Thomas Donahue is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in helping high-net-worth professionals and executives with complex financial situations. With more than 30 years of experience in private equity, venture capital, and corporate finance, he focuses on crafting comprehensive wealth strategies tailored to individual client needs. His expertise includes managing multiple income streams, equity positions, complex business ownership structures, stock options, carried interest, international assets, liquidity events, and multi-generational wealth transfer goals. Tom's professional background includes positions on multiple corporate boards where he concentrated on growth, financial structuring, acquisitions, and divestitures. He has been involved in successful exits, including IPOs and strategic acquisitions. He brings an institutional-level perspective to personal wealth management, integrating advanced investment theories and working with a network of attorneys, CPAs, and other specialists to provide coordinated advice. He holds a Bachelor's degree in Economics from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. Tom has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He volunteers in various activities for Georgetown University. Tom resides in New York City with his wife and two children and enjoys golfing, spending time with his family, and watching movies.

Jonathan Horn is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he applies over 30 years of industry experience to assist clients in achieving their financial goals. He specializes in crafting customized investment management strategies and utilizes a goals-based planning approach to guide clients toward successful financial outcomes. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Jonathan collaborates closely with his clients to develop flexible strategies tailored to their unique financial and personal objectives. Jonathan holds a Bachelor's Degree from George Washington University and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys biking, music, spending time with his family, and traveling.

Walter Bell Jr. is a Series 66-licensed financial advisor at Merrill with 13 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and J.P. Morgan Securities. 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.

Stephen Sesko is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He works closely with clients to identify their most pertinent financial goals and develop customized financial plans. His approach includes professional investment management, tax mitigation, structured lending, alternative investments, and cash management solutions. A significant focus of his work involves equity compensation planning for technology professionals who have accumulated substantial company stock, helping to mitigate downside risk and reduce tax liability. Stephen provides ongoing advice and acts as a personal CFO for his clients and their households. Stephen holds a Bachelor's Degree in Finance from Lehigh University and has earned the Personal Investment Advisor (PIA) designation. He is a member of Merrill Lynch Wealth Management and supports the Best Buddies organization in his community. Outside of his professional role, Stephen has interests in baseball, basketball, camping, cooking, golfing, hiking, soccer, and writing.

Mateo Gowland is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been with Merrill since 2018. Outside of his advisory role, he serves as General Partner of OneLove Investment Partnership, a family investment entity. 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 Kraus is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. He is the Co-head of Relationship Management for the Private Executive Services (PES) team, which he helped establish in 1993. In this capacity, he leads a team of 20 professionals who provide integrated wealth management strategies and services to ultra-high-net-worth individuals and families, focusing particularly on corporate executives and senior leaders of public and private companies. His work centers on advising clients to develop strategies that align with their overall wealth objectives and personal financial goals. Kraus has spent his entire career at Merrill, beginning in 1991, and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Arts degree in Economics from the University of Virginia, where he was a three-time All-American lacrosse player. His experience and expertise have been recognized through multiple industry accolades, including inclusion on Barron's "America's Top 1,200 Financial Advisors," Financial Times "Top 400 Financial Advisers," and Forbes' "Best-in-State Wealth Advisors" lists. Residing in Garden City, New York, Kraus is actively involved in his community. He serves as President of the Garden City Youth Lacrosse Program and is on the board of The Kennedy Children's Center. Outside of his professional and community commitments, his personal interests include golfing, skiing, and supporting his four sons in youth sports.

Casey Hicks is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Prior to Merrill, he worked at Bank of America, N.A. 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 investors, and institutions.

Robert Waldele is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America N.A. since 2014. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a broad capital-markets platform.

