Matthew Saland is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and with 20 years of industry experience. He has worked at Merrill since 2005 and Bank of America since 2015. Outside of his advisory work, he serves as president and commissioner of the Harrington Park Bulldogs, a youth basketball program in his hometown, where he assists with team organization and coaches. 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.

Meiyi Yang is a Series 66 licensed advisor with seven years of industry experience. She has worked at Merrill since 2019 and previously was with Bank of America from 2017 to 2019. Her earlier background includes two years at Fordham 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. The firm offers 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.

Vihar Patel is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He previously worked at Deutsche Bank for six years and held contract positions at Societe Generale and Bank of America. Outside of finance, he is a silent partner in a bar and grille 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Matarrita Dondi is a Series 63 licensed financial advisor with Merrill in New York, NY, where she has worked since 2015. She has nine years of industry experience. 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.

Michelle Catano is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2023. Her prior work experience includes roles at First Republic, NYSTRS, and Boston College. 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.

Andrew Bailey is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and a four-year tenure at Trinity College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Christine Jalowski is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill and Bank of America since 2017. Outside of her advisory role, she volunteers with LEAD, a Bank of America employee network, participating in community events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies.

Rick Goodman is a financial advisor with Merrill Lynch Wealth Management and a member of The Goodman Group, a family-led wealth management team with over 35 years of combined experience. He works with individuals and families to develop wealth strategies that align with their expectations and long-term goals. Rick emphasizes educating clients to help them understand and feel comfortable with their financial strategies. He holds the designations of CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™, which inform his holistic approach to financial planning. Rick specializes in areas such as personal retirement planning, family wealth management strategies, legacy planning, and portfolio management services. His expertise includes integrating investments, retirement planning, tax awareness, and legacy considerations to support clients' values and life goals. Rick graduated from the University of Michigan with a bachelor's degree in International Economics and a minor in Entrepreneurship. Outside of his professional responsibilities, he enjoys baseball, basketball, cooking, football, golfing, music, reading, spending time with his family, traveling, and watching movies. He is also affiliated with the professional organization JOIN Israel.

Ryan Fischer is a financial advisor at Merrill with a Series 66 credential. He joined Merrill in 2024 and has prior experience in academic roles at the University of North Carolina at Chapel Hill and the New Jersey Institute of Technology. Fischer is 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Edward Bennett is a financial advisor at Merrill with a Series 66 license and currently has less than one year of industry experience. His prior experience includes roles at Hoffmann & Baron and Northwestern Mutual, as well as academic tenure at Bucknell 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Fiona Fisher is a Series 66 licensed advisor at Merrill with one year of industry experience. Her prior work includes positions at Morgan Stanley, Lane42 Investment Partners, and Bank of America. She has also worked in educational roles at Texas Christian University and Marymount High School. 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, institutions, and charitable organizations.

Samantha Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Merrill Lynch and Ramirez Asset Management, as well as legal work at the Law Offices of Charles E. Tempio. She also spent time studying at Columbia University and participated in a program with CIEE Barcelona. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Maria Pietropaolo is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Focused Wealth Management, Paloma Partners, and H.I.G. Capital. 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.

Cole Gendron is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of finance, he was involved with Cole's Racks from 2016 to 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm utilizes model-based and discretionary strategies developed by internal and third-party teams, providing customized portfolio implementation and trading support.

Roberto Soler is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. His work history includes roles at Merrill Lynch and a prior academic background at Boston 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, employing model-based and discretionary strategies developed by internal and third-party managers.

Toni Trufant is a Wealth Management Advisor with Merrill Lynch Wealth Management in Sewickley, Pennsylvania. She has been with Merrill since 2001, beginning her career as a Registered Client Associate before becoming a financial advisor. Toni works with high-net-worth individuals, families, business owners, and corporate executives, providing guidance on a variety of financial strategies. She has particular expertise in assisting women through life transitions such as divorce, and she helps clients navigate complex issues including executive compensation, equity compensation, and retirement planning. Toni holds a Bachelor’s Degree in Finance from Robert Morris University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Divorce Financial Analyst® (CDFA®). She is a member of several professional organizations, such as the Association of Divorce Financial Planners and the Financial Planning Association. Toni’s approach emphasizes a systematic and ongoing wealth management process that evolves with her clients’ changing needs and objectives. Active in her community, Toni is involved with the Junior League of Pittsburgh and other local organizations. Outside of work, she enjoys gardening, genealogy, reading, running marathons, and spending time with her family and her two Labrador retrievers, Reggie and Maxwell.

Mark Granshaw is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annie Zhang is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and UBS Financial Services, Inc. Before entering the financial sector, she spent ten years at Northeastern 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sonia Chiarella is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009 and is also associated with Bank of America N.A. Outside of her advisory role, she serves as a trustee of the West Emerson Realty Trust. 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 institutional investors.

Marcus Techtman is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Additionally, he has experience teaching at Mesa Community College from 2013 to 2017. 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.