his son's athletic pursuits. John is a fan of the Yankees, Knicks, and Giants and enjoys baseball, basketball, music, photography, pickleball, traveling, and woodworking in his spare time.

Mark Rosalimsky is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management with a career in financial services dating back to 1984. He collaborates with a team of specialists to provide comprehensive guidance on clients' financial affairs with a focus on personalized investment advice. Mark has extensive expertise in insurance, small business 401k, and pension plan design. He engages clients through a collaborative and educational process, emphasizing frequent communication and service standards. Mark earned a Bachelor of Arts in Economics from the State University of New York at Binghamton. He holds professional designations including Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Northern New Jersey, Mark is active in his community, having served on Boards and Committees of local schools and synagogues. He is a long-distance runner who has completed three marathons and has coached his children's youth sports teams.

Michael Bale is a Wealth Management Advisor at Merrill Lynch Wealth Management, providing comprehensive wealth management planning to a diverse clientele. He has more than ten years of experience working closely with well-educated and forward-thinking individuals who seek real-world strategies and realistic expectations to achieve their financial goals. Michael's expertise includes investment and retirement planning, elder care financial management, college education planning, divorce transition planning, special needs planning strategies, tax minimization, and retirement income. He serves a loyal and growing client base primarily in New Jersey, New York, and coastal areas, including corporate executives, physicians, medical sales representatives, divorced and widowed individuals, and multiple generations of families. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards and the Personal Investment Advisor (PIA) designation. Michael graduated from Rutgers University and is a native of Bergen County, New Jersey, where he currently resides with his wife and three children. Outside of his professional life, he enjoys baseball, basketball, cooking, football, golfing, hiking, softball, spending time with his family, and is involved in his community as a youth sports coach.