Patrick Nolan is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Blackrock Investments, Inc. for 15 years, followed by roles at First Citizens and SVB Wealth. Nolan is also the owner and director of Shea Scarlet Ventures, a business based in Allentown, NJ. 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.

James Cuddy is a financial advisor at Merrill with 28 years at the firm and 9 years of industry experience. He holds the Series 66 designation and 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 investors.

Emily Selvaggio is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2016, with a three-year tenure at KORE Private Wealth from 2018 to 2021. 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 various organizations.

Tristan Williamson is a Financial Advisor at Merrill Lynch Wealth Management. He works with professionals, executives, and families to simplify complex financial decisions and develop long-term wealth strategies tailored to each client's unique circumstances. His areas of focus include executive compensation, retirement planning, concentrated stock positions, and cash management. Tristan emphasizes personalized guidance, disciplined planning, and long-term collaboration to help clients make confident financial decisions aligned with their goals. Tristan holds a Bachelor's Degree from the University of Massachusetts System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Valeria Galinskaya is a Series 66 licensed financial advisor at Merrill in New York, NY, with 11 years of industry experience. She has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Cholawa is a Series 66 registered financial advisor with Merrill, based in New York, NY, and has nine years of industry experience. He previously worked at UBS Financial Services from 2016 to 2020 and has been with Bank of America since 2018. Outside of his advisory role, he serves as a board member of a condominium association in Brooklyn. 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.

Amarendar Reddy is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Merrill since 2004. 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 charitable organizations.

Phoebe Lok is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2025, she worked at Bank of America Securities for three years and held positions at SUNY Binghamton and other organizations. 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.

Camilo Burgos Bye is a Financial Advisor with Merrill Lynch Wealth Management. He began his career in Wealth Management at JP Morgan before joining Merrill in 2023. Camilo holds FINRA Series 7 and 66 registrations and the Personal Investment Advisor (PIA) designation. Camilo specializes in offering a comprehensive and customized approach to wealth management. He prioritizes understanding clients’ financial situations and personal values to develop flexible strategies that adapt to changing needs and market conditions. He leverages insights from Merrill and Bank of America’s global research to address various aspects of clients’ financial lives. Camilo is committed to delivering personalized advice and service to help clients pursue their financial goals. He earned a Bachelor's Degree from the State University of New York at New Paltz and communicates fluently in English and Spanish.

Wendy Appelbaum is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 12 years of experience with Merrill since 2014. Prior to joining Merrill, she owned and operated a translation services business specializing in Spanish-English translation. Additionally, she has provided part-time assistant work for a private company since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional investors.

Alexander Trippi is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., Wasserman, and Georgetown University. Outside of advisory work, he has responsibilities with the Professional Box Lacrosse Association, traveling regionally for events. 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.

Edward Merrill is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Prudential Insurance Company of America and Bank of America. Outside of finance, he coaches Mite Ice Hockey and serves on the membership committee for the New Canaan Winter 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Livingston is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Wellington Management Company for six years before joining Merrill and Bank of America N.A., where he has been employed for four years. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Conor O Keefe is a Series 66-licensed financial advisor with Merrill in New York, NY, holding 12 years of industry experience. He has worked at Merrill since 2011 and had brief roles at Perspecta Trust and Jordan Park Group in 2020. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts. The firm combines internal and third-party management with trading, custody, and account administration support.

Jan Kepes is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with seven years at Merrill Lynch and a total of four years in the industry. Prior to joining Merrill, he worked six years with the Diocese of Rochester. He serves as Power of Attorney for his parents’ estate matters. 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 strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Remillard is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2010. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Wenner is a Series 66–licensed financial advisor at Merrill with 17 years of industry experience. He has been with Merrill Lynch since 2003. 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.

Robert Vallely is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior roles include positions at Beechwood Capital, Stonebriar Capital, Tengram Capital, and Kraft Heinz Company. He serves as a board member for Mianus River Gorge Inc., a nonprofit focused on protecting natural habitats. 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.

Eric Frey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance focused on helping families manage their wealth through personalized strategies tailored to their long-term goals. His areas of expertise include implementing advanced financial strategies, income tax planning, estate planning, concentrated stock management, intergenerational wealth transfer—including trust services—and philanthropic planning. Eric holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from West Virginia University. Eric is engaged in community involvement in line with Merrill’s tradition of service, spending time volunteering with local organizations. He works closely with clients one-on-one to develop personalized financial strategies designed to pursue their individual long-term objectives.

Daniel Bott is a Series 66 licensed advisor at Merrill with 14 years of industry experience. He has been with Merrill Lynch since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.