Phillip Nolan is a Series 66 licensed financial advisor with 17 years of industry experience, currently associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. He is based in New York, NY. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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 developed 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.

Jorge Aguilar is a Financial Advisor at Merrill Lynch Wealth Management, operating from the Bank of America Tower at One Bryant Park in New York City. He collaborates with individuals, families, and entrepreneurs, offering financial strategies that address executive compensation, equity compensation, family wealth management, LGBT wealth planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. His work supports clients both in person and virtually across select U.S. states. Originally from Lima, Peru, Jorge holds an Accredited Certificate Program from Universidad San Ignacio de Loyola and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He is fluent in English, Spanish, and French, and is a member of several professional organizations including the Bank of America NYC Business Council - LGBTQ+ Group, the Hispanic/Latino Organization for Leadership & Advancement (HOLA) at Bank of America, the Inter-Generational Employee Network at Bank of America, and the LGBTQ+ Pride Employee Network. Outside of his advisory role, Jorge participates in community groups such as Out Professionals NYC, QNC, and StartOut NYC. His personal interests include cooking, dancing, golfing, music, soccer, swimming, tennis, and traveling. Through his work and community involvement, Jorge aims to provide accessible and inclusive financial guidance that aligns with clients' values and life goals.

Matthew Kutzer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, L.E.K. Consulting, Keller Williams, and State Street Corp. He has also worked in various positions from 2014 onward, including at Northeastern University and Boardwalk 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Lipski is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. Prior to that, he worked at Laidlaw & Company for one year. 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.

Whitney Fry is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at STIFEL and B.C. Ziegler and Company. 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. 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.

Kelly Ferguson is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing, JP Morgan Securities LLC, and JP Morgan Chase. Outside of financial services, she has experience in the restaurant industry with J Alexander 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal Chief Investment Office teams and third-party managers.

Justin O Connor is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Pyramid Management Group and YMCA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maurice Lyle is a Financial Advisor at Merrill Lynch Wealth Management's Park Avenue Office in New York City. He primarily works with successful professionals, corporate executives, and business owners who are family oriented, aspire to a work-optional lifestyle, and aim to leave a significant legacy. In his role, Maurice builds and manages customized portfolios for his clients, utilizing disciplined research into market-leading companies and implementing tax-efficient long-term planning strategies. Maurice holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Bloomfield College. His expertise encompasses corporate executive services, executive compensation, equity compensation services, institutional and corporate benefit services, personal retirement planning, socially responsible investing, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. Beyond his advisory role, Maurice is actively involved in community and professional organizations. He serves as President of the Bloomfield College Alumni Network, is a member of the Union County Business Advisory Council for Community Options, Inc., and a board director for the Jazz Choreography Enterprise. His personal interests include baseball, football, golf, music, painting, spending time with family, tennis, and traveling.

Brandon Fuller is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Vuori, Inc. and Nordstrom, Inc., and has been involved in educational roles at Desert Mountain High School and Mountainside Middle School. He is also currently affiliated with Barrett Honors College at Arizona State 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based, discretionary, and tax-aware investment strategies.

Anna Potts is a Series 66 licensed financial advisor with Merrill in New York, NY, and has six years of industry experience. Prior to joining Merrill in 2020, she worked at Bank of America and attended the University of Florida from 2015 to 2019. Outside of her advisory role, she serves as an advisory board member for Whimstay, Inc., a last-minute vacation rental startup. 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.

Kaitlyn Wrisley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Arrowstreet Capital, Merrimack College, and Dalton & Fingegold. 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.

Dana Deorchis is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2011. 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.

Russell Caramagno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, he held positions at Better Mortgage and worked at Augusta National Golf Club. 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.

Laura Bokser is a Private Wealth Manager at Merrill Private Wealth Management. She and her team advise entrepreneurs, founders, corporate executives, and private business owners on tax-efficient ways to structure their wealth, preserve and invest liquid assets, manage borrowing needs, and develop comprehensive plans for wealth transfer that positively impact future generations and philanthropy. Laura's experience and relationships have facilitated strategic introductions, fundraising, access to liquidity, and exits through IPOs and strategic sales. Before joining Merrill Lynch Wealth Management, Laura worked at J.P. Morgan’s Private Bank for three years and previously founded her own company, CoffeeCard. She earned a Bachelor of Science degree from New York University’s Leonard N. Stern School of Business, with a double major in Finance and Global Business and a minor in Entrepreneurship. Laura actively participates in entrepreneurial endeavors through NYU’s Berkley Innovation Labs and is a member of the Female Founders Network, working closely with founders and entrepreneurs. Laura holds the Personal Investment Advisor (PIA) designation. She speaks English and Russian. Outside of her professional work, she resides in Williamsburg, NY with her husband.

Emma Rioux is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. She has worked at Merrill since 2024 and has an academic background that includes four years at Villanova 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.

Concetta Cullin is a financial advisor at Merrill with Series 63 and Series 65 licenses and 38 years of industry experience. She has worked at Merrill since 1981. Merrill, alongside 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.

Brian Heins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He follows a disciplined process centered on understanding each client's specific needs, concerns, and priorities to create personalized financial strategies aimed at helping clients pursue their goals. Brian holds the Chartered Financial Consultant (ChFC) designation and the Personal Investment Advisor (PIA) designation. He has completed accredited certificate programs from New York University, the College for Financial Planning, and the American College. In addition to his advisory role, Brian is actively involved in community service, volunteering with local organizations in line with Merrill Lynch's tradition of community participation.

Matthew Rabara is a financial advisor at Merrill with 24 years of industry experience. He has been with Merrill since 2010. He holds Series 63 and Series 65 licenses. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Barovick is a Financial Advisor with The Barovick Group at Merrill Lynch Wealth Management in New York City. He works with a diverse clientele including senior corporate executives, closely-held business owners, and multi-generational families. His approach centers on addressing each client's unique needs and priorities through a wide range of services such as investment management, cash-flow analysis, retirement strategy, estate planning, philanthropic strategies, and banking and lending services through Bank of America. Jeremy and his team focus on navigating complex and time-sensitive financial situations. This includes strategies for executives managing concentrated and restricted stock positions, assisting business owners with liquidity events and associated decisions, and helping multi-generational families with tax-sensitive wealth structuring and transfer. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Middlebury College and a Master's Degree from New York University.

Gabriel Garcia is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm employs a variety of investment strategies and maintains integration with Bank of America affiliates, supporting a broad range of financial and capital markets activities.