Muralikrishnan Rajagopalan is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016. Merrill 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 entities.

Kyle Westervelt is a Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, working closely with clients and their families to provide comprehensive advice tailored to their financial futures. Kyle’s approach centers on helping clients achieve their retirement planning goals by delivering personalized solutions addressing their unique financial needs. His areas of focus include college education planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Kyle holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of New Hampshire. Outside of his professional life, Kyle enjoys spending time with his wife, Kaila, and their daughter, Sloane. His personal interests include basketball, golfing, hiking, and activities with his Great Dane, Scarlett.

Jillian Greenberg is a Series 66-licensed financial advisor at Merrill with three years of industry experience. She previously worked at Indiana University and the Wayzata School District before joining Merrill in 2022. 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, and various institutional investors.

John Javier is a financial advisor at Merrill in New York, NY, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has been with Merrill Lynch Canada since 2004 and with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Outside of his advisory role, he is the owner of Artemis Collective LLC, a limited liability company. 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, offering both model-based and discretionary investment strategies.

Karen Slayton is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. 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.

Ikram Boukhadia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ikram held positions in healthcare and education, including roles at Mercy Medical Care PC and Brooklyn Orthodontics. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services as part of the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olivia Dipietro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her work history includes roles at Madewell Inc, Wealthspire Advisors, and Bambu Global, along with academic positions at Hofstra University and Bishop Fenwick High School. 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, retirement plans, corporations, and charitable organizations.

Patricia Pacheco is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, including a period from 2014 to 2019 and resuming in 2021 after two years at BofA Securities, Inc. She serves on the fundraising committee of the Association of Latinos for Professionals for America (ALPFA) national board. 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.

Kelly Waldele is a financial advisor at Merrill in New York, NY, with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to that, she held positions at Halsbrook Inc., Lafayette College, and Hannah G's. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nur Eshmoili is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for eight years before joining Merrill in 2024. 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.

Chih An Liu is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has prior experience at Macquarie Group and Amherst 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. 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.

Kristy Thompson is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karen Burns is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2009. Based in New York, NY, her career has been focused on wealth management within a large institutional firm. 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.

Ryan Lee is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His career includes multiple tenures at Merrill and roles at Bates Group LLC and RL Squared LLC. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Emily Xu is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Her prior roles include positions at Bank of America and NBCUniversal, as well as academic experience at New York University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bria Peace is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020, with prior roles at Bank of America Merrill Lynch, Wells Fargo, Neiman Marcus, J.Crew, and Emory University. She serves as a board member of En Garde Arts, a nonprofit theater company focused on fundraising, budgeting, grant requests, marketing, and creative direction. 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 and profit-sharing plans, corporations, and charitable organizations.

Jessica Mullin is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Merrill in 2025. Mullin serves as an officer and president of the King's Crown Rowing Association, a nonprofit supporting Columbia Rowing. 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.

Marietta Eberle is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Bank of America, Key Investment Services, KeyBank, and Merrill, with roles spanning investment services and financial advising. 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.

Steven Samuels is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, Mr. Samuels is a general partner and managing member of Muffin Mews, LLC, a business based in Westport, Connecticut. 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.

Brandon Donohue is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual Wealth Management Company, and Russell Schwartzbeck. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.