Lisa Decamp is a financial advisor at Merrill with 27 years of industry experience. She has held her current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Decamp holds Series 63 and Series 65 designations. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Roessler is a financial advisor at Merrill with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill and Bank of America, N.A. among other firms. Outside of his advisory role, he is involved in managing several real estate investment LLCs and serves as president of a two-unit condo association. 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, institutions, and charitable organizations.

Pooja Vyas is a Financial Advisor with Merrill Lynch Wealth Management. She works primarily with young professionals, business owners, and retirees in the Bay Area, focusing on understanding clients’ unique needs and goals to develop comprehensive wealth plans. Her approach includes providing ongoing support aimed at long-term financial security, wealth accumulation, retirement preparedness, and income generation. Pooja’s areas of expertise include education planning, personal retirement planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. Pooja earned a Master’s Degree from Mumbai University, a Bachelor's Degree from Sreemati Nathibai Damodat Thackersey Women's University, an MBA from the State University of New York at New Paltz, and completed a non-accredited certificate program at the University of California Berkeley Extension. She is also a member of the professional organization Women in Tech. In addition to her professional work, Pooja is multilingual, speaking English, Hindi, Gujarati, and Punjabi. Her personal interests include music, spending time with family, watching movies, and practicing yoga.

Jessica Mc Nannay is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, she worked for the Oregon Education Association for eleven 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Fuller is a Financial Advisor with the GF Wealth Management Group at Merrill Lynch Wealth Management. He serves as a Team Financial Advisor, focusing on providing wealth management services tailored to high-net-worth individuals. His areas of client focus include college education planning, corporate executive services, family wealth management strategies, institutional and corporate benefit services, legacy planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. Jeremy earned dual Bachelor of Science degrees in Finance and Accountancy from Arizona State University, where he was a member of Barrett, The Honors College. He received the Moeur Award for graduating at the top of his class. He holds FINRA Series 7 and Series 66 registrations, as well as a Life and Health insurance license. Jeremy also maintains the Personal Investment Advisor (PIA) designation. Outside of his professional career, Jeremy participates in various physical activities and enjoys playing pickleball. He values staying active in his personal time.

Michael Pizzutello Jr. is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at DraftKings Inc. and the University of South Carolina. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America affiliates to support a broad range of capital markets activities.

Joshua Cafaro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Elon University and brief engagements in the hospitality and education sectors. 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.

John O'Neill Jr. is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2002 and concurrently affiliated with Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage and custody services. The firm integrates multiple program strategies and manager-constructed approaches, supported by oversight from its CIO and platform governance, and leverages its affiliation with Bank of America for capital-markets and trading capabilities.

William Derkasch is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and two years of industry experience. His work history includes roles at Merrill since 2019 and a brief period at Derkasch Dental Health Associates PA in 2021. 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 and profit-sharing plans, corporations, and charitable organizations.

Brian Bell is a financial advisor with Merrill in New York, NY, holding a Series 66 credential and approximately one year of industry experience. Prior to joining Merrill in 2024, he held positions at firms including CitiBank and Pine Ridge, and has worked in various roles outside finance such as at Architectural Surfaces and several food service establishments. 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 for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Anthony Czarzasty IV is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His previous roles include positions at Glenmede Trust Company and Key Financial, Inc. Outside of finance, he has experience working in the restaurant industry at Oves Restaurant. Merrill, along 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 with model-based and discretionary investment strategies.

Connor Lilley is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Lilley-Liapis Group. He works with individuals, families, and business owners to assist with retirement planning, wealth accumulation, risk management, and legacy strategies. Connor's approach emphasizes personalized and thoughtful financial planning tailored to each client's unique goals and priorities. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Connor attended Hudson Valley Community College without earning a degree and holds a High School Diploma from Bethlehem Central High School. His expertise includes personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. Connor lives in Albany, New York, with his fiancée Mia and their cat, Omar. Outside of his professional role, he enjoys golfing, traveling, watching movies, listening to music, playing chess, and spending time with his family. He is also involved in the American Foundation for Suicide Prevention's R.I.T.A Walk community event.

Antony Muthangya is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has been with Merrill since 2017. 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.

Aixa Betancourt is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Merrill since 2007 and concurrently with Bank of America since 2012. Outside of her advisory role, she volunteers with Junior Achievement, delivering educational programs focused on social studies and community development to elementary students in inner-city schools. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Schmidt is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been practicing since 2016. He works as part of The Brady Riomao Schmidt Moran Group, focusing on providing a goals-based approach to wealth management. His practice centers on developing long-lasting relationships by assisting clients in growing and preserving their wealth and enabling them to achieve their short- and long-term financial objectives. Brian collaborates with clients' accountants and estate lawyers to manage wealth transfer, trust and estate planning services, and philanthropy, maintaining a comprehensive financial outlook for both present and future needs. Brian graduated from Binghamton University in 2009 with a Bachelor of Science degree in Financial Economics. He holds the Chartered Financial Analyst (CFA) designation, reflecting his deep understanding of financial markets and the industry. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income planning. He resides in the Greenpoint neighborhood of Brooklyn and spends his time traveling and with his family, including his wife Dina, daughter Ayla, son Wyatt, and rescue dog Boomer.

Thomas O Connor is a financial advisor with Merrill in New York, NY. He holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Bank of America, N.A. since 2018 and Merrill since 2017, following nearly three decades of self-employment. 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 institutions, with portfolio implementation tailored by strategy and supported by internal and third-party management teams.

Sean Hehn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America, N.A. Hehn’s background includes time at David J Hehn CPA and studying at Pennsylvania State 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Naledi Kolishovska is a Series 66-licensed financial advisor at Merrill with 10 years at the firm and 4 years of industry experience. She 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and organizations.

Patricio Diaz is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Merrill since 2007. 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 institutions.

Jessica Ingalls is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has previously worked at Oakway Fitness and was involved in Threshold Fitness, where she serves as Treasurer and owns 50% of the business. Ingalls assists with bookkeeping and office organization for Threshold Fitness while transitioning fully to Merrill. 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.