Patrick Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in their flagship office in New York City. He is a member of the Private Executive Services team and has been with Merrill Lynch since 2013. In his role, Patrick works closely with a diverse client base that includes corporate executives, financial professionals, and founders of privately held companies and their families, focusing on delivering comprehensive wealth management solutions. Patrick specializes in understanding each client's financial objectives through an in-depth discovery process, managing concentrated positions, and building tailored strategies to achieve financial goals. As a qualified Senior Portfolio Advisor, he provides discretionary management of custom investment strategies and selects from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. His areas of expertise also include executive compensation, equity compensation services, and liquidity management. He holds a bachelor's degree from Hamilton College, where he also served as captain of the basketball team. Patrick has earned his Series 7, 63, and 65 FINRA registrations, along with Insurance and Annuities licenses. Residing in Summit, New Jersey with his wife and three children, Patrick has a background in professional basketball in Europe. His personal interests include golf, traveling, playing basketball, and spending time with his family.

Kevin Riley is a Private Wealth Advisor at Merrill Private Wealth Management, where he is part of the Relationship Management Team within the Private Executive Services group. In this role, he provides wealth management advice to ultra-high-net-worth families, assisting them in developing strategies to meet their overall wealth objectives and personal financial goals. Kevin joined Merrill in 2013. Before that, he was an investment coordinator at Summit Financial Resources and worked on a wealth management team at Morgan Stanley Smith Barney. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Personal Investment Advisor (PIA). Kevin earned a Bachelor of Arts degree in Economics from Dickinson College in 2011, where he was a four-year starter on the men's soccer team and served as team captain in his senior year. Kevin is originally from New Jersey and currently resides in Battery Park, New York City, with his wife, Nina. His personal interests include golf, skiing, reading, philanthropy, and spending time with his family.

Morgan Campbell is a financial advisor at Merrill with three years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2024, Campbell worked at Columbia Management Investment Distributors, Inc. and held positions outside the financial industry. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Julia Gorman is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 designations and having 34 years of industry experience. She has worked at Merrill since 1994 and is also associated with 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Gabrielle Cardinale is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she was with Equity Services, Inc. and Integrated Financial Concepts LLC / National Life Insurance Company. 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 a range of individual and institutional investors.

Robert Bostelman is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on delivering a comprehensive approach to managing wealth. He works closely with clients to understand their financial situations and personal goals in order to create customized wealth management strategies that adapt to changing needs and market conditions. His services include cash flow management, liquidity and lending strategies, balance sheet optimization, private market investment access, tax efficient portfolio construction and oversight, as well as trust administration and servicing. He serves clients who are investment professionals in the wealth accumulation phase, helping them balance their portfolios, manage cash flow, and coordinate with their CPA and estate planning professionals. Robert holds a Bachelor's Degree from Manhattan College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He is a member of the Estate Planning Council of New York (EPCNYC). Outside of his professional responsibilities, he enjoys activities such as chess, golfing, music, spending time with his family, and woodworking.

Ryan Cummings is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Bank of America, Automatic Data Processing, Haymarket Media, and teaching roles at Villanova University and Delbarton School. He also founded Beach Caddy, LLC, a separate business venture. 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 various institutional accounts.

Theresa Consola is a financial advisor at Merrill in New York, NY, with 28 years of industry experience. She has held her position at Merrill Lynch, Pierce, Fenner & Smith since 2000. She holds the Series 63 designation. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ranjesh Singh is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management, operating from the flagship office at The World Financial Center in Lower Manhattan. He works primarily with Ultra High Net Worth individuals, including senior executives of public and private companies, and collaborates with their family offices when appropriate. Ranjesh focuses on delivering personalized wealth management solutions, including divorce transition planning, family wealth management strategies, and services for endowments, foundations, and non-profits. He also specializes in retirement plans and risk management for both for-profit and non-profit corporations. Drawing upon his extensive knowledge of traditional and non-traditional asset classes, including foreign exchange, Ranjesh develops and implements institutional-quality financial strategies. He conducts manager selection and due diligence while constructing and managing custom portfolios on a discretionary basis. His professional credentials include certifications as a Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ranjesh holds a Bachelor of Technology degree in Production Engineering from B.I.T. Sindri, India, a Master of Business Administration from Drury University, and a Master of International Management from Thunderbird School of Global Management. Prior to his career in wealth management, he worked in operational roles at Steel Authority of India Ltd. (S.A.I.L). Fluent in English, Hindi, and Bengali, Ranjesh is also involved in his community through volunteer work and spends his personal time boating, traveling, and with family.

