Alejandra Valerio is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2018 and previously held positions at The K Corporation and A & V Transportation. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Per Furmark is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides comprehensive wealth management services by working with clients to understand and quantify their financial priorities, ensuring that strategies align with their financial and personal objectives. He leverages the resources of Merrill Lynch Wealth Management and Bank of America, alongside the expertise of his colleagues, to address diverse aspects of clients' financial lives. Mr. Furmark's approach to wealth management is consultative and holistic, encompassing client financial situations, preferences, and goals before recommending strategies. His discussions with clients cover retirement income, insurance protection, education finance, estate planning, philanthropic strategies, and investments. Prior to joining Merrill Lynch in 2013, he worked with sophisticated investors and their consultants in private banking and institutional markets at investment firms including Fidelity Investments Institutional Services, Franklin Templeton Institutional, and Putnam Investments. He has been in the financial services industry since 1986 and currently serves individual clients, families, entrepreneurs, and business professionals. He holds a Bachelor of Arts degree in English from Dartmouth College and a high school diploma from Northfield Mount Hermon School. Per resides in Rowayton, Connecticut.

Jonathan Brecht is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience working with individuals, families, and small businesses across multiple market cycles. He specializes in areas including services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, portfolio management services, tax minimization, and retirement income. His focus encompasses advising families and small businesses in service industries, the media, the arts, and professional sectors on managing personal and retirement assets and business retirement plans. Mr. Brecht holds a Bachelor's Degree from Manhattan College and an MBA in Finance and International Business from New York University. His career began as a Foreign Service officer with the U.S. Department of State, with postings in Washington D.C. and Saudi Arabia, and extensive travel throughout the Middle East and Africa. He is a Retirement Accredited Financial Advisor and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Proficient in English and Arabic, he is also affiliated with professional organizations such as the Foreign Policy Association and the Middle East Institute. Residing in Brooklyn, New York with his wife and two daughters, Jonathan is actively involved in community organizations including the Boerum Hill Association and Gowanus Conservancy. He pursues personal interests in fine art photography with a focus on 20th century Central European photography, leads a local historic preservation movement, and participates in foreign affairs initiatives through his membership in related organizations.

James Avolanti is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2020. Avolanti serves as a board member for the Prime LIC Condominium, where he participates in managing the residential building where he lives. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Leotta is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Flo Blanket and Merrill Lynch. Outside of finance, he has longstanding involvement with Graziella Pizza & Restaurant. 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 broad range of individual and institutional clients.

Aristotelis Cotoulas is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Bank of America, JPMorgan Chase Bank, and the New York Department of Education. 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 client types including individuals, high-net-worth clients, and institutional entities.

Cheuk Yin Mo is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Stevens Institute of Technology and Genesis Research. 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.

Ted Candella is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He collaborates with individuals and businesses to create customized banking and wealth management strategies focused on in-depth financial tactics and building relationships founded on trust and communication. As a Portfolio Manager, Ted manages discretionary personalized or defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions tailored to various client needs such as concentrated stock positions, risk management, and estate planning. Ted specializes in areas including individual retirement planning, corporate cash management strategies, wealth preservation, insurance planning, company-sponsored 401(k) plan design and refinement, non-profit cash management, and long-term investment needs. He works extensively with wealthy business owners and C-suite corporate executives of both public and privately held corporations. Ted holds the Certified Plan Fiduciary Advisor (CPFA) designation, among others, recognizing his professional expertise in the retirement planning industry. In his retirement plan consulting, he collaborates with plan sponsors on evaluating record-keepers, investment options, and plan designs, supported by a thorough due diligence process and participant education programs. Ted earned a Bachelor’s degree in Management, graduating Magna Cum Laude, and a Master of Business Administration in Finance, both from Adelphi University, as well as a Juris Doctorate from Hofstra University School of Law. He serves as chairperson of several annual fundraisers supporting St. Jude Children’s Research Hospital. Originally from Long Island, NY, Ted currently resides in Manhattan with his wife and children. Outside of work, he enjoys boating, fishing, and spending time with his family.

Robert Collins is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with 11 years of experience at the firm since 2015. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates investment management through multiple program strategies and manager-constructed approaches, supported by oversight from its CIO and platform team. Merrill is closely affiliated with Bank of America, leveraging its broader banking and capital-markets platform to provide comprehensive client solutions.

Benjamin Van Der Werff is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 10 years of experience in the financial services industry, having previously worked with Morgan Stanley, Bank of America, and Merrill. Benjamin focuses on understanding each client’s unique priorities to develop personalized strategies aimed at achieving their financial goals. His expertise covers general investing, philanthropic planning, tax-advantaged solutions, retirement planning, and saving for unforeseen circumstances. He also facilitates client access to Bank of America specialists for banking, credit, home financing, and business services. Benjamin holds a Bachelor's Degree from Auburn University and the Personal Investment Advisor (PIA) designation. He is a member of Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of his professional role, Benjamin enjoys activities such as boating, chess, hiking, reading, rock climbing, soccer, tennis, and spending time with his family.

Brendan Mitchell is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America, N.A. 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 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.

Wingszi Chiang Cacace is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been helping individuals and families build, preserve, and grow their personal wealth and business earnings since starting her wealth management career in 2006. Wingszi works with a broad client base, including corporate executives, entrepreneurs, business owners, CPAs, attorneys, private companies, and non-profit organizations, across the United States. Her approach involves listening carefully to clients' stories and needs to identify and prioritize their most important goals, then developing customized strategies tailored to their unique circumstances and investment personalities. Wingszi holds a Bachelor's degree in Economics-Business from the University of California, Los Angeles (UCLA). Prior to her wealth management career, she accumulated over 15 years of corporate financial management experience as a financial officer in the high-tech industry. She is fluent in English, Mandarin, Taiwanese, and Chinese, and serves as Chair of the Diversity & Inclusion Committee at the Estate Planning Council of New York City. Additionally, she sits on the Board of Directors of Woodcraft Rangers, a non-profit organization that provides specialty classes to K-12 students affected by public education budget cuts. Wingszi is a Chartered Retirement Plans Specialist (CRPS) and a Personal Investment Advisor (PIA).

