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.

Adam Amiri is a Financial Advisor with Merrill Lynch Wealth Management based in Scottsdale, Arizona. He works with business owners, corporate executives, athletes, and multigenerational families, focusing on areas such as corporate benefits, executive compensation, liquidity management, tax minimization, estate and philanthropic planning, and socially responsible investing. Adam helps clients build integrated financial strategies that align with their wealth's purpose. Adam graduated summa cum laude from the W.P. Carey School of Business at Arizona State University with a Bachelor of Science degree in Business Law and a minor in Strategic Communication. He holds certifications including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He serves on the ASU Foundation Gift Planning Advisory Council and the Central Arizona Estate Planning Council, contributing to planned giving initiatives and estate planning discussions. Beyond his professional work, Adam is involved in several community organizations such as the Arizona Council on Economic Education, Feed My Starving Children, Foundation of Wellness and Community, and NAMI Valley of the Sun, where he supports mental health awareness. He enjoys cooking, golfing, hiking, photography, pickleball, skiing, tennis, traveling, and spending time with family.

Stephanie Ayala is a financial advisor at Merrill in New York, NY, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, J.P. Morgan Securities, and North Western Mutual. Outside of finance, she is the owner of Posh Picnics NYC LLC, a business that provides luxury picnic and custom event décor services. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and charities, offering managed account programs, discretionary portfolio management, and brokerage services supported by a platform integrated with Bank of America affiliates.

Payden Foubert is a financial advisor at Merrill with a Series 66 designation and one year of experience at the firm. Prior to joining Merrill, Foubert worked at Safeway for two years and studied at Arizona State University for four 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 strategies supported by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Schwartz is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2015. Outside of his advisory role, he serves as a director for 620 Tenants Corp., a cooperative apartment corporation in the Bronx, where he assists in management and governance activities. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jeannie Lennox is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Her previous roles include positions at Santander, WorldPay, and Webster Bank. Outside of finance, she works as a bartender at B3 Restaurant & Bar in Kingston, MA. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Frank Bonanni is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with four years of industry experience. His work history includes multiple periods at Merrill Lynch as well as a year at Bank of America. 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.

Haley Dang is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, she has worked at Bank of America, Royal Bank of Canada Wealth Management, and Alexander Hutton. Outside of finance, she has worked as a stylist for Aritzia, a retail clothing 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Simeo is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Gatto is a Private Wealth Advisor and partner on the Dyer Team at Merrill Private Wealth Management. He advises a focused group of business owners, founders, senior executives, and families managing wealth across multiple generations. His work integrates investment strategy, liquidity and financing considerations, wealth transfer planning, and family dynamics to provide a coordinated approach tailored to each client's financial picture. With close to three decades of experience, Matthew has held roles in financial analysis, strategic planning, and advisory leadership at several global investment firms before returning to Merrill in 2010. He holds a Bachelor's Degree from the University of Dayton and a Master's Degree from Fordham University, and has earned designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Matthew lives in Brooklyn, New York, with his wife and three children. He is involved in the community through organizations such as the Brooklyn Youth Chorus Academy and the Wreckio Theater Ensemble. In his personal time, he enjoys strength training, spending time outdoors, and reading widely.

Russell Moskowitz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Fifth Season Investments and Ellington Management Group, as well as founding Gofer Ice Cream LLC. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Kevin Croken is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and concurrently at Bank of America, N.A. since 2015. 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, and institutions. The firm utilizes internal and third-party managers and provides a range of strategic, tactical, and tax-aware investment options.

Michael Fiore is a financial advisor at Merrill based in New York, NY, holding a Series 66 designation. He began his advisory career in 2026, previously working at Bank of America, N.A. Outside of finance, he owns Fiore Boat Detailing LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with a range of model-based and discretionary investment strategies.

Jaime Mendieta is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and also spent time at Bank of America, N.A. Since 2018, he was affiliated with Baruch College prior to joining 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutional investors.

Pat Murphy is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America, N.A. and 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Small is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Duffl Delivery, as well as self-employment providing Google Ads services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jane Mendelson is a financial advisor at Merrill with 44 years of industry experience. She has been with Merrill since 1981. Jane holds the Series 63 designation and is based 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Kotler is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has been associated with Merrill and Bank of America, N.A. since 2009. 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, and various institutional investors.

Bryan Mendez Flores is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and has worked previously at Bank of America, Teachers Federal Credit Union, and in various roles at Islip Pharmacy and CUNY Baruch College. Outside of finance, he was involved with Obstacle Athletics from 2021 to 2023. 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, and other entities.

Isabella Mason is a financial advisor at Merrill in New York, NY, holding a Series 66 designation. She has worked in the financial industry since 2024 with positions at Bank of America Corporation and Community Bank, among others. Outside of finance, she has experience managing small businesses, including restaurants and barbecue establishments. 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.