Nicole Sweeten is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill since 2008 and also has roles with Bank of America, N.A. and Garden City. Outside of her advisory work, Sweeten serves as a consultant for a skincare company and volunteers as a troop co-leader for the Girl Scouts of Nassau County. 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 institutional investors.

Jeffrey Frederick is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Laube is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at TD Bank from 2020 to 2022 and spent 13 years at US Trust before joining Merrill in 2022. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Andrew Heilbronn is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1998. He works closely with families and individuals to provide a planning-based approach to wealth preservation, focusing on areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and retirement income. His experience includes liability management related to private equity and special investments, as well as mutual fund research and collaboration with retirement specialists. Prior to his financial advisory career, Andrew spent seven years in the technology field, enhancing his ability to utilize the latest tools to benefit his clients. He holds a Bachelor’s Degree in Information Science from Syracuse University, earned in 1991, and holds the Personal Investment Advisor (PIA) designation. Andrew is part of a family advisory team that includes his father and brother, both of whom have extensive experience in the industry. Andrew resides in Cranbury, New Jersey, with his family. Outside of his professional work, he enjoys outdoor activities such as fishing, boating, camping, gardening, hiking, cooking, and spending time with his family.

Matthew Zangrilli is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Merrill since 2012. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caleb Powers is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022. His prior experience includes roles at Barr Group Mortgage and several other organizations across different 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Levine is a Wealth Management Advisor based in the Park Avenue office of Merrill Lynch Wealth Management. He has been with Merrill since January 2001 and serves affluent individuals and their families, with a focus on customized wealth management strategies that align with clients' personal values and financial goals. His approach incorporates Modern Portfolio Theory and Top-down analysis to design portfolios aimed at maximizing risk-adjusted, after-tax performance, with a fixed income emphasis on investment grade securities. John began his career as a Fixed Income Portfolio Manager at Sanford C. Bernstein & Co. He pursued a Ph.D. program in Economics at the University of Pennsylvania, holds an MBA in Finance from New York University's Stern School of Business, and earned a Bachelor's degree in Economics and Applied Mathematics from Northwestern University. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Chartered Alternative Investment Analyst (CAIA). Outside of his professional pursuits, John lives in Scarsdale, New York with his wife and two sons. He has owned and bred thoroughbred racehorses and is recognized as a tournament thoroughbred handicapper.

Jonathan Forsythe is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and previously worked at Citigroup Global Markets Inc. for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. 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.

Steven Kang is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Auerbach Grayson & Co LLC, and BNP Paribas Securities Corp. 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.

Ansley Wood is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Wood held positions at the University of Georgia, Bank of America, and other organizations. 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 a range of individual and institutional clients.

Alexander Galasso is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management in New York City. He joined Merrill in 2013 and specializes in providing individuals, families, and businesses with a comprehensive wealth management experience supported by Merrill's global resources. His approach emphasizes clear communication, transparency, and detailed attention to client objectives, offering education and guidance to implement investment and financial solutions. His client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as retirement income. Alexander holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from Hobart & William Smith Colleges. Alexander lives in Darien, Connecticut with his wife, children, and dog. In his free time, he enjoys running, reading, relaxing, grilling, biking, boating, golfing, and skiing. He is also involved in the community as a volunteer at Memorial Sloan Kettering.

Lisa Guerriero is a financial advisor at Merrill with 18 years at the firm and holds a Series 66 designation. She has three 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Vincent Guinta is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013 and concurrently associated with Bank of America, N.A. since 2015. 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.

Richard Breed IV is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Tarlow Breed Hart & Rodgers PC and Arent Fox Schiff. Outside of financial advising, he manages an LLC that coordinates the rental of ice time for pickup ice hockey games. 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 institutional investors.

John Tripp is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping individuals and families grow and protect their wealth through personalized financial strategies. His areas of expertise include college education planning, equity compensation services, family wealth management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. John also provides clients access to specialists for banking, credit, home financing, and small business solutions. John holds a Bachelor's Degree from the State University of New York System and holds the designation of Personal Investment Advisor (PIA). He is a member of the Pelham Chamber of Commerce. In addition to his professional commitments, he participates in community activities including the Bank of America Disability Action Network. Outside of his advisory work, John enjoys biking, camping, playing chess, hiking, ice hockey, skiing, swimming, tennis, traveling, and spending time with his family.

Linda Davila is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, operating out of the Park Avenue Office. With over four decades of experience in the financial services industry, she specializes in providing a comprehensive approach to wealth management, including portfolio management, retirement planning, life insurance analysis, and wealth preservation and transfer services. She serves clients such as individuals, families with substantial wealth, and non-profit organizations, focusing on personalized strategies aligned with each client's financial objectives. Throughout her career, Linda has been recognized for her contributions to education and financial services. She served as Chairperson of the Board of Trustees at New York Institute of Technology (NYIT) for 12 years, the first woman to hold that position, where she played a significant role in improving the institution's financial and operational conditions. Linda received an honorary Doctor of Humane Letters degree from NYIT and was honored as one of the most "Influential Women in Business" by the Jesse Banks Foundation. Additionally, she holds the title of "Dame Linda" as part of the Most Venerable Order of St. John and has been recognized by the Royal Order of Francis I for her charitable contributions and humanitarian work. Linda holds a Bachelor's Degree from New York Institute of Technology and is a Personal Investment Advisor (PIA). She serves on several boards, including the Episcopal Church Foundation and Scripps College. Her community involvement extends to organizations such as the American Special Olympics and the NYC 2017 Diversity and Inclusion Champion initiative. Outside of her professional work, Linda has interests in antiquing, gardening, interior decorating, music, tennis, traveling, and writing.

Richard Burke III is a financial advisor at Merrill in New York, NY, holding a Series 66 designation. He has experience at Lenox Advisors and Bank of America, N.A., and previously worked in various roles including at Farnsworth Fine Cannabis Company and several service businesses. 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.

Douglas Campbell is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has been with Merrill since 2015, including a brief tenure at BofA Securities, Inc. in 2019. 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 individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

David Finkelstein is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Finkelstein returned to Merrill in 2022 after an earlier four-year tenure at the firm. 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.

Michael Knauf is a Private Wealth Advisor at Merrill Private Wealth Management. He provides investment advice to a select number of wealthy families and institutional clients, focusing on analyzing, constructing, and tracking portfolios across various asset classes including equities, fixed income, foreign exchange, and OTC derivatives. Before joining Merrill in 2002, Mr. Knauf was a Vice President in J.P. Morgan's Private Bank, where he advised wealthy families and individuals. Prior to that, he served as a Senior Consultant for the Boice Dunham Group, covering large pension funds and real estate investment managers. He holds a Bachelor's degree from Villanova University, a Master's degree from George Mason University, and an MBA from Yale University. Additionally, Mr. Knauf served as an evaluator for the Goldman Sachs Foundation-Yale School of Management Partnership on Nonprofit Ventures.