John Ventriello is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michaela Fitzpatrick is a financial advisor at Merrill Lynch Wealth Management, based in Garden City, NY, where she joined in 2025. She focuses on family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Michaela operates out of the Garden City office and lives in New York City. Her professional experience includes five years at Citigroup, where she worked on the Debt Capital Markets team and within the technology organization. Following this, she spent two years at Neuberger Berman as a marketing and fundraising senior associate on the Private Debt team. Michaela holds a Bachelor of Arts degree in Mathematics from Amherst College and has earned the Professional Investment Advisor (PIA) designation. Outside of her professional responsibilities, Michaela is a member of the Lawrence Beach Club in Atlantic Beach, NY. She enjoys spending time with her family, tennis, and yoga.

Thomas Burrell is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He works with families, businesses, executives, athletes, and entertainers across various industries to simplify their complex financial needs and develop personalized financial plans and investment management strategies. He specializes in areas including education planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and tax minimization. Thomas holds the Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He earned his bachelor's degree from Pennsylvania State University. Outside of his professional role, Thomas is involved with the Midway Volunteer Fire Company. His personal interests include boating, cooking, fishing, football, golfing, reading, skiing, soccer, spending time with family, and traveling.

Sophia De Rollo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Adirondack Financial Services and was involved in community roles including work at Syracuse University and the Syracuse University Barnes Center At The Arch. She also has experience in the hospitality sector with Lemon Grass Restaurant and CoreLife Eatery. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Houssein Choucair is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Mc Hugh is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Merrill Lynch and multiple positions related to education and community organizations such as Syracuse University and the Wilton YMCA. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Marko Sango is a financial advisor at Merrill in New York, NY, holding a Series 66 credential with eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2018. 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, corporations, and charitable organizations.

Wendy Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience to her role. She specializes in a range of areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and retirement planning among others. Wendy works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, drawing on her background in accounting and finance to manage both assets and liabilities effectively. Wendy holds a Bachelor's Degree from New York University and is a Retirement Benefits Consultant, assisting businesses and corporate executives with retirement solutions and concentrated stock positions. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Wendy is also active in her community, serving as a mentor for the NYU Business Plan Competition and the Roslyn High School Next Leaders program. Outside of her professional responsibilities, Wendy enjoys a range of activities such as biking, cooking, gardening, hiking, horseback riding, skiing, tennis, traveling, yoga, and spending time with her family. Her philosophy emphasizes developing financial strategies through one-on-one collaboration to help clients achieve their personal and financial objectives.

Cassy Yuen is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, New York Life Insurance Company, and Ocean First Bank. 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.

Courtney Moore is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in advising institutions and high-net-worth families. With over three decades of experience, she provides expertise in customizing financial strategies, strategic asset allocation modeling, hedging, and diversifying complex portfolios while incorporating liability management. Her professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Courtney holds a bachelor's degree from the College of the Holy Cross. Courtney is actively involved in her community, serving as a board trustee for Catholic Charities of Staten Island and Richmond University Medical Center, participating on the finance committee for Notre Dame Academy, and engaging in roles at the Richmond County Yacht Club.

William Sahlman serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is the senior member of The Sahlman | Jones Group. He has provided customized and objective advice to wealthy families, foundations, and endowments for 27 years. His career began as a risk arbitrage analyst at Arnhold & S. Bleichroeder, followed by a wealth management position at Bankers Trust Private Banking. In 2000, he joined Lehman Private Investment Management and helped form a top-10 team focusing on institutional and private asset management. In 2008, he transitioned to Morgan Stanley Private Wealth Management before joining Merrill Lynch. Mr. Sahlman holds a Bachelor of Arts from the University of California – Berkeley and earned both a Juris Doctorate and a Master of Business Administration from Northeastern University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and French. His client focus areas include college education planning, corporate executive services, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, and sports and entertainment. He is a current member of the Contemporary Art Council at the Museum of Modern Art and has previously served on the investment committees of Friends of the Highline and SafeSpace. Mr. Sahlman resides in Brooklyn with his wife and four sons. His personal interests include baseball, boating, fishing, scuba diving, skiing, spending time with his family, and traveling.

Kevin O’Connor is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. from 2019 to 2023 and at Markets Group from 2017 to 2019. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services through a range of investment strategies and a platform integrated with Bank of America affiliates.

Joshua Centre is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client's unique goals and circumstances. Joshua collaborates closely with clients to create flexible wealth management plans that align with evolving market conditions, drawing on investment insights from Merrill and banking and lending solutions from Bank of America. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Rhode Island. Joshua’s approach emphasizes a comprehensive understanding of clients’ financial situations to support their long-term objectives through individualized guidance.

Deanna Breakey is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. She has worked with Merrill since 2018 and previously held positions at Santander, Summit Risk Management, Inc., and Summit Equities, Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Goodbody is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and Eide Bailly LLP. Outside of his advisory role, he engages in reselling products on platforms such as eBay, StockX, and Grailed, where he purchases items retail to sell at a markup. 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, corporations, and charitable organizations.

Brooks O Neil is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Volt Information Sciences, Luxottica, and academic positions at UMass Amherst and Suffolk University. Outside of finance, he operates a sole proprietorship refurbishing and reselling office chairs. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Taylor is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has worked at Merrill and Bank of America N.A. since 2020. Prior to her financial career, she held various roles including positions in education and the hospitality industry. 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.

Hiroki Katsumata is a financial advisor at Merrill in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Bank of America and 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 both model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Nolan Slattery is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Nolan holds a Bachelor's degree in Finance from the State University of New York system and a Master's degree in Marine Conservation from Stony Brook University. He began his career as a Financial Solutions Advisor in New York City before returning to Long Island to start a restorative oyster and scallop farm. Nolan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He lives with his wife on the East End of Long Island, where they enjoy the local beaches and bays. Nolan also dedicates time to volunteering with community organizations, reflecting his commitment to service.

Grant Goodman is a Financial Advisor based out of One Bryant Park in New York City and a member of the Goodman Group, a family team with over 35 years of combined experience. The team focuses on servicing clients by building wealth strategies designed to meet their expectations and achieve long-term goals. Grant specializes in generational planning for his existing clients and works with up-and-coming professionals aiming to build wealth and attain financial independence. The team also serves a diverse group of female business owners and pre/post-divorce women. Grant's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, and retirement income. The Goodman Group offers comprehensive services including home financing through Bank of America, retirement planning, life insurance, long-term healthcare, educational planning, estate planning, and liability strategies for business owners. Grant holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Indiana University Bloomington with a major in Sports Marketing & Management and a minor in Business through the Kelley School of Business. Outside of his professional work, Grant is a sports fan who enjoys playing in various sports leagues, trying new restaurants around New York City, and watching movies.