Christopher Mullin is a financial advisor at Merrill with 29 years of industry experience, including 26 years at Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kylie Clayton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, she held positions at Bank of America, Calvin Klein, and worked in education at The College of New Jersey and Freehold Township High 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kenneth Correa is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019, previously spending four years at UBS Financial Services Inc. Outside of his advisory role, he serves on the investment board of his condominium in Bronxville, 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shi Ying Lu is a financial advisor at Merrill and holds a Series 66 designation. Lu has less than one year of industry experience and previously worked in various service and hospitality roles, including positions at restaurants and learning 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

Carla Vila is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Greg Wisniewski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at KeyBank for seven years. 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.

Jenny Lee is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2006 and Bank of America N.A. since 2007. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a range of program strategies and tax-efficient services.

Yong Liu is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and with 7 years of industry experience. He has worked at Merrill since 2015. Liu plans to submit a research paper for publication to the Journal of Portfolio Management, an academic journal covering finance and investing topics. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

John Tabeek is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he has been involved in entrepreneurial ventures including ownership of a bar and grill and a proposed T-shirt design business. 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.

Melissa Golfo is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she owns a sole proprietorship focused on making and selling homemade crafts and holiday gifts and serves as Treasurer and board member of Literacy Nassau, a nonprofit providing literacy services to disadvantaged populations. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Annis Zheng is a Financial Advisor with The Chau Gardner Group at Merrill Lynch Wealth Management, based in Midtown Manhattan at One Bryant Park. She joined the group in 2019 and works closely with individuals, families, and business owners to provide personalized financial planning and guidance. Her approach emphasizes transparency, long-term relationships, and customized wealth strategies aligned with each client's goals and priorities. Annis holds the Chartered Retirement Plans Specialist™ (CRPS™) designation and the Personal Investment Advisor (PIA) designation. She earned a bachelor's degree from Syracuse University with dual majors in Finance and Supply Chain Management and a minor in Information Management & Technology. During her time at Syracuse, she served as President of Alpha Kappa Psi, a professional business fraternity. She is engaged with the Asian American Dream community organization and is committed to supporting initiatives that strengthen the communities she serves. Outside of work, Annis enjoys cooking, hiking, traveling, and spending time with her family.

Harrison Wright is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Quality Vision International Inc. and has experience in the restaurant industry, including operating Burrito Day. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeremy Gonzalez is a Series 66-credentialed advisor at Merrill with 14 years of industry experience. He has been with Bank of America and Merrill since 2012. 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 developed by internal and third-party investment teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Buster is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with widows and widowers, business owners, high earners, and families to help maximize their financial opportunities. His focus areas include executive compensation, equity compensation services, and family wealth management strategies. Michael takes a personalized approach to financial planning, ensuring that strategies reflect clients' goals, priorities, and risk tolerance. He emphasizes regular follow-ups to keep plans aligned with life changes and supports portfolio strategies with Merrill's research and framework. Additionally, he provides holistic support through access to banking, lending, and other business solutions offered by Merrill. Before joining Merrill, Michael taught economics and world history in the Phoenix area for over a decade. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from American Public University. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Michael has been active in his local church for 13 years and is involved in community organizations such as the Huntington's Disease Society of America's Arizona Chapter, where he serves on the board, Administer Justice, the Phoenix Union Foundation for Education, and Beloved Community-Alhambra. He also participates in two Toastmaster's clubs.

Alyssa Moeder is a Private Wealth Advisor and principal of Moeder Salvino & Associates within Merrill Private Wealth Management. She leads a team of seven professionals providing tailored financial strategies to ultra-high-net-worth individuals, family offices, business owners, senior executives, and institutions both domestically and internationally. Her practice focuses on areas including college education planning, family wealth management, legacy planning, philanthropic planning, socially responsible and ESG investing, women and wealth, and tax minimization. With a career spanning over three decades, Alyssa has been recognized in multiple industry rankings such as Forbes "Best-in-State Wealth Advisors," Forbes "America's Top Women Wealth Advisors," Barron's "Top 1,200 Financial Advisors," Barron's "Top 100 Women Financial Advisors," and the Financial Times "FT400." Her team supports clients with services including investment management, concentrated stock strategies, philanthropic strategies, currencies and derivatives, and lending solutions through Bank of America. Alyssa holds a Bachelor's Degree from Marist College and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She serves on the Board of Advisors for the Marist College School of Management and is involved with the Girl Scouts of Greater New York. Alyssa lives in New York City and enjoys cooking, hiking, pickleball, tennis, and spending time with her family.

Travis Sandlin is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones, eToro USA LLC, and The Vanguard Group. He served in the Air Force Reserves for several years in addition to his financial career. 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.

Matthew Swanson is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include four years at Morgan Stanley and experience in contracting and retail sectors. He also spent five years affiliated with Binghamton University. 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 developed 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.

Dwight Mathis is a Private Wealth Advisor with Merrill Private Wealth Management, where he has been a member since 1984. As one of the founding members of his group, Dwight serves as the primary equity strategist, overseeing the evaluation of derivative strategies, structuring fixed-income portfolios, and developing asset allocation strategies tailored to high-net-worth clients. His client focus includes corporate executive services, family wealth management strategies, and managing new wealth. Dwight holds a Bachelor’s degree in Economics and French, graduating magna cum laude from Washington and Lee University. He is a Personal Investment Advisor (PIA) and is fluent in English and French. Over his career, Dwight has received industry recognition including listings in Forbes’ Top 250 Wealth Advisors in America, Financial Times Top 400 Advisors, and Barron’s Top Advisors in Texas. His expertise extends to formulating complex financial strategies to address intergenerational wealth transfers and philanthropic planning. Outside of his professional role, Dwight is active in community and charitable organizations such as The Family Place, UT Southwestern Medical Center, and the North Dallas High School Mentor Program. He also mentors teens and supports outreach programs. His personal interests include biking, boating, fishing, golfing, hunting, ice hockey, photography, scuba diving, tennis, and traveling.

Sanyukta Gawande is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she worked at Beacon Cove Partners and Marathon Asset Management and completed her studies at Harvard College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Goldman is a financial advisor at Merrill based in New York, NY, holding a Series 66 designation. He has been with Merrill and Bank of America since 2025. Prior to his current role, he worked at the River Club of New York and Caterwaiters Event Staffing. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.