Marta Magee Krueger is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Smith Barney. She is based in New York, NY. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Brian O’Connor is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Amundi Distributor US, Inc., Victory Capital Services, Inc., and Bank of America, N.A. He serves as a prospective junior board member for The Community Hospice Foundation, where he is involved in community education and fundraising efforts. 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.

Kelsey Kocolowski is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated, and Bank of America, N.A. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Nina Bellio is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2017 and previously held positions at Citizens Bank and Whole Foods Market. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the 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.

Jonathan Murillo Puno is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, JPMorganChase, and other companies. 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 supported by internal and third-party managers for a range of clients, including individuals, corporations, and charitable organizations.

Avery Schumacher is a financial advisor with Merrill in New York, NY, holding a Series 66 designation. Schumacher has one year of experience in the industry and has held prior roles at SHP Financial and several other organizations, including academic and hospitality positions. Outside of finance, Schumacher’s background includes work at the Academic Enhancement Center and involvement with Cap'n Mike's Tiki Fleet. 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 Bryan IV is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and eight years of industry experience. His career includes roles at Bank of America and Bank of America Merrill Lynch. Outside of advising, he serves as General Partner and Managing Member of CMW Entertainment LLC, a music artist management and digital marketing agency. 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.

Helena Pereira is a Financial Advisor and a member of the Hersh/Marson Group at Merrill Lynch Wealth Management. She focuses on providing strategic financial guidance to high-net-worth individuals, families, and business owners. Helena's approach emphasizes understanding clients' goals to develop tailored strategies encompassing areas such as college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, small business strategies, and supporting women and wealth. Born and raised in France, Helena brings a global perspective to her work. After moving to the United States, she earned a degree in Political Science with a minor in Philosophy from Arizona State University. She holds the Personal Investment Advisor (PIA) designation and is fluent in English and French. Helena is also affiliated with the Delta Zeta Alum and participates in community efforts such as Feed My Starving Children. Outside of her professional role, Helena enjoys interior decorating, rock climbing, skiing, traveling, yoga, and spending time with her family. She resides in Scottsdale with her fiancé.

Dylan Baker is a financial advisor at Merrill with Series 66 credentials and three years of industry experience. His prior work includes roles at Class Action Capital and The Millennium Alliance, as well as positions outside finance such as at Arenas Deli & Bar. 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 using model-based and discretionary investment strategies.

Sara Spatola is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of combined team experience to her role. She specializes in providing clients with tailored guidance across various financial planning areas, including college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Sara collaborates closely with Attorneys, CPAs, and Medicare specialists to align strategies with clients' long- and short-term goals, aiming to make complex financial processes understandable and personal. She holds a bachelor's degree from the University of South Florida's Muma College of Business, where she volunteered for four years with the Breast Cancer Research Foundation through Zeta Tau Alpha. Sara is also involved in community initiatives such as Feeding Tampa Bay, Good Sports Boston, and School on Wheels of Massachusetts, contributing to fundraising and awareness efforts. Outside of work, she enjoys boating, cooking, golfing, pickleball, reading, running, skiing, spending time with family, traveling, and yoga.

Anthony Cino III is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006, with a brief tenure at UBS Financial Services in 2019. 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 institutional investors, leveraging internal and third-party management teams.

Glen Zaintz is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with individuals, families, executives, and business owners on complex financial decisions including liquidity events, retirement planning, and wealth-transfer considerations. Glen works closely with clients to understand their life priorities and collaborates with their other trusted advisors, such as CPAs and attorneys, to create personalized wealth management strategies that reflect each client’s unique goals and aspirations. In addition to providing traditional investment advice, Glen is a qualified Portfolio Manager and Personal Investment Advisor who can build and manage individualized investment strategies. He also works with companies and their leadership teams on retirement plans and other corporate financial solutions. Glen holds a Bachelor of Science degree in Economics from the State University of New York at Albany and holds the Certified Private Wealth Advisor (CPWA) designation. Glen lives in New York City with his wife, Ellen, and their daughter, Samantha. Outside of his professional work, he enjoys traveling, playing electric guitar, and golf. He is also committed to participating in community volunteer activities.

Meghan Collins is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with 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 designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Volpe is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Merrill, he worked at Alexander Capital and was involved with Brooklyn Gallery Coin and Stamp. Merrill 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.

Patric Vaccariello is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior experience includes involvement with the West Virginia University Student Managed Investment Fund and roles at Aflac Inc. and Westmed Medical Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Karla Dorta Amador is a Series 66 registered advisor with Merrill in New York, NY. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Darakjy is a financial advisor at Merrill with six years of industry experience. He has worked previously at Methuselah Advisors and Methuselah Capital LLC for seven years, and at Ernst & Young LLP for four years. He holds Series 63 and Series 65 licenses and 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Ariel Halpert is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2014. Outside of his advisory role, he serves as an advisory board member for the Jerusalem Institute for the Blind, a charitable organization where he helps review and approve fundraising initiatives and financials. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Fratianni is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Ayco Company LP and the NYS Lawyers Fund for Client Protection. He is based in New York, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nancy Washington is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009 and also worked at Bank of America, N.A. starting 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 investment strategies for individuals, high-net-worth clients, and institutional investors.