Anthony Ojeda is a financial advisor with Merrill in New York, NY, holding a Series 66 designation. He has one year of industry experience and has previously worked at Chapman Dodge, Pacific Mobile Diagnostics, Berge Toyota, Safelite Autoglass, Quiktrip, and Highland High School. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerfenson Cerda Mejia is a financial advisor at Merrill based in New York, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2022, his work history includes roles at TD Ameritrade and various other positions. 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 clients, and institutional accounts.

Paul Pettersen is a Senior Financial Advisor with The Snyder/Balducci Group at Merrill Lynch Wealth Management. He focuses on estate planning strategies, helping clients align their wealth transfer plans with their family, philanthropic goals, and tax considerations. Paul holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Personal Investment Advisor (PIA) designation. Paul joined Merrill Lynch Wealth Management in 2003 and has served as a Director in Merrill's Ultra-High Net Worth Strategic Wealth Advisory Group in New York. His expertise includes planning for estate, gift, and generation-skipping transfer taxes, as well as philanthropy and asset preservation planning. Prior to Merrill Lynch, Paul was a manager at Ernst & Young, LLP, where he developed financial plans and conducted workshops for corporate clients, and also worked as a senior financial planner at Altfest Personal Wealth Management. He holds a Bachelor of Science degree in Accounting from The University at Albany, State University of New York, and a Master of Science in Personal Financial Planning from The College for Financial Planning. Paul is also a Certified Public Accountant (CPA). In his advisory role, Paul emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.

Alyssa Juros is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2022, following six years at The Concord Advisory Group, Ltd. in New York, NY. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fahad Sayeed is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price for six years. Outside of his advisory role, he is the sole owner of a rental property in Silver Spring, Maryland. 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.

Devin Joslyn is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the DBSR and Associates Wealth Management Group. He focuses on goals-based wealth management, assisting individuals, families, and businesses with implementing complex strategies to achieve their short- and long-term financial objectives. Devin collaborates with clients' tax advisors and estate attorneys to create a holistic financial planning experience. Devin has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He serves clients in areas such as college education planning, executive compensation, legacy planning, retirement income, and socially responsible investing. He graduated from Loyola University Chicago with degrees in Finance and Economics and previously attended Canisius High School. Outside of his professional work, Devin's personal interests include adventure sports, biking, camping, fishing, and golfing.

Erin Tripp is a financial advisor at Merrill with 21 years of industry experience. She has held her current position since 2009 and holds a Series 66 designation. 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.

Rita Carey is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she serves as a trustee for a family trust based in Massachusetts. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Jonathan Lopez is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2012 and 2015, respectively. 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.

Krista Fowler is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. Outside of her advisory role, she owns a business focused on breeding and selling Labrador retrievers and is involved in developing a website for pet breeders to network and find related supplies and services. 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 various institutions.

Brian Mack is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized investment guidance and facilitating access to banking and lending resources. Brian works closely with individuals, families, and business owners to develop strategies that align with their unique financial objectives and evolving needs. Brian holds a Bachelor's Degree from Siena College and a Master's Degree in Financial Analysis from Rutgers. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which supports his expertise in retirement planning and investment strategies. He emphasizes understanding each client's goals, priorities, and vision for the future to tailor financial solutions accordingly. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Connie Picardi is a financial advisor at Merrill with 13 years of experience at the firm and holds a Series 66 certification. She is based in New York, NY, and has five 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and organizations.

Steven Van Cura is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2005. 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, incorporating strategic asset allocation and tax-aware options.

Justin Weissman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on addressing all aspects of his clients' financial lives by understanding their individual financial situations, risk tolerance, and liquidity needs. He collaborates with clients to develop customized wealth management strategies aligned with their personal and family goals. Justin leverages resources from Merrill Lynch as well as banking services from Bank of America to provide a comprehensive approach to managing wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Franklin & Marshall College. Committed to community involvement, Justin participates in volunteer activities with local organizations, reflecting the Merrill tradition of service in the communities served.

Phillip Nasrallah is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. His prior experience includes roles at Bank of America Private Bank and UBS Financial Services. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amorette Vierheller is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and Charles Schwab. 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.

Lloyd Lederman is a Series 66 credentialed financial advisor with Merrill in New York, NY, bringing 18 years of industry experience. He has worked at Merrill since 2009 and Bank of America N.A. since 2006. Outside of his advisory work, he serves as President of the Rescue Hook & Ladder Company #1 of Roslyn, NY, a fire and rescue volunteer department. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cole Brouse is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill in 2026, he worked at Upgrade Inc. from 2024 to 2026 and held various roles across multiple companies 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Malik Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with high-net-worth and ultra-high-net-worth individuals, including business owners, physicians, attorneys, corporate executives, athletes, and entertainers. His expertise covers various areas such as retirement planning, education funding, wealth transfer strategies, personalized investment approaches, and addressing the unique financial considerations faced by his clients. Malik holds a Bachelor's Degree from Dominican College and has earned professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Through his role, he focuses on building relationships and providing guidance that fosters clarity, confidence, and financial well-being. Outside of his professional commitments, Malik is a family man who values spending time with loved ones. He is an avid sports fan and enjoys engaging in activities such as basketball, baseball, football, adventure sports, painting, skydiving, music, and traveling.

Sheona Ahuja is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Wells Fargo and Merrill Lynch Wealth Management. Sheona also spent four years at Pace University. 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.