Stephney Gordon is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining Merrill in 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Pollard is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Merrill since 2011 and concurrently at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. 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 teams.

Joseph Doonan is a financial advisor at Merrill with 33 years of industry experience. He has held his current position since 2009 and holds Series 63 and Series 65 licenses. 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.

Gerard Andrews is a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. He leads The Andrews Group, a nine-member team, focusing on preserving wealth, limiting risk, and helping clients pursue customized wealth management goals. As a Senior Portfolio Manager, he manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, also making these strategies available to clients working with other Merrill Lynch Advisors. Mr. Andrews has been involved in financial markets since 1973, beginning his career on Wall Street in the foreign exchange market. Since joining Merrill Lynch in 1997, he has concentrated on providing financial guidance to individuals, companies, and nonprofits. His client focus areas include family wealth management strategies, LGBT wealth planning, liquidity management, personal retirement planning, and socially responsible investing. He holds a bachelor's degree from Rutgers University and has earned professional designations including Certified Portfolio Manager (CPM), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mr. Andrews is fluent in English, Spanish, and Portuguese. Outside of his professional role, he serves on the Board of the New York Chapter of the Institute of Management Accountants and is involved with EIES of New Jersey. He resides in South Orange, New Jersey.

Robert Lough is a financial advisor at Merrill in New York, NY, holding a Series 66 designation. He joined Merrill in 2025 and has prior experience at Bryant University, Advantage Solutions, and Union College. 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 with model-based and discretionary investment strategies.

Deshawn Millien is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Abbott Capital Management, Chase Bank, and Pandora, as well as a position at Office Furniture Heaven. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Yee is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 license and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. Based in New York, NY, he has spent his entire career 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 offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Gilligan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Camp Gray Inc, Gilligan's Paradise Creations, and Postino. She has experience in both the financial sector and community-focused organizations. 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 clients including individuals, high-net-worth investors, and institutions.

Christopher De Marchi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Bank of America Private Bank. 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.

Sophie Strobl is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Trillium Trading and BDO Capital Advisors, among others. 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.

Kristyn Cornacchia is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. 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 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.

Michael Murray is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, with a brief period at Ferraro's Restaurant. Prior to his advisory roles, he spent four years at Marist College. Merrill, along 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 developed by internal and third-party managers.

John Hartmann is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Avantax Investment Services, Transamerica Financial Advisors, and Nisivoccia LLP. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Ripley is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of an online retail business, Ripley American LLC, and works as a rideshare driver for Lyft and Uber. 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.

Zachary Zeman is a Series 66-licensed financial advisor with Merrill in New York, NY, where he has worked since 2015. He has nine 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

Kevin O'Connor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in catering and attended Franklin and Marshall College. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and is integrated with Bank of America’s broader banking and capital-markets platform.

Garth Morant is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes multiple positions at Merrill and Bank of America, N.A., as well as roles at Equitable Advisors, LLC, Garan Inc., and Borough of Manhattan Community College. Outside of his advisory work, he is involved in two for-profit entities: a driving service and a consulting firm that provides administrative assistance with immigration-related document completion. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Hugh Keenan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America Merrill, Checkmate Lacrosse Co Inc., and various educational institutions. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Holland is a Wealth Management Advisor at Merrill Lynch Wealth Management and co-founder of The Bellows Holland Duvall Jackel Group. Since joining Merrill Lynch in 2011, Peter has focused on a goals-based approach to wealth management aimed at aligning clients' portfolios with their most important life goals. He works with a diverse client base that includes business owners, executives, entrepreneurs, and professionals in the sports and entertainment industries. With over a decade of experience, Peter advises on wealth structuring, pre- and post-liquidity planning, risk management, legacy planning, and retirement income strategies. He holds professional designations including Certified Private Wealth Advisor (CPWA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), and earned his bachelor's degree from Siena College. Peter has been recognized by Forbes as a "Best-in-State Next Generation Wealth Advisor" from 2019 and 2022 through 2026. Peter resides in Hoboken with his wife Monika. He participates in community work with Covenant House New York and enjoys recreational activities such as boating, fishing, golfing, skiing, and cooking.

Teresa Hunter is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and 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.