Ryan Hislop is a Senior Financial Advisor with Merrill Lynch Wealth Management based in New York City. He advises a select community of individuals, families, and nonprofits on asset allocation, wealth planning, and portfolio implementation. Utilizing the comprehensive offerings of the Merrill platform, Ryan delivers investment management solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He and his team focus on managing new and existing wealth, generational planning, and have developed a multidisciplinary team to provide holistic wealth management services, including estate planning and access to family office services through Merrill. Before joining Merrill Lynch, Ryan spent six years at Goldman Sachs in the Consumer and Investment Management Division, where he worked exclusively with ultra-high-net-worth individuals, families, and institutions. He holds a Bachelor of Science degree in history from Middlebury College, graduating cum laude. During his time at Middlebury, Ryan played college football and was involved with the Special Olympics. He attended Delbarton School in Morristown, New Jersey. Outside of his professional role, Ryan enjoys boating, cooking, football, golfing, music, and spending time with his family.

Matthew Manuwal is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2002 and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Goldberg is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA).

Robert Waldele is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Merrill since 1979 and also has experience with Bank of America since 2011. Outside of his advisory role, Waldele serves on the advisory board of the Shrine of St. Joseph, presides over the Waldele Family Foundation, directs the Tri-County Scholarship Fund, and is an advisory board member for Mount St. Mary Academy. Merrill serves a wide range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, supported by a broad platform of investment strategies and integration with Bank of America affiliates.

Mardochee Dorvilien is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and to introduce solutions offered through Merrill and Bank of America. His responsibilities include helping clients gain knowledge and tools to take control of their financial lives and select platforms that meet their current needs. Mardochee holds the Professional Investment Advisor (PIA) designation. He applies his expertise to assist clients in uncovering what matters to them and their families, supporting the creation of strategies aimed at pursuing their financial goals.

Lynn Elliott serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial strategies that align with their long-term goals. She leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to provide flexible wealth management approaches tailored to the evolving market environment. Lynn holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Wellesley College. In addition to her advisory duties, Lynn is actively engaged in community service, volunteering with local organizations as part of Merrill’s tradition of community involvement.

Milo Freeman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America and Chimera Securities LLC. He also has experience with Rutgers Athletics and Rutgers 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.

Carl Besana is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2002. Outside of his advisory role, Besana serves as a board member and volunteer coach for the Clifton City Tigers Basketball, a nonprofit organization focused on developing basketball and volleyball skills among Filipino American youth. 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.

Andrew Antanis is a Financial Advisor based in Manhattan with Merrill Lynch Wealth Management. He specializes in working with professionals whose income and equity have exceeded their initial financial plans, assisting clients in managing complex equity compensation, retirement planning, portfolio management, and behavioral coaching through volatile markets. Andrew's background includes hospitality, law, and psychology prior to his career in finance, which influences his approach to client relationships emphasizing clear communication and tailored planning. He holds the designations of Accredited Wealth Management Advisor (AWMA) and Certified Plan Fiduciary Advisor (CPFA), among others, and earned a Bachelor's degree from Ramapo College of New Jersey. Outside of his professional work, Andrew is a member of the Friendly Sons of St. Patrick. His personal interests include biking, camping, cooking, gardening, golfing, hiking, music, photography, spending time with family, and traveling.

Brianna Roche is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving on the advisory side of the Private Executive Services (PES) team. She provides personalized wealth management advice and guidance to affluent families, corporate executives, and business owners. Brianna manages discretionary custom investment strategies by selecting from a range of Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their financial objectives. She holds Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and the Certified Divorce Financial Analyst® (CDFA®) designation awarded by The Institute of Divorce Financial Analysts™. Prior to joining Merrill Lynch in 2015, Brianna worked at Goldman Sachs and on the trading desk of a Boston-based hedge fund. She earned dual Bachelor of Science degrees in Finance and Entrepreneurship from Northeastern University. Brianna resides in Manhattan and enjoys spending time with her chocolate labradoodle, Teddy, and bernedoodle, Bailey.

Henry Swayne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in understanding the financial priorities of high net worth individuals and families, and in creating customized wealth management strategies to help them achieve their financial and life goals. His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. Henry holds an Associate's Degree from Villanova University and is a CERTIFIED FINANCIAL PLANNER® certificant as awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is actively involved in community organizations such as Covenant House and Habitat for Humanity, reflecting his commitment to community service. He currently resides in Rumson, New Jersey with his wife and two children. Outside of his professional work, Henry enjoys cooking, golfing, photography, running, spending time with his family, and tennis.