Blakeslee Kitchin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, Kitchin worked at Mambo's Hull and held roles at SoulCycle, Something Natural, and Peel Holdings 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. 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.

Danitza Barrera is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 28 years of industry experience. She 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Doyle is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Merrill since 2011, with a six-year period at BOFA Securities, Inc. prior to his current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Tavarez is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 2010, totaling 16 years at the 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Mc Kayla Widener is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America Merrill Lynch and has held positions at organizations including ReWriting the Code, TemPositions Group of Companies, Sanctuary for Families, and Horace Mann 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Maggie Mahoney is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at Bank of America and teaching yoga classes part-time. She is also involved as a board member of the Rockland Women's Business Network and works as a yoga instructor at several fitness centers. 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, and institutions.

Julia Kapran is a Series 66 licensed financial advisor at Merrill with seven years at the firm and four years of industry experience. Prior to joining Merrill, she worked at New York University for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shruti Hans is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2015 respectively. 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 a range of model-based and discretionary investment strategies.

Patricia Cleary is a financial advisor at Merrill with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1980 and Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a general partner and managing member of 220 LLC, a business organization focused on real estate and providing housing for a family member. 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, utilizing model-based and discretionary strategies for a range of individual and institutional investors.

Jeanine Erickson is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Meredith Mc Dowell is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2017, following a two-year tenure at Index IQ. 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 strategies for a range of individual and institutional investors.

Carlos Santana is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Queens College, City University of New York. Outside of his advisory duties, he serves as Board President of F.R.A. Corporation, a cooperative building, and is a board member of The Business Initiative Corporation of New York, a nonprofit focused on economic development and small business lending. 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.

Owen Ryan is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs and Bullet Point Network. He also has an academic background at Yale University and Milton 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hazel Zaldivar is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. She is a member of a thirteen-person Private Wealth Management team that serves affluent families, corporate executives, business owners, and successful individuals across the United States. The team offers personalized wealth management solutions supported by the global resources and capabilities of Merrill and Bank of America. Hazel's expertise includes equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. She supports clients who have complex trust and estate gifting structures, business exits, or recent liquidity events, delivering integrated planning for investing, retirement, business succession, family planning, and charitable giving. Hazel's background includes experience in medicine, which informs her work with physicians, biotech professionals, and science-focused clients to address their specialized financial planning needs. She holds a Bachelor's Degree from Davidson College, where she was a Division I student-athlete, and maintains professional designations including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Hazel enjoys cooking, hiking, traveling, and spending time with her family. She is also the spouse of a physician-scientist in training.

Sue Kim is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes roles at AlphaSights and involvement with the Suraj Patel Congressional Campaign. She is based in New York, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jakov Stipanov is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Franklin Templeton from 2010 to 2017. Stipanov has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Pierre Pettigrew is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 25 years of experience in the financial industry. He specializes in family wealth management, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and both individual and corporate investment strategies. Prior to joining Merrill, Pierre gained expertise working in trading rooms on Wall Street and held positions at CIBC World Markets and Citi, focusing on currencies, money markets, market-linked investments, over-the-counter derivatives, and private investments. His extensive background enables him to advise both institutional and individual clients on managing investment risks while pursuing returns through diversified wealth management strategies. Pierre holds a bachelor's degree in Commerce with a specialization in Finance from McGill University in Montreal. He is a CFA® and CAIA® charterholder and a member of the CFA Society New York. Pierre is also active in community organizations, including the McGill Alumni Association and serving as Vice President of a Co-op Board. He resides in SoHo, New York, with his wife and enjoys alpine skiing, scuba diving, and hockey.

Steven Truong is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Truong holds Series 63 and Series 65 licenses. 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.

Patrick Fish is a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in connecting clients, including corporate executives, business owners, sports professionals, and entertainers, with tailored wealth management strategies that align with their unique ambitions and financial goals. His services encompass investment planning, retirement strategies, tax optimization, and trust and estate services. Patrick holds a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. He is also designated as a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' personal perspectives and priorities, aiming to simplify the complexities of investing and make wealth planning an engaging process. Originally from Medford, New Jersey, Patrick currently resides in downtown Manhattan. Outside of his professional role, he enjoys boating, golfing, skiing, and surfing.

Matthew Mclaughlin is a Private Wealth Manager at Merrill Private Wealth Management. He specializes in providing wealth management services to clients, leveraging his professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Matthew holds a Bachelor's Degree from Cornell University.