Seann Courtney is a Senior Financial Advisor at Merrill Lynch Wealth Management specializing in family wealth management strategies, individual and corporate investment strategy, tax minimization, and retirement income. He began his career with Merrill Lynch in 2013, initially working on the administrative side before transitioning to a Financial Advisor role in Rochester, New York. After a brief leave of absence in 2016, Seann joined Merrill’s Private Wealth Management division at One Bryant Park, New York, NY. He resumed his role as a Financial Advisor in 2018, integrating into a family practice led by Karen Verrone, which has been established for 35 years. Seann’s daily responsibilities focus on financial strategies and investment planning, with an emphasis on making the financial lives of business professionals and families in retirement easier. He holds FINRA Series 7 and Series 66 registrations, as well as New York State Life, Accident and Health insurance licenses. Additionally, Seann has obtained the Personal Investment Advisor (PIA) designation. He studied Finance at St. John Fisher College and holds an Associate's Degree from Monroe Community College. Outside of his professional work, Seann’s personal interests include antiquing, football, music, and surfing. He lives in Rye, NY with his wife, Sarah, and their sons, James and Oliver. Seann’s approach is client-centered, focusing on developing personalized financial strategies designed to help clients pursue their long-term goals.

Basilio Lukis serves as an International Wealth Advisor with Merrill Lynch Wealth Management, where he focuses on managing wealth for international clients residing abroad as well as those residing in the United States. He provides comprehensive financial strategies by listening to clients' needs and aligning their goals within the appropriate frameworks of each jurisdiction. His services integrate investment insights from Merrill and banking products from Bank of America to address multiple aspects of clients' financial lives. With over two decades of experience in finance and portfolio management, Basilio specializes in family wealth management strategies, international wealth management, portfolio management services, and both individual and corporate investment strategies. He collaborates with domestic and international individuals and families to understand their financial situations and develop personalized financial strategies that align with their short- and long-term goals. His approach combines personalized service with access to Merrill's investment expertise and Bank of America's banking services. Basilio holds a Bachelor's Degree from Florida International University and a Master's Degree from Instituto Torcuato Di Tella. He has earned professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) and is a member of the CFA Institute. He is fluent in Greek, Portuguese, Spanish, and English. Outside of his professional role, he has interests in adventure sports, golfing, and soccer.

Kevin Cellary is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving in the Harbor Group at the SD office alongside colleagues Robert Schmidt, Patrick Hinz, and Christine Bernert. He works primarily with individuals, families, business owners, and corporations on strategies to preserve, maintain, and grow their wealth. Kevin joined Merrill Lynch in 2018, bringing experience from his years in the commodity markets, where he provided long- and short-term commodity forecasting to small business owners, individuals, and publicly traded companies. His areas of focus include college education planning, corporate executive services, divorce transition planning, executive compensation, endowments, foundations and non-profits, personal retirement planning, portfolio management, and services for sports and entertainment clients. He holds a Bachelor of Science degree in Business Administration with concentrations in Management and Media & Communication from Muhlenberg College. Kevin holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved with Muhlenberg College as a donor to athletic alumni programs and as a member of the football alumni community. Kevin resides in Hoboken, New Jersey.

Michael Wasserman is a financial advisor with Merrill in New York, NY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Merrill since 1983 and concurrently associated with Bank of America since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Feldman is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies that align with their long-term goals. Ryan leverages insights from Merrill's investment expertise alongside the banking and lending capabilities of Bank of America to provide comprehensive wealth management solutions tailored to changing market conditions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Muhlenberg College. Committed to community involvement, Ryan participates in volunteer activities with local organizations, reflecting Merrill's tradition of engagement in the communities it serves.

Elyssa Polster is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She leads The Coleman Group, a team of wealth management professionals committed to providing customized wealth planning strategies, tailored investment portfolios, liability management, and insurance strategies. Elyssa serves high-net-worth individuals and families, focusing on areas such as college education planning, executive compensation, family wealth management, liquidity management, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. With over 22 years of experience in the financial services industry, Elyssa and her team leverage their expertise to develop tailored solutions aimed at helping clients achieve their financial goals. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elyssa graduated with a Bachelor's degree in Finance from Florida Atlantic University. She resides in Fairfield, Connecticut with her husband and three children.

