Sean Lipschutz is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Bank of America and spent several years involved with Franklin and Marshall College and Germantown Academy. 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.

Joseph Dexter is a Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2020, he has been part of The Kogel Donato Wealth Management Group, where he supports both advisors and clients by providing timely answers on account questions and services. At The Kogel Donato Wealth Management Group, Joseph works with a diverse team to develop enduring relationships with clients, including executives, small business owners, and families. The team focuses on building multigenerational relationships and strives to help clients pursue their financial goals through accountability, proactivity, organization, and trust. Joseph holds a Bachelor's Degree from Molloy College and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).

Matthew Martinho is a financial advisor at Merrill in New York, NY, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Alexandra Rajan is a financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2015. 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.

Michael Silverstein is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to clients, focusing on wealth management strategies. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from New York University.

Ashley Shumaker is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Merck, EMD Electronics, Faropoint, and EquityMultiple, as well as previous experience at Merrill. 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.

Bridget Tobin is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Bucknell 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Ryan is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network. Ryan is based in New York, NY. 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.

Mariel Capone is a Series 66-licensed financial advisor with Merrill in New York, NY, with two years of industry experience. Prior to Merrill, she held roles at Bank of America and has been involved with the Iacocca Institute at Lehigh University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Lombardi is a Financial Advisor with Merrill Lynch Wealth Management. He holds the Professional Investment Advisor (PIA) designation. Anthony earned a Bachelor's Degree from Pace University. His areas of expertise focus on providing tailored wealth management solutions to clients. Outside of work, Anthony enjoys basketball, boxing, chess, football, and spending time with his family.

Eric Lopez Farmer is a financial advisor at Merrill with the Series 66 designation and three years of industry experience. He has been with Merrill since 2022 and worked previously at Bank of America, Merrill Lynch from 2011 to 2022. Outside of his advisory role, he contributes a few hours weekly to managing social media and website updates for his wife's beauty services business. 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 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.

William Koehler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America for one year. 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.

Anthony Brigode is a Private Wealth Manager with Merrill Private Wealth Management, specializing in advising ultra-high net worth individuals, family offices, and corporations on long-term wealth management strategies. His work centers on asset allocation, risk management, liquidity, alternative investments, and legacy planning to develop customized investment approaches tailored to each client's priorities and timeframe. Anthony began his career in financial services at Goldman Sachs in 1999, managing the Goldman Sachs Commodities Index as a commodities trader. He later served as a portfolio manager at Moore Capital Management, focusing on energy, metals, and foreign exchange. Subsequently, he built the commodities business at Jefferies, overseeing allocations for sovereign funds, endowments, and pension funds, as well as directing the firm's macro proprietary trading risk. Prior to joining Merrill, Anthony was a portfolio manager at SAC Capital Advisors, managing commodities portfolios with an emphasis on energy and global macro investments. He holds a Bachelor's degree in Economics from Yale University and an MBA in Finance and Statistics from the Wharton School of the University of Pennsylvania. Anthony resides in Manhattan and Honolulu with his wife and children. His personal interests include golfing, traveling, cooking, and wine collecting. He is also actively involved in community service, particularly supporting education and junior golf organizations.

Lucas Mann is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists families, individuals, and businesses by developing and implementing financial plans tailored to pursue their long and short-term goals. Utilizing resources from both Merrill and Bank of America, he focuses on creating strategies flexible enough to adapt to changing market conditions. Lucas specializes in family wealth management strategies, personal retirement planning, and retirement income. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University at Buffalo. Outside of his professional work, Lucas has interests in golfing, tennis, and traveling.

David Lowenthal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 20 years of experience in the financial services industry, working with high net-worth individuals, foundations, endowments, and family offices. David focuses on global asset management with an emphasis on real and after-tax growth, wealth transfer strategies, and risk management. He collaborates with clients and their trusts, estates, and tax planning professionals to develop comprehensive retirement, estate, and philanthropic plans. David's approach integrates behavioral finance, psychology, and proprietary financial models to provide tailored strategies aligned with clients’ risk tolerance, time horizons, liquidity needs, and investment objectives. He maintains a hands-on role in implementing clients’ financial plans and monitoring ongoing progress, prioritizing trust and personalized service. His work includes estate planning, trusts, retirement planning, real estate, hedge funds, and asset management. David holds a Bachelor’s Degree and a Master’s Degree in Rabbinic and Talmudic studies from Beth Medrash Govoah. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Hebrew. He lives in Lakewood, New Jersey, with his wife and six children and is active in local community events.

Madison Gambardella is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill in 2024, she worked at Boston Wealth Management and held various roles including at Electude and Babson College. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to 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 strategies developed by internal and third-party managers.

Michael Chong is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Edward Jones. 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.

Samantha Stockner is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 21 years of experience at Merrill. She has been serving clients since 2005. Outside of her advisory role, she works part-time as wait staff at The Linden, a for-profit business in Lindenhurst, NY. 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, and various institutional investors.

Samuel Ero is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior experience includes roles at Switch and involvement with Timuquana Country Club, as well as work tied to the University of Florida and Adventure Holdings LLC. 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.

Juan Ramos is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. His career includes roles at KeyBank NA, BNY Mellon, and Excel Wealth Management. Ramos is currently based in New York, NY. 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.