Michael Ferris is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is the owner of BBFST LLC, an LLC established to invest passively in a friend's 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 individuals, high-net-worth clients, and institutions.

Eric Melnick is a Wealth Management Advisor and Portfolio Manager with over 30 years of experience in the financial services industry. Since 1997, he has been with Merrill Lynch Wealth Management, where he serves as a Senior Vice President. In his role, Eric focuses on asset management, investment planning, estate planning services, and consulting for corporations and their executives, high net worth families, entrepreneurs, private equity and hedge funds, and non-profit organizations. He also provides specialized advice in liquidity, hedging, diversification techniques for concentrated stock, stock option financing, and alternative investments. Eric holds qualifications including the Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Eric earned a Bachelor of Science with honors from Rider University in 1986 and obtained his Certified Public Accounting License (CPA) in 1987. Although a CPA, he does not provide tax advice in his capacity at Merrill Lynch. Additionally, he holds FINRA Series 7, 63, and 65 registrations and maintains insurance licenses in 13 states. Eric is recognized for his client-centered approach, delivering unbiased, ethical wealth management strategies tailored to his clients' specific needs. He also coordinates alternative investment offerings at the Park Avenue office, which include hedge funds, managed futures, private equity, and annuity products. Outside of his professional responsibilities, Eric’s personal interests include cooking, golfing, skiing, and surfing. His practice areas encompass college education planning, corporate benefits, divorce transition planning, family wealth management strategies, socially responsible and ESG investing, and tax minimization.

Lindsay Hans is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as an administrator for D and L R and is a board member of the Liberty Science Center, where she is involved in financial exception, advocacy, and leadership development. 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.

Kieran Creagh is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial planning and investment management. He provides a comprehensive advisory experience tailored to clients’ unique financial goals, including retirement planning, college education funding, liquidity management, philanthropic planning, and portfolio management services. Kieran’s approach emphasizes understanding clients’ priorities to create customized financial roadmaps that align with their aspirations while managing investment risks. He holds a bachelor's degree in economics from Hofstra University and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, Personal Investment Advisor (PIA) credential, as well as FINRA Series 7 and 66 registrations. Kieran is also licensed for Life, Accident & Health insurance in Pennsylvania. Leveraging resources from Merrill Lynch, Bank of America Private Bank, and Bank of America’s institutional research and financial platforms, he offers integrated strategies that address wealth accumulation, preservation, and legacy planning. Originally from Springfield (Delco), Kieran now lives in South Jersey with his wife Jennifer and their dog Bailee. Outside of work, he maintains an active lifestyle and enjoys boating, fishing, golfing, pickleball, and surfing, particularly at the Jersey Shore. His balanced approach fosters strong relationships and allows him to bring genuine empathy to his interactions with clients and colleagues.

Benjamin Skaggs is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has prior work experience at Eastern Bank, Don Bunker Insurance Agency, and Bridgewater State University. Outside of finance, he has a long-term role at Men's Wearhouse since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Patrickakos is a financial advisor at Merrill with 25 years of industry experience. He has held his current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of his advisory role, he participates in a bi-weekly podcast focused on music and the arts, and he serves on the board of directors for the Expect Miracles Foundation, a nonprofit organization dedicated to supporting cancer research and patient assistance. Additionally, he is involved in a personal music project as a performer and managing member. 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, providing a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Simon Boutros is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. 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 various institutional investors.

Sarah Rowan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2009, totaling 17 years at the firm. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Rickey Lee is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Morgan Stanley for four years and at Marco Polo International for three years. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dana Rusiski is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

William Glyman is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His background includes roles at Bank of America and Merrill beginning in 2026, as well as various positions linked to Boston College and The Winter Club. 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.

Angelina Bui is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at US Bank Corp and has held positions in education and the food service industry. 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.

Maria D. Colucci is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 1987 and has over three decades of experience assisting clients in building personalized wealth management strategies. Maria’s approach emphasizes listening carefully to clients and helping them make informed decisions to develop comprehensive plans tailored to their individual needs. Her areas of expertise include family wealth management strategies, legacy and philanthropic planning, portfolio management, liquidity management, and services for endowments, foundations, and non-profits. Maria also specializes in managing new wealth, personal retirement planning, small business strategies, and addressing the financial needs of women. Maria holds a Bachelor’s Degree from Iona University and the Personal Investment Advisor (PIA) designation. Outside of her professional work, she enjoys biking, hiking, scuba diving, skiing, spending time with her family, and traveling.

Sydney Collins is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, Collins worked at Bank of America Merrill Lynch and held positions at Fordham 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas P.J. Rosenberg is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at the Rockefeller Center Merrill office in New York City. He has been with Merrill Lynch Wealth Management since 1987, bringing over 27 years of experience in private client services. His work focuses on executive compensation, family wealth management strategies, and portfolio management services, serving primarily high-net-worth individuals and families. Tom's approach to financial advising is consultative and objective, emphasizing a goal-based strategy that leverages the global resources of Merrill Lynch Wealth Management and Bank of America. He offers concierge banking, customized investment management, and guidance through significant life events. His team assists clients with money management, concentrated stock strategies, personal credit, 401(k)s, and education planning, aiming to minimize risk and meet the varied needs of high-net-worth households. Tom holds the designation of Personal Investment Advisor (PIA) and a Bachelor's Degree from Ohio Wesleyan University. Active in community and professional development, Tom serves as the New York Co-Chair of the Bank of America My Environment program and mentors new advisors within his team. He received the 2014 David Brady Award for outstanding philanthropy, client focus, and dedication to his company and community. In his personal time, he enjoys outdoor activities such as biking, hiking, fishing, gardening, skiing, and spending time with his family.

Charles Driscoll is a Financial Advisor with Merrill Lynch Wealth Management, where he joined in 2021 as a Financial Solutions Advisor. In his role, Charles focuses on helping clients identify and pursue their financial goals by developing personalized strategies that address their unique ambitions. He offers expertise in areas including education planning, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Charles holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Prior to his current position, he earned his Bachelor of Arts degree in Economics from Saint Michael's College in 2020, and previously graduated from Boston College High School in 2016. Outside of his professional responsibilities, Charles has interests in basketball, boating, football, and golfing.

Annabelle Santucci is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. Her background includes roles at Merrill Lynch Wealth Management and Ameriprise Financial, as well as several positions connected to Villanova University. She previously operated a business, Ralph's Famous Italian Ices, from 2020 to 2022. 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. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party investment management.

Mohammed Khan is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. He worked at J.P. Morgan Chase & Co. from 2016 to 2019 before joining Merrill in 2019. Outside of his advisory role, he is a managing member of MZK Properties LLC, a business established to manage mortgage payments and maintenance for his rental properties. 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.

Christopher Conley is a financial advisor at Merrill in New York, NY, with two years of industry experience. He holds the Series 66 designation and previously worked at Ocean Block Capital and Bank of America, N.A. There are no additional outside activities noted. 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 to individuals, high-net-worth clients, and institutional accounts.

Anisa La Rochelle is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Her prior experience includes a role at Bank of America, N.A. and studying at Bowdoin 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.