Dylan Broady serves as a Brokerage Services Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to provide financial guidance and brokerage services. Specific details regarding his experience, areas of expertise, education, credentials, personal interests, and community involvement have not been provided.

Zoe Fawer is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and affiliated entities since 2017, with prior experience at The Raine Group LLC and Raine Securities LLC. She also worked at Georgetown University for four years. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David George is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, business owners, and foundations with disciplined investment management and tailored financial planning. David focuses on developing customized strategies aimed at preserving, growing, and transferring wealth across generations in line with clients' long-term goals and values. Before joining Merrill in 2025, David spent six years at Bank of America Private Bank in New York City, where he served as a Portfolio Manager. In that capacity, he managed investment portfolios for ultra-high-net-worth clients and charitable foundations, overseeing asset allocation, portfolio construction, manager selection, and risk management. His experience includes working with complex wealth structures and providing institutional-style investment expertise paired with personalized advice. David's work encompasses investment strategy, retirement planning, tax-efficient wealth management, concentrated stock positions, liquidity events, estate planning, and intergenerational wealth transfer. David earned a Bachelor of Arts degree in International Affairs and Economics from Lafayette College. He holds the Certified Investment Management Analyst (CIMA) designation administered by the Investments & Wealth Institute in conjunction with the Yale School of Management, as well as the Personal Investment Advisor (PIA) designation.

Ranfy Frias is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities Inc. and BOFA Securities, Inc. He also has experience outside finance, having worked at Task Rabbit. 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 strategies developed by internal teams and third-party managers.

Levi Miller is a financial advisor at Merrill based in New York, NY, holding a Series 66 designation. He has been with Merrill since 2025 and also works with Bank of America, N.A. since 2026. Prior to his current roles, he has experience in the mortgage industry and education sectors. 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.

Kasie Jordan is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2012. Outside of her advisory role, she is a general partner and managing member of Serious Business Ventures, LLC, which includes semi-ownership of a LIVE Hydration franchise. 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.

Allan Fiore serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a Principal of the SEAM Wealth Management Group and is headquartered in the Rockefeller Center office in New York City. Allan has over 20 years of experience in the financial industry, specializing in corporate executive services, family wealth management strategies, philanthropic planning, individual and corporate investment strategy, and retirement income. His approach emphasizes setting realistic goals and maintaining a long-term view to preserve and grow clients' wealth. Before joining Merrill Lynch in 2017, Allan spent 15 years at Ayco Company, L.P., a Goldman Sachs company, where he held the position of Vice President for much of his tenure. Allan holds a Bachelor's degree from Union College and is a Personal Investment Advisor (PIA). He emphasizes delivering highly professional and proactive wealth management through a collaborative, client-focused team approach. Allan values consistency, transparency, and integrity in his client relationships, providing conflict-free advice tailored to individual preferences. Outside of his professional role, Allan volunteers with the Wagner High School football program. He enjoys football, golfing, horseback riding, and spending time with his family.

Lauren Sanfilippo is a financial advisor with Merrill based in New York, NY, holding a Series 66 designation and having nine years of industry experience. She has worked at Merrill since 2014. 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.

Rahul Rauniyar is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Outside of his advisory role, he is involved in nonprofit activities focused on healthcare and community development for the Nepali diaspora, including serving as a director for Easy Healthcare For All and a board member of the Nepali Community of New Jersey. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Travis O'Brien is a Senior Financial Advisor at Merrill Lynch Wealth Management and one of the original partners of the 712 Investment Group, a boutique-style investment team within Merrill Lynch. He focuses on designing financial strategies and identifying tactical investment opportunities for a select group of high net worth families. His expertise includes concentrated stock positions, fixed income strategies, stock options, investment management, retirement planning, trust and estate planning services, liabilities, and cash flow management. Travis has been recognized by Forbes Magazine as one of the "Best-in-State Wealth Advisors" from 2018 through 2023. Travis holds a bachelor's degree in finance from the University of Vermont. He resides in Westchester, New York with his wife and three children. His personal interests include golfing, music, running, skiing, and yoga.

Nicole Mertzel is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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.

Rolando Castellanos III is a financial advisor at Merrill in New York, NY, with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2008. 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.

Mary Wiener is a Senior Financial Advisor at Merrill Lynch Wealth Management with extensive experience in serving high net worth individuals and families, business entities, and non-profit organizations. Since entering the financial services industry in 1981 and joining Merrill Lynch in 1998, she has developed a broad-based service model focused on building enduring client relationships through personalized guidance, education, and service. Her expertise includes college education planning, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Mary holds the Chartered Retirement Planning Counselor (CRPC™) designation and the Personal Investment Advisor (PIA) credential. She earned an A.B. degree in Economics from Brown University. Her commitment to community involvement is reflected in her service on the board of The Goldring/Woldenberg Institute of Southern Jewish Life and her participation in tutoring through a local educational program. Mary lives in New York City and enjoys hiking, tennis, and traveling.

Rachael Kesen is a Series 66 licensed financial advisor with nine years of experience, currently working at Merrill since 2017. She previously held positions at Bridgecrest and Dobsons. 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.

William Gay is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients with wealth accumulation, preservation, and transfer strategies through an integrated wealth management process that includes asset allocation, liability management, tax minimization, and asset preservation. He also works with public and private organizations managing their retirement plans, cash management, and business banking strategies. With over fifteen years of experience in the financial services industry, William has developed expertise in areas such as college education planning, executive compensation, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) professional designation. William earned a Master of Business Administration from Columbia Business School with a concentration in Finance, and a Bachelor's degree with a concentration in Mathematics and Computer Sciences from the University of Richmond. Outside of his professional work, he has interests in adventure sports, golfing, and skiing.

Sara Towers is a Series 66-licensed advisor at Merrill in New York, NY, with 13 years of industry experience and over 20 years at Merrill. She holds a power of attorney position related to a fiduciary entity. 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, institutions, and charitable organizations.

Gregory Wilson is a financial advisor with Merrill in New York, NY, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has been with Merrill since 2014. 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 various institutional investors.

Govind Kilambi is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carly Cuomo is a Series 66-licensed financial advisor at Merrill with five years of industry experience. She has held prior roles at Commercial Lending Advisors, LPL Financial, and State Employee Federal Credit Union. Outside of her advisory work, she is involved with DeVoe's Rainbow Delight, a for-profit business where she helps customers and takes orders. 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.

Ousama Sbeah is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Blackstone Securities Partners, Blackstone Inc., and Bank of America in prior roles. 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.