David Lesser is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 45 years of experience advising high net worth individuals on comprehensive financial and retirement planning. He focuses on assisting clients with wealth accumulation, preservation, and transfer strategies by employing asset allocation, portfolio management, tax minimization, and asset preservation techniques. Before joining Merrill Lynch Wealth Management, David worked as a Financial Analyst for two major Fortune 100 companies. He holds a Master's Degree from American University and a Bachelor's Degree from City College of New York. David also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys basketball, reading, spending time with his family, and watching movies.

Oriana Diaz is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bora Goldenberg is a Series 66 licensed financial advisor with Merrill in New York, NY, where he has worked since 2013. He has 13 years of industry experience. 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 developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Gene Ritter is a financial advisor at Merrill in New York, NY, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1989, alongside tenure at Bank of America, N.A. 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.

Ariana Chiu is a financial advisor at Merrill with a Series 66 license and three years of industry experience. Prior to her current role, she worked at Progress Partners, Inc. and held positions related to mathematics at Harvard University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 organizations.

Benjamin Ginsberg is a financial advisor at Merrill with Series 63 and Series 65 designations. He has held positions at Morgan Stanley, Rockefeller Capital Management, and Active Surfaces, among others, and has experience in both the financial and corporate sectors. His background also includes academic roles at Boston University and Pomona College. 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.

Michael Rubiano is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles span several industries, including positions at the National Basketball Association, JetBlue Airways, and Apple Inc. 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, corporations, and charitable organizations.

Durga Shankar Boggavarapu is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1993. He co-founded The Verschuur / Iyer Group in 1999 and focuses on helping a limited circle of clients and their families achieve financial security and fulfillment. Shankar’s approach emphasizes utilizing wealth as a tool to live a balanced life—supporting meaningful experiences and long-term security rather than just accumulation. He regularly engages with clients and their families to deliver comprehensive, goal-driven financial strategies. Shankar specializes in legacy wealth planning, portfolio management, retirement planning, philanthropic planning, and tax-efficient investment strategies. He holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor and Sports & Entertainment specialist. He earned a bachelor's degree from the University of Wisconsin-Madison and is fluent in English, German, and Tamil. Recognized by Forbes for eight consecutive years on the "Best-in-State Wealth Advisors" list, Shankar brings extensive experience and thought leadership in serving affluent clients. Outside of his professional work, Shankar participates actively in community and fundraising efforts. He supports Chicago-based Spark Ventures and The Shelby Goldstein Memorial School in Zambia, which educates and feeds over 300 orphans. He also serves on the Buckingham Club Committee of Chicago under the University of Wisconsin Foundation, contributing to healthcare-related fundraising causes. Shankar enjoys boating, surfing, fishing, snowboarding, live music, traveling, and studying German with his family.

James Peters is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 credential 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.

Christian Sbarro is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' individual goals, drawing on a comprehensive understanding of their full financial picture. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Christian holds a Bachelor's Degree from Connecticut College and has earned the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

Sheri Cabasso is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. 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.

Sergio Mendia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2018 and previously held a position at Liberty Mutual from 2016 to 2018. 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.

Harris Chan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through investment and financial planning strategies with a holistic approach, focusing on cash management and long-term investment allocation. Harris works closely with executives, high net worth individuals, corporations, LLCs, and trusts to manage cash flows and investment portfolios. With over a decade of experience in investment management, Harris began his career at J.P. Morgan, where he worked primarily with entrepreneurs, real estate developers, and medical professionals. Since transitioning his practice to Merrill Lynch Wealth Management in 2019, he continues to support a diverse client base across the United States. Harris's expertise includes equity compensation services, family wealth management, LGBT wealth planning, liquidity management, and socially responsible investing. Harris holds a Bachelor's Degree from Loyola University Maryland and the Personal Investment Advisor (PIA) designation. He is involved with the Asian Leadership Network at Bank of America and Womankind New York, having previously served on the Board of Directors of Womankind (NYAWC) New York. In his personal time, Harris enjoys adventure sports, boxing, music, skiing, tennis, and spending time with his family.

Alexander Rosenfield is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. His prior experience includes roles at Bank of America, Robert Half, Park Avenue Securities, and Guardian Life Insurance Co. of America. Merrill, together 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 using model-based and discretionary investment strategies.

Matthew Wels is a Financial Advisor at Merrill Lynch Wealth Management, where he began his career in 2018. He collaborates with clients to identify their financial needs, aspirations, and goals to build customized strategies tailored to their individual circumstances, including risk tolerance, liquidity needs, and time horizons. His areas of focus include executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and services for endowments, foundations, and non-profits. Matthew provides expertise in individual estate planning services, cash flow analysis, investment analysis, and endowment management. He earned a Bachelor's degree in Finance from the University of Maryland in 2017. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification granted by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC™) designation. Residing in Manhattan's Upper East Side, Matthew enjoys golfing, skiing, and supporting local New York sports teams. He serves on the board of The University of Maryland Alumni Association – New York Chapter and is involved with organizations including the Epilepsy Foundation and Jewish National Fund.

Jillian Rubenstein is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, and Morgan Stanley. Rubenstein’s career also includes four years at the University of Miami. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Bradley Grayson is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with the unique financial goals of each client. Bradley's approach involves understanding the full financial picture of his clients to develop flexible strategies suited to today's market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America to support his clients' financial needs. His areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Bradley holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hobart & William Smith Colleges. Outside of his professional responsibilities, Bradley's personal interests include camping, cooking, gardening, reading, running marathons, scuba diving, skiing, and swimming.

Michael Diaz is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Chicago Clearing Corporation, and Babson College. 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.

Jason Kingshott is a Private Wealth Advisor at Merrill Private Wealth Management in New York. He works with founders, public company executives, hedge fund and private equity principals, and other individuals with complex wealth management needs. Jason focuses on building investment portfolios on both discretionary and non-discretionary bases. He has worked in investing and wealth management since 2011. Prior to joining Merrill, Jason spent nine years with J.P. Morgan, ultimately serving as an Investment Specialist. He holds a Bachelor's Degree from Washington State University and is a Chartered Financial Analyst (CFA) charterholder. Jason volunteers with Minds Matter, a nonprofit organization that helps low-income, high-performing area high school students navigate college readiness, applications, financial aid, and selection processes. In his free time, he enjoys adventure sports, basketball, boxing, camping, football, golfing, hiking, music, and running.

Liam O'Neil is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Merrill since 1997. 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.