Douglas Robertson is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management in New York, New York. He serves multi-generational families, family offices, and select institutions by providing financial strategies tailored to entrepreneurs, corporate executives, and other successful clients. His practice focuses on long-term relationship building through investment management, liquidity management, credit solutions, and wealth and estate planning services. Robertson’s expertise includes designing and implementing investment management strategies alongside complex financing transactions. Prior to joining Merrill Private Wealth Management in 2021, he spent 16 years with Deutsche Bank Wealth Management, where he was a Managing Director and Private Banker. He began his career in the Corporate Strategy team of Deutsche Bank’s Wealth Management division. Robertson holds a Bachelor of Science degree in Mechanical Engineering from Union College and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Robertson resides in Summit, New Jersey, with his wife and two children. His personal interests include adventure sports, gardening, hiking, skiing, and soccer.

Robert Rijo is a Senior Financial Advisor at Merrill Lynch Wealth Management, holding the position of Vice President. He brings over 26 years of experience in wealth management and financial advisory services, working closely with individuals, families, and business owners to navigate complex financial decisions and achieve long-term goals. Robert's expertise includes investment management, retirement planning, wealth preservation, risk management, and legacy planning. He has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Michigan System. Throughout his career, Robert has focused on building lasting client relationships based on trust and integrity. He strives to provide tailored solutions that create financial confidence across every stage of life, concentrating on areas such as risk management, tax strategies, portfolio construction, wealth management, investment strategy, retirement planning, estate and legacy planning, and client relationship management.

Yassin Kebbeh is a financial advisor at Merrill with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley & Co. LLC. 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 individual and institutional clients.

Jason Kornreich is a Senior Financial Advisor specializing in providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. He currently works with Merrill Lynch Wealth Management to develop personalized financial strategies aimed at helping clients pursue their long-term goals. With a financial career spanning 28 years, Jason brings extensive experience including nine years at TIAA Wealth Management prior to joining Merrill. His expertise covers areas such as college education planning, LGBT wealth planning, personal retirement planning, women and wealth, sports and entertainment, and retirement income. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jason earned his Bachelor of Arts in Business from Long Island University. Outside of his professional work, he enjoys outdoor and recreational activities including skiing, golf, camping, cooking, hiking, running, swimming, and yoga. He also participates in community volunteering efforts following Merrill's tradition of community involvement.

Jarrod Rumley is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in financial strategies tailored for entrepreneurs, business owners, attorneys, and successful individuals. He leads The Corcoran Rumley Group, a full-service team that provides comprehensive investment and communication processes aimed at simplifying clients' financial lives. Before joining Merrill Lynch, Jarrod founded and served as CEO of a software company focused on streamlining the shareholder liquidity process for mergers and acquisitions. Prior to that, he held strategic roles working closely with venture-backed private companies and their legal teams to develop customized liquidity offerings. His experience includes positions at SecondMarket and The Deal, where he contributed to financial and strategic initiatives. Jarrod holds a B.A. from Columbia College Chicago and maintains Series 7 and 66 FINRA registrations, along with the Personal Investment Advisor (PIA) designation. He volunteers for the Cystic Fibrosis Foundation and has personal interests that include adventure sports, fishing, hiking, music, reading, running, tennis, watching movies, and yoga.

Robert Freeman Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1992 and has worked in the financial services industry since 1987. In his role, he focuses on creating personalized strategies to address the complex financial needs of individuals with substantial wealth, drawing on his extensive experience and professional training. Robert offers a wide range of services including portfolio management, business and personal financing through Bank of America, retirement planning, equity compensation monetization strategies, life insurance analysis, and wealth preservation and transfer services. He collaborates with clients' tax and legal advisors to develop tax-efficient strategies and leverages resources available at Merrill Lynch Wealth Management to customize financial solutions. His expertise includes corporate benefits, corporate executive services, divorce transition planning, and institutional and corporate benefit services. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). Robert earned a bachelor's degree in business and economics from Lehigh University and a high school diploma from Garden City High School. He speaks English and French. Additionally, Robert has contributed to his community by serving on the Race Committee for over 10 years for a Thanksgiving Day running race that benefits The Leukemia & Lymphoma Society and The Muscular Dystrophy Association.

Evan Hanna is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has been with Merrill for multiple periods, most recently since 2024, following prior roles at AXIO Financial, Institutional Capital Network, and SIMON Markets. 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 plans, corporations, and charitable organizations.

Michael Smyth is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the New York City office. He joined the 712 Investment Group in 1999 after working for a year in fund accounting management. Michael specializes in assisting both large corporations and small businesses with their qualified and non-qualified retirement plans, focusing on plan operations, conversions, provider selection and review, investment choices, and employee communication and education. He also works closely with individuals experiencing significant life transitions such as preparing for retirement, recent retirement, loss of a spouse through death or divorce, job changes, and selling a business. Michael holds multiple professional designations including Certified 401(k) Professional (C(k)P®), Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in European business and languages from the National College of Ireland. Fluent in both English and French, Michael applies his expertise to help clients feel confident and in control of their financial futures. Outside of his professional work, Michael lives in Brooklyn, New York with his wife. His personal interests include golfing, music, soccer, and spending time with his family.