Robert Guido is a Private Wealth Advisor with Merrill Private Wealth Management, based in the World Financial Center flagship office in lower Manhattan. In his role, he focuses on creating personalized wealth management strategies that align with each client's unique financial goals and the changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Robert holds a Bachelor's Degree from the College of the Holy Cross and is designated as a Personal Investment Advisor (PIA). He also follows Merrill’s tradition of community involvement and spends time volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies aimed at supporting their long-term objectives.

Talin Modi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Modi has held various roles including positions at Boston University and involvement with the Sturbridge Swim Club and TalinShoeResale. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by both internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christina Fike is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management's flagship office in New York City. She provides personalized financial strategies tailored to high-net-worth individuals and families, including technology and pharmaceutical executives, commercial real estate owners, entrepreneurs, founders of privately held companies, and venture capitalists. In her role, Christina focuses on delivering wealth management solutions that address clients' unique needs while preserving and growing their wealth. With over two decades of experience in both U.S. and Asian markets, Christina has led significant investment banking projects such as facilitating IPOs for Chinese companies on the Singapore stock market and negotiating capital structures for startups transitioning to joint ventures. Her background includes currency trading, business consulting, and managing large-scale projects, including a $73 million BOT project in China. Since joining Merrill Lynch in 2017, she has held roles including Relationship Manager and Financial Solution Advisor, enhancing her expertise in managing complex financial portfolios and custom strategies. Christina holds a Bachelor of Science in Finance from California State University, San Diego, graduating Cum Laude, and a degree in Economics from Fudan University in Shanghai. She is fluent in English, Mandarin Chinese, and Shanghainese, bringing a global perspective to her advisory practice. Additionally, she is a Personal Investment Advisor (PIA) and participates in professional groups such as the Asian Leadership Network and Women's Exchange at Merrill Lynch. Her personal interests include reading, table tennis, traveling, and watching movies.

Brian Mizoguchi Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He advises clients on comprehensive wealth management strategies, focusing on integrating investments, taxes, estate planning, and retirement strategy to address complex financial situations. His areas of expertise include divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, and tax minimization. He holds several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned his bachelor's degree from Hamilton College. He participates actively in his community, serving in leadership roles for initiatives such as BofA MyEnvironment - NYC Chapter, God's Love We Deliver, and Impact Capital Forum where he holds the position of Vice Chairman. His personal interests include biking, cooking, and yoga.

Shuo Wang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients manage investments, minimize taxes, preserve assets, and create healthy income streams through customized wealth management strategies. Born and raised in Beijing, China, Shuo earned his Bachelor's Degree from Beijing Union University before moving to the United States to pursue a career in the financial industry. Prior to joining Merrill Lynch in 2015, he worked as an equity research consultant. He has extensive experience and understanding of financial markets, primarily in the US and Asia, which he applies to assist clients in managing assets, creating cash flow, minimizing taxes, and reaching retirement goals. He holds the Personal Investment Advisor (PIA) designation. Shuo speaks English, Mandarin, and Cantonese, and works with clients from diverse backgrounds. He also actively volunteers in local communities. His client focus areas include college education planning, divorce transition planning, executive and equity compensation services, institutional and corporate benefit services, services for defined benefit plans, personal retirement planning, portfolio management, and tax minimization.

Abigail Saini is a financial advisor at Merrill Lynch Wealth Management, specializing in serving private clients who are building the next generation of wealth. Her professional focus centers on guiding clients and their management teams through the journey of securing self-made, sustainable wealth for themselves, their families, and future generations. She serves as a trusted partner in navigating complex wealth, helping clients turn today's success into long-term, purpose-driven financial strategy. Abigail holds a Bachelor's Degree from Butler University and possesses several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She serves as President of Merrill's NYC Women's Exchange and is involved in community organizations such as Coaches Across Continents and The Go Project. Abigail is fluent in Spanish and English. Her personal interests include adventure sports, golfing, running marathons, spending time with her family, surfing, swimming, and tennis.