Errika Mijares is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she is involved as a power of attorney and has ownership in a property management entity. 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 diverse range of clients including individuals, pension plans, and charitable organizations.

Matthew Miller is a Series 66 licensed financial advisor with Merrill in New York, NY, bringing 21 years of industry experience. He has worked at Merrill since 2006 and at Bank of America N.A. 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 strategies designed 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.

Bryan Kaufmann is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience, all of which has been with Merrill since 2016. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

Nicholas Van Stee is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at Grand Canyon University, Avista Senior Living Management, Target, Burger King, and the American Leadership Academy. 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.

Stephen Mcgovern is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in financial services, with a background that includes institutional trading specializing in interest rate derivatives and money markets. Prior to joining Merrill Lynch in 2015, Stephen worked at firms such as Cantor Fitzgerald, GFI Securities, and ICAP LLC. This extensive capital markets experience informs his approach to managing client portfolios. Stephen earned a Bachelor of Science degree in Finance from Northeastern University and holds the designation of Personal Investment Advisor (PIA). He is also affiliated with several professional organizations, including the Irish Business Organization of NY, the Market Technicians Association, and the Money Marketeers of NYU. Residing in New York City, Stephen is involved in his community through Coaching and participation in CYO Sports Council. He leads a team that focuses on wealth management for individuals and families, leveraging the resources of Merrill Lynch to provide dedicated service.

Jackson Treister is a financial advisor with Merrill in New York, NY, holding a Series 66 designation. He has been with Merrill since 2024 and previously worked at Bank of America, N.A. from 2026 to the present. Treister’s background includes time at Boston College and the Polytechnic 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Chen is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he owned and operated a screen print and embroidery business, Jameson NYC INC, which he continues to run as a weekend venture. He also provides consulting services to a custom apparel company as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies.

Payton Sorensen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Sorensen held roles in education and business, including work at High Quality Water and Air and teaching at both Grand Canyon University and various 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Bianco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages relationships with affluent individuals and families who have complex wealth structuring and investment needs. Michael focuses on designing customized financial strategies, creating capital growth investment management plans, and advising clients on retirement income planning both before and after retirement. In addition to his client advisory roles, Michael serves as the lead advisor to corporate retirement plan executives, providing guidance on plan design and administrative matters. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Michael earned his bachelor's degree from the State University of New York System.

Siong Gouw is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 63 designation and has been with Merrill and Merrill Lynch Canada since 2000 and 2006, 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 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.

Bryan Joachim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in March 2019 and provides financial advisory services focused on delivering a simple, goals-based wealth management approach. Bryan takes into account clients' preferences for risk, liquidity, goals, and timelines to craft personalized strategies involving asset diversification, liability and cash management, equity compensation monetization, education, and retirement planning. Bryan holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He earned his bachelor's degree from Syracuse University and is affiliated with the professional organization Sigma Phi Epsilon. He resides in Plainview, New York with his wife Samantha and daughter Jade. Bryan enjoys playing golf, tennis, and basketball, and is an avid traveler. He is also involved in community support as a staunch supporter of the Diabetes Research Institute Foundation and Breakthrough T1D.

Serena Crawford is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Prior to Merrill, she worked at Bank of America, where she continues to be employed. Outside of her advisory role, she is the sole owner of a rental property. 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.

Dominic Rodriguez Donohue is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he held positions outside of the financial sector, including roles at SUNY Geneseo and the Country Club of Buffalo. Outside of his advisory work, he is an active musician, playing bass in a local jazz group and guitar in an indie rock band that performs regularly in the Buffalo area. 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 plans, corporations, and charitable organizations.

Hannah Ko is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her work history includes multiple roles at Merrill and Columbia University, along with a position at New York Life Insurance Company. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Michael Brown is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America N.A., Merrill Lynch, and Mass Mutual. 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.

Randall Roenfranz is a Series 66-licensed financial advisor with Merrill in New York, NY, with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 individual and institutional clients.

Zhuo Hou is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, Hou held roles at RBC Wealth Management and Zhengdao Xingda Asset Management. 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.

Jonathan De Stazio is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles in academic and community settings, including positions at Bentley University and the Committee on Temporary Shelter. He has also been involved with The Millbrook School and its affiliated Trevor Zoo. 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.

Peter Rose is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1994. 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 plans, corporations, and charitable organizations.

Joseph Grunfeld is a Private Wealth Advisor specializing in guiding entrepreneurs, executives, business owners, family offices, and multigenerational families through complex financial decisions. With over four decades of experience, he focuses on wealth management, investment strategies, family office advisory, alternative investments, liquidity events, and legacy planning. Joseph's approach prioritizes relationships, long-term thinking, and stewardship of wealth and family legacy. Throughout his career, Joseph has assisted clients with business transitions, concentrated stock positions, wealth transfers, retirement planning, and philanthropic initiatives. He holds professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Joseph earned a Bachelor's degree from George Washington University. Joseph is involved with Maloto, a non-profit organization supporting the building of a school and feeding center in Malawi. He is dedicated to helping families turn success into generational impact and enduring legacies.