James Liljedahl is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill since 2006. 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 plans, corporations, and charitable organizations.

William Bane is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1993, he has helped individuals and institutions across the United States manage their financial needs through personalized financial plans and customized investment strategies. His approach focuses on understanding each client’s full financial picture and developing flexible strategies aligned with their long-term goals. William’s client expertise includes college education planning, executive compensation, family wealth management strategies, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wake Forest University and a Master of Business Administration (MBA) from Duke University. William also participates in community volunteer work and enjoys personal interests such as baseball, basketball, cooking, football, ice hockey, music, reading, swimming, writing, and spending time with his family.

Michael Hokin is a Private Wealth Advisor with Merrill Private Wealth Management at One Bryant Park, focusing on ultra-high-net-worth families. He has over 30 years of experience in global markets, specializing in fixed income. Prior to joining Merrill Private Wealth Management, Michael co-led the Broker-Dealer Separation project at Merrill Lynch Wealth Management and held leadership roles in fixed income institutional sales at both Merrill Lynch and Citigroup Global Markets (including Salomon Brothers). His work involved managing large teams and serving sophisticated institutional investors such as money managers, hedge funds, and insurance companies. Michael holds a Bachelor of Business Administration in Accounting and Finance from the University of Michigan Ross School of Business, earned in 1987. He has obtained professional designations including Chartered Financial Analyst (CFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is affiliated with the Investments and Wealth Institute and is proficient in English and French. Outside of his professional role, Michael is involved with the Crohn's and Colitis Foundation and the Pediatric Cancer Foundation. His personal interests include biking, reading, and running.

Jonathan Reed is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. He 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Russo is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and having 19 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Devon Oriundo is a Series 66-registered financial advisor at Merrill with two years of industry experience. Prior to joining Merrill, he was with Bank of America Merrill Lynch and has held roles in both educational institutions and the hospitality sector. 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.

Michael Jones is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2025. His prior experience includes roles at Captrust, Appalachian State University, and Speckled Trout. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and offers multiple program strategies governed by a centralized CIO and platform oversight.

John Donovan is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Bank of America and 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 investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Vanessa Franky is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Merrill from 2016 to 2021 and has been with Bank of America since 2021. 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.

Kathleen Mc Elaney is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 2022. Prior to Merrill, she was employed at Capital One and has maintained a real estate salesperson license with Keller Williams Realty since 2014. 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, and corporations.

Hualin Cui is a Series 66 licensed financial advisor at Merrill with four years of industry experience. Prior to joining Merrill in 2022, Hualin worked at Bank of America for five years and Barclays for two years. Outside of financial advising, Hualin acts as a consultant for Turo, a peer-to-peer car rental platform. 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 plans, corporations, and charitable organizations.

Andrew Merwin is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, E*TRADE Securities, E*TRADE Capital Management, and TIAA-CREF. He 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 offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Abinanti is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2019, he worked at Muzinich & Co., Inc. and Muzinich Capital LLC from 2016 to 2018. 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.

Abir Guha is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill in 2022, Guha's work history includes roles in education and logistics, such as positions at SUNY Buffalo and UPS. 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 clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Rayan Heerjee is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Deutsche Bank, Ernst & Young, and the Georgia Institute of Technology. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 developed by internal and third-party managers.

Brian Brennan Jr. is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at DoorDash and various positions related to education and hospitality. 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.

Greg Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management and a principal of The Sahlman | Jones Group. He provides wealthy families, foundations, trusts, and endowments with customized and objective advice, focusing on long-term, multi-generational approaches to investing that emphasize integrity and operational excellence. His practice covers areas such as family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, portfolio management services, socially responsible and values based investing, women and wealth, sports and entertainment, and retirement income. Greg has 19 years of experience in private wealth management. He began his career at Lehman Brothers in the Private Investment Management Group, followed by 9 years at Morgan Stanley's Private Wealth Management Division before joining Merrill Lynch. He holds a Bachelor's degree in Economics from Rutgers University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Outside of his professional work, Greg is involved in philanthropic efforts, notably as part of the Student Sponsor Partners mentor program serving disadvantaged youth. He enjoys fly fishing and spending time with his wife and two children.

Matthew Dreisbach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Montclair State University, Mountain Ridge Country Club, and involvement with the Metropolitan Golf Association Foundation and Floyd Hall Enterprises LLC. He also operated a business called Picklelicious from 2015 to 2019. 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.

William Lo is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Merrill since 1988. Outside of his advisory role, he serves as a member of the Parish Pastoral Council and the Environment Ministry at the Church of the Ascension in Elmhurst, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beth Topf is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined The Andrews Group at Merrill in 2017, bringing experience that began with MassMutual in 2002. In her role, Beth conducts comprehensive analyses of clients’ financial situations and develops strategies to address their financial goals. Beth holds multiple FINRA registrations including Series 6, 7, 24, 53, 63, and 66, as well as life and health insurance licenses. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), and Retirement Income Certified Professional® (RICP). Beth earned a Bachelor of Arts degree from the State University of New York at Stony Brook, majoring in Anthropology. Residing in Middle Village, Queens, New York, Beth lives with her husband and daughter. Outside of her professional work, she enjoys cooking, gardening, traveling, and watching movies.