John Boukamp III is a financial advisor at Merrill with 40 years of industry experience. He has worked at Merrill since 2008 and simultaneously at Bank of America, N.A. since 2009. Outside of his advisory role, he serves on the board and advises investments for a charitable organization supporting the mentally ill. 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 plans, corporations, and charitable organizations.

Dorothea Watson is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America for ten years before joining Merrill in 2022. Outside of her advisory role, she is a member of Emerson Properties LLC, an entity created for the acquisition of a residential property. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Nerney is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes prior roles at Fifth Third Bank, Charles Schwab, Truist Investment Services, Chase Investment Services, Wells Fargo Clearing, and PGIM Investments. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses both internal and third-party investment managers and incorporates strategic asset allocation and tax-aware strategies.

Andreea Ionescu is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2015, including a brief period at Bravo Restaurant in 2018. 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 and third-party managers, serving individuals, high-net-worth clients, and institutional accounts.

De Andre Wells is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. for 15 years. Outside of his advisory role, he serves as a power of attorney for an unrelated fiduciary entity in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Pappas is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a nonprofit organization where he oversees the collection and disbursement of funds. 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, and institutional investors.

Natalee Berman is a Series 66-registered financial advisor at Merrill with experience beginning in 2023. Her prior roles include positions at Campiello, CLD Public Relations, and educational institutions such as UCLA and Irvine Valley College. 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.

Freddy Mantilla is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and possessing 11 years of industry experience. He has worked at Merrill and Bank of America since 2013. Mantilla serves on the technology committee at Bishop Verot Catholic High School, contributing to oversight of the campus’s existing technology and future improvements. 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 and supports a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Siedow is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at RBC Capital Markets, LLC and Bank of America, N.A. 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 plans, corporations, and charitable organizations.

Richard Coughlin is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, he serves as Race Director for the Saint Louis Ultrarunners Group, a nonprofit that organizes local ultramarathon races. 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, institutions, and charitable organizations.

Bruce Legates is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works as part of the Legates Carr Wealth Management Group, which was established in February 2011 alongside his business partner, Nick Carr. The group concentrates on delivering personalized financial strategies and advice that emphasize long-term relationships with a select number of clients and their families. Bruce holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He completed the Financial Planning Specialist Education Program through Ernst & Young and earned a bachelor's degree from North Carolina State University. His approach to financial advising encompasses a broad range of financial matters, setting him apart by addressing multiple aspects of a client’s financial life.

Todd Cunningham is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T from 2014 to 2020 before joining Merrill and Bank of America in 2020. 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.

Samantha Somers is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for nine years and had brief tenures at Raymond James Financial Services and Weinstein Wilkes Financial Group. 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.

Laurie Von Dollen is a financial advisor at Merrill with 41 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Tompkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2010 and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Jordan employs a goals-based approach to financial planning, delivering tailored financial planning, tax-efficient portfolio management, and access to alternative investments and wealth management banking solutions through Bank of America. Jordan's expertise encompasses college education planning, retirement income, family wealth management strategies, philanthropic planning, and tax minimization among other client focus areas. Prior to his career in finance, he served in the United States Air Force. He graduated with honors from Ashford University with a bachelor's degree in finance and also holds an associate's degree from the Community College of the Air Force as well as a high school diploma from Berkshire High School. Committed to community involvement, Jordan serves on multiple boards including the SWFL Veterans Alliance, Grow Holdings Florida Inc., Valencia Lakes HOA, and The Future Podiums Foundation Inc. He participates in various professional and community organizations such as the Estate Planning Council of Naples, The Collier Community Foundation's Professional Advisors Council, the Merrill Christian Advisors Focus Group, Grow Church of Naples, CityLead SWFL, the Veterans of Foreign Wars Post 7721, and others. Outside of work, Jordan enjoys spending time outdoors with his wife Danielle, their two daughters, and their dog, engaging in boating, fishing, swimming, pickleball, cycling, and golf.

Courtney Gayle is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Wells Fargo Advisors, and Morgan Stanley. 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, and institutions, with various portfolio implementation approaches tailored to investor needs.

Daniel Mchugh is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Toledo, Ohio branch office. He has been in the financial services industry since 1989, beginning his career at Society National Bank (later Key Bank) where he spent 11 years within the Corporate Investment Group and earned the title of Senior Vice President. Seeking a more holistic wealth management approach, he joined UBS Financial Services Inc. in 2001 and began building his own practice, eventually establishing The McHugh Investment Group. Daniel's expertise includes investment and portfolio management, wealth management strategies, estate and trust planning services, commercial and residential lending provided by Bank of America, retirement planning, and life insurance planning and reviews. He is recognized for being a trusted advisor who focuses on listening to clients to uncover their real needs rather than simply promoting products. Daniel holds a Bachelor's Degree in Accounting from the University of Dayton and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Daniel enjoys reading, cycling, golfing, and playing pickleball. He and his wife Teresa have two children: Connor, who also works for Merrill in Chicago, and Caleigh, who recently completed her degree at Florida Gulf Coast University in Fort Myers.

Matthew Rosenberg is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals and families in Southwest Florida, including Naples, Bonita Springs, and Fort Myers. His role focuses on simplifying complex financial planning decisions by providing steady, long-term approaches to retirement planning, retirement income, investment management, and wealth management, while coordinating with tax-efficient strategies and estate planning. Matthew's professional background includes managing operations as a General Manager for Nissan Motor Corporation and six years of active portfolio management following a year as a proprietary trader in New York. His expertise spans risk management, investment strategies, and disciplined financial planning. He applies a people-first, relationship-driven approach, emphasizing trust through listening, clear communication, and follow-through. He holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations. Matthew earned a High School Diploma from Blue Valley North High School and attended the University of Kansas without obtaining a degree. Outside of work, he enjoys adventure sports, baseball, boating, football, golfing, music, spending time with his family, and watching movies.

Nicholas Simonetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The NS Group. He and his team combine industry expertise with the global resources of Merrill to provide comprehensive wealth management services tailored to business owners, corporate executives, and their families. Nicholas focuses on creating customized wealth management strategies, conducting systematic reviews, and delivering tailored planning to help clients identify goals and manage risk. With 16 years of experience in the financial services industry, Nicholas joined Merrill Lynch Wealth Management in 2009. Prior to this, he worked with the Private Bank of Smith Barney in their High-Net-Worth division from 2006 to 2009. His expertise includes executive compensation, equity compensation services, family wealth management strategies, corporate benefit services, legacy planning, and various aspects of retirement and philanthropic planning. Nicholas holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas earned a bachelor's degree in Business Management from Fordham University, where he also played Division 1 Men's Soccer. He is proficient in English and Spanish and participates in community service through organizations such as The Valerie Fund and The Ronald McDonald House. Outside of work, Nicholas enjoys adventure sports, chess, cooking, football, golfing, ice hockey, running, soccer, and tennis.

Matthew Marra is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Marra serves as an advisory board member for Seapointe Village VII Condo Association, overseeing the association's operations and finances. 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.