Kazandra Grey is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on personalized client relationships and comprehensive financial planning. She works closely with clients to understand their unique goals and develop tailored wealth management strategies that address college education planning, retirement income, legacy planning, tax minimization, and socially responsible investing, among other areas. Kazandra's approach emphasizes collaboration and long-term planning to help clients grow, preserve, and transfer wealth effectively. Kazandra brings experience gained since joining Merrill and The Gladstein Levitt Rozelle Spence Group in 2014. Her expertise covers a broad range of financial advisory services including managing new wealth, family wealth management strategies, women and wealth, and divorce transition planning. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her academic credentials include a Bachelor's Degree from the University of Oklahoma and Master's Degrees from Lancaster University and the University of Oklahoma. Outside of her professional pursuits, Kazandra is involved with community organizations such as Dress for Success Houston, Friends of DePelchin, and Texas Children's Hospital. She enjoys activities like playing mahjong, learning calligraphy, and following college football. Kazandra and her husband live in Houston, where they spend time traveling, exploring the city, and caring for their dogs.

Juna Bektasha is a financial advisor at Merrill with 4 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2013, including a role at Bank of America, N.A. since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Lee Nesser is a Senior Financial Advisor at Merrill Lynch Wealth Management and serves as the senior advisor for the Nesser | Sheft Group. With over 21 years of experience, Lee provides wealth management and goals-based strategies to high-net-worth individuals, families, family offices, trusts, and not-for-profits. His practice focuses on the integration of wealth advisory, asset allocation, and trust and estate planning services, working closely with clients' other trusted advisors to address investing and lending needs. Lee specializes in advising clients on asset allocation, portfolio construction, and opportunistic investing, targeting areas such as college education planning, corporate executive services, equity compensation services, family wealth management strategies, and legacy planning. He holds a Bachelor of Science in Management from Binghamton University and an MBA from the University of Colorado System, and he has earned the Personal Investment Advisor (PIA) designation. He is a member of professional organizations including the Bank of America NYC Metro Chapter of the LGBTQ+ Pride Employee Network, the Bank of America Women's Exchange New York Chapter, and the Crestmont Country Club in West Orange, New Jersey. Lee resides in Short Hills, New Jersey, with his wife Laurie and their two children. His personal interests include baseball, cooking, fishing, football, golfing, hiking, music, skiing, soccer, and spending time with his family.

Howard Duvall IV is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the Merrill Lynch Wealth Management Park Avenue Office in 1996, he has provided total wealth management services designed to help businesses and individuals pursue their financial goals. Howard works with clients on managing personal and business finances, with a strong emphasis on retirement planning for individuals and 401(k)/retirement plans for organizations. He has also contributed as a sales manager to develop and train Financial Advisors at the Park Avenue Office. Howard earned a Bachelor's degree in International Affairs and German from the University of Colorado at Boulder and attended Universitaet Regensburg without receiving a diploma. He holds several professional credentials, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in both German and English. Outside of his professional role, Howard enjoys spending time with his family, as well as engaging in activities such as tennis, cooking, skiing, reading, boating, and caring for Golden retriever dogs.

Jo Ellen Garcia Mckinnon is a financial advisor at Merrill with 16 years of industry experience. She has held her current position since 2015 and holds the Series 63, Series 65, and Series 66 licenses. Outside of her advisory work, she is involved as a part-time sales representative with Heavenly Goddess Spa Parties, Inc., a company that sells spa products through social parties. 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.

Michael Puleio is a Private Wealth Manager affiliated with Merrill Private Wealth Management. He works closely with ultra-high net worth clients, their families, professional athletes, and non-profit organizations. Michael's professional activities include investment management consulting and wealth advising, with particular experience in evaluating and advising clients on professional sports asset acquisitions. Michael has more than 25 years of experience in the investment and financial services industry. Before joining J.P. Morgan's Private Bank, he was a Wealth Director at BYN Mellon Wealth Management and served as a financial advisor and employee benefit specialist at MetLife. Michael holds a Bachelor of Science in Business Administration with a concentration in Finance and a double major in Political Science from the University of Richmond. He has also completed the Investments & Wealth Institute™, Certified Private Wealth Advisor®, Executive Education Program at the University of Chicago Booth School of Business. Additionally, he carries the Professional Designation of Personal Investment Advisor (PIA).

Nicole Thompson is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Mass Mutual Mid-Atlantic for one year and has experience outside finance in roles at Towson University and Anthony’s Coal Fired Pizza. 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, pension plans, corporations, and charitable organizations.

Stephanie Mc Auliffe is a Financial Advisor at Merrill Lynch Wealth Management. She is a Team Financial Advisor with McAuliffe Darragh & Associates, where she works closely with clients to understand their priorities and help translate their goals into actionable financial strategies. Her expertise lies in simplifying complex financial topics and providing personalized guidance. Stephanie serves as a consistent resource as her clients' financial priorities and life circumstances evolve. She focuses on building collaborative relationships and supports clients in navigating important financial decisions with clarity and confidence. Stephanie holds a Bachelor's Degree from Bentley College and holds the Personal Investment Advisor (PIA) designation. She is also involved in the community through her participation in the "Read to a Child" program.

Christian Ranke is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America, Citizens Bank, and various other companies outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Richard Tseng is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he serves as an advisory board member for TrackInsight SAS, a platform focused on ETF industry practices. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Patterson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Jason earned a Bachelor's Degree from the University of New Hampshire. Details concerning his professional experience, areas of expertise, personal interests, or community involvement have not been provided.

William Amaya is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Citi Bank, and Trump National Doral. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Velazquez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, she worked at the Rockland County Clerk’s office and Green Team Realty. Outside of her financial advisory role, she provides photography services for friends and family. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Diya Guglani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Diya worked at Bank of America-Merrill Lynch and has experience in education with roles at Virginia Tech and Herricks School District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Bryant Wolfson is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers both model-based and discretionary strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chloe Zaft is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously held roles at Olsen-Smith, Ltd., RunBuddy Mobile, and the LovePup Foundation. 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.

Nicole Hui is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2010, with a brief hiatus 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dvon Jacobs is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and at Bank of America, N.A. since 2013. 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.

Bryan Smith is a financial advisor at Merrill based in New York, NY, with 14 years of industry experience. His career includes roles at Bank of America and J.P. Morgan Securities. He holds the Series 63 and Series 66 designations. 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 managers.

Taylor Ferry is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also spent time at Bank of America and Dentsu. Outside of finance, Taylor is a brand ambassador for a protein bar company and works as a fitness class instructor. 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, institutions, and charitable organizations.